Templates

Ready-to-use AI workflow templates to automate your business processes in minutes.

Featured

Learn how to create custom templates here.

Gmail
Slack
Operations

Automate approval workflows and streamline processes

Build automated approval workflows for any process

Meta Business
Google Ads
Marketing

Monitor performance 24/7 and optimize ad budgets

Monitor and optimize ad budgets across Meta and Google Ads

Meta Business
Google Ads
Marketing

Compare ad performance across Meta and Google Ads

Analyze and compare campaign performance across Meta and Google

Notion
Operations

Research topics and create structured Notion pages

Research topic and create comprehensive structured Notion page

Gmail
Operations

Automated email management workflow for inbox zero

Automated email management workflow

Gmail
Slack
Operations

Automate Gmail triage and response workflow

Build automated workflow to triage and respond to Gmail messages

Google Ads
Marketing

Find high-performing keywords and campaign structure

Find high-performing keywords and campaign structure for Google Ads

Apollo
Marketing

Build website, find leads, and start outreach

Build website, find leads, and start outreach

Meta Business
Marketing

Create and launch new Meta advertising campaign

Create and launch new Meta advertising campaign

Apollo
Google Sheets
Sales

Define ICP and find qualified prospects

Define ICP and find qualified prospects with decision makers

Meta Business
Google Ads
Marketing

Aggregate all marketing metrics and share weekly report

Aggregate all marketing metrics and share weekly report

Meta Business
Google Ads
Marketing

Analyze ad performance across Meta, Google Ads, and TikTok

Analyze advertising performance across Meta, Google Ads, and TikTok

LinkedIn
Marketing

Research topic and publish LinkedIn post with insights

Research topic and publish LinkedIn post with insights

Calendly
Sales

Prepare for calls with prospect research and talking points

Prepare for upcoming calls with prospect research and talking points

Slack
Operations

Research topics and share summaries with team

Research topic and post summary with sources to team channel

Shopify
Operations

Check inventory levels and analyze order trends

Check inventory levels and analyze recent orders for sales trends

HubSpot
Google Calendar
Operations

Update HubSpot CRM with meeting notes and next steps

Update HubSpot CRM with meeting notes and next steps

Google Analytics
Marketing

Review traffic sources, user behavior, and metrics

Review traffic sources, user behavior, and visitor metrics

All Templates

Learn how to create custom templates here.

