Automation Templates
Ready-to-use templates for every department and use case. Pick one, customize it, and start automating in seconds.
Customer Support
9 templatesAcknowledge and Tag New Inquiries
Check my inbox for new emails with the subject '[Contact Form Submission]'. For each one, send a reply that says '[Thank you for your inquiry. We will get back to you within 24 hours.]' and then apply the label '[New Inquiry]' to the conversation.
GmailAlert on Critical Keywords
Scan the subjects of new tickets created in the last hour in Zendesk. If a subject contains the words '[outage]', '[down]', or '[critical]', post an immediate alert with the ticket details to the '[#engineering-alerts]' Slack channel.
Zendesk
SlackAutomate Customer Support Responses
From '[Google Sheet Link]', sheet '[FAQ Sheet Name]', match 'Keyword' to new Gmails (last 24 hours) labeled 'Customer Inquiry'. If matched, send a personalized Gmail reply using the 'Response Template'. If no match, forward the email to '[Support Team Email]'.
Gmail
Google SheetsCreate a Trello Card and Confirm via Email
Find emails in my inbox from the last hour labeled '[Log Request]'. For each email, create a new Trello card on the '[Incoming Requests]' board, get the card's URL, and send a reply to the original email saying, "Request logged. Track it here: [Trello Card URL]".
Gmail
TrelloCustomer Tickets Automation
Check all my emails from the last 24 hours with a subject containing ‘help’ or ‘support’, and send an auto-reply confirming ticket creation with an expected response window. For each email you found, add details of these emails as new rows in [Notion Database Link] in Notion.
NotionGmailEscalate Stale Urgent Tickets
Look for open tickets in Zendesk with an '[Urgent]' priority that have not been updated in the last '[2]' hours. Post a reminder message with the ticket ID and current assignee to the '[#support-escalations]' Slack channel.
ZendeskSlackInstant Alert for New Urgent Tickets
Search Zendesk for new tickets created in the last hour with a priority of '[Urgent]'. For each ticket, post a message to the '[#support-alerts]' Slack channel with the ticket ID, subject, and customer name.
ZendeskSlackList all PagerDuty alerts assigned to me that haven’t been closed yet
Get a list of all PagerDuty alerts assigned to me that haven’t been closed yet. Send the list to [Your Email Address].
PagerDutyGmailNotify on Unassigned Urgent Tickets
Find all tickets in Zendesk with an '[Urgent]' priority that are still unassigned after '[15]' minutes. Post the ticket ID and subject to the '[#support-managers]' Slack channel for immediate assignment.
ZendeskSlackData Entry & Research
22 templatesAdd Applicants for a Specific Role
Find all emails in my inbox with the subject 'New Application: [Job Title]' from the last 24 hours. For each sender, create a new employee record in BambooHR.
Gmail
BambooHRArchive Old Project Files
In the '[Active Projects]' Dropbox folder, find all files that have not been modified in the last 7 days. Move these files to the '[Archived Projects]' folder.
DropboxArchive Old Published Content
In the Google Sheet '[Content Calendar]', find all rows where the 'Publish Date' is older than 7 days and the 'Status' is '[Published]'. Update the 'Status' column for these rows to '[Archived]'.
Google SheetsAutomate Weekly Invoice/Payment Confirmation Logging
Scan my Gmail inbox for emails received in the last 7 days with the subject containing '[Payment Confirmation Keyword, e.g., Payment Received, Invoice Paid]' from '[Payment Processor Email Address]'. For each email, extract the client name, payment amount, and transaction date. Add this information as a new row to the Google Sheet at '[Google Sheet Link]', in the sheet named '[Sheet Name]', with columns 'Client Name', 'Amount', and 'Date'.
GmailGoogle SheetsClean Up Inactive Contacts
Find all contacts in HubSpot that haven't been updated in '[180]' days and do not have any associated deals. Change their Lifecycle Stage property to '[Archival Review]' for manual cleanup.
HubSpotConsolidate Newsletter Subscriber Sign-ups
Monitor my Gmail inbox for emails received in the past 24 hours with the subject line '[Newsletter Confirmation Subject, e.g., Welcome to Our Newsletter, Subscription Confirmed]' from '[Newsletter Service Email Address, e.g., [email protected]]'. For each email, extract the subscriber's email address. Add this email address as a new row to the Google Sheet at '[Google Sheet Link]', in the sheet named '[Sheet Name]', with a column 'Subscriber Email'
GmailGoogle SheetsCreate Candidate from Labeled Email
Search my Gmail for emails with the label '[New Applicant]' from the last 24 hours. For each, create a new candidate in BambooHR using the sender's name and email address.
GmailBambooHRCreate Companies for New Contacts
Search for contacts created in the last 24 hours that are not yet associated with a company. For each contact, create a new company record using the value from the contact's '[Company Name]' property.
HubSpotDaily Meetings Summary
Compile all events on my Google Calendar for today. For every person that I will meet, and they are on [Domain Link], use the research agent to search online for information about them and write it in 3 detailed bullet points. Send all information to me via Gmail.
Google CalendarGmailDaily Performance Metrics Report
Check my Gmail inbox for emails received in the last 24 hours with the subject 'Daily Performance Report from [Source Name]'. From each email, extract the following metrics: '[Metric 1 Name, e.g., Website Visitors]', '[Metric 2 Name, e.g., Conversions]', and '[Metric 3 Name, e.g., Ad Spend]'. Add a new row to the Google Sheet at '[Google Sheet Link]', in the sheet named '[Sheet Name]', including the current date and the extracted metrics.
GmailGoogle SheetsEnrich New Company Leads
In the '[Prospect List]' Google Sheet, find all rows where the '[Status]' column is '[New]'. For each, use the domain from the '[Website]' column to enrich the organization in Apollo and update the '[Industry]' and '[Employee Count]' columns in the sheet.
ApolloGoogle SheetsFind and Log Engagement Opportunities
Search the '[r/target_subreddit]' subreddit for the top 5 posts from the last 24 hours containing the keyword '[your_keyword]'. For each post, create a new page in the '[Engagement Opportunities]' Notion database with the post title and its URL.
