Automation Templates

Discover and import pre-built automations to automate your tasks

All Automations

Daily financial news recap

Use the research agent to create a daily market recap from https://x.com/financialjuice (https://www.financialjuice.com) using the news from today. Send the recap on email to florin@assista.us.

Schedule: Daily
gmail

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.

Schedule: Daily
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. Store the details of these emails into Customer Tickets database in Notion

Schedule: Daily
gmail
notion

Summarize unread messages

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

Schedule: Daily
gmail

Daily emails recap

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

Schedule: Daily
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".

Schedule: Daily
googlecalendar

Birthday Reminders

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

Schedule: Daily
notion
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.

Schedule: Daily
gmail

Meetings Report with Client

Extract last month’s Google Calendar events, summarize total meeting hours and top five most-frequent contacts from assista.us, then email the report to me.

Schedule: Monthly
googlecalendar

Daily meetings summary

Compile all events on my Google Calendar for today. For every person that I will meet and they are outside assista.us, 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.

Schedule: Daily
gmail
googlecalendar

Google Calendar Meetings Analysis

Extract last month’s Google Calendar events, summarize total meeting hours and top five most-frequent contacts outside assista.us, then email the report to me. I want to understand how much time do I spend in meetings with clients and partners.

Schedule: Monthly
googlecalendar

Clean inbox

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

Schedule: Daily
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.

Schedule: Never
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.

Schedule: Never
shopify

List best-selling products from my Shopify store

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

Schedule: Never
shopify

Generate a report of all SharePoint users who accessed documents

Generate a report of all SharePoint users who accessed documents in the last 30 days.

Schedule: Never
share_point

Generate a usage report showing top 10 most viewed SharePoint pages this month

Generate a usage report showing top 10 most viewed SharePoint pages this month.

Schedule: Never
share_point

Show me all files uploaded to SharePoint

Show me all files uploaded to SharePoint in the last 7 days.

Schedule: Never
share_point

List the latest Salesforce leads assigned to me

List the latest Salesforce leads assigned to me.

Schedule: Never
salesforce

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

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

Schedule: Never
salesforce

Show me all open opportunities in Salesforce closing this month

Show me all open opportunities in Salesforce closing this month.

Schedule: Never
salesforce

Find Reddit posts asking for tools for time tracking or productivity

Find Reddit posts asking for tools for time tracking or productivity.

Schedule: Never
reddit

Track trending keywords in r/marketing

Track trending keywords in r/marketing over the past 30 days.

Schedule: Never
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.

Schedule: Never
reddit

List all deals in Pipedrive expected to close next week

List all deals in Pipedrive expected to close next week.

Schedule: Never
pipedrive

Generate a qualitative report from Pipedrive

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

Schedule: Never
pipedrive

List all open deals in Pipedrive

List all open deals in Pipedrive.

Schedule: Never
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.

Schedule: Never
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.

Schedule: Never
pagerduty

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.

Schedule: Never
pagerduty

Generate a report of all meetings I organized this month in Outlook

Generate a report of all meetings I organized this month in Outlook.

Schedule: Never
outlook

Get a list of flagged emails in Outlook

Get a list of flagged emails in Outlook from the past week.

Schedule: Never
outlook

Show me all unread Outlook emails from the past 2 days

Show me all unread Outlook emails from the past 2 days.

Schedule: Never
outlook

List all recently viewed files in my OneDrive

List all recently viewed files in my OneDrive.

Schedule: Never
one_drive

Get a list of OneDrive documents

Get a list of OneDrive documents modified in the past 30 days.

Schedule: Never
one_drive

Send me a summary of OneDrive activity

Send me a summary of OneDrive activity: uploaded, deleted, and shared files in the last week.

Schedule: Never
one_drive

Make a report from all tasks completed in Notion this month

Make a report from all tasks completed in Notion this month.

Schedule: Never
notion

List all Notion pages where the 'Last Edited' date is this week

List all Notion pages where the 'Last Edited' date is this week.

Schedule: Never
notion

Show me all tasks in my Notion workspace marked as 'In Progress'

Show me all tasks in my Notion workspace marked as 'In Progress'.

Schedule: Never
notion

Get a report of all completed Monday tasks this month

Get a report of all completed Monday tasks this month.

Schedule: Never
monday

Give all Monday tasks completed in the last 7 days

Give all Monday tasks completed in the last 7 days.

Schedule: Never
monday

Make me a report from all the tasks created in Monday this week

Make me a report from all the tasks created in Monday this week.

Schedule: Never
monday

Get a list of all Microsoft Teams meetings I have this week

Get a list of all Microsoft Teams meetings I have this week. Count how much time I will spend in meetings.

Schedule: Never
microsoft_teams

Create a Microsoft Teams meeting

Create a Microsoft Teams meeting for next Tuesday at 2 PM titled 'Weekly Check-In'.

Schedule: Never
microsoft_teams

List the last 3 messages in Microsoft Teams channels that mention me

List the last 3 messages in Microsoft Teams channels that mention me.

