Simple (no AI)
Label email from a sender
Trigger New email
from sender
Action Apply label
When email arrives from a sender you choose, apply a Gmail label / Outlook category. No AI.
158 ready-to-go workflow templates.
Every Carly workflow is visible end-to-end — trigger, tool calls, LLM steps, branches, waits. Copy a template's prompt into an email and Carly builds it for you. Workflows without an AI step run free — no subscription.
Trigger Action Simple (no AI)
Move email from a sender to a folder
Trigger New email
from sender
Action Move to folder
When email arrives from a sender you choose, move it straight into a folder / label. No AI.
Simple (no AI)
Auto-archive newsletters
Trigger New email
Action Move to folder
When email arrives from a sender/keyword you choose (e.g. “newsletter”, “noreply”), move it straight out of your inbox into a folder. No AI.
Simple (no AI)
Canned auto-reply to a sender
Trigger New email
from sender
Action Send email
When email arrives from a sender you choose, send back a fixed reply (e.g. “Got it — I’ll respond within a day”). No AI, no drafting.
Simple (no AI)
Auto-acknowledge the first email in a thread
Trigger New email
Tool Read thread
Filter
Is new
Action Send reply
When someone emails you for the FIRST time on a thread, send back a fixed “got it — I’ll be in touch” reply from your own email address, on the thread. Skips obvious no-reply senders. No AI.
Simple (no AI)
Forward receipts to my accountant
Trigger New email
Action Send email
When an email subject matches a keyword (e.g. “receipt”, “invoice”), forward it to an address you choose. No AI.
Simple (no AI)
Label email by subject keyword
Trigger New email
subject match
Action Apply label
When a new email’s subject contains a word you choose, apply a label. No AI.
Simple (no AI)
File email into the case folder matching its subject
Trigger New email
Tool List folders
Tool
Run Python
Filter
Matched
Action Move to folder
When email arrives, compare its subject against your case/client folders (the subfolders of a parent folder you choose) and move it into the one whose name appears in the subject. New folders are picked up automatically. Unmatched mail stays in your inbox. No AI.
Simple (no AI)
Log every email I receive to a sheet
Trigger New email
Action Append row
Append each incoming email — date, sender, subject — to a Google Sheet. No AI, no summary.
Simple (no AI)
Log every email I send to a sheet
Trigger
On a schedule
cron
Tool Search email
Foreach
For each item
Action Append row
On a schedule, find the emails you sent and log each one — date, recipient, subject — to a Google Sheet. No AI.
Simple (no AI)
Save a sender’s attachments to Drive
Trigger New email
from sender
Action Save attachment
When email with an attachment arrives from a sender you choose, save the file to your Drive. No AI.
Simple (no AI)
Turn any feed into a daily newsletter
Trigger
Every day 9am
cron
HTTP
Fetch feed
RSS
Tool
Format list
Action Send email
BBC News at 9am out of the box. Swap in any RSS or subreddit (add .rss), or stack up to 5 feeds.
Simple (no AI)
Daily to-do digest by email
Trigger
Weekdays 7am
cron
Tool
List Carly to-dos
Filter
Gate
Tool
Format list
Action Send email
Every weekday morning, email yourself your open Carly to-dos — the same list as the dashboard To-dos tab. No AI, no connection. Sends only on days you have open items.
Simple (no AI)
Log Typeform responses to a Google Sheet
Trigger New response
Action Append row
When someone submits your Typeform, append the response — submitted time, name, email, response id — to a Google Sheet. No AI. Name/email come from Typeform hidden fields, or map your own question answers in the step.
Simple (no AI)
Log Typeform responses to Excel + thank the respondent
Trigger New response
Action Append Excel row
Action Send email
When someone submits your Typeform, add the response to a OneDrive Excel sheet and email them a thank-you from your own mailbox. No AI. Works best when your form captures the respondent’s name/email (as Typeform hidden fields, or map your answers in the steps).
Simple (no AI)
Post new meetings to Slack
Trigger Calendar event
Action Post message
When a meeting is added to your calendar, post the title, time, and organizer to a Slack channel. No AI.
Simple (no AI)
Post new meetings to Microsoft Teams
Trigger Calendar event
Action Post to channel
When a meeting is added to your calendar, post the title, time, and organizer to a Microsoft Teams channel. No AI.
Simple (no AI)
Log every meeting to a sheet
Trigger Calendar event
Action Append row
When a meeting is added to your calendar, append its title, start time, and organizer to a Google Sheet. No AI.
Simple (no AI)
Save new senders to Outlook contacts
Trigger New email
Tool List contacts
Filter
Gate
Action Create contact
When someone new emails you, add their name and address to Outlook contacts — skipping senders already saved and obvious no-reply addresses. No AI.
Personal assistant
Catch promises you make by email → Todoist
Trigger
Every hour
cron
Tool Search email
Foreach
For each item
Every hour, scan the emails you sent and add anything you committed to (“I’ll send…”, “I’ll get back to you”) to Todoist as a task. Skips emails with no commitment.
