Templates

Ready-to-use automation templates for common workflows

All Templates

Create Standard Project Subfolders

In the main '[Client Projects]' Dropbox folder, find any new folders that were created in the last 24 hours. For each new folder, create the following subfolders inside it: '[Assets]', '[Drafts]', and '[Finals]'.

Task reminders & scheduling
Dropbox Logo Dropbox

Repurpose Evergreen Content

Search the '[Published Content]' Notion database for a page where the 'Evergreen' property is checked and the 'Last Shared' date is older than '[30]' days. Post the content from the '[Post Copy]' property to LinkedIn, and then update the 'Last Shared' date to today.

Social media scheduling
Linkedin Logo Linkedin Notion Logo Notion

Triage New Content Ideas

In the '[Content Ideas]' Notion database, find all pages created in the last 24 hours where the 'Status' property is empty. For each page, update its 'Status' to '[Needs Review]' and assign it to '[Content Manager's Name]'.

Task reminders & scheduling
Linkedin Logo Linkedin Notion Logo Notion

Create Daily Content Shell in Notion

Create a new page in the '[LinkedIn Content Calendar]' Notion database. Set the title to 'LinkedIn Post for [Tomorrow's Date]' and assign it to '[Social Media Manager's Name]' to start the drafting process.

Task reminders & scheduling
Linkedin Logo Linkedin Notion Logo Notion

Log Post Ideas from Meeting Notes

Search the '[Meeting Notes]' Notion database for pages from the last 24 hours with the tag '[LinkedIn Idea]'. For each, create a new page in the '[Content Ideas]' database with the title of the meeting note and set its status to '[New Idea]'.

Data entry
Linkedin Logo Linkedin Notion Logo Notion

Publish Approved Drafts from Notion

In the '[LinkedIn Content]' Notion database, find a page where the 'Status' is '[Approved]'. Take the text from the '[Post Copy]' property and publish it as a new post on my LinkedIn profile. Then, update the 'Status' to '[Published]'.

Social media scheduling
Linkedin Logo Linkedin Notion Logo Notion

Triage New Content Ideas in Notion

In the '[Reddit Ideas]' Notion database, find all pages created in the last 24 hours where the 'Status' property is empty. For each page, update its 'Status' to '[Needs Review]'.

Task reminders & scheduling
Reddit Logo Reddit Notion Logo Notion

Find and Log Engagement Opportunities

Search the '[r/target_subreddit]' subreddit for the top 5 posts from the last 24 hours containing the keyword '[your_keyword]'. For each post, create a new page in the '[Engagement Opportunities]' Notion database with the post title and its URL.

Data entry
Reddit Logo Reddit Notion Logo Notion

Create a "Post Idea" Shell in Notion

Create a new page in the '[Reddit Content Ideas]' Notion database. Set the title to 'New Reddit Post Idea for [Date]' and set the 'Status' property to '[Drafting]'.

Task reminders & scheduling
Reddit Logo Reddit Notion Logo Notion

Repurpose Evergreen Content

Search the '[Published Posts]' Notion database for a page where the 'Evergreen' property is checked and the 'Last Shared' date is older than '[30]' days. Post the content from that page to the '[r/relevant_subreddit]' subreddit, and then update the 'Last Shared' date to today.

Social media scheduling
Reddit Logo Reddit Notion Logo Notion

Publish Approved Notion Drafts to Reddit

In the '[Reddit Content]' Notion database, find a page where the 'Status' is '[Approved]'. Take the text from the '[Post Title]' property as the title and the '[Post Body]' as the content, and post it to the '[r/subreddit]' subreddit. Then, update the 'Status' to '[Published]'.

Social media scheduling
Reddit Logo Reddit Notion Logo Notion

Create X Thread from Notion Page

Find a page in the '[X Threads]' Notion database where 'Status' is '[Ready to Post]'. Read the content, split it into numbered paragraphs, and post them as a threaded reply chain on X. Then, update the page 'Status' to '[Published]'.

Social media scheduling
Twitter Logo Twitter

Repurpose Evergreen Content

Search the '[Published Posts]' Notion database for a page where the 'Evergreen' property is checked and the 'Last Shared' date is older than '[30]' days. Post the content from the '[Post Copy]' property to X, and update the 'Last Shared' date to today.

