Operations Templates

Automate newsletter summaries with AI

Automatically summarize your Gmail newsletters into a daily AI-powered digest. Save hours each week with this OpenAI-powered email automation workflow.

Send AI-powered deal alerts when HubSpot stages change

Get instant Slack alerts with AI analysis when deals move stages in HubSpot. Identify at-risk deals and coaching opportunities automatically.

Generate AI sales meeting briefs from your CRM and calendar

Automatically prepare for sales calls with AI-generated briefings. Pull HubSpot data and get meeting prep delivered to your inbox daily.

Generate weekly pipeline health reports with Salesforce and AI

Get AI-powered pipeline analysis every Monday. Identify at-risk deals, forecast accuracy issues, and coaching opportunities automatically.

Route Zendesk tickets automatically with AI classification

Analyze incoming Zendesk tickets with AI and route to the right team instantly. Reduce response times and eliminate manual triage.

Detect frustrated customers in Intercom with AI escalation alerts

Monitor Intercom conversations for frustrated customers with AI sentiment analysis. Get instant Slack alerts before situations escalate.

Convert meeting recordings to action items with AI and Fireflies

Automatically extract action items from meeting transcripts using AI. Send tasks to Asana and summaries to Slack after every call.

Process expense receipts automatically with AI and Gmail

Extract data from emailed receipts using AI and log to Google Sheets. Automate expense tracking without manual data entry.

Generate weekly metrics reports with AI insights from multiple sources

Aggregate data from Stripe, Google Analytics, and HubSpot into an AI-analyzed weekly report. Get business insights delivered to Slack every Monday.

Extract data from documents with AI and Google Drive

Automatically process uploaded documents with AI to extract structured data. Turn PDFs and images into Google Sheets rows instantly.

Review GitHub pull requests automatically with AI code analysis

Get instant AI-powered code reviews on every pull request. Catch bugs, suggest improvements, and enforce standards automatically.

Analyze CI build failures with AI and GitHub Actions

Automatically diagnose failed builds with AI analysis. Get root cause identification and fix suggestions delivered to Slack instantly.

Enrich PagerDuty incidents with AI analysis and Datadog context

Automatically gather context for incidents with AI. Pull Datadog metrics, analyze patterns, and deliver enriched alerts to Slack for faster response.

Generate monthly investor updates with AI from Stripe and analytics

Automate investor updates by pulling metrics from Stripe and Google Analytics. AI writes professional updates and sends via Gmail monthly.

Monitor your Product Hunt launch with AI alerts and engagement tracking

Track your Product Hunt launch in real-time. Get Slack alerts for new comments, analyze sentiment, and never miss engagement opportunities.

Get Slack alerts when trial users show buying signals with AI

Detect trial users ready to convert with AI analysis. Get instant Slack alerts for high-intent behavior so sales can reach out at the right moment.

Aggregate user feedback from multiple channels with AI analysis

Collect feedback from Intercom, Twitter, and emails automatically. AI categorizes themes and surfaces insights in a weekly Notion report.

Track burn rate and runway automatically with AI-powered alerts

Monitor your startup's financial health weekly. Get Slack alerts when burn rate spikes or runway drops below thresholds.