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Templates

109 ready-made workflows and digital employees.

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Digital employee: sales assistant that qualifies and answers every leadEvery lead from your website gets an AI score, is saved to your sheet and gets a personalized reply draft. AI · Gmail · Google Sheets · Slack Digital employee: customer support agent that sorts emails and drafts repliesEvery support email is classified by AI and a ready reply draft is left in Gmail. AI · Gmail · Slack Digital employee: bookkeeping assistant that logs supplier invoicesReads every invoice that arrives by email, extracts its data with AI and logs it for your accountant. AI · Gmail · Google Sheets Digital employee: recruiter that screens applications and answers every candidateEvery application is scored by AI against your job post, logged in your sheet and the candidate gets an instant reply. AI · Gmail · Google Sheets · Slack Digital employee: executive assistant that prepares your dayEvery morning it reviews your calendar and emails you a summary with priorities and how to prepare each meeting. AI · Gmail · Google Calendar Holded invoice for every Stripe saleWhen you get paid on Stripe, the invoice is created in Holded and sent to the customer. Stripe · Holded Website leads to Google Sheets with an email alertSaves every form submission from your website to a sheet and emails you right away. Google Sheets · Gmail Daily summary of unpaid invoicesEvery weekday morning you get an email listing the Holded invoices that are still unpaid. Holded · Gmail New Holded customers in Google SheetsEvery new Holded contact is added to a spreadsheet. Holded · Google Sheets Interested customer by email: HubSpot deal and a proposal for your approvalAI spots emails from interested customers, creates the deal, drafts a proposal and asks for your approval before sending it. Gmail · Anthropic Claude · HubSpot Online store: Holded invoice for every WooCommerce orderEvery new order in your WooCommerce store creates an invoice in Holded and sends it to the customer. WooCommerce · Holded Clinics and practices: every Calendly appointment logged and confirmedEvery appointment booked in Calendly is logged in your patient sheet, and the patient gets a confirmation email with instructions. Calendly · Google Sheets · Gmail Shopify store: Holded invoice sent to the customerEvery paid Shopify order creates its invoice in Holded and sends it to the customer. Shopify · Holded PrestaShop store: Holded invoice for every orderEvery new PrestaShop order is invoiced in Holded and you get an email alert. PrestaShop · Holded · Gmail Phone alert for every PrestaShop orderGet a Telegram message for every new order in your store. PrestaShop · Telegram Bot WooCommerce orders in a spreadsheetEvery new WooCommerce order is logged in Google Sheets. WooCommerce · Google Sheets Recover abandoned Shopify cartsAn hour after a cart is abandoned, the customer gets an email inviting them to complete their purchase. Shopify · Gmail Failed Stripe payment: alert the customer and your teamIf a charge fails, the customer gets an email and your team gets a Slack alert. Stripe · Gmail · Slack New Stripe subscribers to your Mailchimp listEvery new Stripe subscription adds the customer to a Mailchimp list. Stripe · Mailchimp Verifactu: hash and QR code for every Holded invoiceEvery new Holded invoice gets its chained hash and its QR code from Spain's tax agency (AEAT). Holded · Spain: Verifactu, BOE, holidays, VIES and exchange rates · Google Sheets AI-written daily summary of the BOE for your industryEvery morning, AI reads the day's BOE (Spain's Official State Gazette) and sends you only what affects your industry. Spain: Verifactu, BOE, holidays, VIES and exchange rates · Anthropic Claude · Gmail Slack alert when the BOE publishes on a topicAlert your team in Slack when the BOE (Spain's Official State Gazette) publishes anything with the keywords you track. Spain: Verifactu, BOE, holidays, VIES and exchange rates · Slack Clock-in reminder on working days onlyEvery morning, reminds the team to clock in, except on public holidays in your region. Spain: Verifactu, BOE, holidays, VIES and exchange rates · Slack Onboard EU customers with their VAT number verified in VIESChecks the VAT number in VIES and, if it's valid, creates the customer