Automation Templates

All Automations

Log Interview Notes to Candidate Profile

Find emails in my 'Sent' folder from the last 24 hours with the subject containing '[Interview Notes]'. For each email, find the corresponding candidate in BambooHR by their email address and add the body of the email as a note to their profile.

Data entry
Gmail Logo Gmail Bamboohr Logo Bamboohr

Update Candidate Status from Gmail

Scan my Gmail for emails from the last 24 hours with the label '[Move to Next Stage]'. For each email's sender, find the candidate in BambooHR and update their status to '[Phone Screen]'.

Task reminders & scheduling
Gmail Logo Gmail Bamboohr Logo Bamboohr

Add Applicants for a Specific Role

Find all emails in my inbox with the subject 'New Application: [Job Title]' from the last 24 hours. For each sender, create a new employee record in BambooHR.

Data entry
Gmail Logo Gmail Bamboohr Logo Bamboohr

Notify Rejected Candidates

Find candidates in BambooHR whose status was changed to '[Rejected]' in the last hour. For each, send an email from my Gmail with the subject 'Update on your application' and a body of '[Your standard rejection message]'.

Task reminders & scheduling
Gmail Logo Gmail Bamboohr Logo Bamboohr

Create Candidate from Labeled Email

Search my Gmail for emails with the label '[New Applicant]' from the last 24 hours. For each, create a new candidate in BambooHR using the sender's name and email address.

Data entry
Gmail Logo Gmail Bamboohr Logo Bamboohr

Add Standard Tasks to New Projects

Find all new projects created in Asana in the last 24 hours. For each new project, create the following tasks inside it: '[Schedule Kick-off Call]', '[Send Welcome Packet]', and '[Internal Project Brief]'.

Task reminders & scheduling
Gmail Logo Gmail Asana Logo Asana

Create a "Contact Client" Task

Scan my Gmail for unread emails from the last 24 hours with the subject line containing '[New Client Inquiry]'. For each, create a new task in the '[Sales Pipeline]' Asana project to 'Follow up with [Sender Name]'.

Task reminders & scheduling
Gmail Logo Gmail Asana Logo Asana

Assign Kick-off Task to Project Manager

In the '[New Client Projects]' Asana project, find all tasks created in the last 24 hours that are unassigned. For each task, assign it to '[project-manager@email.com]' and set the due date for 2 days from now.

Task reminders & scheduling
Gmail Logo Gmail Asana Logo Asana

Log Project Confirmation Email

Search my 'Sent' mail in Gmail for emails with the subject 'Project Confirmed' from the last 24 hours. For each, find the corresponding project in Asana and add a comment with the body of the email for record-keeping.

Data entry
Gmail Logo Gmail Asana Logo Asana

Create Asana Project from Labeled Email

Search my Gmail for emails with the label '[New Project]' from the last 24 hours. For each email, create a new project in Asana using the email's subject as the project name.

Task reminders & scheduling
Asana Logo Asana Gmail Logo Gmail

Find Decision-Makers at Target Accounts

Search the '[Target Accounts]' Google Sheet for rows where the '[Contact Name]' is empty. For each, search Apollo for a person with the title '[Head of Marketing]' at the company domain listed, and add their full name to the '[Contact Name]' column.

Sales & lead management
Apollo Logo Apollo Googlesheets Logo Googlesheets

Identify Companies with Hiring Signals

In the '[Prospects]' Google Sheet, find rows where the '[Hiring Status]' column is empty. For each, check Apollo for recent job postings from that company. If any are found, update the '[Hiring Status]' column to '[Actively Hiring]'.

Sales & lead management
Apollo Logo Apollo Googlesheets Logo Googlesheets

Find New Prospects by Persona

Search Apollo for '[10]' new organizations in the '[SaaS]' industry located in '[London]' with '[50-200]' employees. For each result, add a new row to the '[New Leads]' Google Sheet with the company's name, domain, and industry.

Sales & lead management
Apollo Logo Apollo Googlesheets Logo Googlesheets

Refresh Data for Stale Records

In the '[Account List]' Google Sheet, find all rows where the '[Status]' column is '[Refresh]'. Use Apollo to get the latest employee count for the company domain and update the '[Employee Count]' column. Then, change the '[Status]' to '[Refreshed]'.

Data entry
Apollo Logo Apollo Googlesheets Logo Googlesheets

Enrich New Company Leads

In the '[Prospect List]' Google Sheet, find all rows where the '[Status]' column is '[New]'. For each, use the domain from the '[Website]' column to enrich the organization in Apollo and update the '[Industry]' and '[Employee Count]' columns in the sheet.

Data entry
Apollo Logo Apollo Googlesheets Logo Googlesheets

Notify on Unassigned Urgent Tickets

Find all tickets in Zendesk with an '[Urgent]' priority that are still unassigned after '[15]' minutes. Post the ticket ID and subject to the '[#support-managers]' Slack channel for immediate assignment.

Customer support (e.g., ticketing systems)
Zendesk Logo Zendesk Slack Logo Slack

Escalate Stale Urgent Tickets

Look for open tickets in Zendesk with an '[Urgent]' priority that have not been updated in the last '[2]' hours. Post a reminder message with the ticket ID and current assignee to the '[#support-escalations]' Slack channel.

Customer support (e.g., ticketing systems)
Zendesk Logo Zendesk Slack Logo Slack

Daily "Urgent" Ticket Summary

Find all tickets created in Zendesk with a priority of '[Urgent]' in the last 24 hours. Post a single summary message to the '[#daily-summary]' Slack channel listing the ticket IDs and their subjects.

