Templates
Automations you can add in one message
200 templates
Sales automation templates
Deals move fastest when the right person hears about them at the right moment. These templates watch your CRM so that big deals, stage changes and quiet accounts reach the team in Slack or email without anyone refreshing a pipeline view.
Common sales automations
- Tell the team when a large deal moves to a new stage
- Flag deals that haven't been touched in two weeks
- Post new inbound leads to the right rep's channel
- Send a Monday summary of the pipeline to the sales lead
Why automate it
- Managers can step in on important deals while there is still time to help
- Reps spend less time updating each other and more time selling
- Fewer deals are lost because nobody noticed they had stalled
Popular sales templates
Alert on large HubSpot deals
Every 15 minutes, deals over a set value that changed stage are posted to your sales channel.
Add new leads to HubSpot without duplicates
Leads from your forms, bookings and shop become HubSpot contacts, matched by email so nobody is added twice.
Log call summaries in HubSpot with a follow-up task
After a call, the contact gets a short summary as a note and a follow-up task is waiting for you.
Get a weekly CSV of your HubSpot contacts
A full export of your contacts arrives in your inbox every week, ready to open in a spreadsheet.
Assign new HubSpot deals to the right rep
Deals without an owner are given to a rep based on the company's country and size, within minutes.
Get a weekly list of customers at risk of leaving
Each Monday you get a ranked list of customers who look likely to churn, with a reason for each.
414 templates
Marketing automation templates
Marketing teams need to know what competitors change, what customers say and how campaigns perform, without checking a dozen sites every day. These templates watch the pages and feeds you care about and send a short, readable summary when something is worth your attention.
Common marketing automations
- Watch a competitor's pricing or feature page for changes
- Get a daily digest of new app store reviews, grouped by theme
- Track mentions of your brand on news sites and blogs
- Send a weekly campaign summary to the team
Why automate it
- React to a competitor's price change in hours, not weeks
- Hear what customers are saying without reading every review
- Base positioning and roadmap decisions on what actually changed
Popular marketing templates
Watch a competitor's pricing page
Checks a pricing page every hour and posts a short summary to Slack only when something changes.
Get a weekly Mailchimp campaign report
Each Monday you see open rate, click rate and unsubscribes for every campaign sent the week before.
Get a morning list of new subscribers
Each morning you see who joined your list in the last day, with names and sign-up source.
Post Mailchimp unsubscribes to Slack
When someone unsubscribes, your team sees who it was and which campaign it came from.
Post your daily audience numbers to Slack
Each morning Slack shows your audience size and how many people joined and left since yesterday.
Post each new Mailchimp subscriber to Slack
Every new subscriber shows up in Slack with their email and details the moment they join.
88 templates
Customer support automation templates
Good support depends on speed. When an urgent request sits in a queue behind routine questions, the customer waits, gets frustrated and sometimes goes public. These templates read new requests as they arrive, sort them by urgency and make sure the ones that matter reach a person right away.
Common customer support automations
- Sort new support requests by urgency and alert the team about urgent ones
- Summarise long messages so agents can triage at a glance
- Route requests to the right channel by topic or customer plan
- Send a daily summary of open and overdue requests
Why automate it
- Urgent problems get a reply in minutes instead of hours
- Happier customers, fewer bad reviews and fewer chargebacks
- Agents spend their time answering, not sorting
Popular customer support templates
Sort support requests by urgency
Every new support form response is classified with AI, and urgent ones are posted to Slack straight away.
Add new orders to the customer's Zendesk tickets
When a customer places an order, agents see it on their Zendesk profile and as a note on their open tickets.
Turn contact form messages into Zendesk tickets
Messages from your contact form become tickets, without spam or a second ticket for the same question.
Tag new tickets by topic
Every new ticket gets a topic tag within minutes, so views and reports sort themselves.
Let your voice agent look up callers in Zendesk
Your phone agent gets the caller's Zendesk record and open tickets, or opens a new ticket from the call notes.