Schedule: Never
microsoft_teams

List all Mailchimp campaigns from the last 90 days

List all Mailchimp campaigns from the last 90 days.

Schedule: Never
mailchimp

List all Mailchimp campaigns from the last 90 days

List all Mailchimp campaigns from the last 90 days.

Schedule: Never
mailchimp

Analyze latest campaign in Mailchimp and make a performance report

Analyze my latest campaign in Mailchimp and make a performance report.

Schedule: Never
mailchimp

Show me all new subscribers added to my Mailchimp list this week

Show me all new subscribers added to my Mailchimp list this week.

Schedule: Never
mailchimp

Search on LinkedIn and make a summary

Search on LinkedIn about Assista AI and make me a summary with what you found.

Schedule: Never
linkedin

Delete the latest LinkedIn post I created

Delete the latest LinkedIn post I created.

Schedule: Never
linkedin

Create a LinkedIn post

Create a LinkedIn post with the content "This post is written from Assista."

Schedule: Never
linkedin

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.

Schedule: Never
linear

List all Linear issues marked as 'High Priority' created this week

List all Linear issues marked as 'High Priority' created this week.

Schedule: Never
linear

Show me all open Linear issues assigned to me

Show me all open Linear issues assigned to me.

Schedule: Never
linear

Analyze my last Klaviyo campaign and generate me a performance report

Analyze my last Klaviyo campaign and generate me a performance report.

Schedule: Never
klaviyo

List all Klaviyo campaigns sent in the past month with their open and click rates

List all Klaviyo campaigns sent in the past month with their open and click rates.

Schedule: Never
klaviyo

Show me all new subscribers added to Klaviyo this week

Show me all new subscribers added to Klaviyo this week.

Schedule: Never
klaviyo

Analyze Jira tasks and make me a team activity report

Analyze Jira tasks and make me a team activity report.

Schedule: Never
jira

Find all high priority Jira tickets assigned to me

Find all high priority Jira tickets assigned to me.

Schedule: Never
jira

Show me all open Jira issues assigned to me

Show me all open Jira issues assigned to me.

Schedule: Never
jira

Get a weekly report of the top 5 most common user questions on Intercom

Get a weekly report of the top 5 most common user questions on Intercom.

Schedule: Never
intercom

Make a summary of all Intercom conversations started today

Make a summary of all Intercom conversations started today.

Schedule: Never
intercom

List all Intercom leads that haven’t been contacted yet

List all Intercom leads that haven’t been contacted yet.

Schedule: Never
intercom

Show me all open HubSpot leads assigned to me

Show me all open HubSpot leads assigned to me.

Schedule: Never
hubspot

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.

Schedule: Never
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.

Schedule: Never
hubspot

Retrieve all Google Tasks without a due date

Retrieve all Google Tasks without a due date.

Schedule: Never
googletasks

Send me a summary of all tasks marked as completed in Google Tasks

Send me a summary of all tasks marked as completed in Google Tasks.

Schedule: Never
googletasks

Show me all tasks due today in Google Tasks

Show me all tasks due today in Google Tasks.

Schedule: Never
googletasks

Count all Google Sheets I deleted in the last 30 days

Count all Google Sheets I deleted in the last 30 days.

Schedule: Never
googlesheets

Generate a Google Sheets document titled "Payments"

Generate a Google Sheets document titled "Payments".

Schedule: Never
googlesheets

List all Google Sheets I’ve edited in the past week

List all Google Sheets I’ve edited in the past week.

Schedule: Never
googlesheets

Generate a list of attendees from my last Google Meet call

Generate a list of attendees from my last Google Meet call.

Schedule: Never
googlemeet

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

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

Schedule: Never
googlemeet

Show me all Google Meet sessions I hosted this week

Show me all Google Meet sessions I hosted this week.

Schedule: Never
googlemeet

Create a new Google Doc page titled 'Weekly Planning'

Create a new Google Doc page titled 'Weekly Planning'.

Schedule: Never
googledocs

Send me a weekly report of all Google Docs I created this week

Send me a weekly report of all Google Docs I created this week.

Schedule: Never
googledocs

List all Google Docs I edited this week

List all Google Docs I edited this week.

Schedule: Never
googledocs

Tell me how much time I spend in meetings this week from Google Calendar

Tell me how much time I spend in meetings this week from Google Calendar.

Schedule: Never
googlecalendar

Get a summary of how many hours I spent in meetings this week

Get a summary of how many hours I spent in meetings this week.

Schedule: Never
googlecalendar

Show me all meetings scheduled for today in Google Calendar

Show me all meetings scheduled for today in Google Calendar.

Schedule: Never
googlecalendar

Summarize my unread emails from today

Summarize my unread emails from today.

Schedule: Never
gmail

Get a summary of all starred emails received this week

Get a summary of all starred emails received this week.

Schedule: Never
gmail

Get a summary of all starred emails received this week

Get a summary of all starred emails received this week.

Schedule: Never
gmail

Send an email to paul@assista.us and say "Hi!"

Send an email to paul@assista.us and say "Hi!"

Schedule: Never
gmail

Get a list of all repositories updated this week in GitHub

Get a list of all repositories updated this week in GitHub.