RedditNotionGenerate Weekly Knowledge Base Digest
Find all pages created in the last 7 days in the Notion database '[Knowledge Base DB]'. Create a new page in the '[Team Updates]' database titled 'New Articles This Week' and add a bulleted list with links to the new pages.
NotionLog Attendee List in Notion
Find the Google Meet event titled '[Client Discovery Call]' that occurred in the last 24 hours. Get the list of attendees and add their names to the '[Attendees]' property of the corresponding '[Client Call Notes]' page in Notion.
Notion
Google MeetLog Interview Notes to Candidate Profile
Find emails in my 'Sent' folder from the last 24 hours with the subject containing '[Interview Notes]'. For each email, find the corresponding candidate in BambooHR by their email address and add the body of the email as a note to their profile.
GmailBambooHRLog New Stripe Customers
Find all new customers created in Stripe in the last 24 hours. For each new customer, add their email and name to a new row in the '[New Customer Log]' Google Sheet.
StripeGoogle SheetsLog Post Ideas from Meeting Notes
Search the '[Meeting Notes]' Notion database for pages from the last 24 hours with the tag '[LinkedIn Idea]'. For each, create a new page in the '[Content Ideas]' database with the title of the meeting note and set its status to '[New Idea]'.
LinkedInNotionLog Project Confirmation Email
Search my 'Sent' mail in Gmail for emails with the subject 'Project Confirmed' from the last 24 hours. For each, find the corresponding project in Asana and add a comment with the body of the email for record-keeping.
Gmail
AsanaLog Website Contact Form Submissions
Monitor my Gmail inbox for new emails received in the past 24 hours from '[Your Website Contact Email Address, e.g., [email protected]]' with the subject line 'New Website Contact Form Submission'. For each email, extract the sender's name, email, phone number (if available), and the message content. Add this data as a new row to the Google Sheet at '[Google Sheet Link]', in the sheet named '[Sheet Name]', with columns 'Name', 'Email', 'Phone', and 'Message'.
GmailGoogle SheetsOrganize Files by Type
Search the '[Team Uploads]' Dropbox folder for files added in the last 24 hours. If a file is a PDF, move it to the '[Documents]' subfolder. If it is a PNG or JPG, move it to the '[Images]' subfolder.
DropboxProspect Research Assistant
From my Google Sheet at [Sheet Link] and worksheet [Worksheet Name], take each row where 'LinkedIn Info Updated' is 'No'. Use the 'Company Domain' to get the company's info from LinkedIn. Update the 'Industry', 'Employee Count', and 'Location' columns with the results.
LinkedInGoogle SheetsRefresh Data for Stale Records
In the '[Account List]' Google Sheet, find all rows where the '[Status]' column is '[Refresh]'. Use Apollo to get the latest employee count for the company domain and update the '[Employee Count]' column. Then, change the '[Status]' to '[Refreshed]'.
ApolloGoogle SheetsProject & Task Management
52 templatesAdd Bug Label to New Issues
Search the GitHub repository '[owner/repo]' for new issues created in the last 24 hours that contain the word '[bug]' in the title but do not have a label. For each of these issues, add the label '[bug-report]'.
GitHubAdd Client Feedback as a Task Comment
Search my Gmail for emails received in the last [7] days with a subject that matches an existing task name in my '[Client Feedback]' Asana project. If a match is found, add the body of the email as a comment to that Asana task.
AsanaGmailAdd Email Feedback to an Existing Card
Find emails in my inbox from the last hour where the subject matches a card title on the '[Client Feedback]' Trello board. If a match is found, post the body of the email as a new comment on that Trello card.
GmailTrelloAdd Onboarding Subtasks for New Clients
Search the '[Client Onboarding]' Asana project for new tasks created in the last hour. If a task title starts with 'Onboard:', add the following subtasks to it: '[Schedule Kick-off Call]' and '[Send Welcome Packet]'.
AsanaAdd Standard Checklist to New Tasks
In the '[Onboarding]' ClickUp list, find tasks created in the last 24 hours that do not have a checklist. For each task, create a new checklist named '[Standard Onboarding Steps]'.
ClickUpAdd Standard Tasks to New Projects
Find all new projects created in Asana in the last 24 hours. For each new project, create the following tasks inside it: '[Schedule Kick-off Call]', '[Send Welcome Packet]', and '[Internal Project Brief]'.
GmailAsanaAlert on New High-Priority Issues
Search the GitHub repository '[owner/repo]' for new issues created in the last hour that have the label '[Urgent]'. For each new urgent issue, post its title and URL to the '[#dev-alerts]' Slack channel.
SlackGitHubArchive Low-Priority Backlog Items
In the '[Backlog]' list, find tasks with a '[Low]' priority that have not been updated in the last 7 days. Move these tasks to the '[Archived]' list to keep the backlog clean.
ClickUpArchive Outdated Policies
Query the '[Company Policies]' Notion database for pages where the 'Review By' date is in the past and the status is not already '[Archived]'. For each of these pages, update the 'Status' property to '[Archived]'.
NotionAssign a Default Role to New Members
Find all members in the server who do not have the '[Member]' role. For each of these members, assign them the '[Member]' role.
DiscordAssign a Reviewer for Completed Work
Look for cards moved to the '[In Review]' list on the '[Project Name]' board in the last hour. For each card, add '[Team Lead's Username]' as a member to assign it for final review.
TrelloAssign Kick-off Task to Project Manager
In the '[New Client Projects]' Asana project, find all tasks created in the last 24 hours that are unassigned. For each task, assign it to '[[email protected]]' and set the due date for 2 days from now.
GmailAsanaAssign Reviewer for New Drafts
Search the '[Documentation]' Notion database for pages created in the last 24 hours where the 'Status' is '[Draft]' and the 'Reviewer' is empty. For each page, update the 'Reviewer' property to '[Designated Reviewer's Name]'.
NotionAssign Reviewer to New Pull Requests
In the repository '[owner/repo]', find all open pull requests created in the last hour that have no reviewers assigned. For each pull request, add '[lead-dev-username]' as a reviewer.