Get a daily Zendesk ticket report
Each morning you see how many tickets came in and got solved yesterday, and what's still open by priority.
161 templates
Finance automation templates
Finance work is full of numbers that live in one system and are needed in another. These templates move payments into the spreadsheets your team already uses and send regular revenue summaries, so the numbers are always current and nobody copies them by hand.
Common finance automations
- Log every Stripe payment to a Google Sheet
- Email a weekly revenue, new customer and cancellation summary
- Alert finance when a payment fails or a refund is issued
- Reconcile payments against invoices at the end of each day
Why automate it
- Numbers are up to date without anyone exporting a CSV
- Fewer copy-paste mistakes in reports and reconciliations
- Founders and finance leads see trends every week, not every quarter
Popular finance templates
Weekly revenue summary from Stripe
Every Friday at 17:00 you get an email with the week's revenue, new customers and cancellations.
Log Stripe payments to Google Sheets
Every successful Stripe payment is added as a new row in a Google Sheet within seconds.
Get alerted when a payment fails
Each failed charge or invoice payment shows up in Slack with the customer, amount and reason.
Get yesterday's revenue every morning
Each morning you see yesterday's charges, refunds and new subscriptions in one message.
Hear when a customer cancels
When a subscription is cancelled, you get the customer and plan straight away.
Get a message for every new sale
Each successful payment reaches you with the customer, amount and what they bought.
108 templates
E-commerce automation templates
Online stores run on daily rhythms: yesterday's orders, today's stock, this week's best sellers. These templates pull those numbers from your store and post them where the team already talks, so everyone starts the day knowing how the shop is doing.
Common e-commerce automations
- Post yesterday's Shopify orders and revenue to Slack every morning
- Warn the team when a product is running low on stock
- Send a weekly best-sellers report
- Flag unusually large or risky orders for a manual check
Why automate it
- The whole team sees the same numbers every day
- Stock problems are caught before customers see "sold out"
- No one has to log into the store admin just to check sales
Popular e-commerce templates
Post yesterday's Shopify orders to Slack
Every weekday at 9, yesterday's order count and revenue are posted to your sales channel.
Get last week's orders as a CSV
Every Monday you get all of last week's orders in one file, with customer, total and status.
Mark digital orders as fulfilled automatically
Paid orders that match your rules, like digital products, are marked fulfilled without you touching them.
Draft a weekly blog post about one of your products
Each week a blog post about a different product is saved as a draft on your store blog.
Tag orders when your delivery service updates
When your delivery service reports a status, the matching order gets a tag like delivered.
Get a daily list of abandoned checkouts
Each evening you get today's abandoned checkouts with the customer email, cart value and recovery link, so you can follow up.
402 templates
Engineering and product automation templates
Engineering and product teams get signals from many places: new issues, app reviews, certificates and uptime. These templates collect those signals, summarise them and send them to the team's channel, so problems are spotted early and nothing important is buried.
Common engineering and product automations
- Summarise and label new GitHub issues in Slack
- Check SSL certificates every week and warn before they expire
- Group new app reviews by theme for the product team
- Post a daily summary of failed jobs or errors
Why automate it
- Outages from expired certificates and missed alerts are avoided
- New issues get a first look the same day
- Product decisions use real feedback instead of guesses
Popular engineering and product templates
Daily digest of new app reviews
Every morning, new reviews from your app's RSS feed are grouped by theme and emailed to you.
Triage new GitHub issues
Each new issue gets an AI summary and suggested label, posted to your team's Slack channel.
Check SSL certificates before they expire
Every Monday, your domains' certificates are checked and you get an email if any expire within 14 days.
Back up your data to a GitHub repo every night
Your exports and configs are committed to a private repo each night, only when something changed, with a summary by email.
Refresh a generated file in your repo every day
A stats badge, data file or page in your repo is regenerated and committed once a day.
Get an AI review on every new pull request
Each new pull request gets a review comment within minutes, checked against your own guidelines.