Schedule: Never
github

Send a weekly summary of all commits pushed to main branches in GitHub

Send a weekly summary of all commits pushed to main branches in GitHub.

Schedule: Never
github

List all pull requests waiting for review in my GitHub

List all pull requests waiting for review in my GitHub.

Schedule: Never
github

Get a summary of lead sources from Dynamics 365 this month

Get a summary of lead sources from Dynamics 365 this month.

Schedule: Never
dynamics365

Send me a summary of new contacts added in Dynamics 365 this week

Send me a summary of new contacts added in Dynamics 365 this week.

Schedule: Never
dynamics365

Show me all open sales opportunities in Dynamics 365

Show me all open sales opportunities in Dynamics 365.

Schedule: Never
dynamics365

Find all DocuSign documents expiring in the next 3 days

Find all DocuSign documents expiring in the next 3 days.

Schedule: Never
docusign

Get a daily summary of all DocuSign activity

Get a daily summary of all DocuSign activity: sent, completed, and pending.

Schedule: Never
docusign

List all completed DocuSign agreements from this month

List all completed DocuSign agreements from this month.

Schedule: Never
docusign

Find all mentions of my name on Discord channels this week

Find all mentions of my name on Discord channels this week.

Schedule: Never
discord

Summarize today's messages from Discord

Summarize today's messages from Discord.

Schedule: Never
discord

Show me all pinned messages from Discord

Show me all pinned messages from Discord.

Schedule: Never
discord

Give me a list of ClickUp tasks without a due date

Give me a list of ClickUp tasks without a due date.

Schedule: Never
clickup

List all tasks in ClickUp that are marked as 'In Progress'

List all tasks in ClickUp that are marked as 'In Progress'.

Schedule: Never
clickup

Show me all tasks due today across in ClickUp

Show me all tasks due today across in ClickUp.

Schedule: Never
clickup

Get a list of all canceled Calendly meetings from last week

Get a list of all canceled Calendly meetings from last week.

Schedule: Never
calendly

List all people who scheduled a meeting with me in the past 7 days in Calendly

List all people who scheduled a meeting with me in the past 7 days in Calendly.

Schedule: Never
calendly

Show me all upcoming Calendly meetings for this week

Show me all upcoming Calendly meetings for this week.

Schedule: Never
calendly

Get the names of the 5 most recently uploaded videos in Box

Get the names of the 5 most recently uploaded videos in Box.

Schedule: Never
box

Retrieve the names of all Box files larger than 50MB

Retrieve the names of all Box files larger than 50MB.

Schedule: Never
box

Show me all files uploaded to Box this week

Show me all files uploaded to Box this week.

Schedule: Never
box

Send a weekly summary of team progress from Asana

Send a weekly summary of team progress from Asana.

Schedule: Never
asana

Get all high-priority tasks created this week from Asana

Get all high-priority tasks created this week from Asana.

Schedule: Never
asana

List all tasks assigned to me from Asana

List all tasks assigned to me from Asana.

Schedule: Never
asana

Summarise all rows from last week in Airtable

Retrieve all rows created in Airtable in the past 7 days.

Schedule: Never
airtable

Airtable tasks with "High" priority

Show me all entries from Airtable where the priority is 'High'.

Schedule: Never
airtable

Summarise Airtable in progress tasks

Fetch in progress tasks from Airtable and send me a summary.

Schedule: Never
airtable

Export a list of Trello cards still in 'To Do'

Export a list of Trello cards still in 'To Do'.

Schedule: Never
trello

Make a summary of Trello cards due tomorrow across all boards

Make a summary of Trello cards due tomorrow across all boards.

Schedule: Never
trello

Make a team activity report from all Trello cards completed

Make a team activity report from all Trello cards completed in the past month.

Schedule: Never
trello

Generate a report of my top 5 most engaging tweets

Generate a report of my top 5 most engaging tweets.

Schedule: Never
twitter

Make a Twitter engagement report

Make a Twitter engagement report showing impressions, likes, and retweets for each tweet posted this month.

Schedule: Never
twitter

Create a Twitter post with the content "This post is written from Assista.

Create a Twitter post with the content "This post is written from Assista."

Schedule: Monthly
twitter

Generate a report of all completed tasks in Wrike

Generate a report of all completed tasks in Wrike this week.

Schedule: Monthly
wrike

Send me a list of all Wrike tasks due tomorrow

Send me a list of all Wrike tasks due tomorrow.

Schedule: Weekly
wrike

Generate a report of all new leads added to Zoho

Generate a report of all new leads added to Zoho.

Schedule: Never
zoho

Make an activity analysis of my team based on all Wrike tasks

Make an activity analysis of my team based on all Wrike tasks created this month.

Schedule: Never
wrike

Show me all Zoho deals expected to close this month

Show me all Zoho deals expected to close this month.

Schedule: Never
zoho

Send me a summary of all lost deals in Zoho, grouped by loss reason

Send me a summary of all lost deals in Zoho, grouped by loss reason.

Schedule: Monthly
zoho