Templates

Ready-to-use automation templates for common workflows

All Templates

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
Slack Logo Slack GitHub Logo GitHub

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
Gmail Logo Gmail Trello Logo Trello

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
Gmail Logo Gmail Trello Logo Trello

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
Gmail Logo Gmail Trello Logo Trello

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
Slack Logo Slack Notion Logo Notion

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
Slack Logo Slack Notion Logo Notion

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
Slack Logo Slack Notion Logo Notion

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
Slack Logo Slack Notion Logo Notion

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
Slack Logo Slack Notion Logo Notion

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
Gmail Logo Gmail Pipedrive Logo Pipedrive

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
Gmail Logo Gmail Pipedrive Logo Pipedrive

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
Gmail Logo Gmail Pipedrive Logo Pipedrive

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]'.

Gmail Logo Gmail Pipedrive Logo Pipedrive

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
Gmail Logo Gmail Pipedrive Logo Pipedrive

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
Notion Logo Notion Googlesheets Logo Googlesheets

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
Notion Logo Notion Googlesheets Logo Googlesheets

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
Notion Logo Notion Googlesheets Logo Googlesheets

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
Notion Logo Notion Googlesheets Logo Googlesheets

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
Notion Logo Notion Googlesheets Logo Googlesheets

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
Hubspot Logo Hubspot Mailchimp Logo Mailchimp

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
Hubspot Logo Hubspot Mailchimp Logo Mailchimp

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
Hubspot Logo Hubspot Mailchimp Logo Mailchimp

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
Hubspot Logo Hubspot Mailchimp Logo Mailchimp

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
Hubspot Logo Hubspot Mailchimp Logo Mailchimp

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
Googlecalendar Logo Googlecalendar Gmail Logo Gmail
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