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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
Gmail

Label new emails automatically

New mail is sorted into labels like Inquiry, Invoice and Newsletter within minutes of arriving.

Gmail · labelsInvoice: “Invoice INV-2291 from Northwind Supplies” Inquiry: “Question about your team plan” from ops@acme.example
Every 5-10 minutes · Uses AIUse template →
Gmail

Get draft replies to emails that need an answer

Emails that need a reply get a draft in the same thread, ready for you to edit and send.

Gmail · DraftsRe: Can we move Thursday's call? Hi Sam, Thursday 3pm works better for me too. I'll send an updated invite.
Every 10 minutes · Uses AIUse template →
Gmail

Get an inbox summary twice a day

Twice a day you get one email listing what came in and what you need to act on.

Email · Inbox summary: 23 emailsKey points: Acme approved the Q4 quote; Northwind moved the kickoff to Monday. Action items: send the signed contract to Acme; confirm Monday 10am with Northwind.
On a schedule · Uses AIUse template →
Gmail

Send yourself a weekly newsletter from your feeds

Once a week your own newsletter arrives with the best posts from the blogs and sites you follow.

Gmail · Your weekly reading1. Northwind open-sources its feature-flag service – why they moved off a vendor and what it cost. 2. Acme's guide to Postgres partitioning – practical limits at 2 TB.
On a schedule · Uses AIUse template →
Gmail

Clean up your inbox every night

Old promotions, social mail and spam go to trash and read mail is archived, so your inbox only holds what's current.

Email · Inbox clean-upMoved 214 emails to trash and archived 37.
DailyUse template →
Gmail

Get a weekly SEO and security check of your site

Each week an email lists SEO and security-header problems on your page with suggested fixes.

Gmail · Weekly site audit: mysite.com1. Meta description missing on the home page: add a 150-character summary. 2. No Content-Security-Policy header: start with default-src 'self'.
Weekly · Uses AIUse template →
Gmail

Email new leads and alerts from your own address

When a form or tool sends a lead or error to your link, the right email goes out from your Gmail straight away.

Gmail · New lead: Jamie OrtizName: Jamie Ortiz Email: jamie@northwind.example Do you work with teams outside the US?
The moment it happensUse template →
Gmail

Get a weekly list of invoices from your inbox

Each week you get the vendor, amount and due date of every invoice and receipt that arrived by email.

Email · 3 invoices this weekNorthwind Supplies: $1,240.00, due 2026-11-01 Acme Hosting: $89.00, due 2026-10-28
Collects as they arrive, acts daily · Uses AIUse template →
Gmail

Collect unsubscribes and bounces for your list

Unsubscribe requests and bounced emails are labelled, and you get the addresses once a day to clean your list.

Email · 4 unsubscribes and bouncesjo@acme.example old-address@northwind.example
Collects as they arrive, acts dailyUse template →
Gmail

Turn today's newsletters into one digest

All of today's newsletters become one summary email, and the originals are labelled and archived.

Email · Today's newsletters (6)Product: Acme Weekly says usage-based pricing is replacing seats in dev tools. Markets: Northwind Brief notes freight rates down 4% this week.
On a schedule · Uses AIUse template →
Gmail

Get follow-up drafts for emails with no reply

When someone hasn't answered your email in 3 days, a polite follow-up draft is waiting in the thread.

Gmail · DraftsRe: Proposal for Northwind Hi Casey, just checking you received the proposal last week. Happy to walk through it on a quick call.
Daily · Uses AIUse template →
Gmail

Send personal emails on schedule from your Gmail

Birthday wishes, reminders or a small batch of personal emails go out from your own address on the right day.

Gmail · Happy birthday, Riya!Hi Riya, Happy birthday! I hope you have a great day.
On a scheduleUse template →
Gmail

Get pinged when an important email arrives

Emails from the people or companies you care about are flagged within minutes, with sender, subject and a link.

Slack · #inboxEmail from Dana Park <dana@acme.com>: Contract redlines attached https://mail.google.com/mail/u/0/#all/19a2f0c3d4e5b6a7
Every 5 minutesUse template →
Gmail

Get a daily summary of one label

Once a day you get a short summary of every new email under a label, like Clients.

Slack · #clientsClient emails, last 24h (5) • Acme: approved the homepage copy, wants launch moved to Nov 4 (needs reply) • Northwind: sent September invoice query
Daily · Uses AIUse template →
Gmail

Get a weekly list of attachments you received

Each week you get every attachment you received, grouped by sender, so you can find files fast.

Email · 12 attachments last weekQ3-report.pdf from Dana Park <dana@acme.example> https://mail.google.com/mail/u/0/#all/19a2f0c3d4e5b6a7
WeeklyUse template →
Gmail

Find questions you haven't answered

Each Friday you get a list of emails where someone asked you something and you haven't replied.

Email · 3 questions waiting for youJo Brennan <jo@northwind.example> | Renewal | Could you confirm the seat count by Friday? https://mail.google.com/mail/u/0/#all/18f3c2a1b0d9e8f7
Weekly · Uses AIUse template →
Gmail → Slack

Get your important emails in Slack

New mail is sorted and labelled for you, and the urgent ones are posted to Slack with a one-line summary.

Slack · #me🚨 Jordan at Northwind <jordan@northwind.example>: Contract needs your signature before 3pm today
Every 5 minutes · Uses AIUse template →
Gmail → Slack

Get website-down alerts in Slack and by email

If any of your sites goes down, your team hears in Slack and you get an email, and again when it's back.

Slack · #ops🔴 https://shop.example.com is DOWN
Every 5 minutesUse template →
Gmail → Slack

Check suspicious links people forward to you

When someone forwards a suspicious email, the links in it are checked and the verdict is posted to your security channel.

Slack · #security🛡 Report from sam@acme.example: Weird invoice link https://acme-invoices.example/pay: 9 malicious, 2 suspicious
Every 5 minutesUse template →
Gmail → Slack

Draft answers to RFP questionnaires

When an RFP arrives by email, answers are drafted from your company details and saved as a Gmail reply for you to check.

Slack · #sales📄 Drafted RFP answers for RFP: Northwind IT support 2027 from procurement@northwind.example. Check Gmail drafts.
Every 15 minutes · Uses AIUse template →
Gmail → Slack

Track your spending from receipt emails

Each receipt that lands in your inbox is posted to Slack, and you always know this month's total.

Slack · #spending🍔 Northwind Noodle Bar: £18.40 (month so far £142.75)
Every 15 minutesUse template →
Gmail → Slack

Welcome new hires by email and in Slack

Each new starter gets a welcome email with first-day details, and the team gets an intro in Slack.

Slack · #general👋 Please welcome Riley Chen, joining as Product Designer on Monday 2 November! Fun fact: has climbed Kilimanjaro twice.
The moment it happensUse template →
Gmail → Slack

Reply to every enquiry and tell your team

New website enquiries reach your team in Slack, and the sender gets a thank-you from your own email address.

Slack · #leadsNew enquiry from Marco Rossi <marco@example.com> > Do you offer a team plan for 12 people?
The moment it happensUse template →
Gmail → Slack

Get a quick summary of every CV you receive

When a CV arrives by email, your hiring channel gets a short profile of the candidate.

Slack · #hiring📄 New CV from Alex Morgan Senior backend engineer, 7 years · Go, Postgres, AWS · ex-Northwind, Acme
Every 15 minutes · Uses AIUse template →
Gmail → Slack

Send support emails to your team in Slack

Every new support email is summarised with a priority and posted to your support channel.

Slack · #support[HIGH] Login from ops@northwind.example: Whole team locked out after password reset, since 9am
Every 5 minutes · Uses AIUse template →
Gmail → Slack

Get reply drafts for customer emails

A reply is drafted for each new customer email and saved in Gmail, and Slack tells you it's ready to review.

Slack · #me✉️ Draft ready for jamie@northwind.example: Where is my order #1042? https://mail.google.com/mail/u/0/#drafts?compose=…
Every 10 minutes · Uses AIUse template →
Gmail → Slack

Post new order emails to your fulfilment team

Every order confirmation email becomes a Slack post with the order number, items and customer.

Slack · #fulfilment📦 Order #1042 for Casey Morgan • 2 × Acme Ceramic Mug • 1 × Northwind Tea Sampler
Every 5 minutesUse template →
Gmail → Slack

Chase overdue invoices automatically

Clients with overdue invoices get polite reminders from your email, firmer after 30 days, and finance sees a daily summary in Slack.

Slack · #financeSent 2 invoice reminders • Northwind Traders INV-2291: $4,800, 34 days late (firm) • Acme Corp INV-2304: $1,250, 6 days late
Collects as they arrive, acts dailyUse template →
Gmail → Google Sheets

Copy a table from a web page into a sheet every morning

Each morning the listings on a page you choose are added to your Google Sheet, and you get the same rows by email as a CSV.

Email · Daily listingsListings for 19 Oct: 37 rows. 2026-10-19, 14 Harbour Rd, $412,000, 3 bed …
DailyUse template →
Gmail → Google Sheets

Log PDF invoices from Gmail in a spreadsheet

Every invoice that arrives by email is added as a row in your Invoices sheet with supplier, date, number and total.

Google Sheets · InvoicesNorthwind Print Co. | 2026-10-14 | INV-2291 | 480.00 EUR
Every 10 minutes · Uses AIUse template →
Gmail → Google Sheets

Draft a LinkedIn post from your content sheet every weekday

Each weekday you get an email with a ready-to-edit LinkedIn post about the next idea in your Content sheet.

Email · LinkedIn draftLinkedIn draft: Why Northwind cut onboarding time in half. "Most onboarding problems are not training problems..."
Daily or weekly · Uses AIUse template →
Gmail → Google Sheets

Send personal emails to a lead sheet and follow up on no-replies

Each weekday the next batch of leads in your sheet gets your email from Gmail, people who do not reply get a follow-up, and the sheet tracks every status.

Gmail · SentTo: jo@acme.example. Subject: Quick follow-up from the expo. Hi Jo, great to meet you at the Northwind expo. Would a 15-minute call next week be useful?
DailyUse template →
Gmail → Google Sheets

Monitor websites from a sheet with email alerts

You get an email when a site in your sheet goes down, and every outage is logged in the same sheet.

Email · Site alerthttps://northwind-dental.example is DOWN. Checked at 14:05 UTC.
Every 5 minutesUse template →
Gmail → Google Sheets

Fill your timesheet from the emails you sent today

Each evening your timesheet gets rows for the clients and projects you emailed about, ready to check before invoicing.

Google Sheets · Timesheet2026-10-19 · Northwind Traders · VAT return questions and payroll query · 35 min
Daily · Uses AIUse template →
Gmail → Google Sheets

Reply to chosen senders with AI and log every exchange

When someone on your list emails you, they get a prompt reply written by AI, and each email and reply is logged in a Google Sheet.

Gmail · Reply sentRe: March invoice. Hi Northwind team, the March invoice was sent on 2 April to accounts@northwind.example. I'll resend it today if it hasn't arrived.
Every 5 minutes · Uses AIUse template →
Gmail → Google Sheets

Score new leads in a sheet and email the best ones

Each new lead in your sheet gets a score and a reason, and you get an email with a suggested first message for any strong one.

Email · Hot lead (88)Acme Analytics, 60 staff, wants help with a product launch in January. Suggested first email included.
Every 15 minutes · Uses AIUse template →
Gmail → Google Sheets

Get warned before an SSL certificate expires

Your sheet of domains shows how many days each certificate has left, and you get an email when any drops under 14 days.

Email · SSL alert2 SSL certificates need attention shop.northwind.example: 9 days, acme-clinic.example: unreachable
DailyUse template →
Gmail → Google Sheets

Get a weekly email summary of new form responses

Every Friday you get one email that sums up the week's new feedback in your responses sheet, question by question.

Email · Feedback summaryFeedback summary: 23 new responses. What could be better? Most asked for recordings sooner; several found week 3 too fast.
Weekly · Uses AIUse template →
Gmail → Google Sheets

Add event sign-ups to a sheet and send a confirmation

Each registration lands in your Attendees sheet and the person gets a confirmation email straight away.

Email · ConfirmationHi Alex, your place is confirmed for 14 May, 6pm at Northwind Hall. See you there.
The moment it happensUse template →
Gmail → Google Sheets

Screen job applications with AI and log them in a sheet

Every application is rated against your job description, logged in a sheet, and both HR and the candidate get an email.

Email · New applicantNew applicant: Sam Patel (8/10). Four years running a busy cafe floor and holds a current food safety certificate.
The moment it happens · Uses AIUse template →
Gmail → Google Sheets

Log TradingView alert emails to a Google Sheet

Every TradingView alert email becomes a row in your Signals sheet with the ticker, buy or sell signal and price.

Google Sheets · Signals2026-10-19 14:05 · NVDA · buy · 131.20
Every 5 minutesUse template →
Gmail → Google Sheets

Get an email when a product drops below your target price

The products in your sheet are checked every 6 hours, each price is logged, and you get an email when one falls below your target.

Email · Price dropPrice drop: Acme espresso machine now 389.00, below your target of 400.
Every few hoursUse template →
Gmail → Google Sheets

Send overdue invoice reminders from a sheet

Clients with unpaid invoices get a polite reminder, then firmer ones after 14 and 30 days, and the sheet records when each was sent.

Email · Sent to clientInvoice INV-1042 is 15 days overdue. Following up again: invoice INV-1042 for £1,800 was due on 3 Oct.
DailyUse template →
Gmail → Google Drive

Save invoice PDFs from Gmail to Drive, named by supplier and amount

Invoice and receipt PDFs in your inbox are saved to Drive as date_supplier_amount files, and the email is labelled as filed.

Google Drive · Invoices/2026Saved 2026-10-14_Northwind-Hosting_129.00.pdf and 2026-10-15_Acme-Software_49.00.pdf
Every 15 minutes · Uses AIUse template →
Gmail → Google Drive

Transcribe emailed audio and save summaries to Drive

Voice notes and recordings sent to your inbox become a transcript and summary in Drive, with the summary emailed to you.

Email · Call summarySummary: acme-kickoff.m4a. Acme agreed to a June launch; we send the revised quote by Friday.
Every 15 minutes · Uses AIUse template →
Gmail → Google Drive

Save client email attachments into Drive, one folder per company

Attachments from client emails are filed in Drive automatically, each in a folder named after the sender's company.

Google Drive · Clients/NorthwindSaved 2 files to Clients/Northwind: September-statement.pdf, signed-engagement-letter.pdf
Every 10 minutesUse template →
Gmail → Google Drive

Turn sales call notes into a proposal draft in Drive

Send your call notes after a sales call and a proposal draft based on your template is saved in Drive, with the link in your inbox.

Email · Proposal draftProposal draft for Northwind Traders is ready: https://docs.google.com/document/d/…
The moment it happens · Uses AIUse template →
Gmail → Google Drive

File emailed CVs in Drive with a short candidate review

Every CV sent to your jobs inbox is saved to your Candidates folder and you get an email with a short review against the role.

Email · New CVNew CV: jordan-lee-cv.pdf. Strong fit: 7 years running warehouse teams at Northwind Freight. Gap: no experience with our planning software.
Every 15 minutes · Uses AIUse template →
Gmail → Google Drive

Get emailed when a web page changes, with snapshots in Drive

Whenever a page you watch changes, you get an email showing what changed and a copy of the new version is saved to Drive.

Email · Page changedPage changed: northwind.example/pricing - Team plan £29 per month + Team plan £35 per month
Every 6 hoursUse template →
Gmail → Google Drive

Archive every email from one sender to a Drive folder

Each new email from the sender you choose is saved as a file in your Drive folder, so you keep a complete record outside your inbox.

Google Drive · Archive/NorthwindSaved 2026-10-18_Your October statement.eml
DailyUse template →
Gmail → Google Drive

Turn emailed press releases into draft articles in Drive

Press releases that reach your inbox come back as publish-ready article drafts in Google Docs, with the link emailed to you.

Email · Article draftNew article draft: Northwind Logistics opens second warehouse in Leeds. Open in Google Docs
Every 15 minutes · Uses AIUse template →
Gmail → Google Drive

Send new clients a shared Drive folder and welcome email

Each new client gets their own Drive folder from your template, shared with them, plus a welcome email with the link.

Email · Welcome, Acme StudioHi Jordan, welcome aboard. Your shared folder is ready: https://drive.google.com/drive/folders/1xY…
The moment it happensUse template →
Gmail → Google Drive

Get a weekly email of Drive files shared too widely

Every Monday you get an email listing recently edited Drive files that anyone with the link or people outside your company can open.

Email · Drive sharing auditDrive sharing audit: 3 files to review. Acme pricing 2026.xlsx - anyone with the link.
WeeklyUse template →
Gmail → Google Drive

Summarise new contracts in Drive and email the key terms

Every PDF added to your Contracts folder gets a summary document in Drive and an email to you with the key terms.

Email · Contract summaryNorthwind Media services agreement: 12 months from 1 Nov, 36,000 EUR, invoiced monthly, 60 days' notice before renewal.
Every 15 minutes · Uses AIUse template →
Gmail → Google Drive

Send a certificate to everyone who passes your quiz

Anyone who scores over 80% on your quiz receives a PDF certificate with their name by email, and a copy is filed in Drive.

Email · Your certificateCongratulations on passing Acme Food Safety Level 2. Your certificate is attached.
The moment it happensUse template →
Gmail → Telegram

Sort your inbox with AI and get urgent emails on Telegram

New emails are labelled and newsletters archived for you, and only the urgent ones reach your phone as a Telegram message.

Telegram · Inbox alertsNorthwind Seafood: tomorrow's 7am delivery is cancelled, they can deliver Thursday instead.
Every 5 minutes · Uses AIUse template →
Gmail → Telegram

Get a morning newsletter digest on Telegram

Yesterday's newsletters arrive as one short digest on Telegram at 7am, as text or a voice message.

Telegram · Morning digestGood morning. Retail Weekly: Acme cuts prices on its starter range. SaaS Notes: Northwind adds usage-based billing.
Daily · Uses AIUse template →
Gmail → Telegram

Get new videos from your favourite YouTube channels with AI summaries

New videos from the channels you follow arrive on Telegram and by email, each with a short summary so you know which to watch.

Telegram · VideosAcme Analytics: Setting up conversion tracking in 10 minutes. A walkthrough of tagging checkout events and checking them in reports.
Hourly · Uses AIUse template →
Gmail → Telegram

Send TradingView alert emails to Telegram

New TradingView alert emails reach your phone on Telegram within minutes, with the ticker, signal and price.

Telegram · Alerts📈 TSLA BUY at 248.10
Every 5 minutesUse template →
Gmail → Telegram

Monitor your sites and SSL certificates with Telegram alerts

Your websites are checked every 5 minutes and their certificates daily, and you hear on Telegram and by email when something is wrong.

Telegram · AlertsSSL certificate for shop.northwind-example.com expires in 9 days
Every 5 min + dailyUse template →
Gmail → Telegram

Reply to emails with a Telegram voice note

Answer an email by recording a quick voice note on Telegram, and a polished written reply goes out in the original thread.

Telegram · Email bot✅ Reply sent to orders@northwind.example: "Thanks for the photos. We can start the kitchen on Monday 10 Nov..."
The moment it happens · Uses AIUse template →
Gmail → Telegram

Answer support emails from your FAQ and escalate the rest to Telegram

Routine support questions get a reply from your FAQ within minutes, and anything the AI is unsure about is sent to you on Telegram instead.

Telegram · SupportNeeds you: sam@acme.example. Damaged parcel, wants a refund and a replacement before Friday.
Every 5 minutes · Uses AIUse template →
Gmail → Telegram

Clear out old promotional emails every night

Old promotions that are truly junk move to trash each night, and you get a short Telegram report of what went.

Telegram · Inbox reportCleared 84 old promotions. Top: Acme Outlet (22), Northwind Travel (15). Kept 3 receipts.
Daily · Uses AIUse template →
Gmail → Telegram

Search your Gmail by messaging a Telegram bot

Ask your Telegram bot for an email in plain words and get the best matches back in the chat.

Telegram · Mail searchSearch: from:northwind.com steel quote after:2026/09/01. Tue, 9 Sep 2026 | Northwind Metals | Quote 4471: steel beams
The moment it happens · Uses AIUse template →
Gmail → Telegram

Reply to new lead emails fast and get a Telegram ping

Each new lead email gets a personal first reply within minutes, and you get a Telegram message with the lead and how promising it looks.

Telegram · LeadsNew lead (8/10): Acme Dental. Wants a full website rebuild before March, budget mentioned.
Every 5 minutes · Uses AIUse template →
Gmail → Telegram

Approve supplier invoices from Telegram

Each supplier invoice email is sent to your Telegram with supplier, amount and due date, and replying 'ok' marks it Approved in Gmail.

Telegram · InvoicesAcme Produce: 1,240.50 EUR, due 31 Oct. Reply ok to approve.
Every 15 min + incoming webhook · Uses AIUse template →
Gmail → Google Calendar

Get a research brief before every external meeting

An hour before any meeting with people outside your company, you get an email about who they are, recent news and what you last discussed.

Email · Meeting briefBrief: Intro call with Northwind Foods. Raised a Series A last month; last email from them asked for EU pricing.
Every 15 min, checks upcoming events · Uses AIUse template →
Gmail → Google Calendar

Check booking requests against your calendar and book the good fits

When someone asks for an appointment, it is checked against your criteria and your calendar, booked if it fits, and the person gets a confirmation or a polite decline.

Email · Booking confirmationHi Alex, you're booked for Thursday 23 October at 10:00. A calendar invite from Acme Coaching is on its way.
The moment it happens · Uses AIUse template →
Gmail → Google Calendar

Build a daily timesheet from your calendar and sent email

Each evening you get a timesheet of the day grouped by client, built from your meetings and sent emails.

Email · TimesheetAcme: 2h 30m (kickoff call, 4 emails on scope). Northwind: 1h 10m (weekly sync, invoice follow-up).
Daily · Uses AIUse template →
Gmail → Google Calendar

Draft follow-ups for prospects who have gone quiet

Each morning you get ready-to-send follow-up drafts in Gmail for prospects who have not replied in a week, plus a slot in your calendar to send them.

Google Calendar · Send 2 follow-upsSend 2 follow-ups: ops@northwind.com (website proposal), finance@acme.com (retainer quote)
Daily · Uses AIUse template →
Gmail → Google Calendar

Email clients a reminder the day before their appointment

Every client with an appointment tomorrow gets a reminder email with the time, the place and how to reschedule.

Email · Client reminderReminder: Physio session tomorrow. Your appointment is at 10:30 at 14 Harbour Rd. Reply to this email to move it.
DailyUse template →
Gmail → Google Calendar

Draft replies to meeting requests with your free times

When someone emails asking to meet, a reply proposing three free slots from your calendar is waiting in your drafts.

Gmail · DraftsRe: Intro call with Northwind? Thanks for reaching out. I could do Tuesday 10:00, Wednesday 14:00 or Thursday 11:00.
Every 10 minutes · Uses AIUse template →
Gmail → Google Calendar

Add event sign-ups to the calendar invite

Everyone who registers through your form is added to the event in Google Calendar and gets a confirmation email.

Email · RegistrationYou're registered: Acme Community Pottery Evening, Thu 13 Nov 18:30, Northwind Hall.
The moment it happensUse template →
Gmail → Google Calendar

Book interviews automatically when you shortlist a candidate

When you shortlist a candidate, the next free 45-minute slot is booked on your calendar with a Meet link and the candidate gets an invitation email.

Email · Interview invitationHi Jordan, we'd love to talk about the Product Designer role at Northwind. Your interview is on Wednesday 22 October at 11:00.
The moment it happensUse template →
Gmail → Google Calendar

Send an agenda the day before Sprint Planning

Attendees get an agenda built from your notes the day before each Sprint Planning meeting.

Email · AgendaAgenda: Sprint Planning tomorrow. 1. Checkout bug carry-over (decide owner) 2. Northwind API deadline 3. Capacity for week 2.
Daily · Uses AIUse template →
Gmail → Google Calendar

Get a morning email of today's meetings with prep notes

Each weekday at 7am you get an email listing today's meetings with times, attendees and a one-line note on how to prepare.

Email · Today: 4 meetings09:30 Northwind quarterly review with ops@northwind.com. Prep: bring the Q3 delivery figures you promised last time.
On a schedule · Uses AIUse template →
Gmail → Google Docs

Draft RFP answers in a Google Doc when one arrives by email

When an RFP lands in Gmail, every question in it is answered in a draft Google Doc and you get an email with the link.

Email · RFP draft readyRFP draft ready: Northwind_IT_Services_RFP.pdf. 34 questions answered in the linked Google Doc.
Every 15 minutes · Uses AIUse template →
Gmail → Google Docs

Email action items from new meeting notes

When a meeting notes doc appears in your folder, attendees get an email with a short summary and their action items.

Email · Meeting recapRecap: Contoso kickoff. Action items: send revised quote (Sam, Fri); share brand assets (Contoso, Wed).
Every 15 minutes · Uses AIUse template →
Gmail → Google Docs

Get an AI client brief as a Google Doc by email

Submit a client name and receive an email linking to a Google Doc brief on that company, ready before the meeting.