Report generation
Zendesk Logo Zendesk Slack Logo Slack

Alert on Critical Keywords

Scan the subjects of new tickets created in the last hour in Zendesk. If a subject contains the words '[outage]', '[down]', or '[critical]', post an immediate alert with the ticket details to the '[#engineering-alerts]' Slack channel.

Customer support (e.g., ticketing systems)
Zendesk Logo Zendesk Slack Logo Slack

Instant Alert for New Urgent Tickets

Search Zendesk for new tickets created in the last hour with a priority of '[Urgent]'. For each ticket, post a message to the '[#support-alerts]' Slack channel with the ticket ID, subject, and customer name.

Customer support (e.g., ticketing systems)
Zendesk Logo Zendesk Slack Logo Slack

Alert on High-Value Orders

Find all new orders in Shopify from the last 24 hours with a total value greater than '[500]'. Post a message for each in the '[#major-sales]' Slack channel with the order details and customer name.

Sales & lead management
Shopify Logo Shopify Slack Logo Slack

Announce First-Time Customers

Check for new orders in Shopify from the last 24 hours. For each order, check if it is the customer's first order. If it is, post a "Welcome new customer!" message with their name in the '[#general]' Slack channel.

Sales & lead management
Shopify Logo Shopify Slack Logo Slack

Send a Daily Sales Summary

Get all orders from Shopify for the last 24 hours. Calculate the total revenue and the number of orders, and post a summary message to the '[#daily-metrics]' Slack channel.

Report generation
Shopify Logo Shopify Slack Logo Slack

Flag Low-Stock Product Sales

Find all orders from the last 24 hours in Shopify. For each product in those orders, check its inventory level. If the stock for any product is below '[10]' units, post an alert to the '[#inventory-alerts]' Slack channel.

Task reminders & scheduling
Shopify Logo Shopify Slack Logo Slack

Post New Shopify Orders to Slack

Search for new orders in Shopify from the last hour. For each new order, post a message to the '[#sales]' Slack channel with the customer's name and the total order value.

Task reminders & scheduling
Shopify Logo Shopify Slack Logo Slack

Track New Refunds in a Spreadsheet

Find all refunds issued in Stripe in the last 24 hours. For each, add a new row to the '[Refunds Log]' Google Sheet with the original charge amount, refund amount, and customer email.

Task reminders & scheduling
Stripe Logo Stripe Googlesheets Logo Googlesheets

Record New Customer Disputes

Check Stripe for any new disputes created in the last 24 hours. For each dispute, add a row to the '[Dispute Tracker]' Google Sheet with the transaction amount, customer email, and dispute reason.

Task reminders & scheduling
Stripe Logo Stripe Googlesheets Logo Googlesheets

Generate a Daily Sales Summary

Get all successful charges from Stripe in the last 24 hours. Calculate the total revenue and the number of transactions, then append a new row to the '[Daily Sales Summary]' Google Sheet with today's date, total revenue, and transaction count.

Data analysis & insights
Stripe Logo Stripe Googlesheets Logo Googlesheets

Log New Stripe Customers

Find all new customers created in Stripe in the last 24 hours. For each new customer, add their email and name to a new row in the '[New Customer Log]' Google Sheet.

Data entry
Stripe Logo Stripe Googlesheets Logo Googlesheets

Log Successful Payments to a Sheet

Search Stripe for successful charges from the last 24 hours. For each charge, add a new row to the '[Sales Tracker]' Google Sheet with the amount, customer email, and date.

Task reminders & scheduling
Stripe Logo Stripe Googlesheets Logo Googlesheets

Archive Old Project Files

In the '[Active Projects]' Dropbox folder, find all files that have not been modified in the last 7 days. Move these files to the '[Archived Projects]' folder.

Data entry
Dropbox Logo Dropbox

Organize Files by Type

Search the '[Team Uploads]' Dropbox folder for files added in the last 24 hours. If a file is a PDF, move it to the '[Documents]' subfolder. If it is a PNG or JPG, move it to the '[Images]' subfolder.

Data entry
Dropbox Logo Dropbox

Generate a "New Files" Report

List the names of all files that have been uploaded to the '[Shared Client Folder]' in Dropbox within the last 24 hours.

Report generation
Dropbox Logo Dropbox

Standardize Invoice Filenames

In the '[Invoices]' Dropbox folder, find all files added in the last 24 hours that do not start with today's date in 'YYYY-MM-DD' format. For each, rename the file to prefix it with the current date.

Task reminders & scheduling
Dropbox Logo Dropbox

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
Discord Logo Discord

Post a Daily Welcome Message

Create a new message in the '[#welcome]' Discord channel with the text: '[Welcome to all our new members today! Be sure to check out the #rules channel to get started.]'

Task reminders & scheduling
Discord Logo Discord

Generate a Single-Use Scheduling Link

Create a single-use scheduling link for the event type '[Initial Consultation]' in Calendly.

Task reminders & scheduling
Calendly Logo Calendly

Log Attendee No-Shows

Find the scheduled event for the invitee with the email '[invitee@email.com]' that occurred in the last 24 hours and create an invitee no-show record for them.

Sales & lead management
Calendly Logo Calendly

List Upcoming Events for the Week

List all scheduled Calendly events for the next 7 days. For each event, get the invitee's name and the event time.

Report generation
Calendly Logo Calendly

Cancel a Specific Upcoming Event

Find the upcoming Calendly event with the invitee whose email is '[invitee@email.com]' and cancel it.

Task reminders & scheduling
Calendly Logo Calendly

Create One-Off Meeting Type

Create a new one-off event type in Calendly named '[Event Name]' for a duration of '[30]' minutes.

