Workflow templates

Pre-built automations for common tasks. Pick one, connect your tools, and deploy in minutes.

Get company size, tech stack, and decision-maker contacts for every new CRM lead.

Pull rankings, traffic data, and competitor moves. Format for Slack every Monday.

Track 5 competitors weekly. Alert on pricing changes, new features, or press mentions.

Categorize incoming emails, draft replies for routine inquiries, flag urgent items.

Research attendees, pull relevant docs, and generate talking points before each call.

Extract data from invoices, match to POs, and route for approval automatically.

Monitor brand mentions across Twitter, Reddit, and news. Summarize sentiment daily.

Turn blog posts into Twitter threads, LinkedIn posts, and newsletter snippets.

Send welcome sequences, schedule kickoff calls, and track activation milestones.

Classify incoming tickets by urgency and topic. Route to the right team instantly.

Extract receipt data, categorize expenses, and generate monthly reports for finance.

Post open roles to 10+ job boards simultaneously. Track applications in one place.

Flag non-standard clauses, extract key terms, and summarize agreements for legal.

Monitor stock levels across warehouses. Alert when items fall below threshold.

Track media coverage, compile press mentions, and alert on breaking news.

Sync deal stages across CRM, update forecasts, and notify reps of stale opportunities.

Parse resumes, score against job requirements, and schedule qualified candidates.

Collect async updates from team, compile into digest, and post to Slack Monday AM.

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