Personal assistant
Catch promises you make by email → Carly to-do
Trigger
Every hour
cron
Tool Search email
Foreach
For each item
Every hour, scan the emails you sent and add anything you committed to (“I’ll send…”, “I’ll get back to you”) to your Carly to-do list. No connection to set up. Skips emails with no commitment.
Calendar & meetings
Log every Zoom recording to a sheet
Trigger New cloud recording
Action Append row
When a Zoom cloud recording is ready, append the meeting topic, date, and share link to a Google Sheet.
Calendar & meetings
Save Zoom recording links to Dropbox
Trigger New cloud recording
Action Save page
When a Zoom cloud recording is ready, save its share link into a Dropbox folder so all your recordings live in one place.
Internal ops
New Drive file → Todoist “review” task
Trigger File created
Action Create task
When a new file lands in your Google Drive, add a Todoist task to review it, with a link straight to the file.
Internal ops
Log new Drive files to a sheet
Trigger File created
Action Append row
When a new file is added to your Google Drive, append its name, type, and link to a tracking sheet.
Internal ops
New Drive file → Slack heads-up
Trigger File created
Action Post message
When a new file lands in your Google Drive, post its name and link to a Slack channel. No AI.
Calendar & meetings
New meeting → Google Task to prep
Trigger Calendar event
Action
Create task
When a meeting is added to your calendar, create a Google Task reminding you to prep for it. No AI.
Calendar & meetings
New meeting → Carly to-do to prep
Trigger Calendar event
Action
Add Carly to-do
When a meeting is added to your calendar, add “Prep for …” to your Carly to-do list — the same list as your dashboard To-dos tab and daily briefing. No connection, no AI.
Calendar & meetings
Meeting cancelled → ping Microsoft Teams
Trigger Calendar event
Action Post to channel
When a meeting is cancelled, post a heads-up (title + time) to a Microsoft Teams channel. No AI.
Inbox & email
Email from a sender → Todoist task
Trigger New email
from sender
Action Create task
When email arrives from a sender you choose, add “Reply to …” to Todoist so it never slips. No AI.
Inbox & email
Email from a sender → Asana task
Trigger New email
from sender
Action Create task
When email arrives from a sender you choose, create an Asana task to follow up. Pick the workspace/project in the step. No AI.
Inbox & email
Email from a sender → Carly to-do
Trigger New email
from sender
Action
Add Carly to-do
When email arrives from a sender you choose, add “Reply to …” to your Carly to-do list so it never slips. No connection, no AI.
Marketing & content
Save every new feed article to Dropbox
Trigger
New feed item
poll
Action Save page
For each new item in an RSS/Atom feed you choose, save the article page into a Dropbox folder. No AI.
Marketing & content
New feed item → Notion page
Trigger
New feed item
poll
Action Create page
For each new RSS/Atom feed item, create a Notion page with the title, link, and summary — your own reading database. No AI.
Inbox & email
Turn an email into a Todoist task
Trigger New email
LLM
Todo
Filter
Has task
Action Create task
When email arrives, the AI pulls out the one thing you need to do and adds it to Todoist. Skips emails with no action for you.
Inbox & email
Turn an email into a Carly to-do
Trigger New email
LLM
Todo
Filter
Has task
Action
Add Carly to-do
When email arrives, the AI pulls out the one thing you need to do and adds it to your Carly to-do list. Skips emails with no action for you. No connection.
Inbox & email
Email → Asana task with an AI summary
Trigger New email
LLM
Brief
Action Create task
When email arrives, the AI writes a clean task title and a short summary, then creates the Asana task so your board isn’t full of raw subject lines.
Inbox & email
Email from a sender → ClickUp task
Trigger New email
from sender
Action Create task
When email arrives from a sender you choose, create a ClickUp task to follow up. Pick the list in the step. No AI.
Inbox & email
Email from a sender → Google Task
Trigger New email
from sender
Action
Create task
When email arrives from a sender you choose, add “Reply to …” to your Google Tasks list. No AI.
Calendar & meetings
New meeting → Asana task to prep
Trigger Calendar event
Action Create task
When a meeting is added to your calendar, create an Asana task reminding you to prep for it. No AI.
Internal ops
New Drive file → ClickUp task to review
Trigger File created
Action Create task
When a new file lands in your Google Drive, add a ClickUp task to review it. No AI.
Sales & pipeline
New form submission → Todoist task
Trigger
Webhook received
POST
Action Create task
When someone submits your web form (Typeform or a webhook), create a Todoist task to follow up with them. No AI.
Personal assistant
New Todoist task → block time on your calendar
Trigger New task created
Action Create event
When you add a Todoist task, drop a matching event on your Google Calendar so you actually make time for it. Set the time in the step. No AI.
Personal assistant
New Google Task → add to your calendar
Trigger New task created
Action Create event
When you add a Google Task, create a matching Google Calendar event so it lands on your schedule. Set the time in the step. No AI.