Task reminders & scheduling
Calendly Logo Calendly

Flag Overdue Tasks for Follow-Up

Search the '[Team Projects]' ClickUp space for tasks that became overdue in the last 24 hours. For each overdue task, add a comment saying, "This task is now overdue, please provide an update."

Task reminders & scheduling
Clickup Logo Clickup

Triage and Assign New Requests

Find all unassigned tasks in the '[Inbox]' list that were created in the last 24 hours. Assign these tasks to '[Project Manager's Name]' for review and prioritization.

Task reminders & scheduling
Clickup Logo Clickup

Create Weekly "Completed Tasks" Summary

Find all tasks in the '[Current Sprint]' list that were moved to the 'Complete' status in the last 7 days. Create a new task in the '[Reports]' list with a summary of these completed tasks in its description.

Report generation
Clickup Logo Clickup

Archive Low-Priority Backlog Items

In the '[Backlog]' list, find tasks with a '[Low]' priority that have not been updated in the last 7 days. Move these tasks to the '[Archived]' list to keep the backlog clean.

Task reminders & scheduling
Clickup Logo Clickup

Add Standard Checklist to New Tasks

In the '[Onboarding]' ClickUp list, find tasks created in the last 24 hours that do not have a checklist. For each task, create a new checklist named '[Standard Onboarding Steps]'.

Task reminders & scheduling
Clickup Logo Clickup

Update Lead Status from Email Keywords

Search Gmail for emails from existing HubSpot contacts received in the last 24 hours. If an email contains the phrase '[request a demo]', find the sender's contact in HubSpot and update their 'Lifecycle Stage' to '[Marketing Qualified Lead]'.

Sales & lead management
Gmail Logo Gmail Hubspot Logo Hubspot

Log Sales Emails to HubSpot Timeline

Find emails in my Gmail 'Sent' folder from the last 24 hours that were sent to an existing HubSpot contact. For each, log a copy of the email as an activity on the contact's timeline in HubSpot.

Sales & lead management
Gmail Logo Gmail Hubspot Logo Hubspot

Create Deals from Proposal Requests

Search my Gmail for emails received in the last 7 days containing the keyword '[proposal request]'. For each sender, find their contact in HubSpot and create a new deal titled 'Proposal for [Contact Name]' in the '[Sales Pipeline]'.

Sales & lead management
Gmail Logo Gmail Hubspot Logo Hubspot

Sync Gmail Labels to HubSpot Properties

Find all emails in Gmail that had the label '[Hot Lead]' applied in the last 24 hours. For each email's sender, find the corresponding contact in HubSpot and update their custom property '[Lead Priority]' to '[High]'.

Data entry
Gmail Logo Gmail Hubspot Logo Hubspot

Create HubSpot Contacts from New Inquiries

Scan my Gmail for unread emails with the subject '[Website Inquiry]'. For each email, check if a contact with the sender's email exists in HubSpot. If not, create a new contact using their name and email address.

Sales & lead management
Gmail Logo Gmail Hubspot Logo Hubspot

Archive Old Published Content

In the Google Sheet '[Content Calendar]', find all rows where the 'Publish Date' is older than 7 days and the 'Status' is '[Published]'. Update the 'Status' column for these rows to '[Archived]'.

Data entry
Googlesheets Logo Googlesheets

Triage New Content Ideas

In the '[Content Ideas]' sheet of my Google Sheet, find all rows where the 'Status' column is empty. For each of these rows, update the 'Status' column to '[Needs Review]'.

Task reminders & scheduling
Googlesheets Logo Googlesheets

Prepare Upcoming Week's Content

In the Google Sheet '[Content Calendar]', find all rows where the 'Publish Date' is within the next 7 days and the 'Status' is '[Draft]'. Update the 'Status' for these rows to '[Ready for Review]'.

Task reminders & scheduling
Googlesheets Logo Googlesheets

Flag Posts with Missing Assets

In the '[Content Calendar]' Google Sheet, look at rows where the 'Publish Date' is in the next 7 days. If the '[Image URL]' column for any of these rows is empty, update the 'Status' column to '[Missing Asset]'.

Social media scheduling
Googlesheets Logo Googlesheets

Update Status for Published Posts

In the Google Sheet '[Content Calendar]', find the row where the 'Publish Date' is today's date. Update the 'Status' column for that row to '[Published]'.

Social media scheduling
Googlesheets Logo Googlesheets

Announce Completed Trello Cards

Search the '[Project Phoenix]' Trello board for cards that were moved to the '[Done]' list in the last hour. Post a message to the '[#project-updates]' Slack channel announcing each completed task with its title.

Task reminders & scheduling
Trello Logo Trello Slack Logo Slack

Notify Assignee of New Trello Card

Look for new cards created on the '[Team Tasks]' Trello board in the last hour. For each card, find the assignee's email, look up their Slack user, and send them a direct message with the title and link to the new card.

Task reminders & scheduling
Trello Logo Trello Slack Logo Slack

Alert Channel for Urgent Trello Cards

Find all cards on the '[Client Work]' Trello board that had the label '[Urgent]' added in the last hour. Post a message to the '[#urgent-tasks]' Slack channel with the card name and its due date.

Task reminders & scheduling
Trello Logo Trello Slack Logo Slack

Post Daily "To-Do" List Summary

Get the titles of all cards from the '[To-Do Today]' list on the '[Team Sprint]' Trello board. Post them as a single, bulleted message in the '[#daily-standup]' Slack channel.

Report generation
Trello Logo Trello Slack Logo Slack

Create Trello Card from Slack Keyword

In the Slack channel '[#project-ideas]', find messages from the last 24 hours that contain the keyword '[#idea]'. For each, create a new card in the '[Ideas]' list on the '[Product Roadmap]' Trello board using the message content as the card title.

