Ready-to-use automation templates for common workflows
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.
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".
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.
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.
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.
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.
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.
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."
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.
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.
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.
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.
Post a message in the '[#general]' channel asking "What was your biggest win today?"
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.
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.
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.
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.
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]'.
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."
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.
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]!'.
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.
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]'.
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.
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]'.
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]'.
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]'.
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.
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]'.
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.