Automations you can start today
All 69 of them already work. Each one shows exactly what it does, step by step, before you start it.
Sales
10See the whole pipeline before the Monday meeting
Reads your Pipedrive deals every Monday and emails you a read on where the pipeline stands, by stage.
Every Monday at 8am · Pipedrive and Gmail
Find the deals that have gone quiet
Asks Salesforce each Monday for open opportunities nobody has touched in two weeks and posts them to Slack.
Every Monday at 9am · Salesforce and Slack
Catch the deals whose close date has already gone
Finds open Salesforce opportunities with a close date in the past and emails you the list to re-date or drop.
Every Monday at 9am · Salesforce and Gmail
Tell the team what closed this week
Posts the Salesforce deals won in the last seven days to a Slack channel, every Friday.
Every Friday at 4pm · Salesforce and Slack
Watch the deals big enough to matter
Checks Pipedrive each morning and posts the open deals worth over 10,000 to Slack. Ask in chat to change the number.
Every weekday morning · Pipedrive and Slack
Answer the prospects who already replied
Searches the last two days of unread mail for prospect replies and emails you a short read on what each one wants.
Every weekday at 8am · Gmail
Chase the proposals nobody answered
Finds the proposals and quotes you sent in the last three weeks and emails you the list to follow up.
Every Wednesday at 10am · Gmail
Read the inbound leads before you call them
Reads yesterday of inbound enquiry mail each morning and posts a short read on each one to Slack.
Every weekday at 8am · Gmail and Slack
Know what is booked before the week starts
Reads your active Calendly bookings on Monday morning and emails you a read on the week ahead.
Every Monday at 7am · Calendly and Gmail
Meet the contacts who arrived this week
Searches HubSpot for your newest contacts each Friday and emails you a read on who they are.
Every Friday at 4pm · Hubspot and Gmail
Marketing
10Read what the fediverse said about you
Searches Mastodon each morning for mentions of your product and emails you what people are saying.
Every morning at 8am · Mastodon and Gmail
Keep up with what your feed is talking about
Reads your Mastodon home timeline each week and emails you the themes worth writing about.
Every Monday at 8am · Mastodon and Gmail
See what Bluesky is saying about you
Searches Bluesky each morning for mentions of your product and posts the ones worth answering to Slack.
Every morning at 8am · Bluesky and Slack
See which of your own posts actually landed
Reads your recent Bluesky posts each week and emails you which ones got engagement, with the numbers.
Every Monday at 9am · Bluesky and Gmail
Find out which pages people actually read
Runs a PostHog query for the week of most-visited pages and emails you where attention went.
Every Monday at 8am · Posthog and Gmail
Notice when traffic moves
Runs a PostHog query comparing this week with last and emails you what changed.
Every Monday at 8am · Posthog and Gmail
See which channel is actually bringing people in
Runs a PostHog query grouping the week of signups by referrer and emails you where they came from.
Every Monday at 8am · Posthog and Gmail
Check what is still unwritten this week
Searches your Notion content pages each Monday and emails you what is still a draft.
Every Monday at 9am · Notion and Gmail
Keep an eye on what competitors are posting
Searches X each week for the terms you are watching and emails you what your competitors said. X charges for every search, so this one costs a little each run.
Every Monday at 9am · X Twitter and Gmail
Draft next week of posts about what people already read
Finds the pages your audience actually read this week and emails you drafted posts built on those topics.
Every Friday at 3pm · Posthog and Gmail
Finance
10Chase the bills nobody has paid
Reads your QuickBooks bills every Monday and emails you a round-up of the ones still carrying a balance.
Every Monday at 9am · Quickbooks and Gmail
Flag the bills big enough to need a second pair of eyes
Checks QuickBooks each morning and posts any bill over 5,000 to a Slack channel. Ask in chat to change the number.
Every weekday morning · Quickbooks and Slack
Catch the payments that failed
Looks at recent Stripe charges each morning and posts the failed ones to Slack while they can still be recovered.
Every morning at 8am · Stripe and Slack
Round up the receipts sitting in your inbox
Searches the last week of mail for receipts and invoices with attachments and emails you one list of them.
Every Friday afternoon · Gmail
Recap what came in this week
Totals the recent Stripe charges that succeeded and emails you a short weekly recap.
Every Monday at 8am · Stripe and Gmail
Find the vendor credits you never used
Lists QuickBooks vendor credits with a balance left on them and emails you the ones still worth claiming.
Every month on the 1st · Quickbooks and Gmail
See where the money went this month
Groups your QuickBooks bills by vendor once a month and emails you a short read on where spend concentrated.
Every month on the 1st · Quickbooks and Gmail
Triage the billing mail nobody has opened
Finds unread billing and invoice mail from the last two days and posts it to Slack so it does not sit there.
Every weekday morning · Gmail and Slack
Spot the bill you are about to pay twice
Reads your QuickBooks bills weekly and flags any that look like the same invoice entered more than once.
Every Wednesday · Quickbooks and Slack
List the Xero bills still owing
Reads your Xero bills every Monday and emails you a round-up of the ones with an amount still due.
Every Monday at 9am · Xero and Gmail
People and HR
8Reply to the candidates who have been waiting
Finds the applications that arrived five to seven days ago and emails you who is still waiting on an answer.
Every weekday at 9am · Gmail
Chase the interview feedback nobody sent
Reads the week of interview mail and emails you which interviews still have no written feedback.
Every Friday at 3pm · Gmail
Collect the time-off requests in one place
Finds the week of time-off and leave mail and emails you a single list to approve.
Every Monday at 9am · Gmail
Check what is still open on the onboarding list
Reads your Asana onboarding project each Monday and posts what is still outstanding to Slack.
