Templates

Ready-to-use automation templates for common workflows

All Templates

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
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