Executive assistant
Daily morning brief
Trigger
Weekdays 8am
cron
Tool List meetings
Tool Search email
LLM
Brief
Action Send email
Every weekday at 8am, read today’s calendar and your important recent email, and email yourself a tight chief-of-staff brief: today’s schedule, what needs a decision, and what to action. Newsletters and mass mail are filtered out.
Executive assistant
Strategic evening digest
Trigger
Weekdays 6pm
cron
Tool Search email
Tool List meetings
LLM
Digest
Action Send email
Every weekday at 6pm, review the day’s email and tomorrow’s calendar and email yourself a wrap-up: your key open questions, the actions to take next, a look at tomorrow, and personal items kept separate.
Executive assistant
Digest of email from your key contacts
Trigger
Weekdays 8am
cron
Tool Search email
Filter
Have mail
LLM
Digest
Action Send email
Every morning, scan new email from a list of people you care about — clients, your team, key accounts — and email yourself one AI summary grouped by person, flagging anything waiting on you. List the people once; the rest of your inbox is ignored.
Executive assistant
Plain list of email from your key contacts (no AI)
Trigger
Weekdays 8am
cron
Tool Search email
Filter
Have mail
Tool
Format list
Action Send email
Every morning, scan new email from a list of people you care about and email yourself a plain bulleted list — sender and subject, one line each. No AI and no credits used; the same roster scan, just a straight list instead of a summary.
Executive assistant
Draft replies to important emails — never sent
Trigger New email
LLM
Triage
Filter
Worth replying
LLM
Draft
Action Draft reply
Action Send email
When an email arrives that needs a personal reply, write a reply in your voice and save it to your Drafts for you to review and send. Newsletters and automated mail are skipped, and Carly never sends on your behalf.
Executive assistant
Inbox Zero: triage, tag & file every email
Trigger New email
Tool Read email
LLM
Classify
Branch
Mark owner
Action Apply label
Branch
Mark priority
Action Apply label
Branch
File it
Action Move to folder
When an email arrives, the AI decides which folder it belongs in, who owns it, and how urgent it is — then files it and tags it for you. Nothing is deleted, and uncertain mail is left in your inbox. Works on Gmail or Outlook.
Executive assistant
Track opportunities from your inbox in a sheet
Trigger New email
LLM
Extract
Filter
Is opportunity
Action Append row
When an email about a job, deal, or opportunity arrives, pull out the company, role, stage, and next step and append a row to a tracker sheet — so your pipeline keeps itself up to date. Non-opportunity emails are skipped.
Executive assistant
Log the promises you make by email
Trigger
Every hour
cron
Tool Search email
Foreach
For each item
Every hour, read the emails you sent and capture anything you committed to (“I’ll send…”, “I’ll follow up Friday”) as a row in a running checklist sheet — the date, the task, and any due date. Emails with no commitment are skipped.
Executive assistant
Follow up on emails awaiting a reply
Trigger
Weekdays 8am
cron
Tool Scan recent email
Foreach
For each item
Every weekday morning, find threads where you sent the last message and no one has replied in 2+ weeks, and for the ones that genuinely need chasing, draft a friendly follow-up in your voice and email you that it’s ready to review. Carly never sends on your behalf.
Executive assistant
Resurface to-dos you left hanging
Trigger
Weekdays 8am
cron
Tool Scan recent email
Foreach
For each item
Every weekday, look at threads from about two weeks ago where you sent the last message, and when Carly spots a to-do you still owe, it sends a short note to just you ON that thread — bumping it back to the top of your inbox with the to-do called out.
Executive assistant
Reconnect with people who’ve gone quiet
Trigger
Mondays 8am
cron
Tool Scan recent email
Foreach
For each item
Every Monday, find threads with real people that have gone quiet for a month, and for the relationships worth keeping warm, draft a short reconnect note in your voice and email you that it’s ready to review. Newsletters and automated mail are skipped, and Carly never sends on your behalf.
Executive assistant
Auto-acknowledge new conversations
Trigger New email
Tool Read thread
Filter
Is new
LLM
Triage
Filter
Worth acking
LLM
Ack
Action Send reply
When someone emails you for the FIRST time on a thread, send a brief automated “got it — I’ll be in touch” reply from your own email address, on the thread. It only fires for real people who’d expect a reply — newsletters, automated mail, and ongoing back-and-forths are skipped.
Daily newsletters
Curate your own daily newsletter
Trigger
Every day 9am
cron
HTTP
Fetch feed
RSS
HTTP
Fetch feed
RSS
LLM
Write newsletter
Action Send email
Pick your feeds — news, blogs, subreddits — and every morning at 9 the AI writes one briefing.
Daily newsletters
Turn any feed into a daily email — no AI
Trigger
Every day 9am
cron
HTTP
Fetch feed
RSS
Tool
Format list
Action Send email
Headlines + links at 9am, same format every day. BBC News out of the box; swap in any RSS or subreddit (add .rss), up to 5 feeds as sections.
