Automation Templates

All Automations

Log 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]'.

Report generation
Twitter Logo Twitter Googlesheets

Promote 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]'.

Social media scheduling
Twitter Logo Twitter

Track Competitor Posts in Google Sheet

Get the posts from the latest 7 days from the X user '[@CompetitorHandle]'. For each post, add a new row to the Google Sheet at '[Google Sheet Link]', sheet '[Sheet Name]', with the post text, link, and timestamp.

Data analysis & insights
Twitter Logo Twitter Googlesheets

Schedule X Posts from Google Sheet

Check the Google Sheet at '[Google Sheet Link]', sheet name '[Sheet Name]'. For any row where 'Status' is 'Ready', create a post on X using the text from the 'Post Copy' column. Update 'Status' to 'Posted'.

Social media scheduling
Twitter Logo Twitter Googlesheets

Curate 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]'.

Social media scheduling
Twitter Logo Twitter

Monitor 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 on email at [Email Addresses].

Report generation
Twitter Logo Twitter Gmail Logo Gmail

Prospect 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.

Data analysis & insights
Linkedin Logo Linkedin Googlesheets

Thought Leadership Content Drip

From my Notion database at [Your Notion Database Link], pull the next idea where the Status is [Status Name, e.g. 'Unpublished']. Create a LinkedIn post with the provided text, add the hashtags #[YourIndustry] and #[YourTopic]. Post it on LinkedIn.

Social media scheduling
Notion Logo Notion Linkedin Logo Linkedin

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].

Social media scheduling
Linkedin Logo Linkedin

Company 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.

Social media scheduling
Linkedin Logo Linkedin

Automated Content Curation and LinkedIn Sharing

Find the a 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

Social media scheduling
Linkedin Logo Linkedin

Send Event Reminders

From '[Google Sheet Link]', sheet '[Attendees Sheet Name]', identify attendees for events in the next 24 hours. For each, send a Gmail reminder to 'Email Address'. Subject: 'Reminder: Your Upcoming Event - [Event Name]'. Body: '[Event Date]', '[Event Time]', '[Meeting Link]'. Update 'Reminder Sent' to 'Yes'.

Task reminders & scheduling
Gmail Logo Gmail Googlesheets

Automate 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]'.

Customer support (e.g., ticketing systems)
Gmail Logo Gmail Googlesheets

Weekly Project Status Summary

Search my Gmail inbox for emails received in the last 7 days with the subject 'Weekly Project Update for [Project Name]' from '[Team Lead Email Address]'. For each email, summarize the key progress, blockers, and next steps. Add a new row to the Google Sheet at '[Google Sheet Link]', in the sheet named '[Sheet Name]', including the project name, the week ending date, and the summarized status.

Report generation
Gmail Logo Gmail Googlesheets

Daily 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.

Data analysis & insights
Gmail Logo Gmail Googlesheets

Consolidate 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., newsletter@yourcompany.com]'. 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'

Data entry
Gmail Logo Gmail Googlesheets

Track Job Applications Received via Email

Scan my Gmail inbox for emails received in the past 24 hours with the subject line containing 'Job Application: [Job Title]' or from specific recruitment platforms like '[Recruitment Platform Email, e.g., careers@linkedin.com]'. For each email, extract the applicant's name, email address, the job title they applied for, and a link to their resume (if provided in the email body). Add this information as a new row to the Google Sheet at '[Google Sheet Link]', in the sheet named '[Sheet Name]', with columns 'Applicant Name', 'Email', 'Job Title', and 'Resume Link'.

Data entry
Gmail Logo Gmail Googlesheets

Log 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., no-reply@yourwebsite.com]' 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'.

Data entry
Gmail Logo Gmail Googlesheets

Automate 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').

Task reminders & scheduling
Gmail Logo Gmail Googlesheets

Consolidate 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).

Task reminders & scheduling
Gmail Logo Gmail Googlesheets

Automate 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'.

Data entry
Gmail Logo Gmail Googlesheets

Send Personalized Emails Based on Google Sheet Data

Read the data from the Google Sheet at '[Google Sheet Link]', specifically from the sheet named '[Sheet Name]'. For each row, use the 'Email Address' column to send an email. Personalize the email subject with data from the '[Subject Column Name]' column and the email body using data from the '[Body Content Column Name]' column. The email should be sent from my Gmail account.