GitHubAssign Tasks Based on Email Content
Scan my inbox for unread emails containing '[Bug Report]' in the subject. Create a task in the '[Engineering]' Asana project for each, and assign it to '[[email protected]]'.
AsanaGmailAssign Tasks from the Triage Section
Find all unassigned tasks in the '[Triage]' section of the '[Team Requests]' project that were created more than 24 hours ago. Assign these tasks to '[Default Assignee's Name]' for review.
AsanaAssign Task to Mentioned User
Find messages in the '[#marketing-requests]' channel from the last hour that contain '[New Task:]'. Create a task in the '[Marketing]' Asana project and assign it to the Asana user who was mentioned in the Slack message.
SlackAsanaAutomate Follow-up Task Creation from Emails
Review emails received in the last 24 hours in my Gmail inbox with the label '[Follow-up Required Label]' or containing keywords like '[Action Keyword 1, e.g., please respond]', '[Action Keyword 2, e.g., next steps]'. For each identified email, summarize the required follow-up action and note the sender's email and the email subject. Add this as a new row to the Google Sheet at '[Google Sheet Link]', in the sheet named '[Sheet Name]', with columns 'Task Description', 'Sender Email', 'Email Subject', and 'Status' (default to 'Pending').
GmailGoogle SheetsClean Up Merged Branches
In the repository '[owner/repo]', find all pull requests that were merged in the last 24 hours and whose head branches still exist. For each, delete the head branch to keep the repository clean.
GitHubComment Reminder on Approaching Due Dates
On the Trello board '[Project Name]', find all cards due in the next 24 hours. For each card, add a comment that says, "@[Assignee's Username], a friendly reminder that this is due tomorrow."
TrelloConsolidate Meeting Action Items from Email to Google Sheet
Fetch emails in my Gmail inbox from the last 24 hours that have '[Meeting Summary Keyword, e.g., Meeting Notes, Action Items]' in the subject line. From each email, identify and extract distinct action items. For each action item, add a new row to the Google Sheet at '[Google Sheet Link]', in the sheet named '[Sheet Name]', including the action item description, the associated meeting date, and the assigned person (if mentioned in the email).
GmailGoogle SheetsConvert Slack Thread to a Single Task
Check for messages in the '[#brainstorm]' channel from the last hour that have a '[💡]' emoji reaction. For each, get the entire message and create a single task in the '[New Ideas]' Asana project.
SlackAsanaCreate a "Contact Client" Task
Scan my Gmail for unread emails from the last 24 hours with the subject line containing '[New Client Inquiry]'. For each, create a new task in the '[Sales Pipeline]' Asana project to 'Follow up with [Sender Name]'.
FigmaAsanaCreate and Assign Bug Report Cards
Find all emails in my Gmail inbox from the last 24 hours with '[Bug Report]' in the subject. For each, create a new card on the '[Bugs]' Trello board and add the user '[dev-lead-username]' as a member.
GmailTrelloCreate a New Tracking Sheet for a Campaign
Look for new pages created in the '[Campaigns]' Notion database in the last 24 hours. For each new campaign, create a new sheet (tab) in the master Google Sheets workbook '[Master Campaign Tracker]' and name it after the '[Campaign Name]'.
NotionGoogle SheetsCreate a "Post Idea" Shell in Notion
Create a new page in the '[Reddit Content Ideas]' Notion database. Set the title to 'New Reddit Post Idea for [Date]' and set the 'Status' property to '[Drafting]'.
RedditNotionCreate Asana Project from Labeled Email
Search my Gmail for emails with the label '[New Project]' from the last 24 hours. For each email, create a new project in Asana using the email's subject as the project name.
GmailAsanaCreate Asana Task from Emoji Reaction
In the Slack channel '[#team-projects]', check for messages from the last hour that have a '[✅]' emoji reaction. For each one, create a new task in the '[Team Tasks]' Asana project using the Slack message as the title.
SlackAsanaCreate Asana Task from Labeled Email
Check my Gmail for any emails received in the past [24] hours with the label '[To-Do]'. For each email, create a new task in my '[Project Name]' Asana project. Use the email subject for the task name and the email body for the task description.
AsanaGmailCreate Campaign Timeline from Notion Brief
Search the '[Campaign Briefs]' Notion database for pages created in the last 24 hours. For each, extract the 'Campaign Name', 'Start Date', and 'End Date' and add them as a new row to the '[Master Campaign Timeline]' Google Sheet.
NotionGoogle SheetsCreate Daily Content Shell in Notion
Create a new page in the '[Content Calendar]' Notion database. Set the title to 'X Post for [Tomorrow's Date]' and assign it to '[Social Media Manager's Name]' to start the drafting process.
Create Daily Content Shell in Notion for LinkedIn
Create a new page in the '[LinkedIn Content Calendar]' Notion database. Set the title to 'LinkedIn Post for [Tomorrow's Date]' and assign it to '[Social Media Manager's Name]' to start the drafting process.
LinkedInNotionCreate Follow-up Task for Completed Work
Search the Asana project '[Project Name]' for tasks that were completed in the last 24 hours. For each one, create a new subtask named 'Follow-up on [Original Task Name]' and assign it to '[Project Manager's Name]'.
AsanaCreate Standard Project Subfolders
In the main '[Client Projects]' Dropbox folder, find any new folders that were created in the last 24 hours. For each new folder, create the following subfolders inside it: '[Assets]', '[Drafts]', and '[Finals]'.
DropboxCreate Task and Confirm with Reply
Check for messages from the last 24 hours in the '[#client-requests]' channel that contain the phrase '[Action Item]', and create a new task in the '[Client Work]' Asana project using the message as a title. Post a reply in the original Slack thread saying, "I've created an Asana task for this request."
SlackAsanaCreate Tasks from Meeting Action Items
Check for pages in the '[Meeting Notes]' Notion database that were updated in the last 24 hours. Scan the content of each page for unchecked to-do list items and create a new task for each item in the '[Master Tasks]' database.
NotionCreate Tasks from Meeting Transcript
Get the transcript from the Google Meet recording that ended in the last hour. For each action item mentioned, create a new task in the '[Master Task List]' Notion database with the action item as the title.