Social media scheduling
Twitter Logo Twitter

Triage New Content Ideas in Notion

In the '[Content Ideas]' Notion database, find all pages where the 'Status' property is empty. For each page, update its 'Status' to '[Needs Review]' and assign it to '[Content Manager's Name]'.

Task reminders & scheduling
Twitter Logo Twitter

Create Daily Content Shell in Notion

Create a new page in the '[Content Calendar]' Notion database. Set the title to 'X Post for [Tomorrow's Date]' and assign it to '[Social Media Manager's Name]' to start the drafting process.

Task reminders & scheduling
Twitter Logo Twitter

Publish Approved Drafts from Notion

In the '[Content Calendar]' Notion database, find a page where the 'Status' is '[Approved for Publishing]'. Take the text from the '[Post Copy]' property and publish it as a new post on X. Then, update the 'Status' to '[Published]'.

Social media scheduling
Twitter Logo Twitter

Add Bug Label to New Issues

Search the GitHub repository '[owner/repo]' for new issues created in the last 24 hours that contain the word '[bug]' in the title but do not have a label. For each of these issues, add the label '[bug-report]'.

Task reminders & scheduling
GitHub Logo GitHub

Request Updates on Stale Pull Requests

In the repository '[owner/repo]', find all open pull requests that have had no new comments or commits in the last '[3]' days. For each, add a comment asking the author for a status update.

Task reminders & scheduling
GitHub Logo GitHub

Clean Up Merged Branches

In the repository '[owner/repo]', find all pull requests that were merged in the last 24 hours and whose head branches still exist. For each, delete the head branch to keep the repository clean.

Task reminders & scheduling
GitHub Logo GitHub

Create a Weekly Release Draft

Find all pull requests that were merged into the '[main]' branch in the repository '[owner/repo]' in the last 7 days. Create a new draft release titled '[Weekly Release]' and populate its body with a bulleted list of the titles of these merged pull requests.

Report generation
GitHub Logo GitHub

Assign Reviewer to New Pull Requests

In the repository '[owner/repo]', find all open pull requests created in the last hour that have no reviewers assigned. For each pull request, add '[lead-dev-username]' as a reviewer.

Task reminders & scheduling
GitHub Logo GitHub

Alert on Declined Documents

Search for any DocuSign envelopes that had their status changed to 'declined' in the last 24 hours. For each, list the document title and the name of the recipient who declined.

Task reminders & scheduling
Docusign Logo Docusign

Summarize Completed Agreements

Find all DocuSign envelopes that were completed in the last 24 hours. Create a summary list of the document titles and the names of the signers for a daily report.

Report generation
Docusign Logo Docusign

Flag Stale, Unsigned Envelopes

Search for all DocuSign envelopes that were sent more than '[14]' days ago but are still not completed. List the titles of these envelopes and their recipients for manual review and follow-up.

Task reminders & scheduling
Docusign Logo Docusign

Audit of Recently Voided Envelopes

Find all DocuSign envelopes that had their status changed to 'voided' in the last 24 hours. Create a list of these voided envelopes, including who sent them and when they were voided.

Task reminders & scheduling
Docusign Logo Docusign

Daily "Pending Signatures" Report

Find all DocuSign envelopes that were sent in the last 7 days and still have a status of 'sent'. Create a list of these documents, including the recipient names and email addresses.

Report generation
Docusign Logo Docusign

Purge Bot Command Channel

In the Discord channel '[#bot-commands]', delete all messages that were posted in the last 24 hours to keep it clean.

Task reminders & scheduling
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Assign a Default Role to New Members

Find all members in the server who do not have the '[Member]' role. For each of these members, assign them the '[Member]' role.

Task reminders & scheduling
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Post a Recurring Engagement Prompt

Post a message to the '[#general-chat]' Discord channel with the text: '[What is everyone working on this week? Share your progress in the thread!]’

Task reminders & scheduling
Discord Logo Discord

Create a Weekly Event Reminder

Create a new scheduled event in the server named '[Weekly Community Call]' for next '[Friday]' at '[5:00 PM GMT]'. Set the location to the '[Town Hall]' voice channel.

Task reminders & scheduling
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