in Holded. Spain: Verifactu, BOE, holidays, VIES and exchange rates · Holded Google Forms responses to Clientify with a welcome emailEvery form response creates a contact in Clientify and sends them an email. Google Forms · Clientify · Gmail Typeform leads to HubSpot with a Slack alertEvery Typeform response creates a contact in HubSpot and alerts the sales team. Typeform · HubSpot · Slack Jotform requests as people and deals in PipedriveEvery Jotform submission creates the person and their deal in Pipedrive. Jotform · Pipedrive Calendly meetings in Clientify with a follow-up taskEvery meeting booked in Calendly creates the contact in Clientify and a task to prepare for it. Calendly · Clientify Slack alert when a Calendly appointment is canceledYour team hears about every canceled appointment right away. Calendly · Slack SMS reminder before every appointmentSends the customer an SMS a few hours before their Google Calendar appointment. Google Calendar · Twilio Reply to Google reviews with AI and your approvalAI drafts a reply to every new review, and you approve it before it's published. Google My Business · Anthropic Claude · Gmail Classify support emails with AIAI reads every incoming email, classifies it and alerts the right team in Slack. Gmail · OpenAI · Slack Save your email attachments to Google DriveEvery attachment you receive in Gmail is saved automatically to a Drive folder. Gmail · Google Drive Save Outlook attachments to OneDriveEvery attachment you receive in Outlook is saved to a OneDrive folder. Microsoft Outlook · Microsoft OneDrive Supplier invoice log read by AIAI reads the invoices you receive by email and logs the supplier, date, net amount, VAT and total. Gmail · Anthropic Claude · Google Sheets Email orders to Excel, read by AIAI reads the orders you receive in Outlook and logs them in your Microsoft 365 Excel workbook. Microsoft Outlook · Anthropic Claude · Microsoft Excel 365 Factorial time off on the team calendarEvery vacation or time-off request in Factorial shows up in Google Calendar. Factorial · Google Calendar Welcome and onboarding tasks for every new hireEvery new hire in Factorial is announced in Slack and gets an onboarding card in Trello. Factorial · Slack · Trello Contract for e-signature with Signaturit for every new Factorial hireEvery new Factorial employee receives their contract to sign with Signaturit. Factorial · Signaturit Documents signed with Signaturit archived in DriveEvery signed document is downloaded, saved to Drive and you get an email alert. Signaturit · Google Drive · Gmail Deal won in Clientify: customer and invoice in HoldedWhen you win a deal in Clientify, the customer and a draft invoice are created in Holded. Clientify · Holded Slack alert for every new HubSpot dealThe sales team sees every new HubSpot deal in Slack. HubSpot · Slack Post your blog updates on LinkedIn, written by AIEvery new article on your blog becomes a LinkedIn post. RSS Feed · OpenAI · LinkedIn Every new WordPress post on Facebook and LinkedInAutomatically shares your new posts on your Facebook Page and on LinkedIn. WordPress · Facebook Pages · LinkedIn Real estate: reply to every lead within a minuteEvery lead from your website goes into Clientify, gets an instant reply and the agent is notified. Clientify · Gmail · Telegram Bot After-hours WhatsApp support with AIAI answers your customers' frequently asked questions on WhatsApp. WhatsApp Business · Anthropic Claude Telegram bot that answers with AIA Telegram bot that uses AI to answer questions from your customers or your team. Telegram Bot · OpenAI Daily ECB exchange rate in your spreadsheetEvery day, logs the official euro exchange rate against the currency you choose. Spain: Verifactu, BOE, holidays, VIES and exchange rates · Google Sheets Google Forms subscribers to your Acumbamail listEvery form response adds the email address to your Acumbamail list. Google Forms · Acumbamail New WooCommerce customers to MailchimpEvery new customer in your store is added to your Mailchimp audience. WooCommerce · Mailchimp Training schools: Zoom registration from your formEvery Typeform sign-up registers the student for your Zoom session. Typeform · Zoom New Holded customers to your Mailchimp listEvery new Holded customer is subscribed to your Mailchimp audience. Holded · Mailchimp Phone alerts when an automation failsIf any automation fails, you get