NotionGoogle MeetCreate 'To-Pay' Tasks from Invoices
Find emails in my inbox from the last [7] days with the word '[invoice]' in the subject that have an attachment. Create a task in my '[Accounts Payable]' project in Asana with the title "Pay Invoice from [Sender]" and set the due date for 7 days from today.
AsanaGmailCreate Trello Card from Labeled Email
Search my Gmail inbox for emails with the label '[Create-Task]' from the last 24 hours. For each, create a new card on the '[Project Board]' Trello board in the '[To-Do]' list, using the email subject as the card title and the email body as the description.
GmailTrelloCreate Trello Card from Slack Keyword
In the Slack channel '[#project-ideas]', find messages from the last 24 hours that contain the keyword '[#idea]'. For each, create a new card in the '[Ideas]' list on the '[Product Roadmap]' Trello board using the message content as the card title.
TrelloSlackCreate Urgent Task from Keyword
Search for messages in the '[#support-issues]' Slack channel from the last hour that contain the word '[Urgent]'. For each message, create a new task in the '[High Priority]' section of our Asana project.
AsanaSlackEmail Daily Task Digest to Team Members
In the '[Master Tasks]' Notion database, find all pages where the 'Assignee' is '[[email protected]]' and the 'Status' is not '[Done]'. Send an email to that team member with the subject 'Your Notion Tasks for Today' and a list of their open tasks.
GmailNotionExtract Action Items to a Notion Page
Find the Google Meet recording for the meeting titled '[Project Sync]' from the last 24 hours. Get the transcript, identify all action items, and append them as a bulleted list to the Notion page named '[Weekly Action Items]'.
NotionGoogle MeetFlag Low-Stock Product Sales
Find all orders from the last 24 hours in Shopify. For each product in those orders, check its inventory level. If the stock for any product is below '[10]' units, post an alert to the '[#inventory-alerts]' Slack channel.
ShopifySlackFlag Overdue Tasks for Follow-Up
Search the '[Team Projects]' ClickUp space for tasks that became overdue in the last 24 hours. For each overdue task, add a comment saying, "This task is now overdue, please provide an update."
ClickUpFlag Overdue Tasks for Review
Find all tasks in the Asana project '[Project Name]' whose due date has passed and are not yet complete. Add a comment to each overdue task that says, @[Assignee's Name], this is overdue. Please provide a status update.
AsanaNotify Assignee of New Trello Card
Look for new cards created on the '[Team Tasks]' Trello board in the last hour. For each card, find the assignee's email, look up their Slack user, and send them a direct message with the title and link to the new card.
TrelloSlackNotify Manager of Blocked Tasks
Check the '[Project Name]' Trello board for cards that were moved to the '[Blocked]' list in the last hour. Add the member '[Project Manager's Username]' to each of those cards to notify them immediately.
TrelloNotify Team of Merged Pull Requests
Look for pull requests that were merged into the '[main]' branch of the '[owner/repo]' GitHub repository in the last hour. Announce each merged PR in the '[#development]' Slack channel with its title and author.
SlackGitHubPrepare Upcoming Week's Content
In the Google Sheet '[Content Calendar]', find all rows where the 'Publish Date' is within the next 7 days and the 'Status' is '[Draft]'. Update the 'Status' for these rows to '[Ready for Review]'.
Google SheetsPrompt for Updates on Stale Cards
Find all cards in the '[In Progress]' list on the '[Project Name]' Trello board that have had no activity in the last '[7]' days. Add a comment to each card asking the assignee for a status update.
TrelloPurge Bot Command Channel
In the Discord channel '[#bot-commands]', delete all messages that were posted in the last 24 hours to keep it clean.
DiscordSales & Lead Management
28 templatesAdd New Leads to Welcome Series
Search HubSpot for contacts created in the last 24 hours with a lifecycle stage of '[Lead]'. Add each new contact to the Mailchimp audience named '[Welcome Nurture List]'.
HubSpotMailchimp Integration With AssistaAlert on High-Value Orders
Find all new orders in Shopify from the last 24 hours with a total value greater than '[500]'. Post a message for each in the '[#major-sales]' Slack channel with the order details and customer name.
ShopifySlackAnnounce First-Time Customers
Check for new orders in Shopify from the last 24 hours. For each order, check if it is the customer's first order. If it is, post a "Welcome new customer!" message with their name in the '[#general]' Slack channel.
SlackShopifyAutomate Lead Capture from Emails to Google Sheet
Check my Gmail inbox for emails received in the past 24 hours with the subject line containing '[Keyword/Subject Line, e.g., New Contact Form Submission]'. For each matching email, extract the sender's name, email address, and the subject. Add this information as a new row to the Google Sheet located at '[Google Sheet Link]', in the sheet named '[Sheet Name]', with columns 'Name', 'Email', and 'Subject'.
GmailGoogle SheetsCollect Leads Information
Scan my emails from the last 24 hours for lead information such as name, company, phone number, and email address, then add these details into the CRM database [Spreadsheet Link]. Before adding the information, understand the structure of the table and map the data with its corresponding columns.
GmailGoogle SheetsCreate a New Deal from a Proposal Request
Search my Gmail for emails from the last 24 hours that contain the keyword '[proposal]'. For each email, find the sender in Pipedrive and create a new deal in the '[Sales Pipeline]' titled '[Sender's Company Name] Deal'.
Gmail
PipedriveCreate Deals from Proposal Requests
Search my Gmail for emails received in the last 7 days containing the keyword '[proposal request]'. For each sender, find their contact in HubSpot and create a new deal titled 'Proposal for [Contact Name]' in the '[Sales Pipeline]'.
GmailHubSpotCreate Follow-Up Task from Labeled Email
Find all emails in Gmail with the label '[Follow-Up]' from the last 24 hours. For each, find the matching person in Pipedrive by the sender's email and create an activity to 'Follow up on email: [Email Subject]', due tomorrow.