Email management
Gmail Logo Gmail Googlesheets

Track Daily Reports from Email in Google Sheet

Search my Gmail for the latest email with the subject '[Report Subject Line, e.g., Daily Sales Summary]' from '[Sender Email Address]'. From this email, extract the following data points: '[Data Point 1 Name, e.g., Total Revenue]', '[Data Point 2 Name, e.g., New Customers]', and '[Data Point 3 Name, e.g., Conversion Rate]'. Record these data points, along with the current date, as a new row in the Google Sheet at '[Google Sheet Link]', in the sheet named '[Sheet Name]', with corresponding columns.

Report generation
Gmail Logo Gmail Googlesheets

Summarize Customer Feedback from Emails and Log to Google Sheet

Fetch all emails received in my Gmail inbox from the last 24 hours with the label '[Gmail Label, e.g., Customer Feedback]' or containing the keyword '[Keyword, e.g., feedback, complaint, suggestion]'. For each email, generate a concise summary of the feedback/issue. Then, add a new row to the Google Sheet at '[Google Sheet Link]', in the sheet named '[Sheet Name]', including the sender's email, the date received, and the generated feedback summary. Mark the processed emails as read.

Customer support (e.g., ticketing systems)
Gmail Logo Gmail Googlesheets

Automate 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'.

Sales & lead management
Googlesheets Gmail Logo Gmail

Reply to 'important' emails

Check my emails on Gmail from the last 48h. If I haven’t replied to any Gmail message marked ‘Important’ within 24h since I received them, send me a reminder email with the name of the original thread and a reply suggestion. Organize the emails in a list.

Email management
Gmail Logo Gmail

Meetings 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.

Report generation
Googlecalendar

Summarize unread emails from today that mention “invoice,” “payment,” or “contract.”

Summarize unread emails from today that mention “invoice,” “payment,” or “contract. and send it to my accountant at maria@assista.us

Email management
Gmail Logo Gmail

Create tasks for email followups

Check my Gmail account for emails received in the past 24h. For every starred email, convert it in a row in the Notion database called Email Followups.

Email management
Gmail Logo Gmail Notion Logo Notion

Analyze 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].

Report generation
Reddit Logo Reddit Notion Logo Notion

Overview 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 as a new row: [Spreadsheet Link].

Report generation
Googlesheets

LinkedIn 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.

Social media scheduling
Linkedin Logo Linkedin

Collect Leads Information

Scan my emails from the last 24h 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 their corresponding columns.

Email management Sales & lead management
Gmail Logo Gmail Googlesheets

Schedule 1:1s with team members

Check my calendar and check the calendar of my team members at assista.us. Then, for each team member, find the next 30-minute slot that works for both me and them. With each team member, create a calendar event titled "1:1 Meeting" on different time slots.

Task reminders & scheduling
Googlecalendar

Reddit Daily

Generate post for subreddit [Subreddit Name] regarding [Topic Name]. Explain the latest news, tech, and use cases in different industries.

Social media scheduling
Reddit Logo Reddit

Store starred emails into Spreadsheets for followup

Check my Gmail account for emails received in the past 24h. For every starred email, convert it in a row in the Spreasheet database called Email Followups at [Spreadsheet Link].

Data entry
Gmail Logo Gmail Googlesheets

Keep your inbox focused

Check my emails from the last 24h and move newsletters and promotional emails into a Gmail folder named ‘Newsletter Archive’ to keep my primary inbox focused.

Email management
Gmail Logo Gmail

Customer Tickets Automation

Check all my emails from the last 24h with subject containing ‘help’ or ‘support’, and send an auto-reply confirming ticket creation with an expected response window. For each email you found, add a details of these emails as new rows in [Notion Database Link] in Notion.

Customer support (e.g., ticketing systems)
Notion Logo Notion Gmail Logo Gmail

Summarize unread messages

Compile all unread Gmail messages from the previous 24 hours into a summary email with sender, subject, and snippet.

Email management
Gmail Logo Gmail

Daily emails recap

Check all my emails received in the last 24 hours in Gmail. Star emails from my top-tier clients in Gmail, archive all newsletters, then send me a consolidated digest of starred messages.

