Workflow Templates

Start with pre-built automation templates

Sales
Customer Onboarding
Automatically welcome new customers with emails, CRM updates, and task creation

Integrations

GmailSalesforceSlack
2,340 uses5 min setup
Use Template
Marketing
Lead Scoring
Score and prioritize leads based on engagement and profile data using AI

Integrations

HubSpotSlack
1,890 uses10 min setup
Use Template
Support
Support Ticket Triage
Automatically categorize and route support tickets to the right team

Integrations

ZendeskSlackNotion
3,120 uses8 min setup
Use Template
Analytics
Weekly Report Generator
Compile data from multiple sources and send automated weekly reports

Integrations

Google SheetsGmailSalesforce
4,560 uses15 min setup
Use Template
HR
Employee Onboarding
Create accounts, send welcome materials, and schedule orientation meetings

Integrations

GmailGoogle CalendarNotion
1,230 uses12 min setup
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Finance
Invoice Processing
Extract data from invoices and automatically update accounting systems

Integrations

GmailAirtableSlack
890 uses10 min setup
Use Template
Productivity
Meeting Notes Summary
Automatically summarize meeting recordings and share with attendees

Integrations

Google CalendarGmailNotion
2,100 uses5 min setup
Use Template
Marketing
Social Media Monitor
Track brand mentions and send alerts for negative sentiment

Integrations

SlackNotion
670 uses8 min setup
Use Template