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templates
Pipeline, deals, outreach and account research. Built and tested by our team: add one, connect its apps, and change anything you like.
36 workflowsPipeline, deals, outreach and account research.
Nudge reps about stalled Salesforce dealsEvery Monday, each rep gets one Slack message listing their Salesforce deals with no activity or stage change in two weeks, biggest first.
Salesforce
SlackWeeklyView workflow Draft replies to customer emails in OutlookWrites a reply to each new customer email in your Outlook inbox, in your business's voice, and saves it as a draft to check and send.
Microsoft Outlook
AnthropicOn new emailView workflow Extract purchase orders from GmailReads each new purchase order email, looks its items up in your product list, and logs every line with name and price.
GmailAnthropic
Google SheetsOn new emailView workflow Drip helpful articles to your leadsEvery day, emails the next few leads in your sheet a random article with a short AI note, and comes back to each after a set gap.Google SheetsAnthropicGmailDailyView workflow Nurture leads with a personalised articleEach day, picks an article for every lead due one, by their interests and stage, writes a personal note around it and emails it.Google SheetsAnthropicGmailDailyView workflow Email a deal breakdown after every sales callReads each new sales call transcript in your sheet and emails a deal breakdown, next steps and a follow-up draft to one address.Google SheetsAnthropicGmailHourlyView workflow Score client health from your email logScores how satisfied each client sounds in the emails you log every week and keeps a client health dashboard tab up to date.Google SheetsAnthropicWeeklyView workflow Weekly HubSpot lead report to SlackEvery Monday, posts the week's new HubSpot leads to Slack: how many, how that compares to last week, and who they are.
HubSpotSlackWeeklyView workflow Draft a reply to every new email in your voiceEach new email gets a reply drafted in your voice and filed under the original message in Gmail, with blanks where a fact is missing.GmailAnthropicOn new emailView workflow Fill in the facts about the companies on your listLooks up each company on your list in a business database and appends its size, industry, founding year and head office as columns.Google Sheets
DatagmaDailyView workflow Brief yourself on the people you are meetingEmails you a short, sourced briefing on each outside guest booked into your calls in the day ahead.
Cal.com
Serper
OpenAI+1 more: GmailDailyView workflow Fill in what each company sells, and who toReads each company in your sheet from its own web page and records what it sells and who to, with the page it read.Google SheetsSerper
Jina AI+1 more: AnthropicDailyView workflow Get a Slack alert when a high-value lead emails youEvery email from a real company is researched and scored against who you sell to; the best leads reach you in Slack within minutes.GmailAnthropic
Perplexity+1 more: SlackOn new emailView workflow Write a tailored first email for every row of your listWrites a different first-contact email for each row of your sheet from that row's own facts, records it, then sends it.Google SheetsAnthropicGmailManualView workflow Voice-note reminders for tomorrow's appointmentsEmails each client booked for tomorrow a spoken reminder as an audio attachment, and never reminds the same booking twice.Google SheetsCal.comAnthropic+2 more: ElevenLabs, GmailDailyView workflow Turn people who engage with your posts into CRM contactsAdds the people who engaged with your posts to HubSpot, only once a verified work email is found for them, and never twice.
PhantomBuster
DropcontactHubSpotDailyView workflow Open a cold email on something they actually publishedReads a page each prospect has published and opens their email on a line checked back against that page, or on nothing at all.Google SheetsJina AIAnthropic+1 more: GmailManualView workflow Track hiring activity at your target accountsSearches each account in your sheet for hiring pages once a week and records what it found, in the pages' own words.Google SheetsSerperWeeklyView workflow Find each person's public profile pageTurns a name and a company into that person's profile page address, using only pages a web search actually returned.Google SheetsSerperAnthropicManualView workflow Find people at the companies you name and send a first emailFinds people by job title at the companies you list, confirms a work address for each, records them, then sends a first email.Google Sheets
Apollo
Hunter+2 more: Anthropic, GmailManualView workflow Pull the contact details out of your notesReads a page of notes and adds a row for every name, email address and phone number actually written in it.
Google DocsAnthropicGoogle SheetsManualView workflow Text new enquiries a booking link, then chase onceTexts each new Airtable enquiry your Cal.com booking link in your texting hours, sends one reminder if they have not booked, then stops.