GmailPipedriveCreate HubSpot Contacts from New Inquiries
Scan my Gmail for unread emails with the subject '[Website Inquiry]'. For each email, check if a contact with the sender's email exists in HubSpot. If not, create a new contact using their name and email address.
GmailHubSpotCreate New Pipedrive Contacts from Inquiries
Scan my Gmail from the last 7 days for unread emails with the subject '[New Website Inquiry]'. For each email, check if a person with the sender's email exists in Pipedrive. If not, create a new person using their name and email.
GmailPipedriveDraft Follow-ups for Sent Items
Search my sent emails from '[7]' days ago that have not received a reply. For each one, create a draft follow-up that says, '[Hi, just wanted to check in on this. Thanks!]'
GmailFind Decision-Makers at Target Accounts
Search the '[Target Accounts]' Google Sheet for rows where the '[Contact Name]' is empty. For each, search Apollo for a person with the title '[Head of Marketing]' at the company domain listed, and add their full name to the '[Contact Name]' column.
ApolloGoogle SheetsFind New Prospects by Persona
Search Apollo for '[10]' new organizations in the '[SaaS]' industry located in '[London]' with '[50-200]' employees. For each result, add a new row to the '[New Leads]' Google Sheet with the company's name, domain, and industry.
ApolloGoogle SheetsFlag Engaged Subscribers in HubSpot
In your '[Newsletter]' Mailchimp audience, find all contacts with a '[5-star]' engagement rating. For each of these contacts, find the matching record in HubSpot and update their custom property '[Marketing Engagement]' to '[Highly Engaged]'.
HubSpotMailchimp Integration With AssistaFlag Stale Deals for Follow-up
Search for HubSpot deals in the '[Sales Pipeline]' that have not been modified in the last '[14]' days. For each deal found, update its '[Follow-up Status]' custom property to '[Needs Attention]'.
HubSpotIdentify Companies with Hiring Signals
In the '[Prospects]' Google Sheet, find rows where the '[Hiring Status]' column is empty. For each, check Apollo for recent job postings from that company. If any are found, update the '[Hiring Status]' column to '[Actively Hiring]'.
ApolloGoogle SheetsList All Deals Expected to Close Next Week
List all deals in Pipedrive expected to close next week.
PipedriveList Best-Selling Products
List the top 10 best-selling products from the past month on my Shopify store.
ShopifyList HubSpot Deals
List all HubSpot deals in the 'Negotiation' stage with close dates this month.
HubSpotList Open Opportunities
Show me all open opportunities in Salesforce closing this month.
SalesforceList the Latest Salesforce Leads Assigned to Me
List the Salesforce leads assigned to me in the past 24 hours.
SalesforceLog Attendee No-Shows
Find the scheduled event for the invitee with the email '[[email protected]]' that occurred in the last 24 hours and create an invitee no-show record for them.
CalendlyLog Labeled Emails as Pipedrive Notes
Find all emails in Gmail with the label '[Log to Pipedrive]' from the last 24 hours. For each email, find the sender in Pipedrive by their email address and add a new note to their record with the email's subject and body.
GmailPipedriveLog Sales Emails to HubSpot Timeline
Find emails in my Gmail 'Sent' folder from the last 24 hours that were sent to an existing HubSpot contact. For each, log a copy of the email as an activity on the contact's timeline in HubSpot.
GmailHubSpotNew High-Value Lead Alert
Search HubSpot for new contacts created in the last hour with a Lifecycle Stage of '[Lead]'. For each, post a message in the '[#sales-leads]' Slack channel with the lead's name, company, and email address.
SlackHubSpotNotify Owner of Contact Update
Check for contacts in HubSpot that have been modified in the last hour. For each updated contact, find the contact owner's email, look up their Slack user, and send them a direct message saying "Heads up: The record for your contact, [Contact Name], was just updated."
SlackHubSpotPrioritize New Leads by Job Title
Search for new contacts created in the last hour whose 'Lead Score' property is empty. If a contact's 'Job Title' contains '[Director, VP, or C-Level]', update their custom 'Lead Score' property to '[100]'.
HubSpotRemove Customers from Prospect Lists
Search HubSpot for contacts whose lifecycle stage was updated to '[Customer]' in the last 24 hours. For each new customer, find their email and archive them to the '[Prospect Nurturing]' audience in Mailchimp.
HubSpotMailchimp Integration With AssistaCommunication & Event Scheduling
26 templatesAdd Travel Time to In-Person Meetings
Check my Google Calendar for new events created in the last hour that include a physical location. For each one, create a '[30-minute]' event titled 'Travel Time' immediately before it.
Google CalendarGmailAlert Channel for Urgent Trello Cards
Find all cards on the '[Client Work]' Trello board that had the label '[Urgent]' added in the last hour. Post a message to the '[#urgent-tasks]' Slack channel with the card name and its due date.
TrelloSlackAlert Team When a Project is Blocked
Search the '[Active Projects]' Notion database for pages where the 'Status' property was updated to '[Blocked]' in the last hour. For each, post a message to the '[#project-alerts]' Slack channel with "🔴 PROJECT BLOCKED: [Project Name]".
SlackNotionAnnounce Completed Trello Cards
Search the '[Project Phoenix]' Trello board for cards that were moved to the '[Done]' list in the last hour. Post a message to the '[#project-updates]' Slack channel announcing each completed task with its title.
TrelloSlackAnnounce New GitHub Releases
Check the GitHub repository '[owner/repo]' for new releases published in the last 24 hours. For the latest release, post its title and notes as a message in the '[#releases]' Slack channel.
SlackGitHubAnnounce New Project Briefs in Slack
Search the '[Project Briefs]' Notion database for new pages created in the last 24 hours. For each new page, post its title and URL as a message in the '[#new-projects]' Slack channel.
SlackNotionCancel a Specific Upcoming Event
Find the upcoming Calendly event with the invitee whose email is '[[email protected]]' and cancel it.
Calendly"Closed-Won" Deal Celebration
Check HubSpot for deals that were updated to the '[Closed Won]' stage in the last hour. For each deal, post a celebratory message in the '[#wins]' Slack channel announcing the deal name, amount, and owner.