Email · Client briefClient brief: Contoso Retail is ready. Overview, recent news (new store format in Leeds) and five questions to ask on Thursday's call.
The moment it happens · Uses AIUse template →
Gmail → Google Docs

Send quotes from a Google Doc template when a form comes in

Each quote request fills your Google Doc template with the client's details, is saved as a PDF and emailed to the client from your Gmail.

Gmail · Quote sentYour quote from Northwind Gardens: garden clearance and new lawn, 1,850.00 (PDF attached)
The moment it happensUse template →
Gmail → Google Docs

Write a daily email digest into a Google Doc

Every evening, a short summary of the day's email is added to the top of a running Google Doc.

Google Docs · Inbox digestMonday 19 October: Contoso asked for a revised quote (reply needed). Northwind confirmed the Thursday delivery. Two investor updates, no action.
Daily · Uses AIUse template →
Gmail → Google Docs

Get a weekly email summary of your edited Google Docs

Every Friday you get one email summarising what changed in your Google Docs this week, with the action items pulled out.

Email · Weekly docs digestContoso launch plan: dates moved to 14 Nov. Actions: confirm venue (Ops), send press list (Marketing).
Weekly · Uses AIUse template →
Gmail → Google Docs

Turn repeated support questions into FAQ drafts

Each week, the questions customers keep asking are grouped and added to your FAQ doc with draft answers ready to edit.

Google Docs · FAQ draftsQ: Can I change my billing date? Draft: Yes, go to Billing and choose a new date; the next invoice is prorated.
Weekly · Uses AIUse template →
Gmail → Microsoft Teams

Confirm bookings by Gmail and tell your team in Teams

When a client books through your web form, they get a confirmation email from your Gmail and your team gets a message in Teams.

Teams · Front desk📅 Northwind Bakery booked for Tue 21 Oct, 10:30
The moment it happensUse template →
Gmail → Microsoft Teams

Announce new feed items in Teams and by email

When a new article or product appears in your RSS feed, it is posted to your Teams channel and emailed to your subscriber list.

Teams · #announcementsNew: Acme Planner 2.4 adds shared calendars and CSV export.
Every 30 minutesUse template →
Gmail → Notion

Save labelled Gmail emails to Notion

Any email you label Notion in Gmail is saved as a page in your Notion database with its subject, sender and text.

Notion · InboxNew page: "Feature request: bulk export" from ops@contoso.example, saved from Gmail.
Every 10 minutesUse template →
Gmail → Notion

Add form sign-ups to your Notion CRM and send a welcome email

Each form submission creates or updates the person in your Notion CRM and sends them a welcome email from your Gmail.

Notion · ClientsNew lead: Acme Studio, interested in team coaching. Welcome email sent.
The moment it happensUse template →
Gmail → Notion

Score CVs from email against your Notion job profiles

Each job application that arrives by email is scored against the matching role in Notion, with the result saved and emailed to you.

Email · CV scoresCV scored: Application - Operations Manager. Score 82: six years running Northwind's warehouse team, strong vendor management; no Planner experience.
Every 15 minutes · Uses AIUse template →
Gmail → Notion

Track sponsorship offers from Gmail in Notion

Sponsorship and brand deal emails are spotted in your Gmail and added to your Notion deals board with brand, budget and deadline.

Notion · DealsAcme Audio: 1 sponsored video, budget 1,500 USD, deliver by 15 Nov
Every 15 minutes · Uses AIUse template →
Gmail → Notion

Summarise and sort new emails into a Notion inbox

Every hour, your new emails are summarised, given a category and added to your Notion inbox database with any action needed.

Notion · InboxCustomer · Northwind asks to move Thursday's onboarding call. Next action: offer two new slots.
Every hour · Uses AIUse template →
Gmail → Notion

Send client follow-up emails from Notion on schedule

Leads in Notion whose follow-up date is today get the right email from your Gmail, and Notion moves them to the next step.

Notion · LeadsContoso Dental moved from Thank you to Case study; next follow-up 26 Oct. Email "Great to speak today" sent from Gmail.
DailyUse template →
Gmail → Notion

Get a morning priorities email from Notion and Gmail

Every morning at 7 you get one email that combines your open Notion tasks and important unread Gmail, put in order by AI.

Email · Morning priorities1. Send Contoso the revised proposal (due today). 2. Reply to Acme about the invoice question.
Daily · Uses AIUse template →
Gmail → Notion

Track websites and subreddits in Notion with a daily email

New posts and page changes from the sites and subreddits you watch are summarised into Notion, with highlights emailed to you.

Email · Monitoring highlightsContoso raised its Pro plan from $29 to $39. A thread in r/ecommerce asks for a simpler stock alert tool for Northwind-sized shops.
Daily or weekly · Uses AIUse template →
Gmail → Trello

Collect new articles from your feeds in Trello and email

Each morning, new articles from your feeds are added to your Trello News card and you get one email listing them.

Email · Morning news4 new articles: "Contoso launches usage-based pricing" and 3 more, also added to your Trello News card.
DailyUse template →
Gmail → Trello

Turn support emails into Trello cards

Every new support email becomes a Trello card in the right list, and the customer gets a reply saying you received it.

Trello · Support boardNew card in Billing: "Charged twice for March invoice" from ops@northwind.example
Every 10 minutesUse template →
Gmail → Trello

Start client onboarding with a Trello card and welcome email

The moment a client signs, they get a welcome email and your board gets a Trello card with the full onboarding checklist and due dates.

Trello · OnboardingOnboarding: Northwind Traders, due in 14 days, checklist 0/8
The moment it happensUse template →
Gmail → Trello

Get a weekly email of what moved on your Trello board

Every Friday you get an email summarising the cards that were added, moved and finished on your board that week.

Email · Your Trello board this weekFinished: Northwind homepage redesign, Acme logo refresh. Stuck: Contoso brochure, no movement for 6 days.
WeeklyUse template →
Gmail → Outlook

Send thank-you emails from the right mailbox for each brand

New buyers get a thank-you from your Gmail or your Outlook, depending on which brand they bought from.

Gmail · SentThank you from Northwind Candles: "Hi Morgan, thank you for your order. We hope you love the cedar candle!"
The moment it happensUse template →
Gmail → Outlook

Triage your Gmail and Outlook inboxes with one digest

Both inboxes are sorted into the same categories, and you get one digest of the emails that need you.

Email · Needs a reply3 emails need a reply [outlook] Acme Holdings: can we move the workshop to Thursday? [gmail] Northwind: quote for the Q1 retainer
Every 30 minutes · Uses AIUse template →
Gmail → Outlook

Summarise PDF attachments arriving in Gmail or Outlook

When a PDF arrives in either your Gmail or your Outlook, you get an email with a short summary of what it says.

Email · PDFs summarisedOutlook: Acme supply agreement v3 • 24-month term from 1 January • Price review each April, capped at 4% • Signature needed by 31 October
Every 15 minutes · Uses AIUse template →
Gmail → Outlook

Check whether your emails land in the inbox at Gmail and Outlook

Every week a test email is sent each way between your Gmail and Outlook, and you learn whether it reached the inbox or spam and whether SPF, DKIM and DMARC passed.

Email · Deliverability checkGmail → Outlook: inbox; spf=pass dkim=pass dmarc=pass Outlook → Gmail: SPAM; spf=pass dkim=fail dmarc=fail
WeeklyUse template →
Gmail → WhatsApp Business

Get a meeting prep brief on WhatsApp each morning

Every morning you get a WhatsApp brief for each of today's meetings, with a summary of your recent emails with the people you're meeting.

WhatsApp · Meeting prep📅 Acme renewal call — Last email: they asked for a 10% discount on 3 years. Still open: their SSO requirement.
On a schedule · Uses AIUse template →
Gmail → WhatsApp Business

Get critical alerts by email and WhatsApp

When one of your systems reports a failure, you get an email and a WhatsApp message, without repeats for the same problem.

WhatsApp · TemplateCritical alert: Nightly backup for Northwind CRM failed. Details sent to your email.
The moment it happensUse template →
Gmail → WhatsApp Business

Answer customers on WhatsApp and email you what the bot can't

Customers get an instant answer on WhatsApp, and anything the bot can't handle is emailed to you with the conversation.

Email · WhatsApp question from +447700900789My Northwind order arrived damaged and I'd like a replacement, not a refund.
The moment it happens · Uses AIUse template →
Gmail → WhatsApp Business

Get each new Stripe sale by email and WhatsApp

Every completed Stripe checkout sends you an email with the details and a WhatsApp message with the amount.

WhatsApp · Sales💰 New sale 79.00 GBP from buyer@acme.example
The moment it happensUse template →
Gmail → WhatsApp Business

Follow up new leads by email and WhatsApp within minutes

Each new lead gets a personal email and a WhatsApp message within minutes, written around what they asked.

Email · Re: your enquiry, TaylorThanks for asking about bookkeeping for Acme Studio. Moving from spreadsheets is our speciality. Could we do a 15-minute call this week?
The moment it happens · Uses AIUse template →
Gmail → WhatsApp Business

Get urgent emails on WhatsApp

When an important email arrives, you get a WhatsApp message with a one-line summary, and the email is labelled in Gmail.

WhatsApp · Inbox📧 Northwind Logistics: tomorrow's delivery slot moved to 7am, needs your OK by 5pm
Every 5 minutes · Uses AIUse template →
Gmail → WhatsApp Business

Get a daily email summary on WhatsApp

Each evening you get a short WhatsApp summary of the day's emails, grouped by what needs a reply.

WhatsApp · Daily summary📬 Today's email (34): Needs reply: Acme wants a revised quote by Thursday. Northwind confirmed the 2pm call. 12 newsletters.
On a schedule · Uses AIUse template →
Gmail → WhatsApp Business

Forward WhatsApp Business messages to Gmail

Each message a customer sends to your WhatsApp Business number is emailed from your Gmail to a chosen inbox, with the sender's name and number in the subject.

Email · WhatsApp from Maria Lopez (+34 612 345 678)Hi, I ordered the oak shelf last week (order 10482) and it hasn't shipped yet. Can you check? Received on WhatsApp at 14:32.
The moment it happensUse template →
Gmail → WhatsApp Business

Reply to WhatsApp customers by replying to an email

When you reply in Gmail to a "WhatsApp from … (+number)" email, your reply text is sent to that customer on WhatsApp from your business number within 5 minutes.

WhatsApp · to +34 612 345 678Hi Maria, your oak shelf (order 10482) left our warehouse this morning. Tracking: ES4829173. It should arrive Thursday.
Every 5 minutesUse template →
Gmail → Twilio

Reply to new leads by text and email within seconds

Every new lead, from a form, a missed call or a voicemail, gets a text and an email within seconds, and you're told about it.

SMS · LeadHi Jordan, thanks for asking about rewiring your kitchen. We'll call you within the hour to book a visit.
The moment it happensUse template →
Gmail → Twilio

Win back abandoned carts by email, then text

Shoppers who leave checkout get a reminder email after an hour and a text the next day if they still haven't bought.

SMS · ShopperStill thinking it over? Your Northwind Outdoor basket is waiting: link
Collects as they arrive, acts dailyUse template →
Gmail → Twilio

Get a text for each sale and thank the buyer by email

Each new sale sends you a text with the amount and the buyer a thank-you email from your Gmail.

SMS · Me💰 £120.00 for Ceramic dinner set from orders@acme.example
The moment it happensUse template →
Gmail → Twilio

Confirm appointments, remind clients and rebook no-shows

Clients get an email and text confirming their appointment, a reminder the day before, and a rebooking message if they don't turn up.

SMS · ClientSorry we missed you today. Rebook any time at Northwind Physio: link
HourlyUse template →
Gmail → Twilio

Get a text and an email when a value crosses your limit

When a value you watch, like a price, temperature or reading, crosses your threshold, you get a text and an email once, not every check.

SMS · Me⚠️ Freezer 1 at Northwind Kitchen is at -9.5°C (limit -15°C)
Every 5 minutesUse template →
Gmail → Twilio

Send polite payment reminders by email and text

Customers or tenants with overdue payments get polite reminders by email and text, stepping up gently over time.

SMS · TenantHi Charlie, this is a friendly reminder that £950 rent for Flat 2, Acme House was due on 2026-10-15. Pay here: link
DailyUse template →
Gmail → Twilio

Ask for a review after each job by text and email

After each completed job the customer gets a text and email asking for a Google review, and if they reply unhappy you're told straight away.

Email · Unhappy reply from +447700900555The hedge at the Acme Road job was left half done and nobody called back.
The moment it happens · Uses AIUse template →
Gmail → SendGrid

Send each contact a personalised weekly tip through SendGrid

Every week each subscriber gets a short tip written for them through SendGrid, and you get a send report in Gmail.

Gmail · Send reportWeekly tip sent to 412 of 415 contacts. Industries: cafés, retail, software.
Weekly · Uses AIUse template →
Gmail → SendGrid

Sort outreach replies in Gmail into interested and not

Replies to your SendGrid outreach are read as they land in Gmail, labelled interested or not, and the hot ones are flagged in Slack.

Slack · #sales🎉 Alex at Northwind Health is interested: "Yes, happy to chat. Does Thursday work?"
Every 15 minutes · Uses AIUse template →
Gmail → Zoom

Email the Zoom link to everyone who pays for your event

When someone pays for your event, they're registered on the Zoom meeting and get the join link by email from your Gmail.

Gmail · SentYour link for Slow Flow Sunday: Thanks for booking! Join here: zoom.us/w/123...
The moment it happensUse template →
Gmail → Zoom

Turn form bookings into Zoom meetings with a Gmail confirmation

Each meeting or interview request from your form gets a Zoom meeting and a confirmation email, and you get a note in Slack.

Slack · #bookingsNew booking: Robin from Acme Labs, Thursday 14:00. Zoom link sent.
The moment it happensUse template →
Gmail → Zoom

Get a morning email summarising yesterday's Zoom meetings

Every morning you get one email with a short summary and the action items from each of yesterday's recorded Zoom meetings.

Email · Yesterday's meetingsAcme onboarding call: agreed on a 2 November go-live. Action: send the data import template by Friday.
Daily · Uses AIUse template →
Gmail → Todoist

Turn emails that need action into Todoist tasks

Emails that ask you to do something become Todoist tasks with a clear title, due date and next step.

Todoist · InboxSend Northwind the signed SOW · due Fri 24 Oct Next step: sign page 4 and reply to Dana's email
Every 15 minutes · Uses AIUse template →
Gmail → Todoist

Get one morning email with tasks and important mail

Each weekday morning one email lists today's and overdue Todoist tasks and sums up your unread important emails.

Email · Morning digestTASKS • Send Acme the revised quote (overdue) • Prep Northwind kickoff (today) IMPORTANT EMAIL • Dana at Northwind confirmed Thursday – no reply needed
On a scheduleUse template →
Gmail → Google Slides

Email a tailored proposal deck to a client after a sales call

After a call, a proposal is written from your notes, built in your Slides template, turned into a PDF and emailed to the client from your Gmail.

Gmail · SentProposal for Acme Corp – Hi Jordan, great talking today. Attached is our plan to cut your onboarding time in half…
The moment it happens · Uses AIUse template →
Gmail → Google Slides

Email a personalised certificate to everyone who passes

Everyone who scores 80% or more gets a PDF certificate with their name, made from your Slides template and emailed from your Gmail.

Gmail · SentYour certificate of completion – Congratulations Alex Rivera, you passed with 92%!
The moment it happensUse template →
Gmail → Google Slides

Get your monthly report deck by email with the latest numbers

On the 1st of each month, your Slides report template is filled with last month's figures from Google Analytics and the PDF is emailed to you.

Email · Monthly reportMonthly report – September 2026: 18,240 users, 412 conversions. Organic search drove most of the rise.
MonthlyUse template →
Gmail → Google Tasks

Turn emailed meeting notes into tasks and a recap

When meeting notes reach your inbox, each action item becomes a Google Task and attendees get a short recap email.

Google Tasks · My TasksSend Acme the revised timeline by Friday Meeting notes: Acme kickoff, 14 Oct
Every 15 minutes · Uses AIUse template →
Gmail → Google Tasks

Get a payment task for every invoice in your inbox

Each invoice email becomes a Google Task due on its payment date, with the supplier and amount in the title.

Google Tasks · My TasksPay Northwind Supplies 420.00 EUR (due 31 Oct)
Every 30 minutes · Uses AIUse template →
Gmail → Google Tasks

Sort new emails, draft replies and create tasks

New emails are labelled, simple questions get a draft reply, and anything you need to do becomes a Google Task.

Gmail · DraftsRe: Delivery date for order 4471 Hi Sam, the order ships on Thursday and should reach Acme by Monday.
Every 15 minutes · Uses AIUse template →
Gmail → Google Tasks

Get your Google Tasks ranked by priority each morning

Each morning an email lists your open Google Tasks in the order to tackle them, with a line on why the top ones matter.

Email · Today's plan1. Send Northwind the signed contract (due today; blocks their order) 2. Review Acme homepage copy
Daily · Uses AIUse template →
Google Sheets

Fill in company details from their websites

Each company in your sheet gets its industry, B2B or B2C, and a one-line summary from its own website.

Google Sheets · CompaniesNorthwind Analytics | Data software | B2B | Builds dashboards for retail supply chains.
Hourly · Uses AIUse template →
Google Sheets

Score new leads in your sheet

New leads get a score from 1 to 10 and a reason, so you know who to call first.

Google Sheets · LeadsAcme Cloud | 85 staff | Germany | Score 9 | B2B SaaS in the target size range and region.
Every 15 minutes · Uses AIUse template →
Google Sheets

Draft posts from your content sheet

Each morning the next idea in your sheet becomes a draft, saved back in the row.

Email · Draft ready: Why small teams should automate invoicingMost small teams spend a full day a month chasing invoices. At Northwind we cut that to an hour…
Daily · Uses AIUse template →
Google Sheets

Draft personal outreach emails from a list

Every contact in your sheet gets a short personalised email written into the row, ready for you to send.

Google Sheets · OutreachSubject: Quicker month-end at Northwind? Hi Casey, as Head of Finance at Northwind you probably…
Hourly · Uses AIUse template →
Google Sheets

Keep your sheet free of duplicates and bad data

Duplicate rows are removed, names and phone numbers are tidied, and invalid emails are flagged.

Email · Leads sheet tidied14 rows changed or removed, 1,206 rows left.
DailyUse template →
Google Sheets

Add form entries to a sheet as they arrive

Anything sent to your link, from a form, a website or another tool, appears as a new row.

Google Sheets · SignupsJamie Ortiz | jamie@northwind.example | 2026-10-19 14:02
The moment it happensUse template →
Google Sheets

Tag customer feedback by sentiment and topic

Every feedback row gets a sentiment and topic, and the negative ones are flagged to you.

Slack · #feedbackNegative feedback (billing) from ops@acme.example: > We were charged twice this month and support hasn't replied.
Every 30 minutes · Uses AIUse template →
Google Sheets

Label a list of keywords by intent

Every keyword or text row gets an intent and a topic label filled in.

Google Sheets · SEObest crm for startups | commercial | CRM software how to export contacts | informational | Data export
On a schedule · Uses AIUse template →
Google Sheets

Log expenses and catch budget overruns

Your expenses land in a sheet, and you're warned when a category goes over its monthly budget.

Email · Software is over budgetSoftware: 1,284.00 spent this month against a limit of 1,000.00.
The moment it happens · Uses AIUse template →
Google Sheets

Track prices from a watch list

You're told when a product in your sheet drops below your target price.

Email · 1 prices below targetAcme standing desk: 389.00 (target 400) https://shop.example.com/acme-standing-desk
Every 6 hours · Uses AIUse template →
Google Sheets

Monitor your sites and SSL certificates

You're warned when a site in your list is down or its certificate expires within 14 days.

Email · 2 sites need attentionshop.northwind.example: 200, SSL expires in 9 days old.acme.example: DOWN (ConnectionError)
On a scheduleUse template →
Google Sheets

Log daily closing prices for your tickers

Each weekday the closing prices for your watch list are logged, with a short note on the big movers.

Email · 2 big movers todayNVDA jumped 4.2% after earnings while TSLA fell 3.6%. NVDA: 182.40 (+4.2%) TSLA: 231.10 (-3.6%)
On a schedule · Uses AIUse template →
Google Sheets

Get a written monthly report from your numbers

Each month you get a written analysis of your sheet's figures, compared with earlier periods.

Email · P&L analysis: Sep 2026Revenue rose 8% on August and 21% on Sep 2025, driven by the Acme contract. Software costs grew faster than revenue for the second month.
On a schedule · Uses AIUse template →
Google Sheets

Get notified about new rows

Whenever a row is added to your sheet, you see it in Slack within minutes.

Slack · #leadsNew lead Name: Dana Park Company: Acme Email: dana@acme.example
Every 5–15 minutesUse template →
Google Sheets

Get alerts for upcoming dates in a sheet

You're emailed when a date in your sheet is coming up or a value crosses a limit.

Email · 2 certificates expiring soonapi.northwind.example: expires 2026-10-28 Acme SOC 2 report: expires 2026-11-01
DailyUse template →
Google Sheets

Get a daily list of tasks due

Each morning you get the rows in your tracker that are due today or overdue.

Email · 3 tasks due or overdueSend Acme invoice (due 2026-10-17, Sam) Renew Northwind domain (due 2026-10-19, Riya)
DailyUse template →
Google Sheets

Back up a sheet tab every night

Each night a dated copy of your tab is kept, with the last 14 days saved.

Email · Orders backup failedHttpError: The caller does not have permission (403)
DailyUse template →
Google Sheets

Get told when a status changes in a shared sheet

When someone edits a status or owner, you see the old and new value.

Slack · #salesPipeline changes • Acme renewal: Proposal → Won • Northwind pilot: Demo → Proposal
Every 15 minutesUse template →
Google Sheets

Get yesterday's totals every morning

Each morning you get yesterday's totals from your sheet, compared with the day before.

Email · Sales 2026-10-18: 4,310.00Pro plan: 2,900.00 (+400.00 vs day before) Add-ons: 1,410.00 (-120.00 vs day before)
DailyUse template →
Google Sheets

Fill a category column for new rows

New rows get a category filled in from the text in another column.

Google Sheets · Feedback"Export to CSV keeps timing out" → bug "Would love a Slack integration" → feature request
Every 10 minutes · Uses AIUse template →
Google Sheets → Slack

Track the topics you care about across the web

Keep a list of sites and feeds in a sheet. Only the new items about your topic reach Slack, each with a short summary.

Slack · #research• EU publishes draft guidance on general-purpose AI model obligations https://example.com/eu-ai-act-guidance
Hourly · Uses AIUse template →
Google Sheets → Slack

Monitor a list of websites from a sheet

Add a site to your sheet and you'll hear in Slack whenever it goes down or comes back, with a log of every outage.

Slack · #ops🔴 https://shop.example.com is DOWN
Every 5 minutesUse template →
Google Sheets → Slack

Save form leads to a sheet and alert your team

Every new lead is added to your sheet and posted to Slack, with urgent ones flagged.

Slack · #sales🚨 Urgent lead: Priya Shah (Northwind), priya@northwind.example > We need this live before our launch on Friday, can we talk today?
The moment it happensUse template →
Google Sheets → Slack

Turn a sheet of ideas into post drafts

Each morning the next idea in your sheet becomes a ready-to-edit draft in Slack for your team to review.

Slack · #marketing✍️ Draft for review: How Acme cut onboarding time in half Last quarter our onboarding took 14 days. Today it takes 6…
Daily · Uses AIUse template →
Google Sheets → Slack

Know when a competitor changes their pricing

Keep competitor pages in a sheet. When one changes, Slack tells you what's different.

Slack · #competitors🔄 Northwind changed https://northwind.example/pricing + Team plan now $29 per seat per month
DailyUse template →
Google Sheets → Slack

Set up onboarding tasks for every new client

When a client signs up, their onboarding checklist appears in your sheet with owners, and the team is told in Slack.

Slack · #delivery🆕 New client Northwind Traders: 6 onboarding tasks • Kickoff call → Alex • Brand asset audit → Sam
The moment it happens · Uses AIUse template →
Google Sheets → Slack

Log support requests and flag the urgent ones

Every request is added to your sheet with a priority and topic, and urgent ones reach #support right away.

Slack · #support🚨 Urgent (billing) from ops@northwind.example: Charged twice for October, needs refund today
The moment it happens · Uses AIUse template →
Google Sheets → Slack

Get a Slack message when your sheet changes

When someone adds or edits a row, your team sees what changed without opening the sheet.

Slack · #ops📝 Orders sheet changed new row 48: 1048 | Northwind Traders | 12 | Shipped edited row 45: 1045 | Acme | 3 | Cancelled
Every 10 minutesUse template →
Google Sheets → Slack

Keep a log of events in a sheet

Everything your app or CRM sends is saved as a row, and the important events also go to Slack.

Slack · #alerts🚨 payment.failed: Stripe webhook returned 500 for 12 checkouts in 5 minutes
The moment it happensUse template →
Google Sheets → Slack

Get reminders to drink water

A friendly nudge in Slack every couple of hours, and a total for the day each evening.

Slack · #me💧 Today you drank 2,250 ml 🎉
Every 2 hours, plus a daily totalUse template →
Google Sheets → Slack

Never let an SSL certificate expire

Keep your domains in a sheet, and Slack warns you three weeks before any certificate runs out.