890 templates
Productivity automation templates
A lot of every working day goes into small, repeated jobs: forwarding emails, copying rows between spreadsheets, reminding people about meetings and posting the same update to a channel. These templates connect Gmail, Google Calendar, Google Sheets, Outlook, Slack, Teams and the other tools you use every day, so that routine work happens on its own and your inbox and channels only show what needs you.
Common everyday productivity automations
- Get a morning briefing of today's meetings and important emails
- Save email attachments to a shared drive and log them in a sheet
- Post reminders to Slack or Teams before deadlines
- Send a weekly summary from a spreadsheet to the team
Why automate it
- Hours a week back from copying, forwarding and reminding
- Fewer missed emails, meetings and deadlines
- Everyone works from the same up-to-date information
Popular everyday productivity templates
Get a daily news digest in Slack
Each morning your team gets a short summary of what's new on the sites and blogs you follow.
Post new orders and sign-ups to Slack
When something happens in your shop, app or form, the details land in the right channel straight away.
Get alerts about security issues that affect you
When a serious vulnerability is published for software you use, your security channel hears about it the same hour.
Get error alerts with a plain-English explanation
When one of your jobs or systems fails, #ops gets the error and a one-line guess at the cause, without the same error twice in an hour.
Know the moment your website goes down
Your team hears in Slack when the site stops responding or slows down, and again when it's back.
Follow your stocks and crypto in Slack
During market hours you get a short update on the tickers you care about, with a heads-up on big moves.
201 templates
Project and operations automation templates
Projects slip when updates live in too many places. These templates keep Asana, Trello, Jira, monday.com and your forms in sync with the channels and sheets your team watches, so overdue tasks are flagged, form responses become tasks and status reports write themselves.
Common projects and operations automations
- Turn new form responses into tasks in your project tool
- Post overdue tasks to the team channel every morning
- Send a weekly project status summary to stakeholders
- Copy completed tasks to a reporting spreadsheet
Why automate it
- Problems surface while there is still time to fix them
- Less time chasing updates and writing status reports
- Requests from forms never get lost in an inbox
Popular projects and operations templates
Turn monitoring alerts into Jira bugs, one per problem
Each new problem from your monitoring becomes a Jira bug, and repeat alerts are added as comments on the open issue.
Turn forwarded emails into sorted Jira tickets
Emails or requests you forward become Jira tickets with a category, priority and short summary, and you hear about the risky ones.
Triage new Jira tickets as they come in
New tickets get labels and a priority, and the reporter is asked for anything missing, like steps to reproduce.
Email release notes when a Jira version is released
When a version is released, you get readable release notes built from its resolved issues.
Get a daily summary of what changed in Jira
Every weekday evening you get a short summary of the issues updated in your project that day, grouped by status.
Find open issues missing key details
Each morning you get a list of open issues with no assignee, estimate or priority.
29 templates
HR and people automation templates
People teams juggle hiring pipelines, onboarding checklists, time off and anniversaries across several systems. These templates move that information to where it is needed: new hires get their accounts and welcome messages on time, managers hear about time off before it happens, and candidates don't wait for a reply.
Common people and hr automations
- Post new hires and work anniversaries to a team channel
- Tell managers about upcoming time off every Monday
- Notify the hiring team when a candidate moves stage
- Create onboarding tasks when someone accepts an offer
Why automate it
- A smoother first week for every new hire
- Fewer surprises from time off and staffing gaps
- Candidates get faster replies, which helps you hire
Popular people and hr templates
Post who's out today to Slack
Every weekday morning your team sees who is on leave, so nobody waits on a reply that won't come.
Get an email for every new time-off request
You hear about each leave request within 15 minutes, so you can approve it or plan cover.
Announce new starters and flag leavers
New starters get a welcome post in Slack, and you get an email when someone's employment ends.
Get this week's work anniversaries by email
Each Monday you know whose anniversary is coming, in time to say something.
Tell Slack when someone joins in Rippling
Each new hire shows up in Slack with their role and start date, so the people setting things up can start.
Get a first-day reminder for new starters
On the morning someone starts, you get their name so you can welcome them.
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