Explore Pre-Built Workflow Templates
Project Management
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Realtime Project Status Updates
Instantly analyzes any client project, tasks, due dates, and more to deliver back to you or post in Slack.
Copy and edit this workflowDaily (or Hourly) Assigned Task Brief
Brief each team member on their assigned tasks, dependencies, and comms on a regular schedule.
Copy and edit this workflowOverdue Task Alerts
Periodically check for overdue tasks and send a briefing to the assignee.
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Realtime Project Hours Analysis
Pull and analyze time entries alongside planned and ongoing projects.
Copy and edit this workflowClient Services
Dynamic Client Onboarding
Get client and deal info from CRM, draft an invoice, alert the team, and build a new Asana project.
Copy this workflowRealtime Project Hours Analysis
Pull and analyze time entries alongside planned and ongoing projects.
Copy and edit this workflowRealtime Project Status Updates
Instantly analyzes any client project, tasks, due dates, and more to deliver back to you or post in Slack.
Copy and edit this workflowSales and Marketing
Daily Account Executive Briefs
Pull and analyze deals and calendar events for an AE, and DM a briefing via Slack.
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Weekly Pipeline Status Report
Analyze deals from the CRM and deliver a detailed report on stages and forecasting.
Copy and edit this workflowClient Follow Up Reminder
Search the CRM for missed communication hourly and send a detailed reminder in Slack.
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Pull Custom GA4 Reports
Pull custom reports from GA4 with a simple chat to Victoria.
Copy and edit this workflowFinance and Accounting
Weekly Financial Report
Pull and analyze paid and unpaid invoices and time entries, then build out a report in Notion.
Copy and edit this workflowUnpaid Invoice Followup Reminder
Pull unpaid and overdue invoices and send the team a brief report, draft message, and contact info.
Copy and edit this workflowProject Hours Analysis and Forecast
Search the CRM for missed communication hourly and send a detailed reminder in Slack.
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