Daily newsletters
World news — daily email
Trigger
Every day 9am
cron
HTTP
Fetch feed
RSS
Tool
Format list
HTTP
Fetch feed
RSS
Tool
Format list
HTTP
Fetch feed
RSS
Tool
Format list
Action Send email
The day, globally — wire-service caliber. 9am headlines from BBC World, NYT Top Stories, NPR News.
Daily newsletters
Business & markets — daily email
Trigger
Every day 9am
cron
HTTP
Fetch feed
RSS
Tool
Format list
HTTP
Fetch feed
RSS
Tool
Format list
HTTP
Fetch feed
RSS
Tool
Format list
Action Send email
What moved, who moved it. 9am headlines from CNBC Top News, MarketWatch, Fortune.
Daily newsletters
Finance & investing — daily email
Trigger
Every day 9am
cron
HTTP
Fetch feed
RSS
Tool
Format list
HTTP
Fetch feed
RSS
Tool
Format list
HTTP
Fetch feed
RSS
Tool
Format list
Action Send email
Markets, rates, and the money flows. 9am headlines from CNBC Markets, MarketWatch, Google News: stock market.
Daily newsletters
Tech & startups — daily email
Trigger
Every day 9am
cron
HTTP
Fetch feed
RSS
Tool
Format list
HTTP
Fetch feed
RSS
Tool
Format list
HTTP
Fetch feed
RSS
Tool
Format list
Action Send email
Launches, funding, and the discourse. 9am headlines from Hacker News, TechCrunch, The Verge.
Daily newsletters
AI — daily email
Trigger
Every day 9am
cron
HTTP
Fetch feed
RSS
Tool
Format list
HTTP
Fetch feed
RSS
Tool
Format list
HTTP
Fetch feed
RSS
Tool
Format list
Action Send email
Models, labs, and what they mean. 9am headlines from Google News: AI, arXiv AI papers, Simon Willison.
Daily newsletters
Healthcare & biotech — daily email
Trigger
Every day 9am
cron
HTTP
Fetch feed
RSS
Tool
Format list
HTTP
Fetch feed
RSS
Tool
Format list
HTTP
Fetch feed
RSS
Tool
Format list
Action Send email
Pharma, policy, and the clinic. 9am headlines from STAT News, KFF Health News, Google News: healthcare.
Daily newsletters
Energy & oil — daily email
Trigger
Every day 9am
cron
HTTP
Fetch feed
RSS
Tool
Format list
HTTP
Fetch feed
RSS
Tool
Format list
HTTP
Fetch feed
RSS
Tool
Format list
Action Send email
Oil, gas, and the grid. 9am headlines from OilPrice, CleanTechnica, Google News: oil & gas.
Daily newsletters
Science & space — daily email
Trigger
Every day 9am
cron
HTTP
Fetch feed
RSS
Tool
Format list
HTTP
Fetch feed
RSS
Tool
Format list
HTTP
Fetch feed
RSS
Tool
Format list
Action Send email
Discoveries worth your coffee. 9am headlines from NASA News, ScienceDaily, Quanta Magazine.
Daily newsletters
Sports — daily email
Trigger
Every day 9am
cron
HTTP
Fetch feed
RSS
Tool
Format list
HTTP
Fetch feed
RSS
Tool
Format list
HTTP
Fetch feed
RSS
Tool
Format list
Action Send email
Scores, signings, storylines. 9am headlines from ESPN headlines, BBC Sport, Yahoo Sports.
Daily newsletters
Entertainment & culture — daily email
Trigger
Every day 9am
cron
HTTP
Fetch feed
RSS
Tool
Format list
HTTP
Fetch feed
RSS
Tool
Format list
HTTP
Fetch feed
RSS
Tool
Format list
Action Send email
Screens, music, and the culture. 9am headlines from Variety, Rolling Stone, Guardian Culture.
Daily newsletters
Consumer electronics — daily email
Trigger
Every day 9am
cron
HTTP
Fetch feed
RSS
Tool
Format list
HTTP
Fetch feed
RSS
Tool
Format list
HTTP
Fetch feed
RSS
Tool
Format list
Action Send email
Gadgets, chips, and reviews. 9am headlines from Engadget, The Verge, GSMArena.
Daily newsletters
Real estate — daily email
Trigger
Every day 9am
cron
HTTP
Fetch feed
RSS
Tool
Format list
HTTP
Fetch feed
RSS
Tool
Format list
HTTP
Fetch feed
RSS
Tool
Format list
Action Send email
Housing, rates, and deals. 9am headlines from HousingWire, Google News: housing market, Google News: commercial real estate.
Inbox & email
Auto-label incoming email with AI
Trigger New email
LLM
Classify
Action Apply label
Classify each new email’s intent and apply the matching Gmail label or Outlook category.
Inbox & email
Auto-file email where similar mail went before
Trigger New email
Tool List folders
Tool Search email
Tool
Format list
LLM
Decide
Filter
Only move
Action Move to folder
Move each new email to the folder where past mail from that sender was filed. No clear pattern → it stays in the inbox.