Slack · #ops🔐 SSL certificates expiring soon • shop.example.com: 9 days left
DailyUse template →
Google Sheets → Slack

Get reminded before contracts renew

Your team hears in Slack a month before a contract renews, and when an invoice in your sheet goes overdue.

Slack · #financeRenewing in 30 days • Northwind Traders renews 2026-11-12 Overdue invoices • Acme Corp: $4,800 due 2026-10-01 (18 days late)
DailyUse template →
Google Sheets → Slack

Know when stock is running low

When an item in your inventory sheet drops below its reorder level, Slack tells you once, not every hour.

Slack · #opsLow stock: • Oat milk 1L: 6 left (reorder at 12) • Paper cups 12oz: 140 left (reorder at 200)
Every hourUse template →
Google Sheets → Slack

Get a daily summary of your team's numbers

Each evening, the day's updates or KPIs from your sheet are summarised in Slack, with anything unusual called out.

Slack · #team📊 Today's update • 14 demos booked (target 12) Watch: churned MRR $1,900, 3× the daily average
Daily or weekly · Uses AIUse template →
Google Sheets → Telegram

Turn Telegram ideas into short videos logged in a sheet

Message your bot an idea and get back a finished short video, with every video tracked in your Google Sheet.

Telegram · Video botYour video is ready: "3 ways Northwind cut packaging waste" https://videos.example.com/v/8f2a1
The moment it happens · Uses AIUse template →
Google Sheets → Telegram

Answer Telegram questions from a Google Sheet

People message your Telegram bot and get answers drawn from your sheet, with every question and reply logged.

Telegram · Northwind Events botThe Saturday pottery workshop starts at 10:00 at the Northwind Studio. Tickets are still available at 25 EUR.
The moment it happens · Uses AIUse template →
Google Sheets → Telegram

Turn receipt photos into rows in your expense sheet

Send a photo of a receipt to your Telegram bot and the merchant, date, total and category land in your expenses sheet.

Telegram · Expenses botAdded Northwind Cafe 18.40 EUR (Meals), 14 Oct
The moment it happens · Uses AIUse template →
Google Sheets → Telegram

Send a weekly Telegram message to every chat in a sheet

Write your announcement once in a sheet and every Telegram chat on your list gets it on Monday morning, with each one marked as sent.

Telegram · Northwind RunnersThis Saturday: 10 km river loop, meet at the Acme Park gate at 8:00. Coffee afterwards at Contoso Café.
WeeklyUse template →
Google Sheets → Telegram

Get a daily vocabulary quiz from your sheet on Telegram

Every evening your Telegram bot quizzes you on five words from your sheet, checks your answers and records your score next to each word.

Telegram · Vocab bot4/5 correct. aprovechar = to make the most of
Daily · Uses AIUse template →
Google Sheets → Telegram

Log meals and macros by messaging a Telegram bot

Tell your bot what you ate and get calories and macros logged in your sheet, with today's total in the reply.

Telegram · Nutrition botLogged: chicken wrap and latte (610 kcal). Today: 1,420 kcal, P 92g, C 140g, F 51g
The moment it happens · Uses AIUse template →
Google Sheets → Telegram

Get Telegram alerts when a site in your sheet goes down

Every site in your sheet is checked every 5 minutes, its status is kept up to date, and you get a Telegram message when one goes down or recovers.

Telegram · Ops bot🔴 DOWN: https://shop.acme-outdoor.com
Every 5 minutesUse template →
Google Sheets → Telegram

Log trading alert emails to a sheet and Telegram

Each TradingView alert email is logged with ticker, action and price in your sheet and pushed to your Telegram within minutes.

Telegram · Trading alertsBUY ACME at 42.15 (alert: breakout above 42)
Every 5 minutesUse template →
Google Sheets → Telegram

Get a daily Telegram news digest on your own topics

Each morning a short summary of the news on the topics in your sheet arrives in Telegram, and every digest is logged.

Telegram · News botFreight rates: Contoso Shipping raises Asia–Europe container rates for the third week running. Regulation: EU confirms new e-invoicing deadline for 2027.
Daily · Uses AIUse template →
Google Sheets → Telegram

Track competitor prices from a sheet

List competitor product pages in a sheet and get a Telegram message whenever one of their prices changes, with the latest price recorded in the sheet.

Telegram · Price watchPrice changes: northwind-coffee.example/grinder-x2: 189.00 -> 159.00
Every 6 hoursUse template →
Google Sheets → Telegram

Sell with Telegram Stars and log every payment in a sheet

Customers buy from your bot with Telegram Stars, and every payment and refund lands in your Google Sheet.

Google Sheets · Payments2026-10-19 14:02 · user 51832 · 100 Stars · Pro access · paid
The moment it happensUse template →
Google Sheets → Telegram

Get Telegram warnings before SSL certificates expire

Each day the domains in your sheet are checked, the days left on each certificate are written next to them, and you get a Telegram message for any under 14 days.

Telegram · Ops bot🔒 SSL expiring soon: shop.contoso-bakery.com: 9 days left
DailyUse template →
Google Sheets → Telegram

Track focus sessions from Telegram in a sheet

Start and stop focus sessions with a Telegram message and every session is logged with its duration, with today's total in the reply.

Telegram · Focus botContoso logo revisions: 25 min. Today: 2 h 10 min.
The moment it happensUse template →
Google Sheets → Telegram

Record every Telegram bot user in a sheet

Each new person who messages your Telegram bot is added to a sheet and greeted, and returning users get their last-seen date updated.

Google Sheets · UsersNew row: 58201934 · Sam · @sam_contoso · first seen 2026-10-19 · last seen 2026-10-19
The moment it happensUse template →
Google Sheets → Telegram

Get matching job posts on Telegram and log them in a sheet

Each morning, new job posts from your feeds are scored against your profile, good matches are added to your Jobs sheet and the best ones arrive on Telegram.

Telegram · Job alerts9/10 Senior Product Designer at Contoso. Remote EU, B2B analytics, owns the design system.
Daily · Uses AIUse template →
Google Sheets → Telegram

Log expenses from Telegram messages to Google Sheets

Type "12.50 lunch" to your bot and a row with the date, amount, category and note is added to your Google Sheet, with this month's total in the reply.

Telegram · your botAdded 12.50 · Food · lunch with Sam November so far: 842.30
The moment it happensUse template →
Google Sheets → Telegram

Get a Telegram message when a Google Sheet gets a new row

Every 5 minutes ClickRuntime checks a Google Sheet and sends a Telegram message for each new row, such as a form response or order, with the columns you pick.

Telegram · Orders🆕 New row in Orders Name: Leila Haddad Product: Oak shelf, 90 cm Amount: 145.00 Phone: +44 7700 900123
Every 5 minutesUse template →
Google Sheets → Microsoft Teams

Scan email links, log results and alert Teams on bad ones

Links in new emails are checked with VirusTotal, every result is logged in your Security sheet, and malicious ones are flagged in Teams.

Teams · #security⚠️ Malicious link in "Invoice overdue - Contoso Ltd": 7 engines flag it as phishing. Do not open.
Every 10 minutesUse template →
Google Sheets → Microsoft Teams

Post upcoming deadlines from a sheet to Teams

Each morning your Teams channel lists every item in your tracker due in the next two days, with the person responsible.

Teams · ComplianceDue in the next 2 days: Northwind supplier contract review, due Wed 21 Oct, legal team. Contoso data policy renewal, due Thu 22 Oct, IT lead.
On a scheduleUse template →
Google Sheets → Microsoft Teams

Turn sheet briefs into AI drafts reviewed in Teams

Add a brief to your sheet and an AI draft is written into the row and posted to your Teams channel for review.

Teams · Content reviewDraft for review (job description, row 14): Contoso is hiring a Warehouse Team Lead in Leeds...
Every 15 minutes · Uses AIUse template →
Google Sheets → Notion

Score new applicants in a sheet and add them to Notion

Each candidate added to your applicants sheet is scored for the role and gets a card on your Notion hiring board.

Notion · Hiring boardCandidate from Contoso Support: score 8/10. Led a 4-person B2B support team; strong written samples.
Every 15 minutes · Uses AIUse template →
Google Sheets → Notion

Log voice agent call transcripts in Sheets and Notion

Each call your voice agent finishes is added as a row in your calls sheet and as a Notion page with the full transcript.

Notion · CallsCall from +44 20 7946 0011, 3m 12s: booking request for Tuesday, callback needed.
The moment it happensUse template →
Google Sheets → Notion

Score new leads from a sheet and add good ones to Notion

New leads in your sheet are scored against your ideal customer profile, and those above 70 become Notion CRM pages with a draft first message.

Notion · CRMNew lead: Contoso Logistics, score 84. Mid-sized European software buyer, head of operations already in touch. Draft first email attached.
Every 30 minutes · Uses AIUse template →
Google Sheets → Notion

Log news from your feeds to a sheet with a daily Notion report

Each day, new items from your RSS feeds are categorised and summarised by AI, added to a sheet and collected into a report page in Notion.

Notion · Daily news[Regulation] New grid connection rules published: smaller solar sites get a faster approval route.
Daily · Uses AIUse template →
Google Sheets → Notion

Turn this week's saved links into a newsletter draft in Notion

Every Friday, the links you collected in your sheet become a newsletter draft page in Notion, ready to edit.

Notion · NewsletterNewsletter 2026-10-23: This week, Contoso's new returns policy, why Northwind moved to regional warehouses, and three tools for small shop owners.
Weekly · Uses AIUse template →
Google Sheets → Notion

Publish a weekly analysis of your sheet data in Notion

Every Monday last week's rows in your sheet are analysed and a report page with findings and likely causes is published in Notion.

Notion · Finance reportsExceptions report, week from 13 Oct: 23 exceptions, 9 from Northwind Supplies, mostly missing PO numbers.
Weekly · Uses AIUse template →
Google Sheets → Notion

Copy yesterday's metrics from a sheet into a Notion daily report

Each morning, yesterday's campaign totals are added up from your metrics sheet and saved as an entry in your Notion daily-report database.

Notion · Daily reportsReport 2026-10-18: spend 412.60, clicks 1,284, conversions 37, cost per conversion 11.15
DailyUse template →
Google Sheets → Trello

Turn new rows in a sheet into Trello cards

Each new lead or client added to your sheet becomes a Trello card, and the card link is written back to the row.

Trello · InboundNew card: Priya Shah (Contoso Ltd) with email and call notes, linked back to row 48 of your Leads sheet.
Every 15 minutesUse template →
Google Sheets → Trello

Log every review to a sheet and send bad ones to Trello

Each new review is classified by AI and logged to your sheet, and negative ones become Trello cards for follow-up.

Trello · Customer careNew card: 2* shipping: Priya, "Box arrived crushed and the mug was chipped."
Every 15 min or incoming webhook · Uses AIUse template →
Google Sheets → Trello

Log a daily snapshot of your Trello board to Google Sheets

Every evening each card on your board is saved as a dated row with its list, due date and members, so you can see how work moved over weeks.

Google Sheets · Snapshots2026-10-19 | Acme homepage redesign | In review | 2026-10-24 | Priya, Sam
DailyUse template →
Google Sheets → Trello

Turn your daily sales sheet into Trello follow-ups

Each day your sales figures are reviewed and the follow-ups worth doing arrive as Trello cards.

Trello · Follow-upsCall Northwind Traders: orders down from 40 to 12 units a week since 2 October
Daily · Uses AIUse template →
Google Sheets → Outlook

Log each sale to a sheet and send a thank-you from Outlook

Every new sale is added to your sales sheet and the buyer gets a personal thank-you email from your Outlook address.

Google Sheets · Sales19 Oct | Priya at Acme Studio | priya@acme.example | Speckled mug set | £42.00
The moment it happensUse template →
Google Sheets → Outlook

Sort your Outlook inbox with AI and log it to a sheet

New emails get an Outlook category and a one-line summary in a sheet, and simple questions get a reply draft waiting for you.

Google Sheets · Inbox Log09:14 | accounts@northwind.example | Invoice INV-2207 | invoice | October invoice for £1,240, due 18 Nov
Every 10 minutes · Uses AIUse template →
Google Sheets → Outlook

Email new leads in your sheet from Outlook

Each new lead added to your sheet gets a personal email from your Outlook, and the row is marked as sent with the date.

Outlook · Sent ItemsHi Jordan, great to meet you at the Acme retail meetup on Thursday. Would a 20-minute call next week be useful?
HourlyUse template →
Google Sheets → Outlook

Check emailed invoices against your purchase order sheet

Invoices arriving in Outlook are read, matched to your purchase orders in a sheet, and anything that doesn't match is flagged to you.

Email · Invoice mismatchInvoice mismatch: Acme Fasteners. PO-1184: invoice 2,460.00, PO 2,160.00
Every 15 minutes · Uses AIUse template →
Google Sheets → Outlook

Email a weekly summary of your tracking sheet from Outlook

Every Monday your stakeholders get an email from your Outlook with this week's numbers from your tracking sheet and how they changed.

Outlook · Weekly numbersShipments rose and returns fell. Orders shipped: 1,284 (+96) · Returns: 31 (−12) · Stock-outs: 4 (+1)
WeeklyUse template →
Google Sheets → WhatsApp Business

Answer WhatsApp questions from a product sheet

Customers who message your WhatsApp number get an instant answer drawn from the products and FAQs in your Google Sheet.

WhatsApp · CustomerYes, the oak desk is in stock. Delivery is free over £150 and takes 3–5 working days.
The moment it happens · Uses AIUse template →
Google Sheets → WhatsApp Business

Send WhatsApp messages to everyone in a sheet

Everyone marked pending in your sheet gets a personalised WhatsApp template message, and the sheet records whether it was sent.

WhatsApp · TemplateHi Sam, your order from Northwind Garden Centre is ready to collect from tomorrow at 9am.
On a scheduleUse template →
Google Sheets → WhatsApp Business

Log WhatsApp requests in a sheet with a category

Each request sent to your WhatsApp number is sorted by type and urgency, added to a sheet and acknowledged with a reference number.

WhatsApp · RequestsThanks, we've logged your request. Your reference is R261019093012.
The moment it happens · Uses AIUse template →
Google Sheets → WhatsApp Business

Get a WhatsApp alert when a sheet value crosses a limit

When a number you track in your sheet goes past its limit, you get one WhatsApp message about it.

WhatsApp · Alerts⚠️ Over the limit: Packing tape (Acme 48mm): 6 (below limit 20)
DailyUse template →
Google Sheets → WhatsApp Business

Follow up unhappy customers on WhatsApp

Feedback is scored for sentiment and logged in your sheet, and customers who were unhappy get a WhatsApp message offering to put it right.

WhatsApp · TemplateHi Alex, sorry your visit to Northwind Bistro wasn't up to standard. Could we call you to put it right?
The moment it happens · Uses AIUse template →
Google Sheets → WhatsApp Business

Get a weekly sales summary on WhatsApp

Every Monday morning your sales totals, the change on last week and a simple forecast arrive on WhatsApp.

WhatsApp · Weekly salesSales last week: 12,480 (+1,130 vs week before). 4-week average: 11,900. Strongest week since July.
WeeklyUse template →
Google Sheets → WhatsApp Business

Send WhatsApp reminders on the dates in a sheet

People in your sheet get a WhatsApp reminder on the day you set, and the sheet marks it as sent.

WhatsApp · TemplateHi Jo, a reminder that your Northwind Pharmacy prescription is ready to collect today.
DailyUse template →
Google Sheets → WhatsApp Business

Get website leads on WhatsApp and log them in a sheet

Each contact form lead is added to your sheet and sent to your phone on WhatsApp straight away.

WhatsApp · Leads🆕 Lead: Morgan Lee 447700900456 morgan@acme.example — Quote for a kitchen refit, ideally next month
The moment it happensUse template →
Google Sheets → WhatsApp Business

Monitor endpoints from a sheet with WhatsApp alerts

The addresses in your sheet are checked every 5 minutes, their status is written back, and you get a WhatsApp message when one fails or recovers.

WhatsApp · Uptime🔴 https://api.northwind.example/health is DOWN
Every 5 minutesUse template →
Google Sheets → Twilio

Text a receipt photo to log it in a sheet

Text a photo of a receipt to your number and the date, supplier and total are added to your expenses sheet, with a text back to confirm.

SMS · MeLogged Acme Fuel 58.40 on 2026-10-18
The moment it happens · Uses AIUse template →
Google Sheets → Twilio

Text people on their birthday from a sheet

Everyone in your sheet gets a friendly text on their birthday or anniversary, and the sheet records when it was sent.

SMS · CustomerHappy birthday, Avery! Wishing you a lovely day from all of us at Northwind Hair.
On a scheduleUse template →
Google Sheets → Twilio

Send personalised texts to a list in a sheet

Fill a sheet with numbers and messages and each pending row is texted, with the delivery ID and status written back.

SMS · CustomerHi Quinn, it's been a while! Here's 15% off your next Northwind Bikes service this month.
Every 15 min, sends pending rowsUse template →
Google Sheets → Twilio

Text appointment reminders and follow-ups from a sheet

Clients in your appointments sheet get a text the day before and a follow-up afterwards, with each send marked in the sheet.

SMS · ClientHi Blake, a reminder of your appointment on Tue 21 Oct at 10:30. Reply if you need to change it.
HourlyUse template →
Google Sheets → Twilio

Text a daily tip or question from a sheet

Each morning your subscribers get one tip or question from your sheet by text, and it's marked as used so it isn't repeated.

SMS · SubscriberToday's tip: warm up for 5 minutes before any interval session. — Northwind Running Club
On a scheduleUse template →
Google Sheets → Twilio

Text new leads instantly and log them in a sheet

New leads get a text within seconds, are logged in your sheet, and their reply is qualified so you know who's hot.

SMS · Me🔥 Hot lead Drew Park +447700900888: This week if possible, the whole roof at Acme Street needs looking at
The moment it happensUse template →
Google Sheets → Twilio

Text back missed callers and log them in a sheet

Anyone whose call you miss gets a text right away, is added to your Missed Calls sheet, and you get an email about it.

SMS · CallerSorry we missed your call! We'll call you back shortly. — Northwind Plumbing
The moment it happensUse template →
Google Sheets → Twilio

Answer product questions by text from a sheet catalogue

Customers who text a question get an answer from the products in your sheet within seconds.

SMS · CustomerYes, the 18V Acme drill is in stock at £89. We're open until 6pm today.
The moment it happens · Uses AIUse template →
Google Sheets → SendGrid

Screen applicants in a sheet and email each one

Every new applicant in your sheet is scored against the job, the score is written back, and they get the right email.

Google Sheets · ApplicantsRow 42: Dana R., score 8, five years in SaaS support, EU-based. Next-steps email sent.
Every 30 minutes · Uses AIUse template →
Google Sheets → SendGrid

Send a personalised email sequence to leads in a sheet

Each lead in your sheet gets a short, personal sequence of emails through SendGrid, and the sheet shows who is at which step.

Google Sheets · LeadsNorthwind Logistics moved to step 2, follow-up sent 16 Oct.
DailyUse template →
Google Sheets → SendGrid

Send a welcome email to each new row in a sheet

Anyone added to your sheet gets your welcome email through SendGrid, with their name filled in, and the row is marked as sent.

Email · Welcome to Northwind RunnersHi Priya, welcome to the club! Our next group run is Saturday at 8am.
Every 15 minutesUse template →
Google Sheets → SendGrid

Send your newsletter to everyone in a subscriber sheet

AI drafts your newsletter, you approve it, and it goes to every subscriber in your sheet through SendGrid, with each send logged.

Email · This week at Northwind BakeryPumpkin loaves are back from Thursday, and we're open late on Friday for the street fair.
Weekly · Uses AIUse template →
Google Sheets → SendGrid

Email the team a weekly metrics report from a sheet

Every Monday your team gets an email with last week's numbers from your sheet, the change from the week before, and a short summary.

Email · Weekly metricsSignups: 312 (+18%). Churn: 2.1% (-0.4). Support tickets fell for the third week running.
WeeklyUse template →
Google Sheets → Google Slides

Make a personalised deck for every new row in your sheet

Each prospect or client row without a deck link gets its own copy of your Slides template with their details filled in, and the link is written back to the sheet.

Google Sheets · ProspectsDana Park · Northwind Logistics · deck_link: docs.google.com/presentation/d/…
Every 15 minutesUse template →
Google Sheets → Google Slides

Fill your monthly report deck from your metrics sheet

On the 1st of each month, the totals in your Metrics sheet are written into a fresh copy of your Slides report and you get the link by email.

Email · Monthly reportMonthly report – September 2026: docs.google.com/presentation/d/… Revenue up 8% on August.
On a scheduleUse template →
Google Sheets → Google Slides

Turn topics in your content sheet into carousel slides

Each new topic you add to your content sheet becomes a 6-slide carousel written by AI in a copy of your Slides template, with the link written back.

Google Sheets · Content5 signs your invoicing process is costing you · Drafted · docs.google.com/presentation/d/…
Every 30 minutes · Uses AIUse template →
Google Sheets → Google Tasks

Track a web page for new items and get a task to review each

New items on a page you follow are summarised into your sheet, and each one gets a Google Task so you review it.

Google Tasks · My TasksReview: Updated guidance on packaging waste reporting New deadline for annual returns moves to 30 June; small producers now included.
Weekly · Uses AIUse template →
Google Sheets → Google Tasks

Turn the top items in your task sheet into today's Google Tasks

Each morning the most important open items from your sheet are added to Google Tasks, and the rows are marked as added.

Google Tasks · My TasksSend Northwind the revised quote (due today) Fix broken checkout link on Acme landing page
Daily · Uses AIUse template →
Google Sheets → Google Tasks

Log new emails in a sheet and turn action items into tasks

Every new email is sorted and logged in your sheet, and the ones that need you become Google Tasks.

Google Tasks · My TasksSign and return the Northwind supply agreement From: legal@northwind.example
Every 15 minutes · Uses AIUse template →
Google Sheets → Google Tasks

Create a task with an explanation when a sheet row is marked failed

When a row in your sheet changes to Failed, a Google Task appears with a likely cause, and you get an email.

Google Tasks · My TasksFix failed order 10482 The card was declined for insufficient funds. Email Acme Studio to update their payment method.
Every 15 minutes · Uses AIUse template →
Airtable

Save form submissions to Airtable

Every submission lands as a record in your table, and returning people update their existing record instead of creating a new one.

Airtable · Leadsdana@northwind.example · Northwind · "Can we get a quote for 40 seats?" (updated existing record)
The moment it happensUse template →
Airtable

Screen new job applications in Airtable

Each applicant is scored against the job and sorted into shortlist, maybe or reject, and you get an email about the shortlisted ones.

Email · Shortlisted: Maya Lindqvist (88)8 years designing B2B dashboards at Northwind, led their design system; strong match on Figma and systems work.
The moment it happens · Uses AIUse template →
Airtable

Get daily post drafts in Airtable to review

Each morning fresh drafts on your topics are waiting in Airtable, marked for your review.

Airtable · Drafts"Why we stopped sending weekly status emails" · Status: To review · 3 drafts for topic Async work
Daily · Uses AIUse template →
Airtable

Keep Airtable prices up to date

The prices and values in your table update on their own every hour.

Airtable · Portfoliobitcoin · Price $67,412.00 · Value $16,853.00 (updated 14:00)
Hourly or dailyUse template →
Airtable

Collect Hacker News job posts in Airtable

Each 'Who is hiring' post is turned into a searchable record with company, role, location, remote and salary.

Airtable · JobsAcme Robotics · Senior Backend Engineer · Berlin · Remote (EU) · €90-110k
On a schedule · Uses AIUse template →
Airtable

Fill in company details from their website

Each new URL in your table gets its page title, meta description, a summary and keywords filled in.

Airtable · Sitesnorthwind.example · "Northwind | Wholesale coffee for offices" · Keywords: office coffee, bulk beans, …
Every 15 minutes · Uses AIUse template →
Airtable

Tag and score new Airtable records automatically

Each new record gets its category, sentiment or score filled in from its text, without anyone reading it first.

Airtable · ReviewsNegative · Delivery · "Order arrived a week late and the box was damaged."
Every 15 minutes · Uses AIUse template →
Airtable

Clean up and check Airtable fields

Image links become attachments and records with bad email addresses are flagged, every hour.

Airtable · Contacts12 photos attached · 3 rows flagged Check Email (e.g. "sam@acme")
HourlyUse template →
Airtable

Get a weekly spending summary from Airtable

Each Monday you get last week's totals by category, with a note on anything unusual.

Email · Last week's spendingSoftware: $2,140.00 · Travel: $1,385.50 · Total: $4,012.75 Travel is about double a normal week, mostly one Acme Air booking.
Weekly · Uses AIUse template →
Airtable

Send a daily team reminder and log it in Airtable

Your team gets the same reminder in Slack each day, and every one sent is logged in Airtable.

Slack · #teamTime to update your timesheet
DailyUse template →
Airtable

Delete a person's records on request

Send an email address and every record about that person is deleted, logged and confirmed to you.

Email · Data deletion request completedDeleted 3 record(s) from Customers. Hash: 4f9a1c22b0e7…
The moment it happensUse template →
Airtable

Import a CSV file into Airtable

Send a link to a CSV and every row is added to your table, with an email telling you how many.