Email management
Gmail Logo Gmail

Deep work session scheduling

Check my Google Calendar for tomorrow, and look for a free slot of 2 hours between 9am and 6pm. If you find a slot, schedule a 2h session on Google Calendar called "Deep Work".

Task reminders & scheduling
Googlecalendar

Birthday Reminders

Every morning, scan my Notion ‘Birthdays’ database, [Notion Database Link], for entries matching today’s date, and email me an 8 AM reminder of today’s birthdays.

Task reminders & scheduling
Notion Logo Notion Gmail Logo Gmail

Daily meetings summary

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. Send all information to me via Gmail.

Data analysis & insights
Googlecalendar Gmail Logo Gmail

Google 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. Send all information to me via Gmail.

Data analysis & insights
Googlecalendar

Clean inbox

Check all the emails received in the last 24 hours and move the newsletters and spammy emails to bin.

Email management
Gmail Logo Gmail

Send me an inventory report showing stock levels of all active products

Send me an inventory report showing stock levels of all active products.

Report generation
Shopify

Generate 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.

Report generation
Shopify

List best-selling products from my Shopify store

List the top 10 best-selling products from the past month on my Shopify store.

Data analysis & insights
Shopify

List the latest Salesforce leads assigned to me

List the Salesforce leads assigned to me in the past 24 hours.

Sales & lead management
Salesforce

Send me a summary of all deals won in Salesforce last week

Send me a summary of all deals won by the organization last week in Salesforce.

Sales & lead management
Salesforce

Show me all open opportunities in Salesforce closing this month

Show me all open opportunities in Salesforce with a closing date this month.

Sales & lead management
Salesforce

Track trending keywords in r/marketing

Retrieve the top trending keywords in r/marketing over the past 30 days in Reddit.

Report generation
Reddit Logo Reddit

Fetch 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.

Data analysis & insights
Reddit Logo Reddit

List all deals in Pipedrive expected to close next week

List all deals in Pipedrive expected to close next week.

Sales & lead management
Pipedrive

Generate a qualitative report from Pipedrive

Generate a qualitative report from Pipedrive with all deals closed in the past month.

Report generation
Pipedrive

List all open deals in Pipedrive

List all open deals in Pipedrive and send me a report at [Your Email Address].

Report generation Sales & lead management
Pipedrive

Analyze all PagerDuty incidents resolved in the past month

Analyze all PagerDuty incidents resolved in the past month and give the most frequent problems mentioned.

Customer support (e.g., ticketing systems) Data analysis & insights
Pagerduty

Get a list of 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].

Report generation
Pagerduty Gmail Logo Gmail

Make 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 at [Your Emial Address].

Report generation
Pagerduty Gmail Logo Gmail

Make a report from all tasks completed in Notion this month

Make a report from all tasks completed in Notion this month in database [Notion Database Link].

Report generation
Notion Logo Notion

Get a report of all completed Monday tasks this month

Get a report of all completed Monday tasks this month.

Report generation
Monday

List all Mailchimp campaigns from the last 90 days

List all Mailchimp campaigns from the last 90 days.

mailchimp

Create a team activity report from all issues completed in the past week in Linear

Create a team activity report from all issues completed in the past week in Linear. Send the report on email at [Email Address].

Report generation
Linear Logo Linear Gmail Logo Gmail

Analyze Jira tasks and make me a team activity report

Analyze Jira tasks and make me a team activity report. Send the report at [Email Address].

Report generation
Jira

List all HubSpot deals in the 'Negotiation' stage with close dates this month

List all HubSpot deals in the 'Negotiation' stage with close dates this month.

Report generation Sales & lead management
Hubspot

Show me all new leads created to HubSpot in the past 7 days

Show me all new leads created to HubSpot in the past 7 days.

Sales & lead management
Hubspot

Get a daily summary of all Google Meet calls scheduled for tomorrow

Get a daily summary of all Google Meet calls scheduled for tomorrow.

Report generation
Googlemeet

Get a summary of all starred emails received this week

Get a summary of all starred emails received this week.

gmail Logo gmail

Show me all Zoho deals expected to close this month

Show me all Zoho deals expected to close this month.

Report generation
Zoho