Inbox & email
File email attachments into the right Box folder
Trigger New email
LLM
Detect
Action Save attachment
When an email with an attachment arrives, detect which project/client it belongs to and drop the file into the matching Box folder — created if it doesn’t exist.
Inbox & email
File email attachments into the right Dropbox folder
Trigger New email
LLM
Detect
Action Upload file
When an email with an attachment arrives, detect which project/client it belongs to and upload the file into the matching Dropbox folder.
Inbox & email
Save new senders to Outlook contacts
Trigger New email
Tool List contacts
LLM
Extract
Filter
Gate
Action Create contact
When someone new emails you, read their signature and create an Outlook contact — skipping senders already in your contacts and automated mail.
Inbox & email
Daily inbox digest to Slack
Trigger
On a schedule
cron
Tool Search email
LLM
Digest
Action Post message
Once a day, summarize the last 24 hours of email and post a tidy digest to a Slack channel.
Inbox & email
Daily inbox digest to Microsoft Teams
Trigger
On a schedule
cron
Tool Search email
LLM
Digest
Action Post to channel
Once a day, summarize the last 24 hours of email and post a tidy digest to a Microsoft Teams channel.
Inbox & email
File email attachments into Drive + log them
Trigger New email
Action Save attachment
Action Append row
When an email with an attachment arrives, save the file to your Drive and log it in a tracker sheet.
Inbox & email
File email attachments into Drive + notify Slack
Trigger New email
Action Save attachment
Filter
Saved ok
Action Post message
When an email with an attachment arrives, save the file to your Drive and post a heads-up with the file link to a Slack channel.
Inbox & email
Important email → Notion task
Trigger New email
LLM
Summary
Action Create page
Turn each flagged/important email into a Notion task with a clean title and a short summary.
Inbox & email
Send-and-wait email approval
Trigger New email
LLM
Draft
Action Send email
Draft an approval request from the incoming email and send it to an approver to review before anything else happens.
Inbox & email
Newsletters → AI daily reading list
Trigger
On a schedule
cron
Tool Search email
LLM
Pick
Action Send email
Each morning, scan your newsletters and email yourself the 3 items most worth reading today.
Inbox & email
Out-of-office replies that actually help
Trigger New email
LLM
Reply
Action Send email
Auto-reply to incoming email with a contextual answer, and flag anything urgent for follow-up.
Inbox & email
Log every inbound email to a sheet
Trigger New email
LLM
Summarize
Action Append row
Append every incoming email to a searchable log with sender, subject, category, and a one-line summary.
Inbox & email
Flagged email → task + Teams ping
Trigger New email
LLM
Summary
Action Append row
Action Post to channel
When an email is flagged, summarize it, log it as a task in a tracker, and ping the owner in Microsoft Teams.
Inbox & email
Invoice or receipt → accounting entry
Trigger New email
Tool
Read attachment
LLM
Extract
Action Log purchase
Parse an invoice/receipt PDF from your inbox, pull out the key fields, and create an entry in QuickBooks (or log it).
Inbox & email
Process resumes into an Airtable tracker
Trigger New email
Tool
Read attachment
LLM
Extract
Action Create record
When a resume arrives by email — PDF, Word doc, or even a photo — read it, pull out the candidate’s details, and add a record to your Airtable tracker.
Calendar & meetings
Sync a Notion database to your calendar
Trigger
On a schedule
cron
Tool Query database
Foreach
Sync
Action Create event
On a schedule, read rows from a Notion database and create a calendar event for each one.
Calendar & meetings
Airtable project plan → your team calendar
Trigger
On a schedule
cron
Tool List records
Foreach
Sync
Action Create event
Push scheduled milestones from an Airtable base onto your Google Calendar.
Calendar & meetings
Research attendees & email me a briefing before each meeting
Trigger 30 min before a meeting
LLM
Triage
Foreach
Research
Tool
Web search
LLM
Brief
Action Send email
A set time before each meeting with other people, research the external attendees on the web and email yourself a briefing — who they are, what they do, the likely goal, and a few smart questions. Skips you and your own colleagues; solo holds and all-day events are skipped too.
Calendar & meetings
Meeting reminder → Slack
Trigger 15 min before a meeting
Action Post message
A set time before each meeting with other people, post a reminder (title, time, organizer) to a Slack channel. Solo holds and all-day events are skipped. No AI.
Calendar & meetings
Auto-brief before every meeting
Trigger Calendar event
LLM
Brief
Action Post message
When a meeting is added, draft a short prep brief from the invite and post it to Slack.
Calendar & meetings
Auto-reschedule on conflict
Trigger Calendar event
Tool Find free time
LLM
Propose
Action Send email
When a meeting changes, check your real availability and email the organizer two or three open times.
Calendar & meetings
Keep your booking page free of busy time
Trigger
On a schedule
cron
Tool List meetings
LLM
Review
Action Send email
Each morning, review the day’s all-day and busy events and email yourself which booking slots they hide.