Email · CSV import: 248 products added248 of 248 rows added from https://files.northwind.example/products.csv
The moment it happensUse template →
Airtable

Get a daily email of new Airtable records

Each evening you see everything added to your table that day in one email.

Email · New orders today: 709:14 Northwind Traders 420.00 11:02 Acme Corp 1,150.00
On a scheduleUse template →
Airtable

Back up your Airtable base every week

Each week every table in your base is saved as a CSV and emailed to you.

Email · Operations backup: Suppliers (38 rows)id,Name,Contact,Country recA1b2C3,Northwind Supply,orders@northwind.example,UK
On a scheduleUse template →
Airtable

Post new Airtable records to Slack

Your team sees each new record in Slack within minutes of it being added.

Slack · #salesNew lead: Jordan Ellis (Northwind), jordan@northwind.example
Every 5 minutesUse template →
Airtable

Find duplicate records in Airtable

Each week you get a list of records that share the same email, so you can merge them.

Email · 4 duplicate emails in Contactsops@acme.example: Acme Ops, ACME Operations lee@northwind.example: Lee Park, Lee P.
WeeklyUse template →
Airtable

Get one email with today's Airtable tasks

Each morning you see everything due today in a single email.

Email · 3 tasks due today• Send Northwind renewal quote (Alex) • Book Acme onsite (unassigned)
DailyUse template →
Airtable

Get alerts about deals nobody has touched

Each week you see the records that haven't changed in two weeks, before they're forgotten.

Email · 5 deals untouched for 14+ days• Northwind expansion · Proposal · Sam • Acme pilot · Discovery · Lee
WeeklyUse template →
Airtable

Get warned when your table stops getting records

If a form breaks and nothing new arrives for a day, you find out the same day.

Email · No new leads in 24 hoursNothing was added to the Leads table since this time yesterday. Check your forms are still sending.
DailyUse template →
Airtable

Get alerts when too many records pile up

You hear once when a status goes over your limit, and again only after it has dropped and risen again.

Slack · #support27 support records are Open (threshold 20)
HourlyUse template →
Airtable → Slack

Track news on your topics in Airtable and Slack

Each morning new articles on your topics are added to an Airtable table, without duplicates, and posted to Slack.

Slack · #newsNew on electric vans: Acme Motors opens a second battery plant · Northwind Logistics orders 200 vans for city deliveries
DailyUse template →
Airtable → Slack

Recreate recurring Airtable tasks when they are done

When a recurring task is marked done in Airtable, the next one is created with the right due date and its owner hears about it in Slack.

Slack · #ops🔁 Priya: next 'Northwind stock count' is due Mon 3 Nov
DailyUse template →
Airtable → Slack

Send each person their due Airtable tasks in Slack every morning

Every weekday morning each teammate gets a Slack message listing their Airtable tasks due today or overdue.

Slack · Direct messageYour tasks for Tuesday: • Northwind homepage copy (due 2026-10-20) • Acme logo revisions (due 2026-10-17)
On a scheduleUse template →
Airtable → Slack

Save form responses to Airtable and post them in Slack

Each form submission becomes an Airtable record and a message in your leads channel within seconds.

Slack · #leadsNew lead: Dana Ruiz (dana@northwind.example) Looking for a rebrand of our café chain, budget around 15k.
The moment it happensUse template →
Airtable → Slack

Score new Airtable supplier proposals with AI and share the best in Slack

Each new supplier proposal in Airtable gets a score and a reason, and the strongest ones show up in Slack for the team to review.

Slack · #procurementTop new proposals: Northwind Packaging: 9/10, lowest unit price and ISO 9001 certified, 2-week delivery.
Every hour · Uses AIUse template →
Airtable → Slack

Post a weekly Airtable pipeline report in Slack

Every Monday your sales channel gets deal counts and values by stage, totalled from your Airtable base.

Slack · #salesWeekly pipeline · Qualified: 14 deals, $86,000 · Proposal: 6 deals, $54,500 · Negotiation: 3 deals, $41,000
WeeklyUse template →
Airtable → Slack

Score new Airtable leads and flag hot ones in Slack

Each new lead in Airtable gets a score and a reason, and the promising ones are posted to your sales channel.

Slack · #salesHot lead (86): Northwind Software, 120 staff in Berlin, asked about a full website relaunch this quarter.
Every 10 minutes · Uses AIUse template →
Airtable → Slack

Log failed store orders in Airtable and alert Slack

Every failed order from your store is recorded in Airtable and #ops hears about it straight away, with a louder alert when failures pile up.

Slack · #ops❌ Order #4821 failed (GBP 64.00, Card) ⚠️ 6 failed orders in the last hour, check the checkout.
The moment it happensUse template →
Airtable → Slack

Score product reviews for sentiment and log them in Airtable

Every new product review is scored for sentiment, flagged if it looks fake, and saved to Airtable, with a weekly roundup in Slack.

Slack · #productThis week: 42 reviews. Hydra Serum 88% positive. Northwind Night Cream: 5 negative, mostly about the pump bottle. 2 flagged as likely fake.
The moment it happens · Uses AIUse template →
Airtable → Slack

Get alerts for large transfers from wallets you watch

Any transfer over your threshold from the wallets you list is logged in Airtable and posted in Slack.

Slack · #cryptoAcme Treasury moved 1,250 ETH (about $3.1M) to a new address. View transaction
Every 10 minutesUse template →
Airtable → Slack

Get daily AI reorder suggestions from your Airtable inventory

Each morning your purchasing channel gets a list of items running low, with a suggested order quantity for each.

Slack · #purchasingReorder suggestions (3 items): Acme ceramic mug, order 120. Sells about 40 a week and the supplier takes 3 weeks.
Daily · Uses AIUse template →
Airtable → Gmail

Turn emails that ask for something into Airtable tasks

Emails that ask you to do something become tasks in Airtable, with a clear title, a due date and a priority.

Airtable · TasksNew task: Sign Acme supplier onboarding form · Due 24 Oct · High
Every 10 minutes · Uses AIUse template →
Airtable → Gmail

Save form submissions to Airtable and send a confirmation email

Every form submission becomes an Airtable record, and the person gets a confirmation email from your own Gmail address.

Email · ConfirmationHi Sam, thanks for signing up for the Saturday workshop at Northwind Yoga. We will confirm your place within one working day.
The moment it happensUse template →
Airtable → Gmail

Get new AI grants you qualify for by email

Each day you get an email with any newly listed AI grants, a note on whether you look eligible, and every grant saved in Airtable.

Email · Grants digestNorthwind Health AI Fund (£50k, closes 30 Nov): likely eligible, UK start-ups under 50 staff in health.
Daily · Uses AIUse template →
Airtable → Gmail

Send subscribers a short AI-written email on their chosen topic

Every morning, each active subscriber in your Airtable base gets a short email written for their topic, sent from your Gmail.

Email · Daily lessonToday's business idiom: "move the needle", to make a noticeable difference. Example: The Acme campaign really moved the needle on sign-ups.
On a schedule · Uses AIUse template →
Airtable → Gmail

Screen CVs from email into an Airtable candidate list

Application emails become Airtable records with the candidate's details and a score for the role.

Airtable · CandidatesNew record: Jordan Lee, 4 years at Northwind Café, weekend availability. Score 8/10.
Every 15 minutes · Uses AIUse template →
Airtable → Gmail

Get an evening email of today's new Airtable orders

Each evening you get one email listing the day's new orders in Airtable with the total value.

Email · Today's ordersToday's orders: 7 (4,215.00). Northwind Cafe: 860.00, Acme Grocers: 1,240.00
DailyUse template →
Airtable → Gmail

Log invoice emails as payables in Airtable

Invoices that arrive by email are read and added to your Airtable payables table with vendor, amount, due date and invoice number.

Airtable · PayablesNew payable: Northwind Supplies · INV-20419 · $1,240.00 · due 4 Nov
Every 15 minutes · Uses AIUse template →
Airtable → Gmail

Qualify buyer enquiry emails into your Airtable CRM

Each buyer enquiry email becomes a scored Airtable record with budget, area and timeline already filled in.

Airtable · BuyersAlex Morgan | Budget 450,000 | Riverside or Old Town | Moving by March | Score 82
Every 10 minutes · Uses AIUse template →
Airtable → Gmail

Email 20 new Airtable leads every weekday

Each weekday, 20 new leads from Airtable get a personal email from your Gmail and are marked Contacted.

Email · SentQuick idea for Northwind Bakery: "Hi Alex, I saw you opened a second shop in Leeds..."
On a scheduleUse template →
Airtable → Gmail

Classify incoming email by urgency and log it in Airtable

Every new email is tagged with a category and urgency and logged in Airtable, and urgent ones are posted to you in Slack.

Slack · #opsUrgent email from claims@northwind.example: pallet damaged in transit, customer wants a call before 3pm.
Every 5 minutes · Uses AIUse template →
Airtable → Gmail

Draft replies to customer emails using your Airtable orders

When a customer emails, a reply with their real order details is waiting in your Gmail drafts.

Gmail · DraftHi Sam, your order #1042 shipped yesterday with Northwind Post, tracking NW381220. It should arrive Thursday.
Every 10 minutes · Uses AIUse template →
Airtable → Gmail

Email reminders for Airtable records due today

Each morning you get an email about every Airtable record whose next action is due today, and those records are marked as reminded.

Email · 3 actions due today- Acme Logistics: call about the warehouse lead role. - Northwind Bank: send two shortlisted CVs
DailyUse template →
Airtable → Gmail

Email PDF invoices from Airtable when a record is ready

Set an invoice or quote to Ready in Airtable and the client receives it as a PDF from your Gmail.

Gmail · SentInvoice INV-0142 sent to accounts@acme.example with INV-0142.pdf attached.
Every 15 minutesUse template →
Airtable → Gmail

Turn emailed orders into purchase orders in Airtable

Each order that arrives by email becomes a purchase order record in Airtable with the items and quantities listed.

Airtable · Purchase ordersAcme Cafe | 60 x croissant, 24 x sourdough loaf | Deliver Friday 7am
Every 15 minutes · Uses AIUse template →
Airtable → Gmail

Require two approvals for Airtable change requests

Each new change request in Airtable is emailed to two approvers, and the change is applied only after both say yes.

Email · Approval requestApprove change: update bank details for Northwind Supplies (requested by Acme finance desk)
Every 10 minutesUse template →
Airtable → Google Calendar

Book appointments into your calendar and log clients in Airtable

Each booking request is placed in a free slot in your calendar and the client is added to your Airtable CRM.

Google Calendar · AppointmentsAppointment: Jamie Carter, Wed 6 Nov 10:00-10:45. Added to Clients in Airtable.
The moment it happensUse template →
Airtable → Google Calendar

Book a kickoff meeting when a client starts onboarding

When a client's status changes to Onboarding in Airtable, a kickoff meeting is booked with them and the link is saved on their record.

Google Calendar · KickoffKickoff: Northwind Interiors, Tue 4 Nov 10:00–11:00, invite sent to ops@northwind.example
Every 15 minutesUse template →
Airtable → Google Calendar

Book interviews for candidates you shortlist in Airtable

When you mark a candidate as Shortlisted in Airtable, the next free 30-minute slot is booked on your calendar and the candidate is invited.

Google Calendar · InterviewInterview: Morgan Lee, Tuesday 21 October 09:30 to 10:00, guest morgan@northwind.example
Every 15 minutesUse template →
Airtable → Google Calendar

Create calendar reminders for upcoming Airtable due dates

Purchase orders due in the next week get a reminder in your Google Calendar, without duplicates.

Google Calendar · ReminderPO 2291 due: Acme Fasteners (Thu 12 Jun)
DailyUse template →
Airtable → Notion

Log calls or sales to both Airtable and Notion

Each time your call tool or store sends a record, it is added as a row in Airtable and a page in Notion with the same details.

Airtable · SalesNew row: ops@contoso.example bought Bookkeeping Basics course, $149. Matching page added to Notion · Customers.
The moment it happensUse template →
Airtable → Notion

Create a Notion onboarding page when an Airtable lead is won

When a lead is marked Won in your Airtable Clients table, an onboarding page with your checklist is created in Notion and linked back to the record.

Email · New clients1 new onboarding page: Northwind Logistics: notion.so/Northwind-Logistics-...
Every 15 minutesUse template →
Airtable → Notion

Compare stock counts in Notion with Airtable every day

Each morning you get an email listing items where Notion and Airtable disagree and items that need reordering.

Email · Stock checkStock check: 2 mismatches, 1 low. NW-1042: Notion 18 vs Airtable 24. CT-220: 3 left (reorder at 10).
On a scheduleUse template →
Airtable → Notion

Classify developer questions into Notion and Airtable

Each question or error report sent to your trigger link is classified, written up as a Notion page, tracked as an Airtable record, and flagged in Slack when severe.

Slack · #dev🚨 High severity api report: Acme Corp gets 500 errors on every webhook since this morning's release.
The moment it happens · Uses AIUse template →
Airtable → Google Sheets

Save every form entry to Airtable and a sheet

Each form submission becomes an Airtable record and a sheet row, and you get an email confirming it arrived.

Email · New submissionNew submission: Priya Shah <priya@northwind.example> We'd like 12 places for the March workshop, two vegetarian.
The moment it happensUse template →
Airtable → Google Sheets

Research companies from a sheet into Airtable

Companies you add to a sheet are looked up and saved in Airtable with industry, size and a short summary.

Airtable · CompaniesContoso Freight · Logistics software · 50-200 staff Route planning for regional hauliers; competes with Fabrikam Routes and Tailspin Fleet.
Every hour · Uses AIUse template →
Airtable → Google Sheets

Score job listings against your CV into Airtable

New job listings in your sheet are scored against your CV each day, and the good matches land in Airtable with a tailored summary.

Airtable · ApplicationsSenior Product Designer at Northwind Health (9/10) Your design-system work and B2B SaaS research match their rebuild of the clinician portal.
Daily · Uses AIUse template →
Airtable → Google Sheets

Log every sale to Airtable and a sheet

Each sale from your store is recorded in Airtable and a Google Sheet, and a note goes to Slack.

Slack · #salesNew sale: Client Portal Template for $49.00
The moment it happensUse template →
Airtable → Google Sheets

Import leads from a sheet into your Airtable CRM

New leads pasted into a sheet are added to Airtable as companies, without duplicates, and marked imported.

Airtable · CompaniesImported: Fabrikam Robotics (fabrikam.example), contact Dana Ortiz Updated: Contoso Ltd (contoso.example), new contact added
Every 30 minutesUse template →
Airtable → Google Sheets

Check purchase requests against your budget sheet

New purchase requests in Airtable are checked against the department budget in your sheet and approved, flagged or rejected.

Slack · #financeNeeds approval: Design conference ticket (Marketing) 1200 of 3400 left. Suggest approve: the team has no other training booked this quarter.
Every 15 minutesUse template →
Airtable → Google Drive

Screen CVs from a Drive folder into Airtable

Each CV dropped into your Drive folder is read, scored against the job, and saved as a candidate record in Airtable.

Email · Strong candidateStrong candidate: Maya Patel (9/10) Six years running B2B onboarding at Contoso Software, matches the Customer Success Lead role closely.
Every 15 minutes · Uses AIUse template →
Airtable → Google Drive

Write captions for Drive videos and track them in Airtable

Each video or photo you drop into a Drive folder gets a caption and hashtags and appears in your Airtable content table, ready to post.

Airtable · Contentlatte-art-friday.mp4 · Ready to post Friday rush, steady hands. Come and see what the barista draws on yours. #latteart #coffeetime #fridayvibes
Every 30 minutes · Uses AIUse template →
Airtable → Google Drive

Turn invoice PDFs in Drive into Airtable rows

Each invoice or receipt you save to a Drive folder becomes an Airtable record with vendor, number, date, total and line items.

Airtable · InvoicesFabrikam Print Ltd · INV-2291 · 2026-10-14 · GBP 642.00 Business cards x500 - 120.00; Brochures A5 x1000 - 522.00
Every 15 minutes · Uses AIUse template →
Airtable → Google Drive

Draft articles from approved Airtable topics into Drive

Topics you approve in Airtable are written up as draft articles, saved as Google Docs in Drive, and linked back on the record.

Airtable · ContentHow to plan a warehouse move without losing a week of orders · Drafted Draft: docs.google.com/document/d/1Xy...
Every hour · Uses AIUse template →
Airtable → Google Drive

Keep an Airtable list of new files in a Drive folder

Every file added to a Drive folder is listed in Airtable with its name, type, owner and link.

Airtable · FilesContoso statement of work v3.pdf · pdf · added by Sam Rivera · 19 Oct 2026 Northwind brand guidelines · document · added by Alex Kim · 19 Oct 2026
Every 10 minutesUse template →
Airtable → Google Drive

Create PDF invoices from Airtable orders into Drive

When an order in Airtable is marked for invoicing, a PDF invoice is created, saved to Drive and linked on the record.

Airtable · OrdersOrder 1043 · Acme Bakery · Invoiced · 384.00 Invoice 1043.pdf saved to Drive / Invoices
Every 15 minutesUse template →
Airtable → Telegram

Draft social posts into Airtable and approve them on Telegram

New articles from your feeds become draft posts in Airtable, you get them on Telegram, and approved ones are tracked through to posted.

Telegram · Content botNew draft: Warehouses that batch picks by zone cut walking time by a third. Worth a look if your team still picks order by order.
Daily · Uses AIUse template →
Airtable → Telegram

Look up and update Airtable records from a Telegram bot

You message your Telegram bot in plain words and it finds, adds or updates records in Airtable, then replies.

Telegram · Directory botName: Ana Torres Team: Finance Phone: ext. 214 Desk: 3rd floor, east
The moment it happens · Uses AIUse template →
Airtable → Telegram

Get a random recipe from Airtable on Telegram each day

Each morning your Telegram gets one random record from Airtable, such as a recipe, quote or tip, without repeats from recent days.

Telegram · Recipe botToday's recipe: Lemon and herb chicken traybake 45 min Chicken thighs, new potatoes, lemon, garlic, thyme
DailyUse template →
Airtable → Telegram

Log each sale to Airtable and get a Telegram ping

Every sale from your store is added to Airtable and you get a Telegram message with the product and amount.

Telegram · Sales botNew sale: Moody Film Lightroom Presets for $24.00
The moment it happensUse template →
Airtable → Telegram

Set reminders by Telegram message and get them on time

You tell your Telegram bot what to remind you about and when, it saves the reminder in Airtable, and sends it to you when it is due.

Telegram · Reminder botReminder: Chase the Contoso invoice (INV-0412)
The moment it happensUse template →
Airtable → Telegram

Collect new job listings in Airtable and post them to Telegram

New remote job listings are saved to Airtable every few hours, and only the new ones are posted to your Telegram channel.

Telegram · Remote dev jobsSenior Backend Engineer at Tailspin Analytics remoteok.com/remote-jobs/123456
Every 6 hoursUse template →
Airtable → Telegram

Turn Telegram meeting notes into minutes in Airtable

You send rough notes to your Telegram bot after a meeting and tidy minutes with decisions and action items are saved in Airtable.

Telegram · Notes botSaved: Northwind kickoff Agreed a six-week rollout starting 3 November. Actions: Jamie: send project plan by Friday
The moment it happens · Uses AIUse template →
Airtable → Twilio

Text appointment reminders and follow-ups from Airtable

Leads who haven't booked get a friendly follow-up text, booked clients get a reminder the day before, and each record is updated.

SMS · Client reminderHi Sarah, a reminder of your appointment tomorrow at 10:30 at Northwind Physio. Reply if you need to move it.
HourlyUse template →
Airtable → Twilio

Text everyone in an Airtable view

One message is sent by SMS to every contact in an Airtable view, and each record is marked as sent.

SMS · Club membersHi Ben, Saturday's match is cancelled because of the weather. Training as normal on Tuesday.
On a scheduleUse template →
Airtable → Twilio

Answer texted questions from your Airtable info

People text a question to your number and get a short answer drawn from the details you keep in Airtable.

SMS · Help lineThe next First Aid at Work course starts Mon 3 Nov, 6-9pm, for 3 evenings. It costs 180. Free parking behind the building.
The moment it happens · Uses AIUse template →
Airtable → Twilio

Reply to texts with the weather and log each request

Someone texts a town name and gets the current weather back, and every request is logged in Airtable.

SMS · Weather lineShrewsbury: 11.4C, wind 18 km/h, rain 0.2 mm now.
The moment it happensUse template →
Airtable → Twilio

Turn tenant repair texts into tickets and alert the vendor

When a tenant texts about a problem, an Airtable ticket is created with an urgency rating, the right vendor gets a text, and the tenant gets a confirmation.

SMS · Vendor alertURGENT Job 7QK2A: Water leaking through kitchen ceiling at 14 Contoso Court, flat 3. Tenant: +447700900456
The moment it happens · Uses AIUse template →
Airtable → Trello

Turn new Airtable feedback into Trello cards

Every new product-feedback record in Airtable becomes a card in your Trello backlog, with a suggested category and priority.

Trello · Inbox[Onboarding / high] Acme's admin could not find where to invite teammates after signup.
Every 10 minutesUse template →
Airtable → Trello

Send top-scoring Airtable submissions to Trello

Submissions that score above your threshold appear as cards on your Trello review board, each one only once.

Trello · Review boardNew card: "Contoso Community Garden" (score 18) in To review
On a scheduleUse template →
Airtable → Trello

Add new clients to Airtable and start a Trello onboarding card

When a client signs or submits their details, they are saved in Airtable, given a Trello card with your onboarding checklist, and announced in Slack.

Slack · #clientsNew client: Contoso Bakery — onboarding card created with 4 steps
The moment it happensUse template →
Google Drive

Back up your data to Drive every night

Each night your data is saved to a dated Drive folder, and backups older than 30 days go to trash.

Google Drive · Backups2026-10-19/records.json saved (4,812 records) Moved 2026-09-18 to trash
On a scheduleUse template →
Google Drive

Pull invoice details out of PDFs in a folder

When you drop an invoice or statement into a folder, its key fields are pulled out and sent to you as CSV.

Email · 2 new invoicesfile,supplier,date,total,vat INV-0931.pdf,Northwind Supplies,2026-10-14,1200.00,200.00
Every 10–15 minutes · Uses AIUse template →
Google Drive

Resize and watermark new photos

Photos dropped into a folder are resized, compressed and watermarked into a web-ready folder.

Google Drive · Product photos - weboak-chair-front.jpg (1600×1067, 214 KB, watermarked)
Every 10 minutesUse template →
Google Drive

Keep your uploads folder sorted

New files get a dated name and move into folders by type, and duplicates are reported to you.

Email · 1 duplicate files in InboxAcme-contract.pdf (182340 bytes) x2
Hourly or dailyUse template →
Google Drive

Create a contract PDF from each form entry

Each form submission becomes a filled-in contract from your template, saved as a PDF in Drive.

Email · Contract ready: Northwind Ltdhttps://drive.google.com/file/d/1aBcD2eFgH3iJkL/view
The moment it happensUse template →
Google Drive

Get a summary of each new document

When a document or transcript lands in a folder, you get an email with its key points, decisions and action items.

Email · 1 new meeting notesAcme kickoff 17 Oct Decisions: launch on 4 Nov. Actions: Sam to send the data export by Wednesday.
Every 15–30 minutes · Uses AIUse template →
Google Drive

Archive a website to Drive as Markdown

Each page of a site is saved in Drive as a Markdown file you can read or reuse.

Google Drive · Site archiveexample.com_pricing.md updated example.com_blog_launch-week.md added
WeeklyUse template →
Google Drive

Copy new SFTP files into Drive

New files on your FTP or SFTP server are copied into Drive every hour.

Email · Copied 2 export files to Driveorders-2026-10-19.csv customers-2026-10-19.csv
HourlyUse template →
Google Drive

Set up a shared folder for each new client

Each new client gets a folder with your standard subfolders, shared with them.

Email · Client folder: Northwind Ltdhttps://drive.google.com/drive/folders/1QwErTyUiOp Shared with ops@northwind.example
The moment it happensUse template →
Google Drive

Translate new documents in a folder

Each document added to a folder gets a translated copy next to it.

Google Drive · To translateOnboarding guide (ES) created next to Onboarding guide
Hourly · Uses AIUse template →
Google Drive

Get told when files change in key folders

You hear about new or edited files in the folders you care about, with who changed them.

Email · 2 Drive files new or changedNew in Client uploads: acme-logo-pack.zip by Dana Park https://drive.google.com/file/d/1xYz/view
Every 10–15 minutesUse template →
Google Drive

Get warned when backups stop arriving

If your backup folder hasn't received a new file in a day, you get an email.

Email · No new backup in 24 hoursLatest file: db-2026-10-17.sql.gz at 2026-10-17T02:04:11Z
DailyUse template →
Google Drive

Find files shared outside your company

Each week you get a list of your files shared with anyone with the link or with outside domains.

Email · 3 files shared outside mycompany.comPricing 2027.xlsx: anyone with the link https://docs.google.com/spreadsheets/d/1AbC/edit
WeeklyUse template →
Google Drive

Save files to Drive from any tool

Any tool that can send a file URL to your link gets that file saved into your Drive folder.

Trigger link reply{"link": "https://drive.google.com/file/d/1LmNoPqRsT/view"}
The moment it happensUse template →
Google Drive

Get warned before Drive runs out of space

You get an email when your Drive storage passes 90%, once each time it crosses.