Every Monday at 9am · Asana and Slack
Find the policies nobody has signed
Searches your Notion policy pages each month and emails you which ones have no record of being acknowledged.
Every month on the 1st · Notion and Gmail
Chase the paperwork new starters have not returned
Searches the last three weeks of mail for unreturned documents and emails you who still owes what.
Every Friday at 2pm · Gmail
Read the week of applications
Reads the week of application mail and emails you how many came in and for which roles.
Every Friday at 4pm · Gmail
Find the handbook pages going stale
Searches your Notion handbook each quarter and emails you the pages that have not been touched in the longest.
Every three months · Notion and Gmail
Customer support
11Find the tickets waiting on a reply
Asks Jira each morning for open tickets nobody has touched since yesterday and posts them to Slack.
Every weekday at 9am · Jira and Slack
Turn the mail that needs work into tickets
Reads the unanswered support mail and opens a Jira issue for each one, after you have seen the list.
Every weekday at 9am · Gmail and Jira
Sweep up the tickets nobody owns
Asks Jira each morning for open tickets with no assignee and posts them to Slack to be picked up.
Every weekday at 9am · Jira and Slack
Escalate the urgent tickets that have been sitting for days
Asks Jira for high-priority tickets opened more than three days ago and still open, and emails you the list.
Every weekday at 8am · Jira and Gmail
Notice the tickets that came back
Asks Jira weekly for tickets that were closed and then reopened, and posts them to Slack.
Every Monday at 9am · Jira and Slack
Read the week in support
Asks Jira for everything raised in the last seven days and emails you what people were actually asking about.
Every Friday at 4pm · Jira and Gmail
Hand engineering the bugs customers found
Collects the bugs raised in Jira this week and emails engineering a read on what customers are hitting.
Every Thursday at 4pm · Jira and Gmail
Triage the support inbox before the day starts
Reads the unopened support mail from the last day and posts a sorted read of it to Slack.
Every weekday at 8am · Gmail and Slack
Spot the customers who wrote in twice
Reads the week of support mail and emails you the people who had to write in more than once.
Every Friday at 3pm · Gmail
Turn the most asked question of the week into a page
Reads the week of support mail, works out what people kept asking, and files a draft answer in Notion.
Every Friday at 5pm · Gmail and Notion
List what is still open in Linear
Searches Linear for the issues matching your term and emails you the titles that are still open.
Every Monday at 9am · Linear and Gmail
Engineering and IT
10Find the sprint work that has stopped moving
Asks Jira each morning for open sprint tickets untouched for three days and posts them to Slack.
Every weekday at 9am · Jira and Slack
Sweep up the issues nobody owns
Asks Jira each morning for open issues with no assignee and posts them to Slack to be picked up.
Every weekday at 9am · Jira and Slack
Read the bugs that came in this week
Collects the Jira bugs raised in the last seven days and emails you them grouped by what they touch.
Every Friday at 4pm · Jira and Gmail
Draft the release notes from what shipped
Reads everything Jira moved to Done in the last week and files a draft set of release notes in Notion.
Every Thursday at 5pm · Jira and Notion
Surface the work that is blocked
Asks Jira each morning for issues flagged blocked and posts them to Slack with how long they have been stuck.
Every weekday at 9am · Jira and Slack
Write the on-call handover
Reads what was raised and what moved in Jira over the last day and posts a handover note to Slack.
Every day at 9am · Jira and Slack
Read what is open on the repo
Reads the open GitHub issues on one repository each Monday and emails you the titles, grouped by theme.
Every Monday at 9am · Github and Gmail
See where the TODOs are piling up
Searches the codebase for TODO and FIXME comments each month and emails you where the debt is concentrating.
Every month on the 1st · Github and Gmail
Read what is open in GitLab
Reads the issues on one GitLab project each Monday and emails you a read on what is open and unowned.
Every Monday at 9am · Gitlab and Gmail
Decide about the work that has been open for a month
Asks Jira monthly for issues open longer than 30 days and emails you the list to close, defer or do.
Every month on the 1st · Jira and Gmail
Operations
10Find the files anyone with the link can open
Searches Google Drive weekly for files shared by link and emails you the list to review.
Every Monday at 9am · Google Drive and Gmail
Chase the approvals sitting in your inbox
Finds the approval requests from the last two days and posts them to Slack so nothing waits on one person.
Every weekday at 9am · Gmail and Slack
Catch the renewals before they auto-renew
Searches the last month of mail for renewal and subscription notices and emails you what is coming up.
Every Monday at 9am · Gmail
Keep up with what changed in the workspace
Searches your Notion workspace each Monday and emails you what has been edited most recently.
Every Monday at 9am · Notion and Gmail
Find the records somebody left half-filled
Reads an Airtable table each morning and emails you the rows with fields still empty.
Every weekday at 9am · Airtable and Gmail
See what is piling up on the board
Reads your Trello board each morning and posts a read of what is sitting in each column to Slack.
Every weekday at 9am · Trello and Slack
Announce what landed in the shared folder
Reads a Dropbox folder each morning and posts the most recent arrivals to Slack.
Every weekday at 9am · Dropbox and Slack
Read what is open in ClickUp
Reads a ClickUp list each Monday and emails you what is open, grouped by status.
Every Monday at 9am · Clickup and Gmail
Find the meeting notes nobody turned into actions
Searches your Notion meeting notes each Friday and emails you the ones with decisions but no owner.
Every Friday at 4pm · Notion and Gmail
List what is still open on the project
Reads an Asana project each Monday and emails you the tasks that are still open.
Every Monday at 9am · Asana and Gmail
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