Calendar & meetings
Cancelled meeting → reclaim and refill the slot
Trigger Calendar event
LLM
Offer
Action Send email
When a meeting is cancelled, draft an offer of the freed time to your next prospect.
Calendar & meetings
Sunday-night week preview
Trigger
On a schedule
cron
Tool List meetings
LLM
Preview
Action Send email
Every Sunday evening, email yourself the week ahead with conflicts, prep gaps, and travel flagged.
Calendar & meetings
Recurring 1:1 prep with last week’s notes
Trigger Calendar event
LLM
Prep
Action Send email
Before a recurring 1:1, surface last week’s notes and open action items and email them to you.
Calendar & meetings
New meeting → auto-create a Notion doc
Trigger Calendar event
LLM
Agenda
Action Create page
When a meeting is scheduled, create a Notion doc pre-filled with attendees and an agenda template.
Calendar & meetings
Zoom call → summary + action items
Trigger New cloud recording
Tool Get meeting summary
LLM
Summary
Action Send email
Action Create issue
When a Zoom cloud recording is ready, pull the call’s AI Companion meeting summary, recap it by email, and file the action items as Linear tickets. Requires Zoom meeting summaries (AI Companion) to be turned on.
Calendar & meetings
Auto-block travel time before in-person meetings
Trigger Calendar event
Filter
Is in person
Tool List meetings
Tool
Run Python
Filter
Have origin
Tool Get route
Tool
Run Python
Filter
Worth blocking
Action Create event
When a meeting has a physical address, add a calendar block right before it sized to the drive time — from your previous meeting’s location, or your home address.
Sales & pipeline
Apollo + AI + Instantly cold outreach
Trigger
Run on demand
manual
Tool Search people
Foreach
Sweep
Pull leads from Apollo, write a personalized opener for each, and queue them into an Instantly sequence.
Sales & pipeline
Web form → HubSpot + welcome email
Trigger
Webhook received
POST
Action Create contact
Action Send email
Action Post message
When someone submits your form, create a HubSpot contact, send a welcome email, and alert sales in Slack.
Sales & pipeline
Job change → personalized outreach
Trigger
Webhook received
POST
LLM
Note
Action Send email
When a contact changes jobs (via a webhook from your tracker), draft a relevant, congratulatory first touch.
Sales & pipeline
Closed-lost deal → 30-day check-in
Trigger Deal stage updated
Wait
Wait
LLM
Checkin
Action Send email
When a deal goes closed-lost, wait 30 days, then draft a no-pressure check-in to reopen the conversation.
Sales & pipeline
New deal → Slack room + invite the team
Trigger Deal stage updated
Action Create channel
Action Invite to channel
When a deal moves to a key stage, spin up a dedicated Slack channel and invite the deal team.
Sales & pipeline
Demo no-show → AI rebook attempt
Trigger
Webhook received
POST
Tool Find free time
LLM
Rebook
Action Send email
When a prospect no-shows (via webhook from your scheduler), send an empathetic rebook email with real open times from your calendar.
Sales & pipeline
Facebook Lead Ads → Sheets + Slack alert
Trigger
Webhook received
POST
Action Append row
Action Post message
Stream each new Facebook lead into a tracker sheet and notify sales in Slack immediately.
Sales & pipeline
Typeform → route by score + reply
Trigger New response
LLM
Score
Action Append row
Action Send email
Score each Typeform response, log it, and send the right reply — fast-track the high-quality leads.
Sales & pipeline
Enrich a company from just a domain
Trigger
Webhook received
POST
LLM
Enrich
Action Append row
Given a domain (via webhook), produce a firmographic summary and log it for the sales team.
Sales & pipeline
New sheet row → researched cold email
Trigger New sheet row
Tool
Web search
LLM
Opener
Action Send email
When a prospect row is added to your sheet, research them on the web, draft a 1:1 opener from real facts, and send it.
Sales & pipeline
Cold-email every lead in your sheet
Trigger
Run on demand
manual
Tool Query table
Foreach
Sweep
Read your existing lead sheet top to bottom, research each lead on the web, and send each one a personalized opener. Run it whenever you’ve added leads.
Sales & pipeline
Local business lead discovery → enriched outreach
Trigger
Run on demand
manual
Tool Search places
Foreach
Sweep
Search Google Maps for local businesses, then draft a tailored first email for each result.
Sales & pipeline
Sales call recording → AI coach in Slack
Trigger New cloud recording
Tool Get meeting summary
LLM
Coach
Action Post message
When a sales call is recorded, review its Zoom AI Companion summary, score the rep’s performance, and send private coaching notes to Slack. Requires Zoom meeting summaries (AI Companion) to be turned on.
Sales & pipeline
HubSpot deal quote → one-click Slack approval
Trigger Deal stage updated
LLM
Summary
Action Post message
When a deal reaches the quote stage, summarize it and post to Slack for leadership approval.