Email · Google Drive is 93% fullUsing 13.9 GB of 15 GB (1.2 GB in trash).
DailyUse template →
Google Drive

Get an email when a file is shared with you in Google Drive

Files and folders newly shared with your Google account are emailed every 15 minutes with the owner's name and a link.

Email · 2 new files shared with you in DriveQ4 budget v3 (Google Sheets) from Priya Shah https://docs.google.com/spreadsheets/d/… Brand assets (folder) from Leo Martin https://drive.google.com/drive/folders/…
Every 15 minutesUse template →
Google Drive

Find the largest files in Google Drive

A monthly email lists the 30 largest files you own in Google Drive, with size, last change date and folder link, so you know what to delete.

Email · Drive: 13.4 of 15 GB used, top 30 files2,140 MB team-offsite-raw.mp4 (last changed 2025-03-14) 1,310 MB website-backup-2024.zip (2024-12-02) 880 MB Product demo final FINAL.mov (2025-08-21) … Trash: 640 MB (empty it in Drive to reclaim)
MonthlyUse template →
Google Drive

Convert Word files uploaded to Google Drive into Google Docs

Word, Excel and PowerPoint files dropped in a Drive folder are converted to Google Docs, Sheets or Slides every 5 minutes, and the originals move to an archive folder.

Drive · InboxConverted 3 files: Supplier contract 2026.docx → Google Docs Pricing model.xlsx → Google Sheets Kickoff deck.pptx → Google Slides Originals moved to Inbox/Originals
Every 5 minutesUse template →
Google Drive → Slack

File new invoices in Drive and tell finance in Slack

Every invoice that arrives by email lands in your Drive Invoices folder, and #finance gets a daily list with links.

Slack · #financeNew invoices filed in Drive: Northwind Supplies INV-2041.pdf, Acme Hosting October.pdf
DailyUse template →
Google Drive → Slack

Screen CVs in Drive and post the shortlist to Slack

Every CV saved to your Candidates folder gets a score against the job and a short summary in your hiring channel.

Slack · #hiringPriya_N_CV.pdf: 8/10. Five years leading support at Northwind, strong Zendesk background.
Every 15 minutes · Uses AIUse template →
Google Drive → Slack

Create a Drive folder and Slack welcome for every new client or hire

Each new client or hire gets their own Drive folder copied from your template, and the team sees the link in Slack straight away.

Slack · #onboarding👋 Welcome Northwind Traders (client)! Folder: https://drive.google.com/drive/folders/1aB…
The moment it happensUse template →
Google Drive → Slack

Write a weekly AI brief, save it as a PDF in Drive and share it in Slack

Every Monday a written brief from your notes lands in Drive as a PDF, with the link posted in your Slack channel.

Slack · #strategy📄 This week's pricing brief is ready: Acme raised its Pro tier 12%, Northwind added a free trial. https://drive.google.com/file/d/…
Weekly · Uses AIUse template →
Google Drive → Slack

Summarise new Drive videos in Slack

Every video added to your Recordings folder gets a short written summary and link posted to your team's Slack channel.

Slack · #teamNew recording: Northwind onboarding call. Covered SSO setup, agreed a pilot start on 3 March, open question on data export.
Every 15 minutes · Uses AIUse template →
Google Drive → Slack

Get a risk review of every new contract in Slack

Each contract PDF you drop into your Drive Contracts folder gets a short list of key terms and risky clauses posted in #legal.

Slack · #legal📄 Northwind MSA.pdf: 12-month term, renews unless cancelled 90 days before. ⚠️ Liability for Acme is uncapped.
Every 15 minutes · Uses AIUse template →
Google Drive → Slack

Post decisions and action items from meeting transcripts to Slack

When a meeting transcript is saved to your Drive folder, your team gets the decisions and action items in Slack within minutes.

Slack · #teamWeekly sync, 14 Oct: Decided to ship the Northwind export in v2.3. Action: Priya to update the pricing page by Friday.
Every 15 minutes · Uses AIUse template →
Google Drive → Slack

Sort new Drive files into the right folders

Files dropped into your Drive inbox are filed as invoices, contracts, HR or other, and your team gets a summary in Slack.

Slack · #opsFiled from Inbox: Acme_invoice_0412.pdf -> invoice, Northwind_MSA_signed.pdf -> contract
Every 15 minutes · Uses AIUse template →
Google Drive → Slack

Get a weekly Drive cleanup report in Slack

Every Monday you see the duplicate files, old backups and long-untouched files in your Drive, so cleanup takes minutes.

Slack · #itDrive report: 4 duplicate sets, 9 old backups, 37 files untouched for a year. Acme-logo-pack.zip = Acme-logo-pack (1).zip
WeeklyUse template →
Google Drive → Slack

Merge daily CSV exports in Drive into one clean master file

Each evening the day's CSV exports are combined into one deduplicated file in Drive, and your team sees row counts and problems in Slack.

Slack · #opsCSV recap: shop.csv 412, warehouse.csv 398, payments.csv 405. Master 801 rows, 6 set aside for missing order IDs.
DailyUse template →
Google Drive → Slack

Post new comments on Google Drive files to Slack

New comments and replies on Google Docs, Sheets and Slides in a Drive folder are posted to a Slack channel every 5 minutes with the quoted text and a link.

#reviews · Slack💬 Priya Shah on *Homepage copy v4* (Google Docs) > "Start your free trial" Can we say "Start free" here? Matches the button. https://docs.google.com/document/d/…
Every 5 minutesUse template →
Google Drive → Slack

Alert Slack when a Google shared drive file is deleted

Files moved to trash or removed from a Google shared drive are posted to a Slack channel every 10 minutes with who removed them and the file name.

#it-alerts · Slack🗑 3 files removed from shared drive "Finance" • FY26 forecast.xlsx · trashed by Leo Martin • Invoices/2026-10 (folder) · trashed by Leo Martin • Vendor list (Google Sheets) · trashed by Priya Shah Restore from the shared drive's trash within 30 days.
Every 10 minutesUse template →
Google Drive → Google Sheets

Turn video ideas in a sheet into finished videos in Drive

Every hour the next ready idea in your Videos sheet becomes a video in your Drive, with the link and status written back to the sheet.

Google Sheets · VideosThree ways to style the Acme tote bag · Done · https://drive.google.com/file/d/1Qw…
Hourly · Uses AIUse template →
Google Drive → Google Sheets

Turn invoices dropped in a Drive folder into expense rows

Any invoice or receipt you drop into a Drive folder becomes a row in your expenses sheet with supplier, date, amount and VAT.

Google Sheets · ExpensesNorthwind Office Supplies · 2026-10-17 · £96.00 · VAT £16.00 · receipt-1017.jpg
Every 15 minutes · Uses AIUse template →
Google Drive → Google Sheets

Score CVs from a Drive folder into a spreadsheet

Every CV added to your Applicants folder becomes a row in your sheet with contact details, skills, experience and a score against the role.

Google Sheets · CandidatesSam Patel | sam@example.com | Shift lead, forklift licence | 5 years | 84 | Led night shifts at Northwind Freight
Every 15 minutes · Uses AIUse template →
Google Drive → Google Sheets

Turn a sheet of topics into article drafts in Drive

Each day the next topic in your Content sheet becomes a 1,000-word article draft in Google Docs, with its link added to the sheet.

Google Drive · ArticlesNew draft: "How Northwind cut delivery times with route planning" (1,020 words)
Daily · Uses AIUse template →
Google Drive → Google Sheets

Write social captions for images you drop in Drive

Each image you add to your Drive Posts folder gets a caption and hashtags in your Content sheet, ready to post.

Google Sheets · ContentFresh out of the oven: our rye sourdough, crackly crust and all 🍞 #northwindbakery #sourdough #realbread #bakery #breadlover | Ready
Every 15 minutes · Uses AIUse template →
Google Drive → Google Sheets

Log job postings that match your CV in a sheet

Each morning, new postings from your job feeds are scored against your CV and the good matches are added to your Jobs sheet.

Google Sheets · JobsSenior Data Analyst, Northwind Health, score 9: strong SQL and dashboard experience matches the role.
Daily · Uses AIUse template →
Google Drive → Google Sheets

Generate images from prompts in a sheet and save them to Drive

Each new prompt you add to your Images sheet becomes an image in your Drive, with the link added to the row.

Google Sheets · ImagesFlat illustration of a Northwind delivery van at sunrise · https://drive.google.com/file/d/1Zx…
Every 30 minutes · Uses AIUse template →
Google Drive → Google Sheets

Save incoming files to Drive and log them in a sheet

Files sent to your trigger link are saved in your Drive 'Inbox' folder and listed in a sheet with name, sender, date and link.

Google Sheets · Filessite-plan-rev3.pdf · Acme Builders · 2026-10-19 10:42 · drive.google.com/file/d/…
The moment it happensUse template →
Google Drive → Google Sheets

Create PDF invoices from your order form

Each order from your form gets a numbered PDF invoice saved to Drive and a row in your Invoices sheet.

Google Sheets · Invoices1043 | 2026-10-18 | Acme Events Ltd | 1,860.00 | Invoice 1043.pdf
The moment it happensUse template →
Google Drive → Google Sheets

Log your arrival and departure times automatically

Your phone records each time you arrive at or leave work in a Google Sheet, and last month's log is saved to Drive on the 1st.

Google Sheets · Attendance2026-11-03 | 08:12 | Acme site office | arrive
The moment it happensUse template →
Google Drive → Google Sheets

Turn new words in your vocabulary sheet into Anki flash cards

Every Sunday the new words in your Vocab sheet get a translation, pinyin and an example sentence, and a ready-to-import Anki file is saved to Drive.

Google Drive · FlashcardsSaved anki-2026-10-19.csv: 菜单 | càidān | menu | 请给我看一下菜单。
Weekly · Uses AIUse template →
Google Drive → Google Sheets

Create a Drive folder for each new hire in your roster

New rows in your Onboarding sheet get their own Drive folder from your template, shared with the new hire, with the link written back.

Google Sheets · OnboardingRiley Chen, riley@acme.example, Onboarding - Riley Chen (folder link added)
Every 15 minutesUse template →
Google Drive → Google Sheets

List Google Drive folder files in Google Sheets

A sheet tab keeps an index of every file in a Drive folder and its subfolders, with folder path, type, owner, last modified and link.

Google Sheets · Deliverables › IndexAcme / 2026 / November | Acme brand guidelines v3.pdf | PDF | maria@studio.co | 2026-11-09 | drive.google.com/file/d/1aB…
On a scheduleUse template →
Google Drive → Google Sheets

Import new Drive CSV files into Google Sheets

CSV files dropped into a Drive folder are appended to one Google Sheets tab, with the file name on every row.

Google Sheets · Bank feed › Data2026-11-09 | CARD 4411 OFFICE SUPPLY CO | -86.20 | EUR | statement-2026-11-09.csv
Every 15 minutesUse template →
Google Drive → Telegram

Publish videos dropped into a Drive folder and get the links on Telegram

Drop a video into your Drive To post folder and it is captioned, published through your posting service, and the links arrive on Telegram.

Telegram · PostedPosted acme-tote-unboxing.mp4: Unboxing the new Acme tote #packwithme #everydaycarry #acme
Every 15 minutes · Uses AIUse template →
Google Drive → Telegram

File email attachments in Drive and get a summary on Telegram

PDFs and images you receive by email are saved in Drive, and you get a short summary with the link on Telegram.

Telegram · Documents📎 inspection-12-harbour-rd.pdf · Annual gas safety check from Acme Heating, passed, next due Oct 2027.
Every 10 minutes · Uses AIUse template →
Google Drive → Telegram

Transcribe voice notes sent to Telegram and save them to Drive

Send a voice note or audio file to your Telegram bot and get the text and a summary back, with both saved to your Transcripts folder.

Telegram · Voice notesSummary: order 40 sheets of plasterboard for the Acme Road job; call the electrician about Thursday; client wants a second quote for the kitchen.
The moment it happens · Uses AIUse template →
Google Drive → Telegram

Save files and photos sent to Telegram in Drive

Anything sent to your Telegram bot is filed in Drive in a folder for each sender and date, and the bot replies with the link.

Telegram · Files botSaved to Drive › alex › 2026-11-03: northwind-boiler-after.jpg
The moment it happensUse template →
Google Drive → Telegram

Generate images from Telegram messages and keep them in Drive

Describe an image to your Telegram bot and it sends back the picture and saves a copy in your Drive AI images folder.

Telegram · Image botFlat-lay of Northwind coffee beans and a ceramic cup on a linen table, soft morning light. Saved to AI images.
The moment it happens · Uses AIUse template →
Google Drive → Telegram

Get top job matches for your CV on Telegram

Each morning the best new postings for your CV arrive on Telegram, each with a short cover-letter opener.

Telegram · Job matches9/10 Head of Growth, Acme Foods. Opener: I grew Northwind's subscription revenue 40% in two years and would like to do the same for Acme.
Daily · Uses AIUse template →
Google Drive → Telegram

Message a video idea to Telegram and get the finished video back

Send your Telegram bot a video idea and get a short generated video back in the chat, with a copy saved in your Drive Shorts folder.

Telegram · Shorts🎬 Northwind Bakery: morning sourdough coming out of the oven (saved to Drive/Shorts)
The moment it happens · Uses AIUse template →
Google Drive → Telegram

Send payment screenshots to a Telegram bot and file them in Drive

Forward a payment screenshot to your Telegram bot and it replies with the amount, date and payer, and files the image in Drive.

Telegram · Receipts bot✅ £120.00 from Acme Ltd on 2026-10-19, saved to Drive/Receipts.
The moment it happens · Uses AIUse template →
Google Drive → Telegram

Search Google Drive from a Telegram bot

Send your bot a few words and get back links to the matching files in your Google Drive, newest first.

Telegram · your bot3 files for "lease 2025": • Office lease 2025 signed.pdf (12 Jan) https://drive.google.com/file/d/1aB.../view • Lease renewal notes (3 Jan) https://docs.google.com/document/d/1xY.../edit • Lease 2025 budget (28 Dec) https://docs.google.com/spreadsheets/d/1Qr.../edit
The moment it happensUse template →
Google Drive → Telegram

Get a Telegram alert for new files in a Google Drive folder

Every 5 minutes ClickRuntime checks a Google Drive folder and sends a Telegram message for each new file, with who added it and a link.

Telegram · your bot📁 New in Client uploads Q3 receipts.zip (14.2 MB) Added by maria@harbourdesign.co https://drive.google.com/file/d/1Lm.../view
Every 5 minutesUse template →
Google Drive → Telegram

Save Telegram group messages to Google Drive daily

Your bot collects the messages in a Telegram group through the day and saves them as one dated text file in Google Drive each night.

Google Drive · Telegram archive2026-11-09 Ops team.txt [08:14] Priya: Van 2 is at the depot, keys at reception [08:20] Tom: Thanks, picking up at 9 [13:02] Priya: Client moved delivery to Thursday … 46 messages
The moment it happensUse template →
Google Drive → Notion

Turn recordings in Google Drive into summarised notes in Notion

Drop an audio recording in your Drive folder and get a Notion page with its summary and action items.

Notion · Call notesSite visit - Northwind depot.m4a: loading bay needs a second scanner; quote for racking due Friday. Action: send Contoso racking quote by 23 Oct.
Every 15 minutes · Uses AIUse template →
Google Drive → Notion

Screen new résumés from Google Drive into Notion

Each new CV dropped into your Drive folder is read, scored against the job, and added as a card on your Notion hiring board.

Notion · Hiring boardProduct designer at Contoso Health, 6 years: score 9/10. Led a design system rollout across 3 web apps.
Every 15 minutes · Uses AIUse template →
Google Drive → Notion

Save files to Drive and log them in Notion from Telegram

Files you send to your Telegram bot are saved in your Drive folder and listed in Notion with a link and your note.

Telegram · Filing botFiled: Acme Street flat 2 inspection photos (Drive + Notion)
The moment it happensUse template →
Google Drive → Notion

Create a Drive folder and Notion page for each new client

When your onboarding form is submitted, the client gets a Drive folder copied from your template and a Notion client page linking to it.

Slack · #clientsNew client: Northwind Bakery. Notion page and Drive folder (Contract, Onboarding checklist, Monthly reports) are ready.
The moment it happensUse template →
Google Drive → Notion

Review new contracts in Drive and log the findings in Notion

When a contract or finance document lands in your Drive folder, AI reviews it for risky terms and the findings are saved as a Notion page.

Notion · Contract reviewsContoso supplier agreement: auto-renews for 12 months unless cancelled 90 days before term ends. Flagged: uncapped liability.
Every 15 minutes · Uses AIUse template →
Google Drive → Notion

Import contacts from a CSV in Google Drive into Notion

Drop a contacts CSV into your Drive folder and each contact is added to your Notion database, with duplicates skipped.

Notion · ContactsImported Contoso-expo-attendees.csv: 148 contacts added, 23 already in your database skipped.
Every 15 minutesUse template →
Google Drive → Notion

Catalogue new Drive photos in a Notion gallery

Photos added to your Drive portfolio folder are described, tagged and catalogued in your Notion gallery database.

Notion · Portfolio galleryNorthwind Coffee rooftop launch, golden hour. Tags: event, product, outdoor
On a schedule · Uses AIUse template →
Google Drive → Notion

Back up your Notion databases to Google Drive every night

Each night your Notion databases are saved as files in a dated Drive folder, and you get an email if the backup fails.

Email · Backup alertNotion backup failed. Projects: database not shared with the connection.
On a scheduleUse template →
Google Drive → WhatsApp Business

Answer WhatsApp questions from your Google Drive documents

Customers ask questions on WhatsApp and get answers drawn from the FAQ and policy documents in your Drive folder.

WhatsApp · CustomerYou can cancel up to 48 hours before your Northwind Yoga class for a full refund. After that, we offer a credit.
The moment it happens · Uses AIUse template →
Google Drive → WhatsApp Business

Save photos, receipts and voice notes from WhatsApp to Drive

Anything you send to your WhatsApp business number is filed in Google Drive, receipts get their details pulled out, and you get a confirmation.

WhatsApp · MeSaved image-4f2a91c0.jpeg to Drive. Acme Builders Supply, 2026-10-18, 142.60
The moment it happens · Uses AIUse template →
Google Drive → WhatsApp Business

Send finished files from Drive to people on WhatsApp

When a file named with a phone number lands in your Drive Outbox folder, it's sent to that person on WhatsApp and moved to Sent.

WhatsApp · Customer📄 Northwind-Lab-results-Oct.pdf
Every 10 minutesUse template →
Google Drive → Google Slides

Turn call notes into a proposal deck in the client's Drive folder

Submit your notes after a sales call and a proposal deck is written, built from your Slides template, saved with a PDF in the client's Drive folder, and the link is emailed to you.

Email · Proposal readyProposal draft ready: Acme Corp – Deck: docs.google.com/presentation/d/… PDF saved in the client's folder.
The moment it happens · Uses AIUse template →
Google Drive → Google Slides

Make a personalised pitch deck for each prospect in a CSV

Drop a prospect list in Drive and each prospect gets their own copy of your pitch deck with their name, company and pain point filled in.

Email · Decks ready24 personalised decks ready – Dana Park (Northwind Logistics): docs.google.com/presentation/d/…
On a scheduleUse template →
Google Drive → Google Slides

Combine images in a Drive folder into one PDF

Images you add to your Drive 'To PDF' folder are placed one per page and saved as a single PDF in the same folder.

Google Drive · To PDFImages 2026-10-19.pdf – 7 pages
Every 15 minutesUse template →
Google Drive → Google Slides

Create a PDF certificate in Drive for everyone who passes

Everyone who scores 80% or more on your quiz gets a certificate made from your Slides template, saved as a PDF in Drive and emailed to them.

Gmail · SentYour certificate – Congratulations Alex Rivera! Your certificate is attached.
The moment it happensUse template →
Google Drive → Google Slides

Translate any deck you drop in a Drive folder

Decks you put in your Drive 'Translate' folder are copied and every piece of text is translated into Spanish, keeping the original layout.

Google Drive · TranslateNorthwind Partner Pitch (Spanish) – 14 slides translated
Every 15 minutes · Uses AIUse template →
Google Drive → Google Slides

Turn a meeting transcript into a summary deck

When a meeting transcript lands in your Drive folder, a 6-slide summary deck is drafted from your template next to it.

Google Drive · TranscriptsSummary – Q4 planning workshop · 6 slides: Overview, Pricing changes, Hiring, Decisions, Next steps…
Every 15 minutes · Uses AIUse template →
Google Calendar

Sync an outside calendar feed into Google Calendar

Events from a feed or another tool appear in your calendar and stay up to date as they change or get cancelled.

Google Calendar · ImportsAdded 3, updated 1, removed 1 New: Northwind Meetup, Thu 23 Oct 18:30 at Acme Hall
Hourly or dailyUse template →
Google Calendar

Add events by sending plain text

Text like 'Dentist Tuesday 3pm' becomes a calendar event with the right date and time.

Google Calendar · primaryDentist, Tue 21 Oct 15:00–16:00 https://www.google.com/calendar/event?eid=abc123
The moment it happens · Uses AIUse template →
Google Calendar

Book appointments only when you're free

Booking requests are accepted only for free slots within your hours, and land on your calendar with the attendee.

Booking replyBooked for Wed 22 Oct 14:30. An invite is on its way to jamie@northwind.example.
The moment it happensUse template →
Google Calendar

Get an overview of your week ahead

Each Sunday you get a short email on next week: busy days, key meetings and what to prepare.

Email · Your week aheadTuesday is the busiest day: 6 meetings including the Acme QBR at 2pm. Prepare: Q3 numbers for Acme, and the Northwind contract draft for Thursday.
On a schedule · Uses AIUse template →
Google Calendar

See who on your team is away this week

Each Monday you get a list of who is off and when, taken from your team's calendars.

Email · Who's away this weekriya@example.com: 2026-10-20 to 2026-10-22 (Out of office) alex@example.com: 2026-10-24 to 2026-10-25 (Vacation)
WeeklyUse template →
Google Calendar

Get a prep brief for today's meetings

Each morning you get a short brief on every meeting with who's coming and what to prepare.

Email · Prep for today's 3 meetings10:00 Acme renewal call – they asked about volume pricing. Prepare: last year's usage and a 3-tier quote.
Daily · Uses AIUse template →
Google Calendar

Push your next meeting back with one button

One press moves your current or next meeting later by 15, 30 or 60 minutes.

Trigger link replyMoved 'Weekly sync with Northwind' to 14:15.
The moment it happensUse template →
Google Calendar

Block focus time on busy days

On days full of meetings, a focus block is added to your first free gap.

Google Calendar · primaryFocus, Wed 22 Oct 13:00–15:00 (busy)
DailyUse template →
Google Calendar

Get told when your calendar changes

When someone books, moves or cancels a meeting on your calendar, you hear about it in Slack.

Slack · #calendarAdded or moved: Acme QBR – now 2026-10-23T15:00:00-04:00
Every 10 minutesUse template →
Google Calendar

Get a Slack reminder before each meeting

About 10 minutes before each meeting you get the title, attendees and video link in Slack.

Slack · #my-remindersIn 10 minutes: Northwind kickoff With: Dana Park, Jo Brennan https://meet.google.com/abc-defg-hij
Every 5 minutesUse template →
Google Calendar

Post your team's daily agenda to Slack

Each weekday morning your team channel gets today's events from the shared calendar.

Slack · #teamToday on the Team calendar • All day Riya out • 10:00 Sprint planning • 15:00 Acme demo
On a scheduleUse template →
Google Calendar

Catch double bookings before they happen

You're warned about overlapping meetings in the coming week while there's time to move one.

Email · 2 overlapping meetings this week2026-10-21T14:00: Acme QBR overlaps Northwind design review
DailyUse template →
Google Calendar

See where your meeting hours went each month

At the start of each month you get last month's meeting hours broken down by client or category.

Email · Meeting hours for September 2026Acme: 18.5 h Internal: 12.0 h Globex: 7.5 h Other: 3.0 h
MonthlyUse template →
Google Calendar → Google Sheets

Turn your week's calendar into a timesheet by client

Every Friday your calendar events are sorted by client or project and written to your timesheet sheet with the hours for each.

Google Sheets · Timesheet2026-10-14 | Northwind roadmap review | Northwind | 1.5
Weekly · Uses AIUse template →
Google Calendar → Google Sheets

Invite new sheet registrants to your calendar event

Each new email in your registrations sheet is added as a guest to your event and gets a calendar invite.

Google Calendar · InviteInvitation: Acme Onboarding Webinar, Thu 12 Jun 4pm. Added: jo@northwind.example
Every 15 minutesUse template →
Google Calendar → Google Sheets

Put unpaid bills from a sheet into your calendar on their due dates

Every unpaid bill in your sheet shows up in your calendar on its due date with a reminder, and the event updates if the amount changes.

Google Calendar · ReminderPay Acme Insurance: 312.40, due Friday 24 October
Every hourUse template →
Google Calendar → Google Sheets

Set up new clients in Sheets and book their kickoff call

When a new client form comes in, they are added to your clients sheet with an onboarding checklist, and a kickoff call is booked next week.