Google Calendar
Operations

Research meeting attendees and topics before calls

Check upcoming events and research attendees/topics for each meeting

Gmail
Sales

Create personalized outreach email campaigns

Create personalized outreach email campaigns

Marketing

Monitor competitors and track market intelligence

Automated weekly competitor monitoring and analysis

Marketing

Research competitor marketing strategies and positioning

Research competitor marketing strategies

HubSpot
Sales

Enrich HubSpot contacts with job titles and company data

Enrich HubSpot CRM contacts with latest job titles and company info

LinkedIn
Twitter
Content

Schedule and auto-publish content across social platforms

Schedule and auto-publish content across social platforms

Google Analytics
Marketing

Analyze which content drives traffic and conversions

Analyze which content drives traffic and conversions

Content

Create prompts to generate content in specific styles

Create detailed prompts to generate content in specific styles

Twitter
Content

Create clever, high-IQ social content in any style

Create clever, high-IQ social content in any style

Webflow
Operations

Create and publish blog post to Webflow CMS

Create and publish blog post to Webflow CMS

Operations

Sync data across multiple platforms automatically

Keep data synchronized across multiple platforms automatically

Apollo
Sales

Automate prospect finding and outreach sequences

Automate prospect finding and outreach sequences

Gmail
Operations

Review Gmail and create draft replies for important emails

Review Gmail inbox and create draft replies for important emails

Google Docs
Operations

Research topics and create formatted Google Docs

Research topic and create formatted Google Doc with findings

Shopify
Meta Business
Marketing

Analyze store sales alongside ad performance

Analyze store sales alongside ad performance

Twitter
Content

Find and engage with relevant tweets and conversations

Search for tweets and like or reply to relevant conversations

Slack
Operations

Search Slack channels for issues from the last 7 days

Search channels for mentioned issues and problems from last 7 days

Microsoft Outlook
Slack
Sales

Create multi-channel follow-up plan for non-responsive prospects

Create multi-channel follow-up plan for non-responsive prospects

Marketing

Research and create marketing visuals with AI

Research and create marketing visuals

Google Ads
Marketing

Analyze campaigns, keywords, and optimization opportunities

Analyze campaigns, keywords, and optimization opportunities

Apollo
Sales

Find companies showing buying signals and growth

Find companies showing buying signals like funding, hiring, or growth

Operations

Automated weekly research reports on industry trends

Automated weekly research reports on industry trends

Twitter
Notion
Operations

Track industry trends and share with team

Track industry trends and share with team

Klaviyo
Marketing

Review email performance, open rates, clicks, and revenue

Review email performance, open rates, clicks, and revenue

Meta Business
Marketing

Create and launch Meta ad campaigns for new products

Create and launch Meta advertising campaign for new product

Meta Business
Google Ads
Marketing

Launch advertising campaign across Meta and Google Ads

Launch advertising campaign across Meta and Google Ads

LinkedIn Ads
Marketing

Analyze LinkedIn ad performance and campaign insights

Analyze impressions, clicks, cost, CTR, and campaign insights

Geo Search
Apollo
Sales

Find local businesses by location and industry

Find local businesses by location and industry for territory planning

Google Calendar
Linear
Operations

Extract action items from meetings and create tasks

Extract action items from meetings and create trackable tasks

Meta Business
Marketing

Analyze Meta ad performance and audience insights

Analyze account performance, audience insights, and optimization

LinkedIn
Content

Check recent posts and respond with thoughtful comments

Check recent posts and respond with thoughtful comments

Google Drive
Operations

Search, organize, and share Google Drive files with team

Search, organize, and share Google Drive files with team

Google Sheets
Sales

Identify potential partnership opportunities

Identify potential partnership opportunities

Meta Business
Google Ads
Marketing

Daily automated ad performance reports

Daily automated ad performance reports

Salesforce
Sales

Generate Salesforce revenue forecasts by rep or period

Generate Salesforce revenue forecast by rep or time period

TikTok
Content

Upload and publish video content to TikTok

Upload and publish video content to TikTok

Operations

Create project plans with stakeholders and timelines

Create comprehensive project plans with stakeholders and timelines

Apollo
Google Sheets
Sales

Automated daily prospect discovery and email reports

Automated daily prospect discovery and email reports

Postgres
Operations

Run SQL queries, analyze data, and create reports

Run SQL queries, analyze data, and create reports

Apollo
Sales

Research prospects, analyze pain points, build outreach

Deep research on prospect, analyze pain points, build outreach plan

LinkedIn
Content

Research topic and publish LinkedIn post with insights

Research topic and publish LinkedIn post with insights

Twitter
Content

Research topic and post tweet with key insights

Research topic and post tweet with key insights

Webflow
Content

Research topic and create SEO-optimized Webflow blog

Research topic and create SEO-optimized Webflow blog

Sales

Create comprehensive sales strategy and outbound plan

Create comprehensive sales strategy and outbound plan

Google Calendar
Gmail
Sales

Coordinate meeting times and send calendar invites

Coordinate meeting times and send calendar invites

Gmail
Operations

Draft and send professional follow-up email

Draft and send professional follow-up email

Microsoft Teams
Operations

Research topic and share summary update with team channel

Research topic and share summary update with team channel

Twitter
LinkedIn
Content

Monitor social mentions and auto-draft responses

Monitor social mentions and auto-draft responses

Linear
Google Calendar
Operations

Automate daily standup updates from team tools

Automate daily standup updates from team tools

TikTok Business
Marketing

Analyze campaign metrics, ROAS, and video insights

Analyze campaign metrics, ROAS, and video insights

TikTok
Content

Analyze your posted TikTok videos and engagement metrics

Analyze your posted TikTok videos and engagement metrics

Linear
Operations

Create and organize Linear issues by priority and status

Create and organize Linear issues by priority and status

Gmail
Google Sheets
Sales

Monitor email responses and track engagement metrics

Monitor email responses and track engagement metrics

Gmail
Google Sheets
Operations

Track and manage vendor payments easily

Track and manage vendor payments easily

Operations

Research and analyze current AI industry trends

Research and analyze current AI industry trends

WordPress.com
Content

Research and publish blog posts to WordPress

Research and publish blog posts to WordPress

Gmail
Google Sheets
Marketing

Analyze email campaign performance and optimize

Analyze email metrics and get AI-powered optimization recommendations.

Apollo
Salesforce
Sales

Enrich leads with company and contact data

Enrich leads with company data and contact details automatically.

Google Calendar
Slack
Operations

Automate meeting notes and action items

Generate meeting summaries, extract action items, and sync notes.

Reddit
Ask AI
Marketing

Analyze top Reddit posts and get community insights

Analyze top Reddit posts and extract actionable community insights.

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