a Telegram message with the step and the error. Telegram Bot Email alert for every new record in a tableWhen a record is added to a Calibra table, you get an email. Gmail Send an email for every new Google Sheets rowEvery new row in your sheet sends a personalized email to the contact. Google Sheets · Gmail Weekly summary of PrestaShop orders waiting to shipEvery Monday you get the list of paid orders that haven't shipped yet. PrestaShop · Gmail Friendly overdue invoice reminders, written by AIEvery week, AI prepares a payment reminder for your unpaid invoices. Holded · Anthropic Claude · Gmail Request the receipt for every Qonto expenseEvery Qonto expense without an attached invoice is emailed to you so you can upload it. Qonto · Gmail Qonto transactions in a spreadsheet for your accountantEvery Qonto income and expense is logged in Google Sheets. Qonto · Google Sheets Sendcloud shipment with label for every Shopify orderEvery paid order creates its shipment in Sendcloud with the label ready to print. Shopify · Sendcloud Notify the customer when their order ships with SendcloudWhen the shipment status changes, the customer gets an email with the tracking link. Sendcloud · Gmail PrestaShop orders to SendcloudEvery new PrestaShop order creates its shipment in Sendcloud. PrestaShop · Sendcloud Daily cash log: every SumUp payment in your spreadsheetEvery payment on your SumUp card reader is logged in Google Sheets. SumUp · Google Sheets SumUp payment link for every accepted quoteWhen a customer accepts a quote, they receive a SumUp payment link. SumUp · Gmail Personio time off announced in SlackEvery new Personio absence is announced in the team channel. Personio · Slack Personio new hires with a welcome and onboarding tasksEvery new Personio employee gets a welcome email and their onboarding task list. Personio · Gmail · Trello WooCommerce customers to MailerLiteEvery new customer in your store is subscribed to a MailerLite group. WooCommerce · MailerLite Google Forms subscribers to MailrelayEvery form response is subscribed to your Mailrelay group. Google Forms · Mailrelay New MailerLite subscribers as leads in ClientifyEvery new MailerLite subscriber is added as a lead in Clientify. MailerLite · Clientify Alert when someone leaves a clock-in openEvery night, if a Sesame clock-in is still open, the person gets an email alert. Sesame HR · Gmail Sesame vacations and time off on the team calendarEvery request approved in Sesame shows up in Google Calendar. Sesame HR · Google Calendar Missed call in Ringover: callback task and SMS to the customerEvery missed call creates a task in Clientify and sends an SMS saying you'll call back. Ringover · Clientify Ringover call log in a spreadsheetEvery Ringover call is logged in Google Sheets with its duration and outcome. Ringover · Google Sheets Quipu invoices in your register with their Verifactu QR codeEvery new Quipu invoice gets its AEAT verification QR code and is logged in a sheet. Quipu · Spain: Verifactu, BOE, holidays, VIES and exchange rates · Google Sheets Quipu invoice for every Stripe paymentEvery completed Stripe payment creates its invoice in Quipu. Stripe · Quipu Bitrix24 leads with an instant reply and a sales rep alertEvery new Bitrix24 lead gets a welcome email and the sales rep gets a Telegram message. Bitrix24 · Gmail · Telegram Bot Deal won in Bitrix24: draft invoice in HoldedWhen you win a deal in Bitrix24, a draft invoice is created in Holded. Bitrix24 · Holded Teamtailor applications announced in SlackEvery new application to a job opening is announced in the recruiting channel. Teamtailor · Slack Eventbrite attendees to your Mailchimp listEveryone who buys a ticket on Eventbrite is added to Mailchimp. Eventbrite · Mailchimp Ask for a review when AfterShip marks the order as deliveredWhen a shipment is delivered, the customer gets an email asking for their feedback. AfterShip · Gmail Instant alerts for AfterShip shipping issuesIf a shipment has an exception or a failed delivery attempt, the team finds out in Slack. AfterShip · Slack Wix store: Holded invoice for every orderEvery new order in your Wix store creates its invoice in Holded. Wix · Holded Your Wix website forms as contacts in ClientifyEvery Wix form submission creates the contact in Clientify. Wix · Clientify Printful: notify the customer when their order shipsWhen Printful ships an order, the customer