Templates

Ready-to-use automation templates for common workflows

All Templates

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
Googlecalendar Logo Googlecalendar Gmail Logo Gmail

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
Googlecalendar Logo Googlecalendar Gmail Logo Gmail

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
Googlecalendar Logo Googlecalendar Gmail Logo Gmail

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
Googlecalendar Logo Googlecalendar Gmail Logo Gmail

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
Slack Logo Slack Asana Logo Asana

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
Slack Logo Slack Asana Logo Asana

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
Slack Logo Slack Asana Logo Asana

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
Slack Logo Slack Asana Logo Asana

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
Slack Logo Slack Asana Logo Asana

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
Slack Logo Slack

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
Slack Logo Slack

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
Slack Logo Slack

Post an "End of Day Wins" Summary

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

Report generation
Slack Logo Slack

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
Slack Logo Slack

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
Trello Logo Trello

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
Trello Logo Trello

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
Trello Logo Trello

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
Trello Logo Trello

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
Trello Logo Trello

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
Gmail Logo Gmail Notion Logo Notion

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
Notion Logo Notion Gmail Logo Gmail

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
Gmail Logo Gmail Notion Logo Notion

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
Notion Logo Notion Gmail Logo Gmail

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
Gmail Logo Gmail Notion Logo Notion

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
Stripe Logo Stripe

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
Stripe Logo Stripe

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)
Stripe Logo Stripe

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)
Stripe Logo Stripe

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)
Stripe Logo Stripe

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
Asana Logo Asana
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