Task reminders & scheduling
Trello Logo Trello Slack Logo Slack

Extract Action Items to a Notion Page

Find the Google Meet recording for the meeting titled '[Project Sync]' from the last 24 hours. Get the transcript, identify all action items, and append them as a bulleted list to the Notion page named '[Weekly Action Items]'.

Task reminders & scheduling
Notion Logo Notion Googlemeet Logo Googlemeet

Create Tasks from Meeting Transcript

Get the transcript from the Google Meet recording that ended in the last hour. For each action item mentioned, create a new task in the '[Master Task List]' Notion database with the action item as the title.

Task reminders & scheduling
Notion Logo Notion Googlemeet Logo Googlemeet

Log Attendee List in Notion

Find the Google Meet event titled '[Client Discovery Call]' that occurred in the last 24 hours. Get the list of attendees and add their names to the '[Attendees]' property of the corresponding '[Client Call Notes]' page in Notion.

Data entry
Notion Logo Notion Googlemeet Logo Googlemeet

Generate a "Key Decisions" Summary

Get the transcript from the Google Meet recording of the '[Strategy Session]' from yesterday. Identify and summarize the key decisions made during the call, and create a new page with this summary in the '[Decisions Log]' Notion database.

Report generation
Notion Logo Notion Googlemeet Logo Googlemeet

Summarize Last Meeting to Notion

Get the transcript from the most recent Google Meet recording from the last hour. Create a concise summary of the conversation and add it as a new page to the '[Meeting Summaries]' Notion database.

Report generation
Notion Logo Notion Googlemeet Logo Googlemeet

Notify Team of Merged Pull Requests

Look for pull requests that were merged into the '[main]' branch of the '[owner/repo]' GitHub repository in the last hour. Announce each merged PR in the '[#development]' Slack channel with its title and author.

Task reminders & scheduling
Slack Logo Slack GitHub Logo GitHub

Alert on New High-Priority Issues

Search the GitHub repository '[owner/repo]' for new issues created in the last hour that have the label '[Urgent]'. For each new urgent issue, post its title and URL to the '[#dev-alerts]' Slack channel.

Task reminders & scheduling
Slack Logo Slack GitHub Logo GitHub

Post a Daily Commit Summary

Get all commits pushed to the '[develop]' branch in the '[owner/repo]' GitHub repository over the last 24 hours. Post a single summary message with the commit messages and authors to the '[#daily-digest]' Slack channel.

Report generation
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Welcome Community Pull Requests

Check the '[owner/repo]' GitHub repository for new pull requests opened in the last 24 hours by users who are not part of the '[Core Team]'. Announce these contributions in the '[#community]' Slack channel to encourage review.

Task reminders & scheduling
Slack Logo Slack GitHub Logo GitHub

Announce New GitHub Releases

Check the GitHub repository '[owner/repo]' for new releases published in the last 24 hours. For the latest release, post its title and notes as a message in the '[#releases]' Slack channel.

Task reminders & scheduling
Slack Logo Slack GitHub Logo GitHub

Add Email Feedback to an Existing Card

Find emails in my inbox from the last hour where the subject matches a card title on the '[Client Feedback]' Trello board. If a match is found, post the body of the email as a new comment on that Trello card.

Task reminders & scheduling
Gmail Logo Gmail Trello Logo Trello

Create and Assign Bug Report Cards

Find all emails in my Gmail inbox from the last 24 hours with '[Bug Report]' in the subject. For each, create a new card on the '[Bugs]' Trello board and add the user '[dev-lead-username]' as a member.

Task reminders & scheduling
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Triage Requests to Different Trello Lists

Scan unread emails from ‘[domain.com]’. If the email subject contains '[Support]', create a Trello card in the '[Support Tickets]' list. If the subject contains '[Feature Request]', create a card in the '[Ideas]' list.

Task reminders & scheduling
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Create a Trello Card and Confirm via Email

Find emails in my inbox from last hour labeled '[Log Request]'. For each email, create a new Trello card on the '[Incoming Requests]' board, get the card's URL, and send a reply to the original email saying, "Request logged. Track it here: [Trello Card URL]".

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

Create Trello Card from Labeled Email

Search my Gmail inbox for emails with the label '[Create-Task]' from the last 24 hours. For each, create a new card on the '[Project Board]' Trello board in the '[To-Do]' list, using the email subject as the card title and the email body as the description.

Task reminders & scheduling
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Share Daily Summary of Completed Tasks

In the '[Team Tasks]' Notion database, find all pages where the 'Status' was changed to '[Done]' in the last 24 hours. Post a bulleted list of these completed task titles to the '[#team-updates]' Slack channel.

Report generation
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Alert Team When a Project is Blocked

Search the '[Active Projects]' Notion database for pages where the 'Status' property was updated to '[Blocked]' in the last hour. For each, post a message to the '[#project-alerts]' Slack channel with "🔴 PROJECT BLOCKED: [Project Name]".

Task reminders & scheduling
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Post New Meeting Notes for Visibility

Look for new pages created in the '[Meeting Notes]' Notion database in the last 24 hours. For each new page, post a message in the '[#general]' Slack channel with "FYI: New meeting notes published: '[Page Title]'."

Task reminders & scheduling
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Share a "Tip of the Week" from Notion

In the '[Team Tips]' Notion database, find a page where the 'Shared' property is unchecked. Post the content from the 'Tip' property to the '[#random]' Slack channel, then update the 'Shared' property in Notion to 'checked'.

Task reminders & scheduling
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Announce New Project Briefs in Slack

Search the '[Project Briefs]' Notion database for new pages created in the last 24 hours. For each new page, post its title and URL as a message in the '[#new-projects]' Slack channel.