HubSpotSlackCreate a Weekly Event Reminder
Create a new scheduled event in the server named '[Weekly Community Call]' for next '[Friday]' at '[5:00 PM GMT]'. Set the location to the '[Town Hall]' voice channel.
DiscordCreate Event from Confirmed Time
Check my inbox for emails received in the last hour with the subject line '[Meeting Confirmed]'. Create a Google Calendar event using the time specified in the email, with the subject as the event title, and invite all email recipients.
Google CalendarGmailCreate Events from Confirmed Emails
Find all emails in my inbox with the label '[Meeting Confirmed]' that were received in the last 24 hours. Read the confirmed time from each email, create a corresponding event in my Google Calendar, and invite all participants from the email thread.
Google CalendarGmailCreate One-Off Meeting Type
Create a new one-off event type in Calendly named '[Event Name]' for a duration of '[30]' minutes.
CalendlyDraft Replies to Meeting Requests
Search my Gmail for unread emails with the label '[Schedule Meeting]'. For each, find the next '[3]' available '[30-minute]' slots on my Google Calendar and send a reply to the sender proposing those times.
Google CalendarGmailEscalate Blockers to a Separate Channel
Read all the replies in today's stand-up thread in the '[#standups]' channel. If any message contains the keyword '[blocker]' or '[stuck]', immediately post the full message and the author's name to the '[#blockers-alert]' channel for visibility.
SlackFlag Scheduling Conflicts from OOO Replies
Scan my inbox for emails from the last 24 hours with "Out of Office" in the subject that are replies to a calendar invitation. Send me a summary email listing the names of the attendees who are OOO and the titles of the affected meetings.
GmailGoogle CalendarGenerate a Single-Use Scheduling Link
Create a single-use scheduling link for the event type '[Initial Consultation]' in Calendly.
CalendlyInitiate the Daily Stand-up
Post a message to the '[#standups]' Slack channel asking the team to reply in a thread with: "1. What you accomplished yesterday. 2. What your plan is for today. 3. Any blockers?" Then, mention '@here' in the thread to notify everyone.
SlackNotify Rejected Candidates
Find candidates in BambooHR whose status was changed to '[Rejected]' in the last hour. For each, send an email from my Gmail with the subject 'Update on your application' and a body of '[Your standard rejection message]'.
GmailBambooHRNotify Stakeholders of Milestone Completion
Check the '[Project Roadmap]' Notion database for pages updated in the last 24 hours where 'Type' is '[Milestone]' and 'Status' is '[Complete]'. Send an email to '[[email protected]]' with the subject 'Milestone Reached: [Milestone Title]!'.
GmailNotionPost a Daily Commit Summary
Get all commits pushed to the '[develop]' branch in the '[owner/repo]' GitHub repository over the last 24 hours. Post a single summary message with the commit messages and authors to the '[#daily-digest]' Slack channel.
SlackGitHubPost a Daily Welcome Message
Create a new message in the '[#welcome]' Discord channel with the text: '[Welcome to all our new members today! Be sure to check out the #rules channel to get started.]'
DiscordPost a Recurring Engagement Prompt
Post a message to the '[#general-chat]' Discord channel with the text: '[What is everyone working on this week? Share your progress in the thread!]’
DiscordPost New Meeting Notes for Visibility
Look for new pages created in the '[Meeting Notes]' Notion database in the last 24 hours. For each new page, post a message in the '[#general]' Slack channel with "FYI: New meeting notes published: '[Page Title]'."
SlackNotionPost New Shopify Orders to Slack
Search for new orders in Shopify from the last hour. For each new order, post a message to the '[#sales]' Slack channel with the customer's name and the total order value.
ShopifySlackPropose Meeting Times from Email
Scan my inbox for unread emails from the last 24 hours containing '[meeting request]'. Find the next '[3]' available '[30-minute]' slots in my Google Calendar and draft a reply to the sender with the suggested times.
Google CalendarGmailRemind Team Members to Post Updates
In the '[#standups]' channel, check today's stand-up thread. Compare the list of channel members against the users who have replied, and send a direct message to anyone who hasn't responded yet with a reminder to post their update.
SlackFinance and Legal
8 templatesAlert on Declined Documents
Search for any DocuSign envelopes that had their status changed to 'declined' in the last 24 hours. For each, list the document title and the name of the recipient who declined.
DocuSignAudit of Recently Voided Envelopes
Find all DocuSign envelopes that had their status changed to 'voided' in the last 24 hours. Create a list of these voided envelopes, including who sent them and when they were voided.
DocuSignFlag Customers with Failed Payments
Search for all charges that have a status of 'failed' in the last 24 hours. For each failed charge, find the associated customer and update their description to include 'Failed payment on [Current Date]'.
StripeFlag Stale, Unsigned Envelopes
Search for all DocuSign envelopes that were sent more than '[14]' days ago but are still not completed. List the titles of these envelopes and their recipients for manual review and follow-up.
DocuSignInvoice New Customers Automatically
Look for new customers created in Stripe in the last 24 hours. For each new customer, create a new draft invoice for your standard '[Set-up Fee]' product using the price ID '[your-price-id]'.
StripeLog Refunds for Canceled Subscriptions
Find all subscriptions that were canceled in the last 24 hours. For each one, locate the last successful charge and create a refund for that charge in Stripe.
StripeLog Successful Payments to a Sheet
Search Stripe for successful charges from the last 24 hours. For each charge, add a new row to the '[Sales Tracker]' Google Sheet with the amount, customer email, and date.
StripeGoogle SheetsRecord New Customer Disputes
Check Stripe for any new disputes created in the last 24 hours. For each dispute, add a row to the '[Dispute Tracker]' Google Sheet with the transaction amount, customer email, and dispute reason.
StripeGoogle SheetsData Analysis and Report Generation
35 templatesAnalyze all PagerDuty incidents resolved in the past month
Analyze all PagerDuty incidents resolved in the past month and give the most frequent problems mentioned.
PagerDutyAnalyze Jira Tasks and Make Me a Team Activity Report
Analyze Jira tasks and make me a team activity report. Send the report to [Email Address].