Google Calendar · InviteKickoff: Northwind Traders · Tue 28 Oct, 10:00-11:00 · invite sent to ops@northwind.example
The moment it happensUse template →
Google Calendar → Google Sheets

Schedule backlog refinement meetings from your sheet

Before each sprint, the top backlog items are picked from your sheet and refinement meetings are put in the team's calendars.

Google Calendar · Backlog refinementTue 14:00 Backlog refinement: checkout redesign, invoice export, SSO for Northwind account
Every 2 weeks · Uses AIUse template →
Google Calendar → Google Sheets

Keep a Google Sheet of every work calendar event

Your sheet always lists every event on your work calendar with its title, time, guests and status, and updates when events change.

Google Sheets · Events tabNorthwind quarterly review | Tue 4 Nov 10:00–11:00 | sam@northwind.example | confirmed
Every 15 minutesUse template →
Google Calendar → Google Sheets

Update your leads sheet and get a follow-up draft after each client meeting

When a client meeting ends, the lead's row in your sheet is marked as met and you get an email with a suggested follow-up.

Email · Follow up with Jamie OrtizHi Jamie, thanks for your time today. As promised, here is the Northwind Bank fixed-rate comparison we discussed...
Every 30 minutes · Uses AIUse template →
Google Calendar → Google Sheets

Book appointment requests into your calendar and a sheet

Booking requests are checked against your calendar, booked when you are free and logged in your appointments sheet.

Google Sheets · AppointmentsTue 10 Jun 09:00, Casey Morgan, casey@acme.example, booked
The moment it happensUse template →
Google Calendar → Google Sheets

Fill cancelled appointments from your waitlist sheet

When an appointment is cancelled, you get an email naming the next person on your waitlist to offer the slot to.

Email · Cancelled slotCancelled: Thu 23 Oct, 10:00. Offer it to Priya Shah (07700 900123).
Every 10 minutesUse template →
Google Calendar → Google Sheets

Put birthdays, anniversaries and probation dates on the calendar

Birthdays, work anniversaries and probation end dates from your employee sheet appear as calendar events ahead of time.

Google Calendar · HR datesProbation ends: Jordan (Northwind warehouse) · Fri 7 Nov
DailyUse template →
Google Calendar → Google Sheets

Create calendar events from rows in a sheet

Every row you add to your Events sheet becomes a Google Calendar event, and the event ID is written back so it is never created twice.

Google Calendar · CoursesExcel basics, Room 2, Mon 4 Nov 09:30-12:30, created from row 14
Every 15 minutesUse template →
Google Calendar → Google Sheets

Schedule study sessions around your calendar until the exam

Your syllabus topics are turned into study sessions placed in your free time, all finished before the exam date.

Google Calendar · StudyStudy: Organic chemistry reactions, Wed 12 Nov 18:00–19:30
Daily · Uses AIUse template →
Google Calendar → Google Sheets

Log interviews from your calendar to a hiring sheet with reminders

Every calendar event titled Interview is logged in your hiring sheet, and you get an email reminder the day before each one.

Email · Interview reminderTomorrow: Interview, Senior Designer, 10:30 with casey@acme.example
Every 30 minutesUse template →
Google Calendar → Google Sheets

Get warned about likely no-shows for tomorrow

Each morning you get a list of tomorrow's appointments with clients who have missed before, so you can confirm them.

Email · No-show risks10:30 Cut and colour (jamie@northwind.example, 3 no-shows). Consider a confirmation call.
DailyUse template →
Google Calendar → Slack

Get today's calendar in a Slack message every morning

Each weekday at 7am a Slack message lists your meetings for the day, so you see your schedule where you already work.

Slack · Direct messageToday: 09:00 Standup · 11:30 1:1 with Alex · 14:00 Acme integration review
On a scheduleUse template →
Google Calendar → Slack

Create a Google Meet link with /meet in Slack

Type /meet in any Slack channel and a fresh Google Meet link is posted there for everyone to join.

Slack · #product📹 Pricing review: https://meet.google.com/abc-defg-hij (started by @Alex)
The moment it happensUse template →
Google Calendar → Slack

Get a brief on external guests before each meeting

Half an hour before a meeting with people from outside your company, a short brief on their companies arrives in your Slack DMs.

Slack · Direct messageBrief for Intro with Northwind Logistics: regional freight company, about 300 staff, recently opened a depot in Leeds and is hiring for a digital team.
Every 10 minutes · Uses AIUse template →
Google Calendar → Slack

Book meeting requests into Google Calendar and tell Slack

When someone requests a meeting through your form, the slot is booked in your calendar with a video link and #bookings hears about it.

Slack · #bookings📅 Booked: Morgan from Northwind Hotels on Thu 6 Nov 14:00
The moment it happensUse template →
Google Calendar → Slack

Flag meetings on public holidays and post the on-call rota in Slack

Every Monday your team sees next week's meetings that clash with public holidays or leave, and who is on call this week, in one Slack post.

Slack · #teamOn call this week: Priya. Holiday conflicts: • Northwind quarterly review on 2026-10-03: Tag der Deutschen Einheit (DE)
WeeklyUse template →
Google Calendar → Slack

Block focus time in next week's calendar

Every Sunday evening, two-hour focus blocks are added to next week's free slots and the plan is posted to your Slack.

Slack · #meFocus blocks next week: Mon 09:00-11:00, Tue 14:00-16:00, Wed 09:00-11:00, Fri 11:00-13:00
WeeklyUse template →
Google Calendar → Slack

Remind interviewers in Slack ten minutes before each interview

Ten minutes before every interview on your hiring calendar, each interviewer gets a Slack message with the call link.

Slack · Direct messageInterview: Backend engineer, Acme panel starts at 14:00. Join: https://meet.google.com/abc-defg-hij
Every 5 minutesUse template →
Google Calendar → Telegram

Get a Telegram reminder before each meeting

A few minutes before each meeting you get a Telegram message with the time, the join link and a short prep note.

Telegram · Meetings⏰ 14:00 Intro call with Acme Logistics · meet.google.com/xyz-abcd-efg · They are hiring two warehouse leads before December.
Every 5 minutesUse template →
Google Calendar → Telegram

Get today's calendar on Telegram every morning

Every weekday at 7am you get a tidy list of today's meetings and events in Telegram.

Telegram · TodayToday: 08:00 Site visit (Acme Dental, High St) · 11:30 Call with Northwind Supplies · 15:00 Quote review
On a scheduleUse template →
Google Calendar → Telegram

Manage your Google Calendar by messaging a Telegram bot

Text your Telegram bot to add an event or ask what is on a given day, and it updates or reads your Google Calendar for you.

Telegram · Calendar bot✅ Added Session with Dana (Acme Gym), Thu 6 Nov 07:00
The moment it happens · Uses AIUse template →
Google Calendar → Telegram

Let customers book appointments through your Telegram bot

Customers message your Telegram bot, pick a free slot from buttons, and the booking appears in your Google Calendar.

Telegram · Northwind Barbers botYou're booked for Thursday 23 October at 14:00. See you then!
The moment it happensUse template →
Google Calendar → Telegram

Add website bookings to Google Calendar with a Telegram alert

Bookings from your website go straight into your calendar when you are free, and you get a Telegram message for each one.

Telegram · BookingsNew booking: Family portrait for Morgan (Acme) at 2026-06-14 10:00
The moment it happensUse template →
Google Calendar → Telegram

Block tomorrow's prayer times in your calendar and get them on Telegram

Each night, tomorrow's prayer times are blocked as busy in your Google Calendar and the schedule is sent to you on Telegram.

Telegram · TomorrowTomorrow (Mon 20 Oct): Fajr 05:41, Dhuhr 12:51, Asr 15:38, Maghrib 18:01, Isha 19:25
DailyUse template →
Google Calendar → Telegram

Get a Telegram alert for new Google Calendar invites

Every 5 minutes ClickRuntime checks your Google Calendar and sends a Telegram message when someone adds an event, invites you or cancels.

Telegram · your bot📅 New invite: Quarterly review with Northwind Thu 13 Nov, 14:00–15:00 From: dana@northwind.example · you have not replied https://www.google.com/calendar/event?eid=Mmh...
Every 5 minutesUse template →
Google Calendar → Telegram

Get a Telegram warning about tomorrow's calendar clashes

Each evening at 19:00, ClickRuntime checks tomorrow on your Google Calendars and sends a Telegram warning if any events overlap or run back to back.

Telegram · your bot⚠️ Tomorrow has 2 clashes • 10:00 Design review overlaps 10:30 Dentist (personal) • 15:00 Client call ends 15:00, 15:05 Board prep starts (5 min gap)
On a scheduleUse template →
Google Calendar → Google Drive

Let your voice or chat agent book appointments and answer from Drive

Your AI phone or chat agent can check your free times, book appointments in Google Calendar and answer questions from your FAQ document in Drive.

Voice agent · BookingBooked: Appointment for Sam Rivera, Thu 23 Oct 16:30 at Northwind Dental.
The moment it happens · Uses AIUse template →
Google Calendar → Google Drive

Turn meeting transcripts into action items and follow-ups

When a meeting transcript lands in Drive, the action items are pulled out for you and any follow-up meetings are put in your calendar.

Email · Action itemsAction items from Acme quarterly review: Priya to send revised pricing by Friday; follow-up call booked for Thu 7 Nov, 10:00.
Every 15 minutes · Uses AIUse template →
Google Calendar → Google Drive

Prepare a lesson plan for each of tomorrow's classes

Each evening, every class in tomorrow's calendar gets a lesson plan document in Drive, linked from the calendar event.

Google Calendar · LessonLesson: Year 10 physics, forces (Northwind School) · Plan: 2026-11-05 Lesson Year 10 physics
Daily · Uses AIUse template →
Google Calendar → Google Drive

Create a prep doc before every sprint planning meeting

The day before each Sprint Planning event, a prep document with a drafted agenda is created in Drive and linked on the calendar event.

Google Calendar · Sprint PlanningPrep doc: Prep: Sprint 42 Planning 2026-10-21, linked in the event description
Daily · Uses AIUse template →
Google Calendar → Google Drive

Get a research brief before external meetings

Before each external meeting, a short brief on the other company is saved to Drive and the link is emailed to you.

Email · Meeting briefBrief: Intro call with Acme Robotics (tomorrow 10:00). Open the brief in Google Docs
Hourly · Uses AIUse template →
Google Calendar → Google Drive

Save email attachments to Drive and add mentioned dates to your calendar

Attachments from school or client emails are saved to Drive, and any dates they mention appear in your Google Calendar.

Google Calendar · FamilyYear 5 trip to the Acme Science Museum, Friday 7 November (slip saved to Drive/School)
Every 15 minutes · Uses AIUse template →
Google Calendar → Google Drive

Create a Drive folder and book a kickoff call for each new client

Each new client gets their own Drive folder copied from your template and a kickoff meeting booked next week.

Google Calendar · InviteKickoff: Acme Bakery · Mon 27 Oct, 11:00 · folder ready in Drive under Clients/Acme Bakery
The moment it happensUse template →
Google Calendar → Twilio

Text clients to confirm tomorrow's appointments

Clients with an appointment tomorrow get a text, and their YES or NO reply updates the event in your Google Calendar.

SMS · ClientReminder: Physio – Sam Ortiz tomorrow at 09:30. Reply YES to confirm or NO to cancel.
DailyUse template →
Google Calendar → Twilio

Offer cancelled appointments to your waitlist by text

When an appointment is cancelled, everyone on your waitlist is texted the open slot, and the first to reply YES gets booked.

SMS · WaitlistA slot opened at Northwind Dental: 2026-10-21 15:00. Reply YES to take it.
Every 10 minutesUse template →
Google Calendar → Twilio

Get today's schedule by text each morning

Every weekday morning you get a text listing today's events from your Google Calendar.

SMS · MeToday: 08:30 Boiler service @ 12 Acme Rd; 11:00 Quote, Northwind Bakery; 15:00 Supplier call
On a scheduleUse template →
Google Calendar → Twilio

Text missed callers open times and book them by reply

Missed callers get a text with your next free times, and replying with a number books that slot in your Google Calendar.

SMS · CallerSorry we missed you! Reply with a number to book: 1) 2026-10-20 10:00; 2) 2026-10-20 14:00; 3) 2026-10-21 09:00
The moment it happensUse template →
Google Calendar → Zoom

Add a Zoom link to every meeting that's missing one

Any meeting you organise without a video link gets a Zoom meeting added to it, so nobody asks 'where's the link?' at the start time.

Google Calendar · Project review with NorthwindLocation: zoom.us/j/84512... (added automatically)
On a scheduleUse template →
Google Calendar → Zoom

Book form requests into your calendar with a Zoom link

Each meeting request from your form is checked against your calendar, booked with a Zoom link and an invite, and you're told about it.

Slack · #bookingsBooked: Casey from Northwind Partners on Tue 21 Oct 10:30. Zoom invite sent.
The moment it happensUse template →
Google Calendar → Zoom

Get summaries of yesterday's calendar meetings from Zoom

Every morning you get an email listing yesterday's calendar meetings, each with a summary and action items from its Zoom recording.

Email · Yesterday's meetingsNorthwind renewal: they want a two-year term with quarterly billing. Action: send revised quote by Wednesday.
Daily · Uses AIUse template →
Slack

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.

Slack · #newsMorning news digest • Northwind Cloud cuts storage prices by 20% for EU regions (blog.example.com/northwind-pricing) • Acme ships v4 of its open-source queue with exactly-once delivery
Daily · Uses AIUse template →
Slack

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.

Slack · #salesNew order #1042: $184.00 from dana@example.com https://shop.example.com/orders/1042
The moment it happensUse template →
Slack

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.

Slack · #securityNew actively exploited vulnerabilities: • CVE-2026-21410 Fortinet FortiOS: Heap overflow in SSL VPN (fix by 2026-11-07)
Hourly or dailyUse template →
Slack

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.

Slack · #ops🚨 billing-sync: psycopg2.OperationalError: could not connect to server: Connection timed out The database host is unreachable, likely a network or security group change.
The moment it happens · Uses AIUse template →
Slack

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.

Slack · #ops🔴 Down or slow: https://example.com/pricing (HTTP 200 in 4.8s)
Every 5 minutesUse template →
Slack

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.

Slack · #marketsTech is mixed this hour: AAPL is up 0.8% at 231.40 while MSFT slips 0.3%. Bitcoin is the outlier, down 5.6% to 61,200. ⚠️ Down more than 5%: BTC
Hourly in market hours · Uses AIUse template →
Slack

See new job listings as they're posted

Jobs that match your keywords show up in a Slack channel, each one only once.

Slack · #jobsSenior Python Engineer at Northwind Analytics https://remotive.com/remote-jobs/software-dev/senior-python-engineer-1928374
Every 20–60 minutesUse template →
Slack

Send your best leads to sales straight away

Every contact form message is scored, and the promising ones reach #sales while they're still warm.

Slack · #salesHot lead (9/10): Jordan Lee at Northwind Logistics <jordan@northwind.example> Asks for pricing for 40 seats and a start date this month.
The moment it happens · Uses AIUse template →
Slack

Hear about new releases of the tools you use

When a library or tool you depend on ships a new version, your dev channel gets the release notes link.

Slack · #devpsf/requests released v2.33.0 https://github.com/psf/requests/releases/tag/v2.33.0
DailyUse template →
Slack

Get a weekly summary of what your team discussed

Every Friday you get one email with what was decided, who worked on what, and what's still open across your busiest channels.

Email · Weekly summary: #team and #projectDecisions: ship the Acme onboarding flow on 3 Nov; drop the CSV import. Open: who owns the Northwind renewal deck?
Weekly · Uses AIUse template →
Slack

Post a morning briefing to Slack

Your team starts the day with the weather, a reminder or anything else you'd like in #general.

Slack · #generalAustin weather 2026-10-20: 64–82°F, 10% rain 2026-10-21: 66–85°F, 40% rain > Well done is better than well said. – Benjamin Franklin
DailyUse template →
Slack

Find Slack channels nobody uses anymore

Once a month you get a list of channels that have gone quiet, so you can archive them.

Email · 4 quiet Slack channelsNo messages in 90 days: #launch-2025 (12 members) #acme-pilot (5 members)
MonthlyUse template →
Slack

Get told when someone mentions a keyword in Slack

When anyone mentions a customer, a competitor or a word like "outage", you get the message and a link to it.

Email · 2 Slack messages matched your keywords#support: Northwind says they were double charged and want a refund https://acme.slack.com/archives/C01SUPPORT/p1760000000123456
Every 10 minutesUse template →
Slack

Share a weekly report file in Slack

Every week a fresh spreadsheet lands in the channel, ready to open, with nobody having to build it.

Slack · #leadsMessages per person in #support last week 📎 support-messages-last-week.csv
WeeklyUse template →
Slack

Make sure no question goes unanswered

Questions in your help channel that nobody answered after 2 hours get a nudge to the right people.

Slack · #help (thread)@support this one has been waiting over 2 hours.
Every 30 minutesUse template →
Slack

Run your daily standup in Slack

Everyone gets asked for their update in the morning, and the team gets a summary with blockers by lunchtime.

Slack · #team• Sam: finished Acme export, starting invoices • Riya: on Northwind migration Blockers: Riya waiting on staging DB access
Twice a day · Uses AIUse template →
Slack

Back up a Slack channel every week

Each week you get a spreadsheet of everything said in a channel, by email.

Email · #clients export: 86 messagestime (UTC),name,message 2026-10-13 09:12,Alex Kim,Northwind signed off the Q4 scope
WeeklyUse template →
Slack

Welcome new members when they join a Slack channel

Every 5 minutes, people who joined a Slack channel since the last check get a welcome message in that channel that mentions them and links the pinned guide.

#customers-beta · SlackWelcome @Maria Lopez and @Tae Park 👋 Start with the beta guide: https://acme.com/beta-guide Post bugs here with a screenshot; @Kim Chen answers within a day.
Every 5 minutesUse template →
Slack

Post the most-reacted Slack messages of the week

Every Friday, the five messages with the most emoji reactions in a Slack channel are posted back to that channel with links.

#general · SlackMost-reacted this week in #general: 1. @Priya Shah · 🎉 31 · 👏 12 — "We just signed Northwind…" 2. @Leo Martin · 😂 24 — "PSA: the coffee machine now has an API" 3. @Kim Chen · 🚀 19 — "v2.4 is out, Parquet export…" …
On a scheduleUse template →
Slack

Get an email when someone joins your Slack workspace

Every 30 minutes, new members of a Slack workspace are emailed to the admin with name, email, title and whether they are a guest.

Email · 2 new people in the Acme SlackMaria Lopez · maria@northwind.com · Buyer · Europe/Madrid · single-channel guest Tae Park · tae@acme.com · Backend engineer · Asia/Seoul · member
Every 30 minutesUse template →
Slack → Trello

Turn complaints into Trello cards and share praise in Slack

Every form response is read for tone: complaints become Trello cards to act on, and praise is shared with the team in Slack.

Slack · #winsNew praise: "Priya on your support team sorted our Northwind import in ten minutes. Brilliant service."
The moment it happens · Uses AIUse template →
Slack → Trello

Start client onboarding in Trello when a contract is signed

When a contract is signed, the client gets a Trello onboarding card with a checklist and the team hears about it in Slack.

Slack · #clientsNew client signed: Contoso Dental. Onboarding card: https://trello.com/c/a1B2c3D4
The moment it happensUse template →
Slack → Trello

Post a daily Trello deadline digest to Slack

Each weekday morning your team sees what is overdue, what is due today and what moved yesterday, without opening the board.

Slack · #marketingOverdue: Contoso case study (2 days). Due today: Q3 newsletter, Acme webinar slides.
On a scheduleUse template →
Slack → Trello

Turn support emails into Trello cards and flag urgent ones in Slack

Each new support email becomes a Trello card labelled by priority, and urgent ones are posted to #support straight away.

Slack · #supportUrgent support email from orders@contoso.example: Charged twice for order #10482
Every 10 minutes · Uses AIUse template →
Slack → Telegram

Post GitHub pushes, pull requests and issues to Slack and Telegram

Activity from all your GitHub repositories appears in one Slack channel and on your Telegram, as it happens.

Slack · #dev🔀 PR opened in northwind/storefront: Fix checkout tax rounding by sam-dev
The moment it happensUse template →
Slack → Telegram

Send error and status alerts to Slack and Telegram

Any failure or status change sent to your trigger link reaches both Slack and Telegram, with repeats filtered out.

Telegram · Alerts[ERROR] acme-backup: nightly database backup failed, disk full on backup volume
The moment it happensUse template →
Slack → Telegram

Get Slack and Telegram alerts when your websites go down

Your websites are checked every 5 minutes, and you hear in both Slack and Telegram when one goes down or comes back.

Telegram · Site alertsDOWN: https://shop.northwind.example
Every 5 minutesUse template →
Slack → Telegram

Answer Telegram bot messages and escalate urgent ones to Slack

Every message to your Telegram bot gets an instant reply, and complaints or urgent requests are posted to your Slack support channel.

Slack · #supportWrong delivery from Priya (chat 5521): "My Northwind order was left at the wrong building and I need it today."
The moment it happens · Uses AIUse template →
Slack → Telegram

Turn notes sent to a Telegram bot into meeting minutes in Slack

Jot notes to your Telegram bot during the day's meetings and get tidy minutes with action items posted to Slack at 6pm.

Slack · #teamMinutes: Contoso renewal agreed at current price. Action: Sam to send the contract for legal review by Friday.
Collects as they arrive, acts daily · Uses AIUse template →
Slack → Telegram

Get a daily news digest in Telegram and Slack

Each morning a short digest of the top news on your topic arrives in your Telegram chat and your Slack channel.

Slack · #security1. Critical flaw in a popular VPN appliance is being exploited, patch now. 2. Contoso Health discloses a data breach affecting patient records.
Daily · Uses AIUse template →
Slack → Telegram

Get alerts when Bitcoin or Ethereum drops past your threshold

You get one message in Telegram and Slack when Bitcoin or Ethereum falls more than your chosen percentage in 24 hours.

Telegram · Price alertsETH is down 6.2% in 24h, now $2,410
Every 15 minutesUse template →
Slack → Telegram

Get a daily digest of new releases for the tools you use

Each morning, new GitHub releases for the repositories you follow are summarised and sent to Slack and Telegram.

Slack · #engpallets/flask 3.1.1: fixes a session cookie security issue; no breaking changes. Upgrade recommended.
Daily · Uses AIUse template →
Slack → Telegram

Announce subscriptions, cancellations and failed payments in Slack and Telegram

Every new subscription, cancellation and failed payment is posted to your revenue channel in Slack and sent to you on Telegram.

Slack · #revenue⚠️ subscription payment failed: Northwind Studio on Team plan, monthly (#1 today)
The moment it happensUse template →
Slack → Telegram

Get task reminders on both Slack and Telegram

Reminders you set arrive in Slack and on Telegram at the time you chose, so you see them at your desk or on your phone.

Telegram · RemindersReminder: send the Acme Logistics invoice for October
Every 5 minutesUse template →
Slack → Telegram

Post team birthday greetings in Slack and Telegram

On each teammate's birthday, a greeting is posted in your Slack and Telegram channels in the morning.

Slack · #generalHappy birthday, Lee! Thanks for keeping the Contoso launch on track this year. Have a great day.
DailyUse template →
Slack → WhatsApp Business

Send system alerts to Slack and the on-call phone

When something breaks, the team sees it in Slack and the person on call gets a WhatsApp message, without repeats.

Slack · #alerts:rotating_light: [critical] Northwind order sync failed 3 times in a row
The moment it happensUse template →
Slack → WhatsApp Business

Answer WhatsApp support questions and escalate to Slack

Customers get instant answers on WhatsApp, and anything the bot isn't confident about is posted to Slack for a person to pick up.

Slack · #support:speech_balloon: WhatsApp +447700900321: Can I move my Acme team's seats onto one invoice?
The moment it happens · Uses AIUse template →
Slack → WhatsApp Business

Share sales call summaries in Slack and on WhatsApp

After each call, a summary with next steps is posted to your sales channel and sent to the rep on WhatsApp.

Slack · #sales:telephone_receiver: Acme discovery call — Wants rollout for 40 seats in Q1. Next steps: Sam to send pricing by Friday.
The moment it happens · Uses AIUse template →
Slack → WhatsApp Business

Qualify WhatsApp leads and alert sales about hot ones

New WhatsApp enquiries are asked a few qualifying questions, scored, and hot leads are posted to your sales channel straight away.

Slack · #sales:fire: Hot WhatsApp lead +447700900654 (score 8) — New site for Northwind Dental, budget £8k, start next month
The moment it happens · Uses AIUse template →
Slack → WhatsApp Business

Send a morning digest to Slack and WhatsApp

Every morning a short digest of the day ahead lands in your Slack channel and on your WhatsApp.

Slack · #daily:sunrise: Today — 10:00 Acme kickoff · Northwind invoice 14 days overdue · 3 new trial sign-ups overnight
Daily · Uses AIUse template →
Slack → WhatsApp Business

Recover abandoned carts on WhatsApp

Shoppers who leave checkout without paying get a WhatsApp reminder an hour later, and your team sees each attempt in Slack.

Slack · #sales:shopping_trolley: Cart reminder sent to Riley (£86.00)
Collects as they arrive, acts dailyUse template →
Slack → Twilio

Text appointment reminders and see confirmations in Slack

Clients get a text the day before their appointment, and the team sees in Slack who confirmed, cancelled or wants to reschedule.