Task reminders & scheduling
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Log Labeled Emails as Pipedrive Notes

Find all emails in Gmail with the label '[Log to Pipedrive]' from the last 24 hours. For each email, find the sender in Pipedrive by their email address and add a new note to their record with the email's subject and body.

Sales & lead management
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Create Follow-Up Task from Labeled Email

Find all emails in Gmail with the label '[Follow-Up]' from the last 24 hours. For each, find the matching person in Pipedrive by the sender's email and create an activity to 'Follow up on email: [Email Subject]', due tomorrow.

Sales & lead management
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Create New Pipedrive Contacts from Inquiries

Scan my Gmail from the last 7 days for unread emails with the subject '[New Website Inquiry]'. For each email, check if a person with the sender's email exists in Pipedrive. If not, create a new person using their name and email.

Sales & lead management
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Update Lead Status from Email Content

Review emails from existing Pipedrive contacts received in the last 24 hours. If an email contains the phrase '[ready to move forward]', find the sender in Pipedrive and update their custom field '[Engagement Status]' to '[Hot Lead]'.

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Create a New Deal from a Proposal Request

Search my Gmail for emails from the last 24 hours that contain the keyword '[proposal]'. For each email, find the sender in Pipedrive and create a new deal in the '[Sales Pipeline]' titled '[Sender's Company Name] Deal'.

Sales & lead management
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Sync Task Status from Sheet to Notion

Search the '[Campaign Task List]' Google Sheet for rows where the 'Status' column is '[Done]'. For each, find the corresponding page in the '[Campaign Tasks]' Notion database and update its 'Status' property to 'Complete'.

Task reminders & scheduling
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Sync Content Ideas to a Calendar

In the '[Content Ideas]' Notion database, find all pages related to the '[Q3 Campaign]' with a status of '[Approved]'. Add the 'Title', 'Content Type', and 'Publish Date' for each as a new row in the '[Content Calendar]' Google Sheet.

Social media scheduling
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Log Final Campaign KPIs

Find all pages in the '[Campaigns]' Notion database where 'Status' was updated to '[Complete]' in the last 7 days. For each, copy the values from the '[Impressions]' and '[Conversions]' properties into a new row in the '[Campaign KPI Tracker]' Google Sheet.

Report generation
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Create a New Tracking Sheet for a Campaign

Look for new pages created in the '[Campaigns]' Notion database in the last 24 hours. For each new campaign, create a new sheet (tab) in the master Google Sheets workbook '[Master Campaign Tracker]' and name it after the '[Campaign Name]'.

Task reminders & scheduling
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Create Campaign Timeline from Notion Brief

Search the '[Campaign Briefs]' Notion database for pages created in the last 24 hours. For each, extract the 'Campaign Name', 'Start Date', and 'End Date' and add them as a new row to the '[Master Campaign Timeline]' Google Sheet.

Task reminders & scheduling
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Segment Leads by Industry

Find all contacts in HubSpot where the '[Industry]' property is '[Technology]' and that were updated in the last 7 days. For each contact, add the tag '[Tech Industry]' to their profile in Mailchimp.

Sales & lead management
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Remove Customers from Prospect Lists

Search HubSpot for contacts whose lifecycle stage was updated to '[Customer]' in the last 24 hours. For each new customer, find their email and archive them from the '[Prospect Nurturing]' audience in Mailchimp.

Sales & lead management
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Start Win-Back Campaign for Lost Deals

Look for deals in HubSpot that were moved to the '[Closed-Lost]' stage in the last 7 days. Get the primary contact for each of those deals and add them to the '[Win-Back Nurture]' audience in Mailchimp.

Sales & lead management
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Flag Engaged Subscribers in HubSpot

In your '[Newsletter]' Mailchimp audience, find all contacts with a '[5-star]' engagement rating. For each of these contacts, find the matching record in HubSpot and update their custom property '[Marketing Engagement]' to '[Highly Engaged]'.

Sales & lead management
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Add New Leads to Welcome Series

Search HubSpot for contacts created in the last 24 hours with a lifecycle stage of '[Lead]'. Add each new contact to the Mailchimp audience named '[Welcome Nurture List]'.

Sales & lead management
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Create Events from Confirmed Emails

Find all emails in my inbox with the label '[Meeting Confirmed]' that were received in the last 24 hours. Read the confirmed time from each email, create a corresponding event in my Google Calendar, and invite all participants from the email thread.

Task reminders & scheduling
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Send Reminders for Tomorrow's Meetings

Review my Google Calendar for all events scheduled for tomorrow. For each event that includes external guests, send a reminder email to all attendees with the event title, time, and conference link.

Task reminders & scheduling
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Email a Daily Agenda Summary

Get all of my events from Google Calendar for today. Create a summary listing each event's title, time, and video conference link, and send it to me in a single email with the subject "Today's Agenda".

Report generation
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Flag Scheduling Conflicts from OOO Replies

Scan my inbox for emails from the last 24 hours with "Out of Office" in the subject that are replies to a calendar invitation. Send me a summary email listing the names of the attendees who are OOO and the titles of the affected meetings.

Task reminders & scheduling
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Draft Replies to Meeting Requests

Search my Gmail for unread emails with the label '[Schedule Meeting]'. For each, find the next '[3]' available '[30-minute]' slots on my Google Calendar and send a reply to the sender proposing those times.

Task reminders & scheduling
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Assign Task to Mentioned User

Find messages in the '[#marketing-requests]' channel from the last hour that contain '[New Task:]'. Create a task in the '[Marketing]' Asana project and assign it to the Asana user who was mentioned in the Slack message.

