Templates

Templates,
ready to run

Built and tested by our team, from lead routing to weekly reports. Add one, connect its apps, and change anything you like.

186 workflows
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.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 Start every day with your Shopify sales and stockEvery morning, one email with yesterday's Shopify orders, sales and best sellers, and every tracked item running low or sold out.ShopifyGmailDailyView 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 Draft replies to customer emails in OutlookWrites a reply to each new customer email in your Outlook inbox, in your business's voice, and saves it as a draft to check and send.Microsoft OutlookAnthropicOn new emailView workflow Never miss a filing or renewal deadlineChecks your deadline sheet each morning and emails you as each licence, permit, tax filing or renewal comes due, with a calendar event.Google SheetsGoogle CalendarGmailDailyView workflow Chase overdue QuickBooks invoicesEmails customers a polite reminder with the invoice attached at 3, 14 and 30 days overdue, and sends you a morning summary of what's owed.QuickBooks OnlineGmailWeekdaysView workflow Forward emails that mention a keywordForwards each new Gmail email that mentions one of your keywords to the address you choose, as soon as it arrives.GmailOn new emailView workflow Find matching rows in a spreadsheetEvery hour, finds the rows on a Google Sheets tab where a column holds a value you choose, or is empty, ready for the steps you add.Google SheetsHourlyView workflow Extract purchase orders from GmailReads each new purchase order email, looks its items up in your product list, and logs every line with name and price.GmailAnthropicGoogle SheetsOn new emailView 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 Turn emailed feature requests into Notion tasksReads new Gmail email for feature requests and logs the ones it finds in Notion as tasks, with a summary of who asked and why.GmailAnthropicNotionOn new emailView workflow Post a daily marketing meme to DiscordEvery day, AI picks a popular meme template, captions it on your topic and posts the finished meme to your Discord channel.AnthropicDiscordDailyView workflow Add every emailed job application to your candidate sheetReads each job application that lands in Gmail, attached CV included, adds the candidate to your Google Sheet and tells your team in Slack.GmailGoogle SheetsSlack+1 more: AnthropicOn new emailView workflow Verify the vendor behind a bank or card lineThe engine behind the bank-line checks: finds who a feed line was paid to, what they do and what it was likely for, or says it could not.SerperExaOpenAIManualView workflow Find out who a bank charge was paid toPaste a cryptic bank or card line and get back who was paid, what they do, what it was likely for and where to post it, with sources.ManualView workflow Identify who was paid on every bank feed lineResearches each new line on a client's bank feed sheet and writes who was paid, what they do and where to post it, with sources.Google SheetsManualView workflow Drip helpful articles to your leadsEvery day, emails the next few leads in your sheet a random article with a short AI note, and comes back to each after a set gap.Google SheetsAnthropicGmailDailyView workflow Fill a spreadsheet with a ChatGPT-written list every hourEvery hour, has ChatGPT write a fresh batch of the list you describe and adds each item as a row in your Google Sheet.OpenAIGoogle SheetsHourlyView 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 Personalised marketing emails from customer dataReads each customer's purchases and feedback, lets AI decide who earns a coupon, and sends a tailored email from Gmail.Google SheetsAnthropicGmailDailyView workflow Low stock and expiry alerts for your pharmacyChecks your pharmacy inventory sheet every morning and emails the medicines running low or near expiry, marking each in the sheet.Google SheetsGmailDailyView workflow Get LinkedIn post ideas from the news in your sheetEvery morning, turns the news logged in your sheet into LinkedIn post ideas for your area of interest, emails them, and clears the sheet.Google SheetsGmailAnthropicDailyView workflow Nurture leads with a personalised articleEach day, picks an article for every lead due one, by their interests and stage, writes a personal note around it and emails it.Google SheetsAnthropicGmailDailyView workflow

Start from a workflow that already works.

Add a template to your workspace, connect its apps, and make it yours.

Free plan, no credit card