gets an email with tracking. Printful · Gmail Legally valid notices by Lleida.net certified SMSSends a certified SMS with proof of delivery for important notices. Lleida.net WhatsApp order confirmation with InfobipEvery new WooCommerce order gets a WhatsApp confirmation template. WooCommerce · Infobip Shipped ShipStation orders in a spreadsheetEvery order shipped from ShipStation is logged in Google Sheets. ShipStation · Google Sheets Real estate: book every viewing and confirm it to the prospectEvery viewing request creates the event in Google Calendar and the prospect gets an email confirmation. Google Calendar · Gmail Real estate: alert the agent two hours before every viewingThe agent gets a Telegram summary of every viewing in their calendar two hours ahead. Google Calendar · Telegram Bot Real estate: a record for every owner who wants to sellEvery valuation request is organised with AI, added to Google Sheets and sent to the listings team. AI · Google Sheets · Slack Real estate: a second email to the prospect after two daysTwo days after every property inquiry, the prospect gets a follow-up email. Gmail Clinic: confirmation and instructions when an appointment is bookedEvery Calendly booking gets an email with the pre-visit instructions and is logged in your sheet. Calendly · Gmail · Google Sheets Clinic: alert the front desk when a slot frees upWhen a patient cancels on Calendly, the front desk is alerted to offer the slot to the waiting list. Calendly · Telegram Bot Clinic: sort your patients' feedback with AIEvery satisfaction survey answer is classified with AI so complaints reach the manager straight away. AI · Slack Restaurant: every booking in the calendar with a confirmationBookings from your website go into Google Calendar and the guest gets an email confirmation. Google Calendar · Gmail Hospitality: alert the manager about every Google reviewEvery new review on your Google profile reaches the manager on Telegram with a summary and a suggested reply. Google My Business · AI · Telegram Bot Hospitality: today's bookings on Telegram every morningEvery morning the team gets a Telegram summary of today's bookings from your calendar. Google Calendar · AI · Telegram Bot Academy: register and welcome every new studentEvery sign-up from your website is logged in Google Sheets and the student gets a welcome email. Google Sheets · Gmail Academy: remind the group one hour before every classOne hour before every class in your calendar, the Telegram group gets a reminder with the link. Google Calendar · Telegram Bot Weekly AI-written summary of your Meta ads in SlackEvery Monday AI reviews last week's Facebook and Instagram campaigns and posts a summary in Slack. AI · Meta Ads · Slack Recharge cancellation: AI prepares the email to win the customer backWhen someone cancels their subscription, AI writes a win-back email based on the cancellation reason and sends it to you to review. AI · Gmail · Recharge Log every Paystack payment in Google SheetsEvery completed Paystack payment is added as a new row in your payments sheet. Google Sheets · Paystack Slack alert for every outgoing payment in MercuryEvery payment or charge leaving your Mercury accounts is posted in Slack right away. Mercury · Slack Send customers their tracking link when ShipBob ships the orderWhen ShipBob ships an order, the customer gets an email with the carrier and the tracking link. Gmail · ShipBob Ask for a review when EasyPost marks the shipment as deliveredOne day after delivery, the customer gets an email asking for their feedback. EasyPost · Gmail · Google Sheets Messenger messages sorted by AI with a team alert in SlackEvery new message to your Facebook Page is classified by AI and reaches Slack with a suggested reply. AI · Facebook Messenger · Slack Post an AI-written Threads post every weekday from your ideas sheetEvery morning AI takes the next idea from your Google Sheet, writes the post and publishes it on Threads. AI · Google Sheets · Threads Slack alert for every new deal in ProductiveWhenever someone creates a deal in Productive, the team sees it in Slack right away. Productive · Slack Generate product images with Ideogram from your Google SheetEvery new product you add to your sheet becomes an image for your shop or social media, delivered to Slack. Google Sheets · Ideogram · Slack

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