Task reminders & scheduling
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Create Urgent Task from Keyword

Search for messages in the '[#support-issues]' Slack channel from the last hour that contain the word '[Urgent]'. For each message, create a new task in the '[High Priority]' section of our Asana project.

Task reminders & scheduling
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Convert Slack Thread to a Single Task

Check for messages in the '[#brainstorm]' channel from the last hour that have a '[💡]' emoji reaction. For each, get the entire message and create a single task in the '[New Ideas]' Asana project.

Task reminders & scheduling
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Create Task and Confirm with Reply

Check for messages from the last 24 hours in the '[#client-requests]' channel that contain the phrase '[Action Item]', and create a new task in the '[Client Work]' Asana project using the message as a title. Post a reply in the original Slack thread saying, "I've created an Asana task for this request."

Task reminders & scheduling
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Create Asana Task from Emoji Reaction

In the Slack channel '[#team-projects]', check for messages from the last hour that have a '[✅]' emoji reaction. For each one, create a new task in the '[Team Tasks]' Asana project using the Slack message as the title.

Task reminders & scheduling
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Summarize Stand-up Updates for Leadership

Find the main stand-up message posted in the '[#standups]' channel in the last 24 hours. Read all the replies in its thread and post a compiled summary of all updates to the '[#leadership-updates]' channel.

Report generation
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Remind Team Members to Post Updates

In the '[#standups]' channel, check today's stand-up thread. Compare the list of channel members against the users who have replied, and send a direct message to anyone who hasn't responded yet with a reminder to post their update.

Task reminders & scheduling
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Escalate Blockers to a Separate Channel

Read all the replies in today's stand-up thread in the '[#standups]' channel. If any message contains the keyword '[blocker]' or '[stuck]', immediately post the full message and the author's name to the '[#blockers-alert]' channel for visibility.

Task reminders & scheduling
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Post an "End of Day Wins" Summary

Post a message in the '[#general]' channel asking "What was your biggest win today?"

Report generation
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Initiate the Daily Stand-up

Post a message to the '[#standups]' Slack channel asking the team to reply in a thread with: "1. What you accomplished yesterday. 2. What your plan is for today. 3. Any blockers?" Then, mention '@here' in the thread to notify everyone.

Task reminders & scheduling
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Notify Manager of Blocked Tasks

Check the '[Project Name]' Trello board for cards that were moved to the '[Blocked]' list in the last hour. Add the member '[Project Manager's Username]' to each of those cards to notify them immediately.

Task reminders & scheduling
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Prompt for Updates on Stale Cards

Find all cards in the '[In Progress]' list on the '[Project Name]' Trello board that have had no activity in the last '[7]' days. Add a comment to each card asking the assignee for a status update.

Task reminders & scheduling
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Assign a Reviewer for Completed Work

Look for cards moved to the '[In Review]' list on the '[Project Name]' board in the last hour in Trello. For each card, add '[Team Lead's Username]' as a member to assign it for final review.

Task reminders & scheduling
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Post Daily New Tasks Summary

Find all new cards created on the Trello board '[Project Name]' in the last 24 hours. Post a bulleted list of these new card titles as a comment on the card named '[Daily Team Stand-up Card]'.

Report generation
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Comment Reminder on Approaching Due Dates

On the Trello board '[Project Name]', find all cards due in the next 24 hours. For each card, add a comment that says, "@[Assignee's Username], a friendly reminder that this is due tomorrow."

Task reminders & scheduling
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Draft Internal "At-Risk" Task Summary

Search the '[All Projects]' Notion database for pages where the 'Status' property is '[At Risk]'. Create a draft in Gmail to '[manager@email.com]' with the subject 'Alert: At-Risk Projects' and a list of the at-risk task names and their owners.

Report generation
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Notify Stakeholders of Milestone Completion

Check the '[Project Roadmap]' Notion database for pages updated in the last 24 hours where 'Type' is '[Milestone]' and 'Status' is '[Complete]'. Send an email to '[stakeholder-list@email.com]' with the subject 'Milestone Reached: [Milestone Title]!'.

Task reminders & scheduling
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Email Daily Task Digest to Team Members

In the '[Master Tasks]' Notion database, find all pages where the 'Assignee' is '[team-member@email.com]' and the 'Status' is not '[Done]'. Send an email to that team member with the subject 'Your Notion Tasks for Today' and a list of their open tasks.

Task reminders & scheduling
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Request Updates for Stagnant Tasks

Search the '[Team Tasks]' Notion database for pages where 'Status' is '[In Progress]' and 'Last Edited' was more than '[7]' days ago. For each, send an email to the assignee asking for a status update on the task '[Task Title]'.

Task reminders & scheduling
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Send Weekly Client Progress Report

Find all pages in the '[Project Name]' Notion database where the 'Status' is '[Done]' and the 'Completed Date' is within the last 7 days. Send an email to '[client@email.com]' with the subject 'Weekly Update' and a bulleted list of the completed task names.

Report generation
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Tag Customers with Overdue Payments

Search for Stripe invoices that became overdue in the last 7 days. For each overdue invoice, find the associated customer and update their metadata to add a tag with 'status': '[overdue]'.

Sales & lead management
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Flag Customers with Failed Payments

Search for all charges that have a status of 'failed' in the last 24 hours. For each failed charge, find the associated customer and update their description to include 'Failed payment on [Current Date]'.

Sales & lead management
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Subscribe New Customers to a Plan

Check for new customers created in the last hour who do not have an active subscription. For each new customer, subscribe them to the recurring plan with the price ID '[your-standard-plan-price-id]'.

Customer support (e.g., ticketing systems)
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Log Refunds for Canceled Subscriptions

Find all subscriptions that were canceled in the last 24 hours. For each one, locate the last successful charge and create a refund for that charge in Stripe.

