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Briefings, board updates, goals and 1:1s. Built and tested by our team: add one, connect its apps, and change anything you like.
13 workflowsBriefings, board updates, goals and 1:1s.
Tell the team who's out this weekEvery Monday morning, posts who is on leave this week from BambooHR to Slack, with their dates, holidays and work anniversaries.
BambooHR
SlackWeeklyView workflow Start every week knowing your cash and runwayEvery Monday, one email with your Mercury cash, monthly burn and months of runway, last week's money in and out, and where it went.
Mercury
GmailWeeklyView workflow Nudge reps about stalled Salesforce dealsEvery Monday, each rep gets one Slack message listing their Salesforce deals with no activity or stage change in two weeks, biggest first.
SalesforceSlackWeeklyView workflow Email last month's profit and loss for each departmentOn the 3rd of each month, emails you last month's profit and loss for each department, or for the whole business, with AI commentary.
Google Sheets
AnthropicGmailMonthlyView workflow Weekly revenue up-or-down emailEvery Monday, totals last week's revenue from your sheet, says if it is up or down on the week before, and explains a rise.Google SheetsGmailAnthropicWeeklyView workflow Weekly employee feedback digestEvery Monday, the week's feedback form responses summarized for HR and emailed, then cleared from the sheet.Google SheetsAnthropicGmailWeeklyView workflow Get feedback on a pitch or speech from TelegramSend a pitch, speech or tricky email to your Telegram chat and get back clear feedback on how to make it land.
Telegram
OpenAIOn new messageView workflow Morning news digest in TelegramEvery morning, merges headlines on your topic from two news services, drops the duplicates and sends one digest to Telegram.
GNews
News API
Google Translate+1 more: TelegramDailyView workflow Draft a business plan from your own notesWrites each section of a business plan in turn from notes you supply, using no figure you did not write yourself.
Google DocsAnthropicManualView workflow Weekly chart of how a metric has movedEvery Monday, charts the recent history of one metric from your sheet and emails you the chart with a note on what changed.Google SheetsGmail
QuickChart+1 more: AnthropicWeeklyView workflow Find out who you are competing withFinds the companies competing with you from a description of your business, and files a researched profile of each in Notion.
Notion
ExaAnthropicEvery 30 daysView workflow Weekly metrics briefing by emailEvery Monday, reads your metrics sheet and emails a short written briefing on what moved and by how much.Google SheetsGmailAnthropicWeeklyView workflow Get a weekly briefing on what your industry's news means for youEvery Monday, emails you the week's industry news read against your business: what happened, why it matters to you and what to do.
PerplexityAnthropicGmailWeeklyView workflow
BambooHRSlackWeeklyView workflow Start every week knowing your cash and runwayEvery Monday, one email with your Mercury cash, monthly burn and months of runway, last week's money in and out, and where it went.MercuryGmailWeeklyView workflow Nudge reps about stalled Salesforce dealsEvery Monday, each rep gets one Slack message listing their Salesforce deals with no activity or stage change in two weeks, biggest first.SalesforceSlackWeeklyView workflow Email last month's profit and loss for each departmentOn the 3rd of each month, emails you last month's profit and loss for each department, or for the whole business, with AI commentary.Google SheetsAnthropicGmailMonthlyView workflow Weekly revenue up-or-down emailEvery Monday, totals last week's revenue from your sheet, says if it is up or down on the week before, and explains a rise.Google SheetsGmailAnthropicWeeklyView workflow Weekly employee feedback digestEvery Monday, the week's feedback form responses summarized for HR and emailed, then cleared from the sheet.Google SheetsAnthropicGmailWeeklyView workflow Get feedback on a pitch or speech from TelegramSend a pitch, speech or tricky email to your Telegram chat and get back clear feedback on how to make it land.TelegramOpenAIOn new messageView workflow Morning news digest in TelegramEvery morning, merges headlines on your topic from two news services, drops the duplicates and sends one digest to Telegram.GNewsNews APIGoogle Translate+1 more: TelegramDailyView workflow Draft a business plan from your own notesWrites each section of a business plan in turn from notes you supply, using no figure you did not write yourself.Google DocsAnthropicManualView workflow Weekly chart of how a metric has movedEvery Monday, charts the recent history of one metric from your sheet and emails you the chart with a note on what changed.Google SheetsGmailQuickChart+1 more: AnthropicWeeklyView workflow Find out who you are competing withFinds the companies competing with you from a description of your business, and files a researched profile of each in Notion.NotionExaAnthropicEvery 30 daysView workflow Weekly metrics briefing by emailEvery Monday, reads your metrics sheet and emails a short written briefing on what moved and by how much.Google SheetsGmailAnthropicWeeklyView workflow Get a weekly briefing on what your industry's news means for youEvery Monday, emails you the week's industry news read against your business: what happened, why it matters to you and what to do.PerplexityAnthropicGmailWeeklyView workflow Start from a workflow that already works.
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