Sales & pipeline
Support ticket → expansion signal to AE
Trigger New email
LLM
Signal
Action Post message
Read incoming support emails for upsell signals and route the strong ones to the account executive.
Sales & pipeline
One form, fanned out everywhere
Trigger
Webhook received
POST
Action Append row
Action Create contact
Action Post message
Action Send email
Route a single form submission to your sheet, your CRM, Slack, and a confirmation email — all at once.
Sales & pipeline
New lead email → AI follow-up (first-touch only)
Trigger New email
LLM
Draft
Action Send email
When a lead emails you for the first time, draft and send a tailored follow-up from your own mailbox. Two guards keep it honest: it only watches that lead’s address, and it skips thread replies so it never double-sends on an ongoing conversation.
Sales & pipeline
New lead email → fixed reply (no AI)
Trigger New email
Action Send email
The no-AI version: when a lead emails you for the first time, send back the same prewritten reply from your own mailbox — personalized only by their first name. Edit the body once and every lead gets the identical, on-brand message.
Sales & pipeline
Sent follow-ups → log to Zoho CRM
Trigger
Every 10 minutes
cron
Tool Search email
Foreach
Sweep
Every 10 minutes, find the follow-up emails you just sent and log each one as a note on the matching Zoho lead — so your CRM always reflects your latest touch without manual data entry.
Customer & support
Support emails → triaged Zendesk tickets
Trigger New email
LLM
Triage
Action Create ticket
Classify and prioritize each support email, then open a Zendesk ticket with a suggested reply.
Customer & support
Stripe failed payment → personalized recovery
Trigger Payment failed
LLM
Recovery
Action Send email
When a payment fails, send a personalized recovery email matched to the customer’s situation.
Customer & support
Closed-won → onboarding kickoff
Trigger Deal stage updated
LLM
Welcome
Action Send email
Action Create page
When a deal is won, send a welcome email and create an onboarding doc to kick things off.
Customer & support
Shopify order → custom confirmation email
Trigger
Webhook received
POST
LLM
Confirm
Action Send email
When an order comes in (via Shopify webhook), send a personalized confirmation based on what they bought.
Customer & support
Discord support bot with your knowledge base
Trigger New message
LLM
Answer
Action Post message
Answer questions in your #help channel using your docs, and reply right in the thread.
Marketing & content
YouTube transcript → blog draft
Trigger
Webhook received
POST
Tool Load captions
LLM
Draft
Action Create doc
Pull a video’s transcript and turn it into a structured blog post draft in Google Docs.
Marketing & content
Sheet rows → Canva designs
Trigger New sheet row
LLM
Caption
Action Create design
For each new row in your content sheet, generate a Canva design from the row’s text.
Marketing & content
Cross-post one idea to Facebook + LinkedIn
Trigger
Run on demand
manual
LLM
Adapt
Action Publish post
Action Publish post
Take one post idea, adapt the copy length and tone for each platform, and publish to both at once.
Marketing & content
Website monitor → auto-post to LinkedIn
Trigger
New feed item
poll
LLM
Post
Action Publish post
Watch a page for changes and, when it updates, write and publish a LinkedIn post about what’s new.
Marketing & content
Auto-reply to new Instagram comments
Trigger
On a schedule
cron
Tool Get comments
Foreach
Sweep
Check recent comments on your posts and draft on-brand replies, escalating anything uncertain.
Marketing & content
Weekly competitor tracker
Trigger
Mondays 9am
cron
HTTP
Fetch feed
RSS
HTTP
Fetch feed
RSS
HTTP
Fetch feed
RSS
LLM
Digest
Action Send email
Every Monday, pull each competitor’s blog/changelog, write one digest of what they shipped this week, and email it to you. Swap in your own competitors’ feeds.
Marketing & content
Brand mention + sentiment tracker
Trigger
New feed item
poll
LLM
Sentiment
Action Post message
Watch a news/Reddit feed for mentions of your brand, score the sentiment, and post to Slack.
Marketing & content
SEO cannibalization monitor
Trigger
On a schedule
cron
Tool Query Search Console
LLM
Analyze
Action Send email
Pull Search Console data and flag pages competing for the same query, then email you the conflicts.
Marketing & content
New blog post → auto-post to LinkedIn + Facebook
Trigger
New feed item
poll
LLM
Drafts
Action Publish post
Action Publish post
When your RSS feed publishes a post, write and publish a per-platform announcement on each network.
Marketing & content
New blog post → Facebook
Trigger
New feed item
poll
LLM
Post
Action Publish post
When your blog RSS publishes a post, write a short Facebook post and publish it to your Page. The article’s image shows automatically via the link preview.
Marketing & content
Reddit niche digest → your inbox
Trigger
On a schedule
cron
Tool Get top posts
LLM
Digest
Action Send email
Each morning, summarize the top posts from a subreddit into a short email digest.
Marketing & content
Sheet rows → LinkedIn carousel posts
Trigger New sheet row
LLM
Caption
Action Create design
Action Append row
Turn each content row into a Canva carousel and draft the caption to go with it.