Slack · #front-desk:calendar: Riley Chen (14:30) reschedule: "Could we do Thursday instead?"
DailyUse template →
Slack → Twilio

Text quiet leads a follow-up and nudge sales in Slack

Leads who haven't replied in a few days get a short, friendly follow-up text, and sales gets a Slack summary of who was nudged.

Slack · #sales:wave: Followed up 3 quiet lead(s): Pat at Acme Dental, Northwind Cafe, Lee Morgan
Daily · Uses AIUse template →
Slack → Twilio

Qualify text-message leads and route them in Slack

When a prospect texts your number, AI pulls out what they need and how serious they are, replies, and alerts the right Slack channel.

Slack · #sales-hot:iphone: Jesse (score 8) — full bathroom refit at Northwind Lane · budget £12k
The moment it happens · Uses AIUse template →
Slack → Twilio

Text you and alert Slack when a metric crosses a threshold

When a number you watch crosses your limit, you get a text and the team gets a Slack message, once per breach.

Slack · #ops:rotating_light: Error rate is 7.2% (limit 5%)
Every 15 minutesUse template →
Slack → Twilio

Text back missed callers and post a call-back note in Slack

If you miss a call, the caller gets a text right away and a call-back note appears in Slack.

Slack · #calls:telephone: Missed call from +447700900777 at 11:42. Please call back. (4 missed today)
The moment it happensUse template →
Discord

Get a daily news digest in Discord

Each morning your server gets a short roundup of the top stories from the sites you follow.

Discord · #news**Today's news** • Chipmakers rally on new AI orders • EU agrees on data portability rules
On a schedule · Uses AIUse template →
Discord

Get crypto price alerts in Discord

Your channel hears when Bitcoin or Ethereum makes a big move or crosses your price levels.

Discord · #alertsBTC crossed $100,000 (now $100,420) ETH moved +5.8% to $3,912
Every 5–15 minutes · Uses AIUse template →
Discord

Get told when an item is back in stock

Your server hears the moment a product page changes, like a sold-out item coming back.

Discord · #dealsBack in stock: shop.example.com/products/widget
Every 5–60 minutesUse template →
Discord

Answer questions in your help channel

People who mention your bot in #help get an answer within minutes, and bug reports are copied to the right channel.

Discord · #helpTo reset your API key, open Settings › Keys and click Rotate. Old keys stop working right away.
Every 5 minutes · Uses AIUse template →
Discord

Post form submissions to a Discord channel

Form entries and app events show up as tidy messages in the channel you pick.

Discord · #leadsNew contact: Dana Ortiz Email: dana@northwind.example · "Do you offer annual billing?"
The moment it happensUse template →
Discord

Post a weekly announcement in Discord

The same reminder goes out on time every week without anyone remembering to post it.

Discord · #announcementsGame night starts at 8pm in Voice 1!
On a scheduleUse template →
Discord

Share new YouTube videos with a short summary

When a channel you follow uploads, your server gets the link and a three-line summary.

Discord · #videos**Shipping faster with feature flags** Why flags beat long-lived branches, with a live demo. youtu.be/abc123
Hourly · Uses AIUse template →
Discord

Post the top Hacker News stories to Discord

Your server gets a regular list of what's trending, without repeats.

Discord · #launches**Top on HN today** • Show HN: A tiny Postgres queue (412 points)
Hourly or dailyUse template →
Discord

Remove spam and scams from your server

Clear spam is deleted within minutes, and borderline messages go to your mods to decide.

Discord · #mod-queue#general newuser42: Free Nitro for the first 100 people, claim here: bit.ly/...
Every 5 minutes · Uses AIUse template →
Discord

Clear out old messages every night

Busy channels like bot logs stay short, with messages older than a week removed.

Discord · #bot-logsDeleted 86 messages older than 7 days.
DailyUse template →
Discord

Get a weekly report on your community

Every Monday your mods see who joined and which channels were busiest, compared with the week before.

Discord · #mods**Last week** New members: 48 Busiest channels: #general 312 · #help 97
WeeklyUse template →
Discord

Get a daily summary of a busy channel

Each morning you get the gist of yesterday's conversation without scrolling back.

Email · #general summary#general: 142 messages • Big thread on the v2 API launch date • Two members asked about self-hosting
Daily · Uses AIUse template →
Discord

Export everyone with a role

Every week you get a list of the members who hold a given role, ready to use.

Email · Patron membersPatron role: 57 members user_id,username,nickname,joined_at
WeeklyUse template →
Discord

Post each person's open tasks every morning

Your team channel starts the day with a list of open tasks grouped by who owns them.

Discord · #team**Priya** (2) • Northwind onboarding call • Update Acme invoice
On a scheduleUse template →
Discord → Microsoft Teams

Announce new blog posts in Discord and Teams

Each new post in your RSS feed is announced in your Discord server and your Teams channel, with an optional short summary.

Discord · #announcementsNew post: Northwind 4.2 adds offline mode. Field teams can now log visits without signal and sync later.
Every 30 minutesUse template →
Discord → Microsoft Teams

Post a weekly report summary to Discord and Microsoft Teams

Every Monday, a short summary of last week's numbers is posted to both your Discord server and your Teams channel.

Discord · #reportsWeekly report: ad spend $4,120 (+8%), signups 312 (-3%). The Contoso retargeting campaign spent $640 with no conversions; worth pausing.
Weekly · Uses AIUse template →
Discord → Microsoft Teams

Post new bookings to Discord and Teams

Each time someone books a meeting through your form, the details are posted to your Discord server and your Teams channel.

Teams · Bookings📅 New booking: Acme Robotics on 22 Oct at 14:00. Topic: onboarding call
The moment it happensUse template →
Discord → Google Sheets

Work through a content queue in Sheets and post results to Discord

Every hour, the next ready idea in your sheet becomes a draft script or caption, is saved back to the row and is posted to your Discord channel.

Discord · #contentMorning routines that stick (Instagram): "Three habits we picked up from the Northwind team that took five minutes each..."
Hourly · Uses AIUse template →
Discord → Google Sheets

Post new and changed sheet rows to Discord

Whenever a row in your sheet is added or changed, a formatted message appears in your Discord channel.

Discord · #requestsNew: REQ-118. Requester: Priya, Type: Feature, Request: Dark mode for the Contoso dashboard, Status: Open
Every 5 minutesUse template →
Discord → Google Sheets

Export Discord members with a role to Google Sheets

A sheet listing every member of your Discord server who has a chosen role, refreshed each day.

Google Sheets · Members418 members with the Subscriber role, updated this morning
DailyUse template →
Discord → Google Sheets

Log form leads to a Google Sheet and announce them in Discord

Each lead from your website form is added to your Leads sheet and posted in your Discord #leads channel within seconds.

Discord · #leadsNew lead: Priya (Northwind Traders) priya@northwind.example
The moment it happensUse template →
Discord → Google Sheets

Log every shop order in a sheet and post it to Discord

Each new order from your shop is added to your Orders sheet and announced in your Discord channel.

Discord · #ordersNew order #4821: 2x Linen tote, 1x Ceramic mug - 64.00 EUR
The moment it happensUse template →
Discord → Google Sheets

Create a Discord channel for each new project in your sheet

Add a project row to your sheet and a Discord channel is created, its members are tagged in a welcome message, and the channel ID is saved back.

Discord · #northwind-redesignWelcome to Northwind Redesign @Priya @Sam @Jordan
Every 10 minutesUse template →
Discord → Google Sheets

Watch a list in Google Sheets and alert Discord when something changes

Sites, domains or prices you list in a sheet are checked every 30 minutes, the sheet shows the latest status, and Discord hears when one flips.

Discord · #alertshttps://status.northwind.dev is now DOWN
Every 30 minutesUse template →
Discord → Google Sheets

Moderate a Discord channel against rules in a Google Sheet

New messages in your channel are checked against your rules sheet, and any that break a rule are logged and flagged to your moderators.

Discord · #modsPossible violation by quickdeals42 (No selling outside #marketplace): link to message
Every 5 minutes · Uses AIUse template →
Discord → Gmail

Post failure and alert emails to a Discord channel

Alert emails from your services show up in your team's Discord channel within minutes, with the subject and a short preview.

Discord · #alertsBackup job failed: northwind-db nightly. From: alerts@backups.example. "The backup could not complete because the disk is full..."
Every 5 minutesUse template →
Discord → Gmail

Welcome new form leads by email and alert Discord

Each new lead from your form gets a welcome email from your Gmail, and your team gets a Discord message with the details.

Discord · #salesNew lead: Priya Shah (priya@contoso.example). Company: Contoso. "Looking for a demo for a team of 12."
The moment it happensUse template →
Discord → Gmail

Get email and Discord alerts when a site goes down or a domain frees up

Your sites and wished-for domains are checked every 30 minutes, and you get an email and a Discord message the moment one changes.

Discord · #monitorcontoso.io is now available
Every 30 minutesUse template →
Discord → Gmail

Label your Gmail by type and post important emails to Discord

New emails are sorted into your Gmail labels such as Invoice, Order and Support, and urgent or support emails are posted to your Discord #inbox channel.

Discord · #inboxSupport: orders@acme.example - Parcel arrived damaged, order #2291
Every 15 minutes · Uses AIUse template →
Discord → Gmail

Get a daily summary of your inbox in Discord

Each morning, a short Discord message tells you what arrived in your Gmail in the last day and what needs a reply.

Discord · #digestNeeds reply: Contoso asks to move Thursday's call; Acme invoice query. FYI: 3 shipping updates. Low priority: 9 newsletters.
On a schedule · Uses AIUse template →
Discord → Telegram

Announce new blog posts on Discord and Telegram

Each article you publish is posted to your Discord server and Telegram channel with its title, link and a short teaser.

Telegram · Blog channelHow Northwind cut onboarding time in half. A look at the three checklists that replaced a 40-page manual. https://blog.example.com/onboarding
Every 15 minutesUse template →
Discord → Telegram

Send error alerts to Discord and Telegram

When a job or system fails, your team sees the details in Discord and you get them on Telegram, wherever you are.

Telegram · Ops bot🚨 nightly-invoice-export failed: connection to billing database timed out. Errors today: 3
The moment it happensUse template →
Discord → Telegram

Post a daily crypto market brief to Discord and Telegram

Each morning a short brief on Bitcoin and Ethereum prices and headlines is posted to your Discord and Telegram communities.

Telegram · Market briefBitcoin $68,240 (+2.1%), Ethereum $3,410 (-0.4%). Main story: a large exchange delays its token listing.
Daily or weekly · Uses AIUse template →
Discord → Telegram

Send new posts from a feed to Discord and Telegram

New posts from an account, subreddit or feed you follow appear in your Discord and Telegram channels within minutes.

Telegram · CommunityContoso v3.2 released with offline mode https://blog.contoso.example/v3-2
Every 5 minutesUse template →
Discord → Telegram

Get Discord and Telegram alerts when Notion statuses change

When an item in your Notion database changes status, a message goes to Discord and Telegram saying what moved and where.

Discord · #contentNorthwind case study: Draft to Review
Every 10 minutesUse template →
Discord → Telegram

Post new subscriptions and other events to Discord and Telegram

Each new subscription or event from your tools shows up straight away in your Discord and on Telegram, with a running daily count.

Discord · #sales💸 subscription created: Contoso Notes Pro, yearly (#4 today)
The moment it happensUse template →
Discord → Slack

Send your app's error alerts to Slack and Discord

Whenever your app reports an error to your trigger link, the alert appears in #alerts in Slack and in your Discord ops channel, without repeats.

Slack · #alertsError in nightly-import: connection refused to orders database. The database server is likely down or not accepting connections.
The moment it happensUse template →
Discord → Slack

Share approved YouTube video summaries in Discord

New videos from channels you follow are summarised, you approve them in Slack, and approved summaries are posted to your Discord.

Discord · #videosSelf-hosting a mail server in 2026: walks through DNS records, spam filtering and backups for a small team setup.
Every 30 minutes · Uses AIUse template →
Discord → Slack

Post subscription changes to Slack and Discord

When a subscription is created or cancelled, the details are posted to both your Slack and your Discord.

Slack · #revenueCancelled: customer Acme Analytics, plan Team, 49.00 USD/month
The moment it happensUse template →
Discord → Slack

Post a daily digest of top Reddit posts to Slack and Discord

Each morning the best new posts on your topics are summarised into one short digest and posted to both Slack and Discord.

Slack · #newsToday's digest: a thread comparing self-hosted log tools, and a popular complaint about Acme CLI's new pricing.
Daily · Uses AIUse template →
Discord → Slack

Get Slack and Discord alerts for new npm package releases

When a package you depend on publishes a new version, the release is posted to your Slack and Discord channels.

Slack · #releasesNew release: express 5.1.0 -> 5.2.0 https://www.npmjs.com/package/express
Every 12 hoursUse template →
Discord → Google Drive

Back up your data to Google Drive every night

Every night your data is saved to a dated folder in Google Drive, and Discord tells you whether the backup worked.

Discord · #opsBackup done: 42 items saved to backup-2026-10-19
On a scheduleUse template →
Discord → Google Drive

Announce new Google Drive files in Discord

When someone drops a file into your Drive inbox folder, your Discord channel gets a message with its name, owner and link.

Discord · #shared-filesNew file Contoso spring campaign brief from Priya. > Brief for three 30-second spots launching in April.
Every 10 minutesUse template →
Discord → Google Drive

Save Discord attachments to Google Drive

Every file shared in your Discord channel is copied to a Google Drive folder within 15 minutes, named with the channel, author and date.

Google Drive · Discord archiveart-priya-2026-10-19-castle-concept-v3.png saved
Every 15 minutesUse template →
Google Docs

Get a first draft as a Google Doc from a brief

Send a topic or brief and get a structured draft saved as a new Doc in your folder.

Email · Draft ready: invoice automationhttps://docs.google.com/document/d/1DrAfTaBc123/edit
The moment it happens · Uses AIUse template →
Google Docs

Turn a video into a summary Doc

Send a video link and get a summary and social posts in a Google Doc.

Google Docs · Video notesSummary: Northwind's CTO explains how they cut cloud costs 30%… Post 1: Three changes that cut our cloud bill by a third 🧵
The moment it happens · Uses AIUse template →
Google Docs

Get a company analysis Doc from a URL

Send a website and get a report with a customer profile and page gaps in a Doc.

Google Docs · Analysis: acme.exampleIdeal customer: operations leads at 50–500 person logistics firms. Gaps: no pricing page, no customer logos above the fold.
The moment it happens · Uses AIUse template →
Google Docs

Add a daily research digest to a Doc

Each morning a dated section with a short digest of your source is added to a running Doc.

Google Docs · Research DigestMonday 19 October 2026 1. Acme open-sources its vector database – benchmarks show 2x faster writes…
On a schedule · Uses AIUse template →
Google Docs

Turn meeting transcripts into summary Docs

A transcript you send becomes a Doc with a summary, decisions and action items.

Email · Summary: Acme weeklyhttps://docs.google.com/document/d/1MeEtInG456/edit
The moment it happens · Uses AIUse template →
Google Docs

Keep a daily journal Doc

Notes you send during the day are added to a running Doc under today's date each evening.

Google Docs · JournalMonday 19 October 2026 • Call with Northwind went well, they want a pilot • Fixed the Acme export bug
Collects as they arrive, acts dailyUse template →
Google Docs

Get a summary when an important Doc changes

When a Doc you rely on changes, you get a short summary of what's different.

Email · Policy doc changedThe refund window was extended from 14 to 30 days, and a new section on data retention was added.
Daily · Uses AIUse template →
Google Docs

Create a proposal from your template

Sending client details to a link creates a filled-in proposal or contract Doc.

Email · Proposal for Northwindhttps://docs.google.com/document/d/1PrOpOsAl789/edit
The moment it happensUse template →
Google Docs

Add entries to a work log Doc

Anything you send to a link is added with a timestamp to the end of your log Doc.

Google Docs · Work Log2026-10-19 15:42 Sent Acme the revised estimate
The moment it happensUse template →
Google Docs

Get told about new Docs in a shared folder

When someone creates a Doc in your shared folder, you get its title, author and link.

Slack · #specsNew spec: Acme SSO integration by Riya Patel https://docs.google.com/document/d/1SpEc/edit
Every 15 minutesUse template →
Google Docs

Get a weekly status summary of a project Doc

Each Friday you get the current status and open risks from a long project Doc.

Email · Project Plan: weekly statusStatus: design done, build 60% through, on track for 14 Nov. Risks: Northwind API access still pending.
Weekly · Uses AIUse template →
Google Docs

Update recurring text in a Doc each month

Text that changes on a schedule, like the month name, is updated in your Doc for you.

Email · Monthly Report updatedReplaced September with October 7 times.
MonthlyUse template →
Google Docs

Save a weekly PDF copy of a Doc

Each week a dated PDF of your important Doc is saved to an archive folder.

Email · Handbook snapshot savedhttps://drive.google.com/file/d/1HaNdBoOk2026/view
WeeklyUse template →
Google Docs → Google Drive

Research a company and save a report as a Google Doc

Submit a company name and a structured research report is saved as a Google Doc in your Reports folder.

Google Drive · ReportsNorthwind Outdoor research report: Overview, Products, Customers, Positioning, Opportunities
The moment it happens · Uses AIUse template →
Google Docs → Google Drive

Create next week's lesson plans in Drive every Sunday

Every Sunday you get a lesson plan Google Doc for each lesson next week, filed in your Lessons folder, with the links emailed to you.

Email · Lesson plansNext week's lesson plans: Mon P1 Year 8 Science, states of matter (Northwind Academy) and 4 more
Weekly · Uses AIUse template →
Google Docs → Google Drive

Score CVs in a Drive folder and keep a ranked report Doc

Every CV you drop into your Applicants folder is scored against the job description and added to a ranked summary in a Google Doc.

Google Docs · CV rankingTaylor_Kim_CV.pdf: 8/10. Six years of Python and Postgres at Northwind Labs, led a team of three. Gap: little AWS experience.
Every 30 minutes · Uses AIUse template →
Google Docs → Google Drive

Create document drafts from new contract PDFs in Drive

Each contract PDF added to your Drive folder produces a draft from your Doc template with the parties, dates and amounts filled in.

Google Docs · DraftSummary - Acme_Northwind_Services.pdf: parties Acme Ltd and Northwind LLP, 1 Jul 2026 to 30 Jun 2027, fee 48,000.
Every 15 minutes · Uses AIUse template →
Google Docs → Google Drive

Create PDF quotes from a Google Doc template when a form is submitted

Each quote request fills your Google Doc template, saves a PDF in Drive and emails it to you, ready to send.

Email · Quote readyQuote Acme Housing 2026-10-19 is ready. PDF: https://drive.google.com/file/d/1Lm…
The moment it happensUse template →
Google Docs → Google Drive

Tailor your CV to each job posting from one master Doc

Send a job posting and a copy of your master CV, tailored to that role, is saved in your Applications folder in Drive.

Google Drive · ApplicationsCV - Northwind - Senior Product Designer saved to Applications.
The moment it happens · Uses AIUse template →
Google Docs → Google Drive

Turn PDFs in Drive into two versions of a multiple-choice test

Drop a PDF into your Drive folder and get two different multiple-choice tests on it as Google Docs.

Google Drive · Test materialChapter 4 Photosynthesis - Test A and Chapter 4 Photosynthesis - Test B created, 10 questions each with answer keys.
Every 30 minutes · Uses AIUse template →
Google Docs → Google Drive

Get a Slack summary of each new doc in a Drive folder

Every document that lands in your Drive Inbox folder is summarised and the summary is sent to you in Slack.

Slack · Direct message📝 Northwind Q4 budget proposal: asks to move £20k from events to paid search. Decision needed by Fri 7 Nov.
Every 15 minutes · Uses AIUse template →
Google Docs → Google Sheets

Summarise new Google Docs into a sheet

Every new document in your folder gets a short summary added to a Google Sheet, with its title and link.

Google Sheets · Docs IndexQ3 Contoso renewal notes · Contoso wants a 2-year term with a 5% discount; legal review due 28 Oct; Northwind pricing used as benchmark.
Every hour · Uses AIUse template →
Google Docs → Google Sheets

Turn companies in a sheet into research briefs in Google Docs

Add a company to your sheet and a research brief appears in a Google Doc, with the link written back into the row.

Google Docs · Prospect briefsBrief: Contoso Logistics. Overview: regional freight broker serving mid-size retailers. Talking point: they are hiring for route planning.
Every 30 minutes · Uses AIUse template →
Google Docs → Google Sheets

Turn keywords in a sheet into article drafts in Google Docs

Mark a keyword Ready in your sheet and an outline appears in a new Google Doc, with the link written back to the row.

Google Sheets · Content"invoice automation for contractors": Drafted, outline in Google Docs
Every hour · Uses AIUse template →
Google Docs → Google Sheets

Send personalised emails from a Google Doc template

Each person in your sheet gets an email written from your Google Doc template with their own name and company, and is marked as sent.

Email · Sponsor invitationHi Alex, we'd love to have Northwind Traders as a sponsor at this year's Contoso Logistics Summit. The full sponsor pack is attached to this email.
DailyUse template →
Google Docs → Google Sheets

Turn feedback in a sheet into a Google Doc report

Each week, new feedback rows in your sheet are grouped into themes by AI and written up as a report in a Google Doc, with the link emailed to you.

Email · Feedback reportFeedback report: 84 new responses. Top theme: sessions ran over time (negative, 23 mentions).
Daily or weekly · Uses AIUse template →
Google Docs → Google Sheets

Draft a proposal Google Doc from each new client row

Add a client's scope and budget to your sheet and a drafted proposal from your template appears, linked in the same row.

Email · Proposal draftsProposal draft ready: Northwind Traders (website redesign, $18,000) https://docs.google.com/document/d/1xYz/edit
Every 15 minutes · Uses AIUse template →
Google Docs → Telegram

Chat with a Telegram assistant that remembers you

Your Telegram bot answers using the notes in your Memory Google Doc, and adds anything new you tell it to that doc.

Telegram · Assistant botNorthwind Traders pays on 30-day terms, and you asked to invoice them on the 1st. Noted: Contoso Print is now your preferred printer.
The moment it happens · Uses AIUse template →
Google Docs → Telegram

Answer Telegram questions from your Google Docs

People ask your Telegram bot a question and get an answer based only on your FAQ or policy Google Doc.

Telegram · Guest help botCheck-in is from 3pm. The key box is to the left of the front door; the code is in your booking email.
The moment it happens · Uses AIUse template →
Google Docs → Telegram

Draft on-brand social posts and approve them in Telegram

Each morning you get social post drafts written in your brand voice, with Approve and Reject buttons in Telegram.

Telegram · Brand postsRainy Monday? Our Contoso Roasters house blend is 20% off until noon. Bring your own cup. [Approve] [Reject]
Daily · Uses AIUse template →
Google Docs → Telegram

Summarise YouTube videos from Telegram into a Google Doc

Send a YouTube link to your Telegram bot and get a summary back, saved in your Video notes doc as well.

Telegram · Notes botPricing for small SaaS teams: test annual plans early; anchor with a higher tier; review prices every 6 months.
The moment it happens · Uses AIUse template →
Google Docs → Telegram

Save Telegram voice notes and photos into a Google Doc journal

Voice notes you send to Telegram are transcribed and tagged, and photos are added to the same journal doc with a link, all in date order.

Telegram · Journal botSaved [pricing, onboarding, Northwind pilot]
The moment it happens · Uses AIUse template →
Google Docs → Telegram

Turn Telegram notes into a proposal in Google Docs

Send /proposal and your rough notes to your Telegram bot and get back a link to a formatted proposal in Google Docs.

Telegram · Proposals botDraft ready: Website rebuild for Northwind Traders. https://docs.google.com/document/d/1AbC…/edit
The moment it happens · Uses AIUse template →
Google Docs → Slack

Draft RFP answers in a Google Doc and share them in Slack

Send an RFP questionnaire to a link and get a Google Doc with a draft answer to every question, based on your company profile, posted to #sales for review.

Slack · #salesRFP draft ready for Northwind Health (118 questions, 9 need input): docs.google.com/document/d/...
The moment it happens · Uses AIUse template →
Google Docs → Slack

Write a weekly competitor report into Google Docs and share it in Slack

Every Monday a research report on your competitors is written into a Google Doc, with a short summary and link posted in Slack.

Slack · #strategyContoso cut its starter plan price by 20%. Northwind launched a mobile app. Fabrikam is hiring three enterprise sales roles. Full report: https://docs.google.com/document/d/1aB2/edit
Weekly · Uses AIUse template →
Google Docs → Slack

Turn deal form entries into proposal Google Docs

Submit a deal form and a client proposal is written from your template Doc, saved as its own copy, and the link is posted to Slack.

Slack · #sales📝 Proposal draft for Northwind Coffee: https://docs.google.com/document/d/1AbC...
The moment it happens · Uses AIUse template →
Google Docs → Slack

Turn event feedback into a report doc and Slack highlights

Feedback responses are analysed into a Google Doc report, and the top three insights are posted to your Slack channel.

Slack · #eventsFeedback from 64 responses: 1) Hands-on Contoso demo rated best session 2) Afternoon block too long 3) Room was cold
Daily · Uses AIUse template →
Google Docs → Slack

Turn process notes into SOP documents

Drop rough process notes into a Drive folder and get a step-by-step SOP Google Doc, announced to the team in Slack.