Customer support (e.g., ticketing systems)
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Invoice New Customers Automatically

Look for new customers created in Stripe in the last 24 hours. For each new customer, create a new draft invoice for your standard '[Set-up Fee]' product using the price ID '[your-price-id]'.

Customer support (e.g., ticketing systems)
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Flag Overdue Tasks for Review

Find all tasks in the Asana project '[Project Name]' whose due date has passed and are not yet complete. Add a comment to each overdue task that says, @[Assignee's Name], this is overdue. Please provide a status update.

Task reminders & scheduling
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Add Onboarding Subtasks for New Clients

Search the '[Client Onboarding]' Asana project for new tasks created in the last hour. If a task title starts with 'Onboard:', add the following subtasks to it: '[Schedule Kick-off Call]' and '[Send Welcome Packet]'.

Task reminders & scheduling
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Assign Tasks from the Triage Section

Find all unassigned tasks in the '[Triage]' section of the '[Team Requests]' project that were created more than 24 hours ago. Assign these tasks to '[Default Assignee's Name]' for review.

Task reminders & scheduling
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Request Approval for High-Priority Tasks

Look for tasks with the tag '[High Priority]' that were moved to the '[Done]' section in the last hour. For each, create a new subtask titled 'QA & Approve: [Original Task Name]' and assign it to '[Team Lead's Name]'.

Task reminders & scheduling
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Create Follow-up Task for Completed Work

Search the Asana project '[Project Name]' for tasks that were completed in the last 24 hours. For each one, create a new subtask named 'Follow-up on [Original Task Name]' and assign it to '[Project Manager's Name]'.

Task reminders & scheduling
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Assign Reviewer for New Drafts

Search the '[Documentation]' Notion database for pages created in the last 24 hours where the 'Status' is '[Draft]' and the 'Reviewer' is empty. For each page, update the 'Reviewer' property to '[Designated Reviewer's Name]'.

Task reminders & scheduling
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Archive Outdated Policies

Query the '[Company Policies]' Notion database for pages where the 'Review By' date is in the past and the status is not already '[Archived]'. For each of these pages, update the 'Status' property to '[Archived]'.

Data analysis & insights
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Create Tasks from Meeting Action Items

Check for pages in the '[Meeting Notes]' Notion database that were updated in the last 24 hours. Scan the content of each page for unchecked to-do list items and create a new task for each item in the '[Master Tasks]' database.

Task reminders & scheduling
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Consolidate Project Updates

Find all pages in the '[Active Projects]' Notion database. For each page, copy the text from the '[Last Week’s Update]' property and append it to a single Notion page titled '[Weekly Leadership Summary]'.

Report generation
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Generate Weekly Knowledge Base Digest

Find all pages created in the last 7 days in the Notion database '[Knowledge Base DB]'. Create a new page in the '[Team Updates]' database titled 'New Articles This Week' and add a bulleted list with links to the new pages.

Data analysis & insights
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Create a "Blocked Tasks" Alert Document

Find all cards on the Trello board '[Project Name]' that have the label '[Blocked]'. Create a new Google Doc named 'Action Required: Blocked Tasks' and list the names of these cards.

Report generation
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Summarize a Project's Recent Activity

Review all activity on the Trello board '[Project Name]' from the last 7 days. Create a Google Doc summarizing the key activities, including which cards were moved to the '[In Progress]' and '[Done]' lists.

Report generation
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Compile Task Comments for Project Review

For all cards in the '[Completed Sprint]' list on your Trello board, retrieve all the comments. Compile these comments into a single Google Doc titled 'Sprint Review Notes' with each card name as a heading.

Report generation
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Append Daily Updates to a Running Project Log

Find all Trello cards moved to the '[Done]' list in the last 24 hours. Append the names of these cards as a bulleted list under a new heading with today's date in the Google Doc named '[Ongoing Project Log]'.

Report generation
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Generate Weekly "Tasks Completed" Report

Get the names of all cards from the Trello list named '[Done this Week]' on the '[Project Name]' board. Create a new Google Doc titled 'Weekly Progress Report' and list all the completed card names under a "Completed Tasks" heading.

Report generation
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Add Travel Time to In-Person Meetings

Check my Google Calendar for new events created in the last hour that include a physical location. For each one, create a '[30-minute]' event titled 'Travel Time' immediately before it.

Task reminders & scheduling
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Send Daily Schedule Briefing

Review my Google Calendar for all events scheduled for today. Create a summary listing each event's title, time, and attendees. Send this daily briefing to me in an email with the subject 'Your Schedule for Today'.

Task reminders & scheduling
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Send Post-Meeting Follow-Up

Check my Google Calendar for events that ended in the last hour. If the event title contains '[Introductory Call]', send an email to all attendees with the subject 'Great to connect' and a body saying, '[Thanks for the chat, looking forward to next steps.]'

Task reminders & scheduling
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Create Event from Confirmed Time

Check my inbox for emails received in the last hour with the subject line '[Meeting Confirmed]'. Create a Google Calendar event using the time specified in the email, with the subject as the event title, and invite all email recipients.

Task reminders & scheduling
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Propose Meeting Times from Email

Scan my inbox for unread emails from the last 24 hours containing '[meeting request]'. Find the next '[3]' available '[30-minute]' slots in my Google Calendar and draft a reply to the sender with the suggested times.

Task reminders & scheduling
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"Closed-Won" Deal Celebration

Check HubSpot for deals that were updated to the '[Closed Won]' stage in the last hour. For each deal, post a celebratory message in the '[#wins]' Slack channel announcing the deal name, amount, and owner.

