Workflows & Templates

Workflow Templates

Ready-made automations you can import and adapt. Every template explains the problem it solves, how it works, what you need and what stays in your hands.

Sales & Leads

Qualify, research and follow up with prospects.

View only Sales & Leads
Sales & Leads

AI Web Researcher for Sales Prospects

Research a list of companies on the web with an AI agent and fill in account details such as pricing, free trial and market in Google Sheets.

Starts on: Schedule

Google SheetsOpenAISerpApi
Sales & Leads

Sales Meeting Prep Briefings Sent to WhatsApp

Before each sales meeting, research attendees from recent emails and LinkedIn activity and send a briefing to WhatsApp.

Starts on: Schedule

GmailGoogle CalendarOpenAI+1 more
Sales & Leads

Apollo Lead Scraper with Personalized Cold Outreach

Describe your ideal leads in a form, scrape matching contacts from Apollo through Apify, research each company and push personalized leads into an Instantly campaign.

Starts on: Form submission

Google SheetsOpenAITavily
Sales & Leads

Appointment Lead Follow-Up with Twilio and Cal.com

Answer SMS enquiries with an AI scheduling agent that books through Cal.com, logs the chat in Airtable and follows up with leads who have not booked.

Starts on: Incoming SMS, Schedule

AirtableOpenAITwilio
Sales & Leads

Qualify Appointment Requests with AI Forms

Screen meeting requests with an AI classifier in a multi-step form and send worthwhile ones to an admin for approval.

Starts on: Form submission

GmailGoogle CalendarOpenAI

Customer Support

Triage, route and answer customer issues.

View only Customer Support
Customer Support

Track Sentiment on Active Support Issues

Analyze the mood of comments on active Linear issues, track changes in Airtable and alert Slack when an issue turns negative.

Starts on: Airtable change, Schedule

AirtableOpenAISlack
Customer Support

Resolve Long-Running Jira Support Issues with AI

Review unresolved Jira issues on a schedule, classify their state with AI, and remind, close or try to answer them from your knowledge base.

Starts on: Schedule

JiraNotionOpenAI+1 more
Customer Support

WooCommerce Customer Support Agent

A website chat agent that answers customers' questions about their own WooCommerce orders and shipping status.

Starts on: Chat message, Incoming webhook

DHLOpenAIWooCommerce
Customer Support

Route eCommerce Emails with an AI Classifier

Classify contact form messages as quote requests, product questions, problems or orders and email each to the right team.

Starts on: Form submission

Email (SMTP)Google SheetsOpenAI

Email & Admin

Sort, draft and act on the email that lands in your inbox.

View only Email & Admin
Email & Admin

Draft Gmail Replies to Incoming Emails

Check each incoming Gmail message, decide whether it needs a reply, and save an AI-written draft in the thread.

Starts on: New Gmail email

GmailOpenAI
Email & Admin

Human-in-the-Loop Email Replies with AI

Summarize incoming emails, draft a reply with your business information, and send it only after a person approves.

Starts on: New email (IMAP)

Email (IMAP)Email (SMTP)OpenAI
Email & Admin

Auto-Label Incoming Gmail Messages

Let AI read each new Gmail message and apply the labels that fit, such as Partnership, Inquiry or Notification.

Starts on: New Gmail email

GmailOpenAI
Email & Admin

Turn Emails into Tasks in Notion

Forward emails to turn them into actionable Notion tasks with AI summaries, with a route for each user managed in Airtable.

Starts on: New Gmail email

AirtableGmailOpenAI

Marketing & Content

Research, create and publish content in your own voice.

View only Marketing & Content
Marketing & Content

Create and Schedule Branded LinkedIn Posts

Research topics with Perplexity, write LinkedIn posts in your voice, generate a branded image and publish on a schedule.

Starts on: Schedule

Anthropic ClaudeGoogle DriveGoogle Sheets+1 more
Marketing & Content

Competitor Ad Analysis and Creative Variations

Pull competitors' active image ads from the Meta Ad Library, describe them with AI vision and generate new variations for your brand.

Starts on: Run manually

Google DriveGoogle SheetsOpenAI
Marketing & Content

YouTube Channel Strategist

Study what works in your YouTube niche, from video titles to thumbnails, and collect the insights in Google Sheets.

Starts on: Form submission, Schedule

Google SheetsOpenAIOpenRouter+1 more
Marketing & Content

Generate SEO Seed Keywords

Generate a focused list of SEO seed keywords from your ideal customer profile.

Starts on: Run manually

Anthropic Claude
Marketing & Content

Add FAQ Sections to Website Pages at Scale

Generate consistent FAQ sections for many service or category pages from a Google Sheet, with AI completing the answers.

Starts on: Run manually

Google DriveGoogle SheetsOpenAI+3 more
Marketing & Content

Instagram Posts from Trending Topics

Find trending Instagram posts for a hashtag, create a new image and caption from the idea, and publish to your business account.

Starts on: Schedule

Facebook Graph APIOpenAIPostgres+1 more

Research & Analysis

Monitor competitors, feedback, news and performance.

View only Research & Analysis
Research & Analysis

Weekly Google Analytics Report by Email and Telegram

Each week, compare the last seven days of Google Analytics data with the same days last year and send an AI-written report by email and Telegram.

Starts on: Schedule

Email (SMTP)Google AnalyticsOpenAI+1 more
Research & Analysis

Self-Hosted Deep Research Agent

A research agent you host yourself that asks clarifying questions, runs repeated web searches and writes a report to Notion.

Starts on: Form submission

Google GeminiNotionOpenAI
Research & Analysis

Customer Feedback Sentiment Classifier

Collect customer feedback through a form, classify its sentiment with OpenAI and log it in Google Sheets.

Starts on: Form submission

Google SheetsOpenAI

Documents & Finance

Pull clean data out of invoices, statements and files.

View only Documents & Finance
Documents & Finance

Draft RFP Responses from Your Company Knowledge

Extract every question from an RFP document and draft answers from your company documents with an OpenAI assistant.

Starts on: Incoming webhook

GmailGoogle DocsOpenAI+1 more
Documents & Finance

Remove Personal Data from CSV Files

Watch a Google Drive folder for CSV files, detect personal data columns with OpenAI and upload a cleaned copy.

Starts on: New Google Drive file

Google DriveOpenAI

HR & Recruiting

Screen applicants and move good candidates forward.

View only HR & Recruiting
HR & Recruiting

Job Applicant Scoring and Interview Scheduling

Score job applicants against the job description with AI, shortlist strong ones, generate interview questions and book a call.

Starts on: Form submission

AirtableEmail (SMTP)Google Calendar+2 more
HR & Recruiting

Screen Resumes with Vision AI

Turn a resume PDF into an image and let a vision model assess fit, which resists hidden text meant to trick AI screeners.

Starts on: Run manually

Google DriveGoogle Gemini

Assistants & Knowledge

Chat assistants that answer from your own data.

View only Assistants & Knowledge
Assistants & Knowledge

Company Documents Chatbot for Employee Questions

An employee chatbot that answers questions from company documents in Google Drive, updated as files are added or changed.

Starts on: Chat message, New Google Drive file

Google DriveGoogle GeminiPinecone
Assistants & Knowledge

Turn Meeting Transcripts into Follow-Up Actions

Pull a Google Meet transcript, summarize it and let an AI agent book any follow-up meetings with the right attendees.

Starts on: Run manually

Google CalendarGoogle DriveOpenAI
Assistants & Knowledge

Chat with Your Postgres Database

Ask questions about your Postgres data in plain language and let an AI agent write and run the SQL.

Starts on: Chat message

OpenAIPostgres