Internal ops
Stripe payment → QuickBooks receipt
Trigger Invoice payment succeeded
Action Create receipt
When a Stripe invoice is paid, create the matching sales receipt in QuickBooks.
Internal ops
Process new sheet rows with AI → result column
Trigger New sheet row
LLM
Process
Action Update cells
For each new row, run AI over the whole row — or just the columns you pick — and write the answer into a result column on the same row.
Internal ops
Scrape + summarize any webpage
Trigger
New feed item
poll
LLM
Summary
Action Send email
Watch a URL and, whenever it changes, fetch it and email you a clean summary.
Internal ops
Voice memo in Drive → action items in Linear
Trigger File created
LLM
Actions
Action Create issue
When an audio memo lands in Drive, transcribe it and file the action items as Linear issues.
Internal ops
Daily standup digest from a sheet
Trigger
On a schedule
cron
Tool Read sheet
LLM
Digest
Action Post message
Each morning, read the standup sheet and post a tidy summary to Slack.
Internal ops
Slack channel summary → email
Trigger
Weekdays 5pm
cron
Tool Fetch history
Filter
Gate
LLM
Digest
Action Send email
Each weekday evening, read the day's messages in a Slack channel or DM, summarize them with AI, and email the summary to your chosen recipients.
Internal ops
Uptime alert → multi-channel page
Trigger
Webhook received
POST
LLM
Triage
Action Post message
Action Create issue
When your monitor fires (webhook), classify severity, page Slack, email on-call, and open a Linear incident.
Internal ops
GitHub PR opened → AI first-pass review
Trigger Pull request event
LLM
Review
Action Comment on issue
When a pull request opens, leave a first-pass review comment on structure and naming.
Internal ops
Custom API endpoint backed by a workflow
Trigger
Webhook received
POST
LLM
Respond
Expose a webhook URL that runs an AI step over the request and returns a custom response.
Internal ops
Webhook → Sheets logger + Slack alert
Trigger
Webhook received
POST
Action Append row
Action Post message
Log every webhook call to a sheet and fire an instant Slack notification.
Internal ops
New GitHub issue → triage + assign
Trigger Issue added event
LLM
Triage
Action Comment on issue
When an issue is opened, label and prioritize it and post a triage comment for the team.
Internal ops
New contract in Drive → AI redline review
Trigger File created
Tool Parse file
LLM
Review
Action Post message
When a contract lands in Drive, parse it, flag risky clauses, and post the redlines to Slack.
Internal ops
New hire → kick off provisioning
Trigger
Webhook received
POST
LLM
Checklist
Action Append row
Action Post message
When HR adds a new hire (webhook), open the provisioning checklist and notify IT in Slack.
Internal ops
Offboarding → revoke access in one sweep
Trigger
Webhook received
POST
LLM
Checklist
Action Append row
Action Post message
When someone leaves (webhook), generate the revoke checklist, log it, and alert IT to sweep access.
Internal ops
Async standup → digest for managers
Trigger
On a schedule
cron
Tool Search email
LLM
Digest
Action Send email
Each morning, gather standup replies from your inbox and email managers a clean digest by 10am.
Personal assistant
Telegram AI chatbot
Trigger
Webhook received
POST
LLM
Answer
Action Send message
Answer questions in Telegram — the bot reads each message, thinks, and replies in the chat.
Personal assistant
Turn a question into a safe SQL query
Trigger
Webhook received
POST
LLM
Sql
Action Send email
Connect a form (or any webhook). Each submitted question becomes a safe, read-only SQL SELECT you can run.
Personal assistant
Slack /ask — an agent that knows your docs
Trigger Channel message received
LLM
Answer
Action Post message
When someone posts in a channel, answer from your knowledge base and reply in the thread.
Personal assistant
Concierge agent that reschedules over email
Trigger New email
Tool Find free time
LLM
Reply
Action Send email
When someone emails to reschedule, check your real availability and reply with open times.
Personal assistant
Track receipts & spending in a cash-flow sheet
Trigger New email
LLM
Extract
Filter
Is money
Action Append row
Whenever a receipt, invoice, order confirmation, or payment email lands in your inbox, pull out the merchant, amount, and category and log it as a row in a running Google Sheet — so your cash flow tracks itself. Non-money emails are skipped.
Personal assistant
Log spending to an Airtable money tracker
Trigger New email
LLM
Extract
Filter
Is money
Action Create record
Reads every receipt, invoice, subscription charge, refund, or payout email, classifies it as money in or out, and adds a categorized record to your Airtable tracker — a filterable ledger of your cash flow. Non-money emails are skipped.
Personal assistant
Monthly spending summary email
Trigger
Monthly on the 1st, 9am
cron
Tool Read sheet
Tool
Run Python
Action Send email
On the 1st of each month, read your cash-flow sheet and email yourself exact totals — money in, money out, net, and spending by category. Pairs with the cash-flow tracker; the math is computed exactly, not estimated by AI.
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