18 templates
Turn your company list into finance leads ready to call
Process one row at a time from Google Sheets, find the best finance decision-maker, enrich contact data, and push to CRM.
Send polished follow-ups right after every call
As soon as a transcript arrives, this coworker builds a short recap, drafts the email, and creates the matching CRM follow-up task.
Qualify every new Calendly booking before the meeting
When a new meeting is booked, this coworker researches the person and company, enriches the CRM, and sends a concise briefing.
Score and enrich every new inbound lead instantly
When a new contact lands in HubSpot, enrich their profile with LinkedIn data and assign a lead score.
Map every decision-maker in your top deals automatically
Every Monday morning, this coworker scans emails, Slack, call notes, and CRM data across your key deals to identify missing stakeholders.
Know who you meet in your next sales call
Walk into every call already knowing who they are and what they care about. Let your coworker do the homework you never have time to finish.
Turn every call transcript into CRM-ready deal intelligence
This coworker polls CloudTalk, extracts structured commercial insight from each transcript, and logs clean records in your CRM.
Build a daily call list from your company sheet with verified phone numbers
Every weekday, this coworker reads unprocessed companies from Google Sheets, finds decision-makers in Apollo, and prepares a call-ready list.
Turn labeled Gmail threads into clean HubSpot contacts
Apply one Gmail label and this coworker extracts contact details from the latest message, upserts people in HubSpot, and logs the interaction.
Capture closed-lost lessons before they get buried
When a HubSpot deal moves to closed-lost, this coworker reviews deal activity and writes a reusable company-level loss brief.
Alert your team the moment a customer shows churn signals
Monitor usage data and support tickets to detect churn risk, then notify the customer success team in Slack with context.
Generate weekly campaign performance reports automatically
Every Monday, pull campaign metrics from HubSpot and Google Sheets, generate a summary, and post it to Slack.
Send personalized onboarding sequences to new customers
When a deal closes in Salesforce, kick off a tailored onboarding email sequence with milestones and internal coordination.
Reconcile invoices with payments every week
Every Friday, match incoming payments against open invoices in Google Sheets and flag discrepancies for review.
Enrich candidate profiles as soon as they apply
When a new application arrives, pull the candidate's LinkedIn profile and prepare a brief for the hiring manager.
Post GitHub incident alerts to Slack with full context
When a critical issue is opened on GitHub, gather related pull requests and recent commits, then post a rich summary to Slack.
Compile a daily ops standup from all your tools
Every morning, pull updates from Linear, Slack, and Google Sheets into a structured standup summary.
Summarize unread emails into a morning briefing
Every morning, read unread emails from the last 24 hours and send a clean digest with action items.