AirtableCal.com
TwilioHourlyView workflow Rate new leads against your ideal customer profileRates each new lead in your spreadsheet against the customer profile you describe and appends the rating with its reasoning.Google SheetsOpenAIHourlyView workflow Research each prospect into an outreach briefWorks down your prospect list in Google Sheets, researches each company on the web, and writes a short brief into the row.Google SheetsPerplexityEvery 6 hoursView workflow
SalesforceSlackWeeklyView workflow Draft replies to customer emails in OutlookWrites a reply to each new customer email in your Outlook inbox, in your business's voice, and saves it as a draft to check and send.Microsoft OutlookAnthropicOn new emailView workflow Extract purchase orders from GmailReads each new purchase order email, looks its items up in your product list, and logs every line with name and price.GmailAnthropicGoogle SheetsOn new emailView workflow Drip helpful articles to your leadsEvery day, emails the next few leads in your sheet a random article with a short AI note, and comes back to each after a set gap.Google SheetsAnthropicGmailDailyView workflow Nurture leads with a personalised articleEach day, picks an article for every lead due one, by their interests and stage, writes a personal note around it and emails it.Google SheetsAnthropicGmailDailyView workflow Email a deal breakdown after every sales callReads each new sales call transcript in your sheet and emails a deal breakdown, next steps and a follow-up draft to one address.Google SheetsAnthropicGmailHourlyView workflow Score client health from your email logScores how satisfied each client sounds in the emails you log every week and keeps a client health dashboard tab up to date.Google SheetsAnthropicWeeklyView workflow Weekly HubSpot lead report to SlackEvery Monday, posts the week's new HubSpot leads to Slack: how many, how that compares to last week, and who they are.HubSpotSlackWeeklyView workflow Draft a reply to every new email in your voiceEach new email gets a reply drafted in your voice and filed under the original message in Gmail, with blanks where a fact is missing.GmailAnthropicOn new emailView workflow Fill in the facts about the companies on your listLooks up each company on your list in a business database and appends its size, industry, founding year and head office as columns.Google SheetsDatagmaDailyView workflow Brief yourself on the people you are meetingEmails you a short, sourced briefing on each outside guest booked into your calls in the day ahead.Cal.comSerperOpenAI+1 more: GmailDailyView workflow Fill in what each company sells, and who toReads each company in your sheet from its own web page and records what it sells and who to, with the page it read.Google SheetsSerperJina AI+1 more: AnthropicDailyView workflow Get a Slack alert when a high-value lead emails youEvery email from a real company is researched and scored against who you sell to; the best leads reach you in Slack within minutes.GmailAnthropicPerplexity+1 more: SlackOn new emailView workflow Write a tailored first email for every row of your listWrites a different first-contact email for each row of your sheet from that row's own facts, records it, then sends it.Google SheetsAnthropicGmailManualView workflow Voice-note reminders for tomorrow's appointmentsEmails each client booked for tomorrow a spoken reminder as an audio attachment, and never reminds the same booking twice.Google SheetsCal.comAnthropic+2 more: ElevenLabs, GmailDailyView workflow Turn people who engage with your posts into CRM contactsAdds the people who engaged with your posts to HubSpot, only once a verified work email is found for them, and never twice.PhantomBusterDropcontactHubSpotDailyView workflow Open a cold email on something they actually publishedReads a page each prospect has published and opens their email on a line checked back against that page, or on nothing at all.Google SheetsJina AIAnthropic+1 more: GmailManualView workflow Track hiring activity at your target accountsSearches each account in your sheet for hiring pages once a week and records what it found, in the pages' own words.Google SheetsSerperWeeklyView workflow Find each person's public profile pageTurns a name and a company into that person's profile page address, using only pages a web search actually returned.Google SheetsSerperAnthropicManualView workflow Find people at the companies you name and send a first emailFinds people by job title at the companies you list, confirms a work address for each, records them, then sends a first email.Google SheetsApolloHunter+2 more: Anthropic, GmailManualView workflow Pull the contact details out of your notesReads a page of notes and adds a row for every name, email address and phone number actually written in it.Google DocsAnthropicGoogle SheetsManualView workflow Text new enquiries a booking link, then chase onceTexts each new Airtable enquiry your Cal.com booking link in your texting hours, sends one reminder if they have not booked, then stops.AirtableCal.comTwilioHourlyView workflow Rate new leads against your ideal customer profileRates each new lead in your spreadsheet against the customer profile you describe and appends the rating with its reasoning.Google SheetsOpenAIHourlyView workflow Research each prospect into an outreach briefWorks down your prospect list in Google Sheets, researches each company on the web, and writes a short brief into the row.Google SheetsPerplexityEvery 6 hoursView workflow Start from a workflow that already works.
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