JiraGmailAnalyze Reddit Posts for Keyword
Search on Reddit platform for 10 mentions of '[Keyword]' from past week, collect posts and user information, and store the data in the database [Notion Database Link].
RedditNotionAppend Daily Updates to a Running Project Log
Find all Trello cards moved to the '[Done]' list in the last 24 hours. Append the names of these cards as a bulleted list under a new heading with today's date in the Google Doc named '[Ongoing Project Log]'.
Trello
Google DocsCompile Task Comments for Project Review
For all cards in the '[Completed Sprint]' list on your Trello board, retrieve all the comments. Compile these comments into a single Google Doc titled 'Sprint Review Notes' with each card name as a heading.
TrelloGoogle DocsConsolidate Project Updates
Find all pages in the '[Active Projects]' Notion database. For each page, copy the text from the '[Last Week’s Update]' property and append it to a single Notion page titled '[Weekly Leadership Summary]'.
NotionCreate a "Blocked Tasks" Alert Document
Find all cards on the Trello board '[Project Name]' that have the label '[Blocked]'. Create a new Google Doc named 'Action Required: Blocked Tasks' and list the names of these cards.
TrelloGoogle DocsCreate a Weekly Release Draft
Find all pull requests that were merged into the '[main]' branch in the repository '[owner/repo]' in the last 7 days. Create a new draft release titled '[Weekly Release]' and populate its body with a bulleted list of the titles of these merged pull requests.
GitHubCreate Weekly "Completed Tasks" Summary
Find all tasks in the '[Current Sprint]' list that were moved to the 'Complete' status in the last 7 days. Create a new task in the '[Reports]' list with a summary of these completed tasks in its description.
ClickUpDaily "Pending Signatures" Report
Find all DocuSign envelopes that were sent in the last 7 days and still have a status of 'sent'. Create a list of these documents, including the recipient names and email addresses.
DocuSignDaily Summary of New Deals
Find all new deals created in HubSpot in the last 24 hours. Compile a summary list of the deal names, amounts, and owners, and post it as a single message to the '[#sales-summary]' Slack channel.
HubSpotSlackDaily "Urgent" Ticket Summary
Find all tickets created in Zendesk with a priority of '[Urgent]' in the last 24 hours. Post a single summary message to the '[#daily-summary]' Slack channel listing the ticket IDs and their subjects.
ZendeskSlackDraft Internal "At-Risk" Task Summary
Search the '[All Projects]' Notion database for pages where the 'Status' property is '[At Risk]'. Create a draft in Gmail to '[[email protected]]' with the subject 'Alert: At-Risk Projects' and a list of the at-risk task names and their owners.
GmailNotionEmail a Daily Agenda Summary
Get all of my events from Google Calendar for today. Create a summary listing each event's title, time, and video conference link, and send it to me in a single email with the subject "Today's Agenda".
Google CalendarNotionFetch Trends and Innovations from Tech Industry
Fetch the top 25 posts from the r/technology subreddit to stay updated on the latest trends and innovations in the tech industry.
RedditGenerate a Daily Sales Summary
Get all successful charges from Stripe in the last 24 hours. Calculate the total revenue and the number of transactions, then append a new row to the '[Daily Sales Summary]' Google Sheet with today's date, total revenue, and transaction count.
StripeGoogle SheetsGenerate a "Key Decisions" Summary
Get the transcript from the Google Meet recording of the '[Strategy Session]' from yesterday. Identify and summarize the key decisions made during the call, and create a new page with this summary in the '[Decisions Log]' Notion database.
NotionGoogle MeetGenerate a "New Files" Report
List the names of all files that have been uploaded to the '[Shared Client Folder]' in Dropbox within the last 24 hours.
DropboxGenerate a Sales Report from Shopify
Generate a sales report from Shopify showing total revenue, number of orders, and average order value for the sales done in the last week.
ShopifyGenerate Weekly "Tasks Completed" Report
Get the names of all cards from the Trello list named '[Done this Week]' on the '[Project Name]' board. Create a new Google Doc titled 'Weekly Progress Report' and list all the completed card names under a "Completed Tasks" heading.
TrelloGoogle DocsGet Report of All Completed Tasks This Month
Get a report of all completed Monday tasks this month.
MondayGet Summary of All Google Meet Calls Scheduled for Tomorrow
Get a daily summary of all Google Meet calls scheduled for tomorrow.
Google MeetGoogle Calendar Meetings Analysis
Compile all events on my Google Calendar for today. For every person that I will meet, and they are o [Domain Link], use the research agent to search online for information about them and write it in 3 detailed bullet points. Please send all information to me via Gmail.
Google CalendarGmailList All Open Deals in Pipedrive
List all open deals in Pipedrive and send me a report at [Your Email Address].
PipedriveList Upcoming Events for the Week
List all scheduled Calendly events for the next 7 days. For each event, get the invitee's name and the event time.
CalendlyLog Final Campaign KPIs
Find all pages in the '[Campaigns]' Notion database where 'Status' was updated to '[Complete]' in the last 7 days. For each, copy the values from the '[Impressions]' and '[Conversions]' properties into a new row in the '[Campaign KPI Tracker]' Google Sheet.
NotionGoogle SheetsLog X Post Performance
Get my posts from the last 7 days. For each, look up its details to find the like and repost count. Add the post text, like count, and repost count to a new row in my Google Sheet at '[Sheet Link]'.
Google SheetsMake a Qualitative Report from All PagerDuty Incidents Resolved in the Last 7 Days
Make a qualitative report from all PagerDuty incidents resolved in the last 7 days. Send the report to [Your Email Address].
PagerDutyGmailMake a Report from All Tasks Completed in Notion This Month
Make a report from all tasks completed in Notion this month in the database [Notion Database Link].
NotionMeetings Report with Client
Extract last month’s Google Calendar events, summarize total meeting hours, and top five most-frequent contacts from [Client Domain], then email the report to me.
Google CalendarMonitor X Mentions and Report to Email
Run a search on X for posts containing '[Brand Name]' from the last 24 hours. For each post, extract the author, text, and link. Send this information via email to [Email Addresses].