Sales & lead management
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Urgent Support Ticket Notification

Look for new tickets created in HubSpot in the last 15 minutes with a priority of '[High]'. For each one, post a message with the ticket subject and associated contact to the '[#support-urgent]' Slack channel.

Customer support (e.g., ticketing systems)
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Daily Summary of New Deals

Find all new deals created in HubSpot in the last 24 hours. Compile a summary list of the deal names, amounts, and owners, and post it as a single message to the '[#sales-summary]' Slack channel.

Report generation
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Notify Owner of Contact Update

Check for contacts in HubSpot that have been modified in the last hour. For each updated contact, find the contact owner's email, look up their Slack user, and send them a direct message saying "Heads up: The record for your contact, [Contact Name], was just updated."

Sales & lead management
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New High-Value Lead Alert

Search HubSpot for new contacts created in the last hour with a Lifecycle Stage of '[Lead]'. For each, post a message in the '[#sales-leads]' Slack channel with the lead's name, company, and email address.

Sales & lead management
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Assign Tasks Based on Email Content

Scan my inbox for unread emails received in the last week containing '[Bug Report]' in the subject. Create a task in the '[Engineering]' Asana project for each, and assign it to '[team-member@email.com]'.

Task reminders & scheduling
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Add Client Feedback as a Task Comment

Search my Gmail for emails received in the last 24 hours with a subject that matches an existing task name in my '[Client Feedback]' Asana project. If a match is found, add the body of the email as a comment to that Asana task.

Task reminders & scheduling
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Triage Internal Requests to Projects

Review emails sent to '[requests@mycompany.com]' in the past [24] hours. If the sender is from '[marketing@mycompany.com]', create a task in the '[Marketing Requests]' project in Asana. If the sender is from '[design@mycompany.com]', create the task in the '[Design Requests]' project.

Task reminders & scheduling
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Create 'To-Pay' Tasks from Invoices

Find emails in my inbox from the last [7] days with the word '[invoice]' in the subject that have an attachment. Create a task in my '[Accounts Payable]' project in Asana with the title "Pay Invoice from [Sender]" and set the due date for 7 days from today.

Task reminders & scheduling
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Create Asana Task from Labeled Email

Check my Gmail for any emails received in the past [24] hours with the label '[To-Do]'. For each email, create a new task in my '[Project Name]' Asana project. Use the email subject for the task name and the email body for the task description.

Task reminders & scheduling
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Clean Up Inactive Contacts

Find all contacts in HubSpot that haven't been updated in '[180]' days and do not have any associated deals. Change their Lifecycle Stage property to '[Archival Review]' for manual cleanup.

Data entry
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Create Companies for New Contacts

Search for contacts created in the last 24 hours that are not yet associated with a company. For each contact, create a new company record using the value from the contact's '[Company Name]' property.

Data entry
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Prioritize New Leads by Job Title

Search for new contacts created in the last hour whose 'Lead Score' property is empty. If a contact's 'Job Title' contains '[Director, VP, or C-Level]', update their custom 'Lead Score' property to '[100]'.

Sales & lead management
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Standardize Company Location Data

Search all company records in HubSpot where the 'Country' field is set to '[United States of America]'. For all matching records, update the 'Country' field to '[USA]' to ensure data consistency.

Data entry
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Flag Stale Deals for Follow-up

Search for HubSpot deals in the '[Sales Pipeline]' that have not been modified in the last '[14]' days. For each deal found, update its '[Follow-up Status]' custom property to '[Needs Attention]'.

Sales & lead management
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Acknowledge and Tag New Inquiries

Check my inbox for new emails with the subject '[Contact Form Submission]'. For each one, send a reply that says '[Thank you for your inquiry. We will get back to you within 24 hours.]' and then apply the label '[New Inquiry]' to the conversation.

Customer support (e.g., ticketing systems)
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Triage and Prioritize Support Emails

Review all unread emails from the last 24 hours. If an email contains the words '[help, support, or urgent]', apply the label '[High Priority]' to it.

Customer support (e.g., ticketing systems)
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Automated Inbox Clean-up

Check my inbox for emails from the last 24 hours. If an email is from '[newsletter@example.com]' or the subject line contains '[Promotion]', move it to the archive to keep my inbox clean.

Email management
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Draft Follow-ups for Sent Items

Search my sent emails from '[7]' days ago that have not received a reply. For each one, create a draft follow-up that says, '[Hi, just wanted to check in on this. Thanks!]'

Sales & lead management
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Draft Replies to Common Questions

Scan my unread emails from the last 24 hours for the keyword '[pricing]'. For each matching email, create a draft reply with the text: '[Your pre-written response about pricing]'. Then, apply the label '[Drafted Reply]' to the original email.

Email management
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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)
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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)
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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)
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Summarize unread messages

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

Email management
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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
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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
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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
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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
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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
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Clean inbox

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

Email management
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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
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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
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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
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List the latest Salesforce leads assigned to me

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

Sales & lead management
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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
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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
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Track trending keywords in r/marketing

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

Report generation
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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
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List all deals in Pipedrive expected to close next week

List all deals in Pipedrive expected to close next week.

Sales & lead management
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Generate a qualitative report from Pipedrive

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

Report generation
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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
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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
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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
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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
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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
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Get a report of all completed Monday tasks this month

Get a report of all completed Monday tasks this month.

Report generation
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List all Mailchimp campaigns from the last 90 days

List all Mailchimp campaigns from the last 90 days.

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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
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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
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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
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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
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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
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Get a summary of all starred emails received this week

Get a summary of all starred emails received this week.

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Show me all Zoho deals expected to close this month

Show me all Zoho deals expected to close this month.

Report generation
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