Ready-to-use automation templates for common workflows
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.
List all scheduled Calendly events for the next 7 days. For each event, get the invitee's name and the event time.
Find the upcoming Calendly event with the invitee whose email is '[invitee@email.com]' and cancel it.
Create a new one-off event type in Calendly named '[Event Name]' for a duration of '[30]' minutes.
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."
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.
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.
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.
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]'.
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]'.
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.
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]'.
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]'.
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.
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]'.
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]'.
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]'.
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]'.
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]'.
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.
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.
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.
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.
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.
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]'.
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.
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.
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.
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.
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.