GmailOverview Competition Blog and Articles
Use the research agent to search articles or blog posts published in the last week on the topic '[TopicKeyword]' from [SourceURL] and generate a summary. Introduce the name, summary, and link as a new row in this spreadsheet: [Spreadsheet Link].
Google SheetsPost an "End of Day Wins" Summary
Post a message in the '[#general]' channel asking "What was your biggest win today?"
SlackPost Daily New Tasks Summary
Find all new cards created on the Trello board '[Project Name]' in the last 24 hours. Post a bulleted list of these new card titles as a comment on the card named '[Daily Team Stand-up Card]'.
TrelloPost Daily "To-Do" List Summary
Get the titles of all cards from the '[To-Do Today]' list on the '[Team Sprint]' Trello board. Post them as a single, bulleted message in the '[#daily-standup]' Slack channel.
TrelloSlackMarketing & Social Media
14 templatesAutomated Content Curation and LinkedIn Sharing
Find the top 3 trending articles about '[Specify topic, e.g., artificial intelligence in marketing]'. For this article, create a LinkedIn post with a brief summary and a relevant hashtag. Publish the post on LinkedIn.
LinkedInCompany News Monitoring for Client Engagement
Monitor the news from the last 24 hours about these companies [Company Names List] . If a company is mentioned in a positive news article, create a congratulatory LinkedIn post tagging the company and summarizing the news. Post the content on LinkedIn.
LinkedInCreate X Thread from Notion Page
Find a page in the '[X Threads]' Notion database where 'Status' is '[Ready to Post]'. Read the content, split it into numbered paragraphs, and post them as a threaded reply chain on X. Then, update the page 'Status' to '[Published]'.
Cross-Platform Content Promotion
Check my blog at '[Your Blog URL]' for new posts from the last 7 days. For one of the posts, create a promotional LinkedIn post with the title as a hook, a short summary, and the link. Add the hashtags #blogpost and #[YourIndustry].
LinkedInCurate and Share Industry News on X
Search X for recent posts about '[Industry Keyword, e.g., #AIinMarketing]'. Find the top post with the most likes from the last day. Create a new post on X quoting it with the comment '[Your Comment]'.
Flag Posts with Missing Assets
In the '[Content Calendar]' Google Sheet, look at rows where the 'Publish Date' is in the next 7 days. If the '[Image URL]' column for any of these rows is empty, update the 'Status' column to '[Missing Asset]'.
Google SheetsLinkedIn Post Generator
You are a LinkedIn thought leader and professional stock market trade analyst. Write a daily LinkedIn post under 300 words that focuses on one of the following themes: [Themes]. Use a storytelling tone with a relatable hook in the first line—something that catches the attention of traders, investors, and finance professionals. The body should offer a clear takeaway or actionable insight (such as a lesson learned, an emerging signal, or a technical insight). Close with a soft call-to-action like “How are you navigating this market?” or “Curious to hear how others are approaching this.” End with 2–3 relevant hashtags. Avoid overly promotional content. Keep the post focused on delivering value, insight, or perspective for traders, analysts, and finance-savvy professionals.
LinkedInPromote New Blog Posts on X
Check my blog RSS feed at '[RSS Feed URL]' for new posts since yesterday. For each new post, create a post on X with its title and a shortened link. Add the hashtag '#[YourBrandTag]'.
Publish Approved Drafts from Notion
In the '[Content Calendar]' Notion database, find a page where the 'Status' is '[Approved for Publishing]'. Take the text from the '[Post Copy]' property and publish it as a new post on X. Then, update the 'Status' to '[Published]'.
Publish Approved LinkedIn Drafts from Notion
In the '[LinkedIn Content]' Notion database, find a page where the 'Status' is '[Approved]'. Take the text from the '[Post Copy]' property and publish it as a new post on my LinkedIn profile. Then, update the 'Status' to '[Published]'.
LinkedInNotionPublish Approved Notion Drafts to Reddit
In the '[Reddit Content]' Notion database, find a page where the 'Status' is '[Approved]'. Take the text from the '[Post Title]' property as the title and the '[Post Body]' as the content, and post it to the '[r/subreddit]' subreddit. Then, update the 'Status' to '[Published]'.
RedditNotionReddit Daily
Generate a post for subreddit [Subreddit Name] regarding [Topic Name]. Explain the latest news, tech, and use cases in different industries.
RedditRepurpose Evergreen Content
Search the '[Published Posts]' Notion database for a page where the 'Evergreen' property is checked and the 'Last Shared' date is older than '[30]' days. Post the content from the '[Post Copy]' property to X, and update the 'Last Shared' date to today.
Repurpose Evergreen Content for LinkedIn
Search the '[Published Content]' Notion database for a page where the 'Evergreen' property is checked and the 'Last Shared' date is older than '[30]' days. Post the content from the '[Post Copy]' property to LinkedIn, and then update the 'Last Shared' date to today.
LinkedInNotionEmail Management
6 templatesAutomated Inbox Clean-up
Check my inbox for emails from the last 24 hours. If an email is from '[[email protected]]' or the subject line contains '[Promotion]', move it to the archive to keep my inbox clean.
GmailClean Inbox
Check all the emails received in the last 24 hours and move the newsletters and spammy emails to the bin.
GmailCreate Tasks for Email Followups
Check my Gmail account for emails received in the past 24 hours. For every starred email, convert it into a row in the Notion database called Email Followups.
GmailNotionDraft Replies to Common Questions
Scan my unread emails from the last 24 hours for the keyword '[pricing]'. For each matching email, create a draft reply with the text: '[Your pre-written response about pricing]'. Then, apply the label '[Drafted Reply]' to the original email.
GmailKeep Your Inbox Focused
Check my emails from the last 24 hours and move newsletters and promotional emails into a Gmail folder named ‘Newsletter Archive’ to keep my primary inbox focused.
GmailReply to 'Important' Emails
Check my emails on Gmail from the last 48 hours. If I haven’t replied to any Gmail message marked ‘Important’ within 24 hours since I received it, send me a reminder email with the name of the original thread and a reply suggestion. Organize the emails in a list.
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