Slack · #opsNew SOP: Processing a customer return. https://docs.google.com/document/d/1XyZ…/edit
Every 30 minutes · Uses AIUse template →
Google Docs → Slack

Create a client onboarding Doc and announce it in Slack

Each new client form creates an onboarding Google Doc from your template, filled with their details, and posts the link to #clients in Slack.

Slack · #clientsNew client: Acme Outdoor. Onboarding doc: docs.google.com/document/d/...
The moment it happensUse template →
Google Docs → Slack

Turn meeting transcripts into notes in Google Docs and Slack

When a meeting transcript is ready, notes and action items are saved to a Google Doc and the summary is posted in Slack.

Slack · #teamWeekly planning: agreed to ship the Contoso integration on 4 Nov. Action items: QA sign-off (QA team, Fri), pricing page update (marketing, Wed). Notes: https://docs.google.com/document/d/9kL/edit
The moment it happens · Uses AIUse template →
Google Docs → Slack

Write a weekly report Doc from your numbers and post it to Slack

Every Monday last week's numbers become a written report in Google Docs, and the key points and link are posted to Slack.

Slack · #marketing📊 Week of 12 Oct: Sign-ups up 18% after the Acme newsletter feature; ad spend flat; orders down 4%.
Weekly · Uses AIUse template →
Notion

Add form sign-ups to a Notion database

Every sign-up, booking or idea sent to your link becomes a row in Notion, without duplicates.

Notion · ContactsJamie Ortiz | jamie@northwind.example | Source: Website form
The moment it happensUse template →
Notion

Save a daily research digest to Notion

Each morning new articles from the feeds you follow are summarised, tagged and filed as pages in Notion.

Notion · ReadingAcme raises Series B to expand into Europe | Topic: Funding Acme will open offices in Berlin and Lisbon and hire 80 people…
Daily · Uses AIUse template →
Notion

Turn one idea into a week of posts in Notion

Each week your next ready idea becomes seven dated post drafts in your Notion content calendar.

Notion · Content CalendarMon 20 Oct – Why we stopped doing weekly status meetings (1/7) Tue 21 Oct – Why we stopped doing weekly status meetings (2/7)
Weekly · Uses AIUse template →
Notion

Save links to a Notion reading list with a summary

Send a URL and it's saved to Notion with its title and a short summary, ready for when you have time to read.

Notion · Reading ListHow Northwind runs on-call with 6 engineers Rotations are weekly, alerts are capped at 2 per night…
The moment it happens · Uses AIUse template →
Notion

Archive empty and duplicate Notion pages

Your database stays clean, and you get an email listing what was archived so you can restore anything from the trash.

Email · Archived 3 Notion pages(untitled): empty Acme pricing teardown: duplicate of https://acme.example/blog/pricing
DailyUse template →
Notion

Summarise and tag new feedback in Notion

Each new feedback row gets a summary, a sentiment and tags, so you can sort and filter it without reading every entry.

Notion · FeedbackSummary: Wants SSO for the Acme team | negative | Tags: sso, security, enterprise
Every 15 minutes · Uses AIUse template →
Notion

Get reminders for Notion tasks due soon

Each morning you get the tasks due in the next two days, overdue ones move to today, and anything a week late is flagged as stale.

Email · 3 tasks due soon, 2 moved to todaySend Acme the revised quote (due 2026-10-20) Book Northwind workshop room (due 2026-10-21)
On a scheduleUse template →
Notion

Export finished Notion pages to Markdown

When a page is marked ready, you get it as Markdown by email and the page is marked as exported.

Email · Exported: Five lessons from our Acme migration# Five lessons from our Acme migration ## 1. Freeze the schema early
Every 15 minutesUse template →
Notion

Get client follow-up reminders from Notion

A week after a project ends you're reminded to check in, and after a month to ask for a testimonial, with a draft message ready.

Email · 2 client follow-upsNorthwind (7 days): Hi Northwind, it's been a week since we wrapped up. How is everything working on your side?
DailyUse template →
Notion

Get alerts when a Notion value goes out of range

When a reading or metric in your database passes your limit, you hear about it once, not on every check.

Slack · #maintenance🌡️ Press line 3 is at 86°C https://www.notion.so/Press-line-3-1a2b3c
Every 5 minutesUse template →
Notion

Summarise long comment threads in Notion

Each evening long discussions on your project pages get a summary comment, and you get the highlights by email.

Email · Comment summaries for 2 projectsAcme portal: team agreed to push SSO to phase 2; design needs final copy by Thursday.
Daily · Uses AIUse template →
Notion

Get a weekly report from your Notion data

Each Monday a report page with last week's numbers is added to Notion, and you get a short commentary by email.

Email · OTIF last week: 91%Orders: 142 On time: 94% In full: 96% OTIF: 91% Late deliveries were concentrated in the Northwind region on Wednesday.
Weekly · Uses AIUse template →
Notion

Log daily prices and exchange rates in Notion

A new dated row with the latest prices and rates is added to your database every day.

Notion · Rates2026-10-19 | BTC 64,210 | ETH 2,480 | EUR/USD 1.0912
DailyUse template →
Notion

Post Notion database changes to Slack

Your team hears when a project is added or its status changes, without checking Notion.

Slack · #projectsNew project: Northwind data migration (Planning) Acme portal: In progress → Review
Every 5–15 minutesUse template →
Notion

Get a weekly plan from your Notion tasks

Each Sunday evening you get next week's tasks grouped by priority, so Monday starts with a plan.

Email · Your plan for the weekMonday: finish the Acme proposal (due Tue), prep Northwind call. Tuesday: send proposal, review Q4 budget.
On a schedule · Uses AIUse template →
Notion

Email yourself a weekly Notion database backup

Each week a CSV copy of your database properties lands in your inbox.

Email · Notion Clients backup: 214 rowsName,Status,Owner,Renewal Northwind Traders,Active,Sales,2026-11-30
WeeklyUse template →
Notion → Slack

Send everyone their Notion tasks each morning

Every weekday, each person gets a Slack message with their open tasks and due dates.

Slack · DMYour open tasks: • Draft Q4 newsletter (due 2026-10-21) • Review Northwind contract (due 2026-10-23)
Weekdays at 9:00Use template →
Notion → Slack

Get a weekly count of new Notion entries

Each Monday your team sees how many new entries were added last week, and how that compares with the week before.

Slack · #product📬 37 new feedback entries last week (+9 vs the week before)
WeeklyUse template →
Notion → Slack

Turn meeting recordings into Notion notes

After each call, a summary with action items is saved to Notion and the highlights are posted to Slack.

Slack · #sales📞 Northwind discovery call • Wants SSO and audit logs before Q1 ☐ Alex: send security pack by Friday https://www.notion.so/…
The moment it happens · Uses AIUse template →
Notion → Slack

Save important Slack messages to Notion

React to a message with 🔖 and it's saved to a Notion database, tagged so you can find it later.

Notion · Saved MessagesSaved: "Northwind renewal moved to Jan, they want annual billing" · tags: sales, renewals
Every 10 minutes · Uses AIUse template →
Notion → Slack

Build a research library in Notion

Every morning, new articles or papers on your topics are summarised, filed in Notion, and listed in Slack.

Slack · #research🌍 Climate tech today • [funding] Acme Grid raises $40M for home batteries: Series B led by…
Daily · Uses AIUse template →
Notion → Slack

Turn Slack requests into Notion tickets

Requests posted in Slack become Notion tickets with a type and priority, and urgent ones are flagged straight away.

Slack · #ops🚨 Urgent access: Northwind team can't log in to the admin portal since the SSO change https://www.notion.so/…
Every 5 minutes · Uses AIUse template →
Notion → Slack

Keep a Notion log of your daily standups

The team posts standup updates in Slack, and they're collected into one dated Notion page each day.

Slack · #standup📝 6 updates saved: https://www.notion.so/Standup-2026-10-19-…
Twice a dayUse template →
Notion → Slack

Save articles to a Notion reading list

Send a link and get a summary saved to your Notion reading list, with a note in Slack.

Slack · #me📚 Added to Reading List: How Acme scaled support without hiring They moved FAQs into the product and…
The moment it happens · Uses AIUse template →
Notion → Slack

Get warned before Notion deadlines

When a date in your Notion database is coming up, such as a renewal or certificate expiry, Slack warns you in time.

Slack · #complianceSupplier certificates expiring soon: • Brightline Packaging: expires 2026-11-02 (18 days) • Kestrel Foods: expires 2026-11-09 (25 days)
DailyUse template →
Notion → Slack

Create recurring tasks in Notion

Weekly and monthly tasks are added to Notion on time, and each owner is told in Slack.

Slack · DM🔁 New this week: Send weekly metrics to investors (due Thu 22 Oct)
Daily or weeklyUse template →
Notion → Slack

Find Notion docs that are out of date

Each week your team gets a list of wiki pages nobody has updated in months, with who should check them.

Slack · #docs📚 12 wiki pages not edited in 90 days • Expense policy: last edited 2026-03-02, owner Morgan Lee
WeeklyUse template →
Notion → Slack

Collect ideas from Slack in Notion

Ideas posted in a Slack channel become short, tidy pages in your Notion ideas database, with a link back in the thread.

Slack · #ideas (thread)💡 Saved to Ideas: https://www.notion.so/Referral-credits-for-team-plans-…
Every 10 minutes · Uses AIUse template →
Notion → Slack

Log incidents in Notion and alert your team

Each outage or error alert becomes a Notion incident page, announced in Slack and updated when it's resolved.

Slack · #incidents🔥 Incident: api.example.com: HTTP 503 from 3 regions https://www.notion.so/…
The moment it happensUse template →
Notion → Slack

Turn answered Slack questions into FAQ pages

Questions your team has already answered in Slack become FAQ articles in your Notion knowledge base.

Notion · Knowledge BaseNew FAQ: How do I reset two-factor login for a teammate? (from a #help thread)
Daily · Uses AIUse template →
Notion → Slack

Know when teammates have public holidays

Each week your team sees which colleagues have a public holiday coming up, based on the countries in your Notion team directory.

Slack · #team🏖 Public holidays in the next two weeks • 2026-10-26 October Bank Holiday (IE): Aoife, Ciarán
WeeklyUse template →
Notion → Telegram

Save Telegram messages and voice notes to Notion

Anything you send your Telegram bot, from a quick note to a voice memo or a link, becomes a summarised page in your Notion Inbox.

Telegram · Inbox botSaved: "Pricing idea for the Contoso renewal". https://www.notion.so/Pricing-idea-for-the-Contoso-renewal-3f2a…
The moment it happens · Uses AIUse template →
Notion → Telegram

Log receipts sent to Telegram in a Notion expenses database

Send a photo of a receipt or invoice to your Telegram bot and it is logged in your Notion expenses database, with a spending summary every Sunday.

Telegram · Expenses botLogged Northwind Fuel, 64.20 (Travel, 2026-10-14)
The moment it happens · Uses AIUse template →
Notion → Telegram

Add, list and complete Notion tasks from Telegram

Message your bot in plain words and it creates, lists or completes tasks in your Notion database.

Telegram · Tasks botAdded: Send Contoso the October invoice (due Fri 23 Oct, High priority)
The moment it happens · Uses AIUse template →
Notion → Telegram

Check SSL expiry for domains in Notion and warn on Telegram

Every domain in your Notion database is checked daily, its expiry date is updated, and you get a Telegram message for any expiring within 14 days.

Telegram · Ops bot🔒 SSL expiring soon: www.acme-dental.com: 6 days left
DailyUse template →
Notion → Telegram

Get your Notion tasks as a Telegram digest

Each morning or each Sunday evening, your upcoming Notion tasks arrive on Telegram, grouped the way you plan.

Telegram · Planner botBusy Tuesday, light Friday. Business: 10-21 Send Contoso invoice · Home: 10-22 Car service
Daily or weeklyUse template →
Notion → Telegram

Save relevant RSS articles to Notion with Telegram alerts

Articles from your feeds that match your topics are saved to Notion with a summary, and the best ones are sent to you on Telegram.

Telegram · Reading botWorth reading: Contoso Retail opens its ad network to outside brands. Northwind Analytics: what the new EU privacy guidance means for loyalty data.
Every 2 hours · Uses AIUse template →
Notion → Telegram

Get Telegram nudges for stale leads in your Notion CRM

Every weekday morning, leads you have not contacted in 7 days are sent to you on Telegram, each with a suggested follow-up message.

Telegram · Sales nudgesAcme Bakery: 9 days since last contact. Suggested: Hi, I've put together two homepage ideas for the spring menu. Shall I send them over?
On a schedule · Uses AIUse template →
Telegram

Have your Telegram bot answer messages

Anyone who messages your bot gets a helpful reply straight away, and the bot remembers the last few messages.

Telegram · Bot chatYou: What's a good name for a coffee subscription? Bot: Try "Daily Grind Club" or "Northwind Roasts Monthly".
The moment it happens · Uses AIUse template →
Telegram

Turn voice notes into text with a reply

Send your bot a voice note and get the transcript back with a short answer.

Telegram · Voice notesYou said: what time does the Northwind office open on Saturdays They usually open at 10am on Saturdays.
The moment it happens · Uses AIUse template →
Telegram

Get crypto price alerts on Telegram

Your phone buzzes when a coin makes a big move, not every time it ticks.

Telegram · Price alertsSOLUSDT +12.4% in 24h, now 182.3
Every 5-60 minutesUse template →
Telegram

Post new articles to your Telegram channel

New posts from the sites you follow land in your channel with a one-line summary.

Telegram · @mynewschannelWhy we moved our queues to Postgres A team explains dropping Redis for simpler ops. blog.example.com/queues
HourlyUse template →
Telegram

Read receipts you photograph

Send your bot a photo of a receipt and get the merchant, date and total back.

Telegram · ReceiptsMerchant: Northwind Café / Date: 2026-10-18 / Total: $14.60
The moment it happensUse template →
Telegram

Generate images from a bot command

Type /img and a description, and your bot sends back a generated image.

Telegram · /img/img a lighthouse at dusk in watercolour [image sent]
The moment it happensUse template →
Telegram

Summarise any link with a bot command

Send /summary with a link and get a five-line summary of the page.

Telegram · /summary1. Acme raised prices 8% on annual plans. 2. Existing customers keep their rate until renewal.
The moment it happens · Uses AIUse template →
Telegram

Get told when your site changes or goes down

Telegram tells you when a page's content changes or your site stops responding.

Telegram · Site watchexample.com/blog changed
Every 5-60 minutesUse template →
Telegram

Get a daily reminder on Telegram

The same nudge reaches your phone every morning, on time.

Telegram · Daily reminderDrink water and plan your day
On a scheduleUse template →
Telegram

Translate messages you send your bot

Send your bot text in one language and get it back in another.

Telegram · TranslatorSee you at the Northwind office at 10. → Nos vemos en la oficina de Northwind a las 10.
The moment it happens · Uses AIUse template →
Telegram

Get error alerts from your tools on Telegram

Any system that can send to a link can now alert you on your phone.

Telegram · Errors🚨 billing-api: Timeout calling payments provider after 30s logs.example.com/run/8812
The moment it happensUse template →
Telegram

Run a support inbox and broadcasts through your bot

Messages to your bot reach your admin chat, you reply from there, and you can message everyone who started the bot.

Telegram · Admin chatForwarded from Dana: Is the Acme bundle still on sale? You: Yes, until Friday.
The moment it happensUse template →
Telegram

Welcome new members and remove abuse

New members get a welcome, and abusive messages are deleted with a note to you.

Telegram · Group adminWelcome, Maya! Say hi and read the pinned rules.
The moment it happens · Uses AIUse template →
Telegram

Get a daily summary of your Telegram group

Each evening you get what the group talked about, without reading every message.

Telegram · Daily digestToday in the group (88 messages): • Meetup moved to Saturday • Two people want a Northwind discount code
Collects as they arrive, acts daily · Uses AIUse template →
Telegram

Get an email when someone messages your bot

Every message to your bot reaches your inbox with who sent it.

Email · Telegram botDana Ortiz (@dana_o) Hi, do you ship to Canada?
The moment it happensUse template →
Telegram

Text your bot a reminder

Tell the bot what to remind you about and when, and it messages you at that time.

Telegram · RemindersOK, I'll remind you: call Sam at 15:00 UTC Reminder: call Sam
The moment it happens · Uses AIUse template →
Telegram

Run a giveaway for your channel subscribers

Only real subscribers can enter, and a random winner is announced on the day you choose.

Telegram · @mychannelThis week's giveaway winner is Maya! 🎉 (214 entries)
Collects as they arrive, acts dailyUse template →
Telegram

Schedule Telegram channel posts from your bot

Send your bot "/at 18:00" with a post, and ClickRuntime publishes it to your Telegram channel at that time.

Telegram · your botScheduled #3 for Wed 12 Nov 18:00 "Winter sale starts now: 20% off all prints until Sunday." Posted #2 to @harbourprints at 09:00
Collects as they arrive, acts dailyUse template →
Telegram

Post a daily poll in a Telegram group

Each weekday at 9:00 your bot posts the same poll to your Telegram group, after closing yesterday's and posting its results.

Telegram · Team groupYesterday: Office 6 · Remote 4 · Off 1 📊 Where are you working today? ○ Office ○ Remote ○ Off
On a scheduleUse template →
Telegram

Weekly email of new members in a Telegram group

Your bot records who joins and leaves your Telegram group, and every Monday you get an email listing them with the week's net change.

Email · Telegram group: +14 this weekJoined (19): Ana Ruiz (@anaruiz), Kofi Mensah (@kofim), … Left (5): Dev P. (@devp), … Net change: +14 · Members now: 1,262
The moment it happensUse template →
Telegram

Weekly reading list by email from links sent to Telegram

Links you send or forward to your bot during the week arrive every Friday at 17:00 as one email with titles and a one-line summary each.

Email · Your reading list: 9 links1. How Stripe handles idempotency keys Explains retry-safe API calls with real request examples. https://stripe.com/blog/idempotency 2. The case for boring technology An argument for picking well-known tools over new ones. https://mcfunley.com/choose-boring-technology …
The moment it happensUse template →
Telegram → WhatsApp Business

Run one support bot on WhatsApp and Telegram

Customers get the same answers whether they message your WhatsApp number or your Telegram bot, and questions the bot can't answer come to you.

Telegram · Owner chatNeeds a person (wa 4915112345678): Can you invoice Northwind GmbH with our VAT number?
The moment it happens · Uses AIUse template →
Telegram → WhatsApp Business

Send error alerts to WhatsApp and Telegram

When a job fails, you get an alert on both WhatsApp and Telegram, with repeats held back.

Telegram · Alerts❌ acme-nightly-import failed: timeout connecting to the warehouse API
The moment it happensUse template →
Telegram → WhatsApp Business

Get new sales on Telegram and WhatsApp

Every new sale or order pings you on both Telegram and WhatsApp with the amount and what was bought.

Telegram · Orders🛒 New order 64.00 EUR · Linen apron x2 · Northwind Café
The moment it happensUse template →
Telegram → WhatsApp Business

Tell people on WhatsApp or Telegram when a Notion item changes status

When an item in your Notion database changes status, the person responsible is messaged on their preferred app.

Telegram · Jo📌 Acme homepage copy is now Ready for review
Every 10 minutesUse template →
Telegram → WhatsApp Business

Get filtered job, news or market alerts on Telegram and WhatsApp

Every hour new items from your feeds are filtered for what you care about and the matches arrive on Telegram and WhatsApp.

Telegram · Alerts3. Senior product designer, Northwind Health (remote EU) — small team, design system work
Hourly · Uses AIUse template →
Telegram → WhatsApp Business

Send birthday wishes and payment links on each person's preferred app

Each day, contacts due a message get a personal note on WhatsApp or Telegram, whichever they prefer, and every send is logged.

WhatsApp · TemplateHi Casey, a reminder that £45 for October's Northwind Tennis Club fees is due today: pay link
DailyUse template →
Telegram → Twilio

Log receipts by sending a photo to Telegram

Snap a receipt, send it to your bot, and the merchant, date and amount are logged, with an SMS confirming what was saved.

SMS · Your phoneSaved: Northwind Fuel, 42.10 EUR on 14 Oct.
The moment it happens · Uses AIUse template →
Telegram → Twilio

Ping Telegram and text the customer on every new sale

Each new sale or lead pings you on Telegram, and the customer gets a thank-you text within seconds.

Telegram · Sales botNew sale: Acme Studio bought the Pro bundle ($129). Thank-you SMS sent.
The moment it happensUse template →
Telegram → Twilio

Send a daily quiz question to Telegram and SMS

Every morning one new question from your list goes to your Telegram group and your SMS subscribers, with no repeats until the list runs out.

Telegram · Spanish practice groupToday's question: Which word means 'library' in Spanish? A) librería B) biblioteca C) libro
DailyUse template →
Telegram → Twilio

Get a Telegram and SMS alert when crypto prices drop

When Bitcoin or Ethereum falls past the drop you set over 24 hours, you get one alert on Telegram and by text.

Telegram · Price alertsEthereum is down 9.2% in 24h, now $2,310
Every 15 minutesUse template →
Telegram → Twilio

Text back missed callers and tell me on Telegram

When you miss a call, the caller gets a text straight away and you get a Telegram message with their number.

Telegram · CallsMissed call from +1 555 0142 at 10:14. Text-back sent.
The moment it happensUse template →
Outlook

Pull key fields from emailed invoices and POs

Purchase orders and invoices that arrive in Outlook are read for you, and the supplier, amounts and due date reach you in one summary.

Email · 2 documents readInvoice: Northwind Supplies, $4,280.00, due 2026-11-15 (INV-2291.pdf) Purchase order: Acme Corp, $12,600.00, due 2026-11-02 (PO-7781.pdf)
Every 10 minutes · Uses AIUse template →
Outlook

Sort new Outlook mail into categories

Each new email is tagged Action, Info, Newsletter or Junk, and newsletters are moved out of your way.

Outlook · InboxQ4 renewal quote from Northwind → Action Acme Weekly: 5 product updates → Newsletter (moved)
Every 5 minutes · Uses AIUse template →
Outlook

Turn incoming events into Outlook drafts

Anything posted to your link, like a new booking, becomes an email or draft in your Outlook, sent from your own address.

Outlook · DraftsTo: sam@northwind.com · Your booking on 24 October is confirmed Hi Sam, thanks for booking – we'll see you at 10:00 on Friday…
The moment it happens · Uses AIUse template →
Outlook

Get today's Outlook meetings in one email

Every weekday morning you get the day's meetings with times, attendees and join links, plus a short summary.

Email · Today: 4 meetingsA busy morning with two customer calls, then a free afternoon. 09:00–09:30 Northwind weekly sync
On a schedule · Uses AIUse template →
Outlook

Have reply drafts ready for customer questions

Routine customer questions get an AI-written reply saved in Drafts, ready for you to check and send.

Outlook · DraftsRe: Where is my order? – Hi, orders ship within 3–5 days; yours left our Acme warehouse yesterday…
Every 10 minutes · Uses AIUse template →
Outlook

Get an evening summary of your Outlook mail

Each evening one email tells you what came in today and what needs an answer.

Email · Your inbox today (38 emails)Mostly invoices and a contract thread with Northwind. Needs an answer: Acme asked to move Thursday's review.
Daily · Uses AIUse template →
Outlook

File Outlook attachments in OneDrive

Attachments you receive are saved to OneDrive in a folder per sender.

OneDrive · Attachments/billing@northwind.comINV-2291.pdf · Statement-Oct.pdf
Every 15 minutesUse template →
Outlook

Get a morning list of open flagged emails

Each morning you see every flagged email you haven't marked complete.

Email · 5 flagged emails still open2026-10-14 Northwind Traders: Contract redlines v3 2026-10-16 Acme Corp: Invoice query
DailyUse template →
Outlook

Hear in Slack when a top client emails

Emails from the clients you name, or with words you care about, show up in Slack within minutes.

Slack · #inbox📧 Northwind CEO: Urgent – contract renewal before Friday https://outlook.office.com/mail/…
Every 5 minutesUse template →
Outlook

Summarise a shared mailbox for the team

Twice a day your team sees a sorted summary of what arrived in the shared inbox.

Slack · #supportsupport@northwind.com – 17 new Urgent: Acme can't log in since this morning Billing (4): refund requests, one VAT question
Twice a day · Uses AIUse template →
Outlook

Move newsletters out of your Outlook inbox

Newsletters and promotions leave the inbox every hour and wait in their own folder.

Outlook · NewslettersMoved 9 messages: Acme Weekly, Northwind Deals, 7 more
HourlyUse template →
Outlook

Get warned about spoofed emails

You're alerted when a new email fails SPF, DKIM or DMARC checks.

Email · 1 email failed sender checksbilling@northwind-payments.co: Updated bank details (spf=fail, dmarc=fail)
Every 15 minutesUse template →
Outlook → Slack

Check links in reported emails for phishing

Links in new mail are checked against a threat database and your security channel hears about any that look dangerous.

Slack · #security:warning: "Invoice overdue" from billing@northwind-pay.co: https://northwind-pay.co/login flagged as phishing
DailyUse template →
Outlook → Slack

Summarise Microsoft 365 outage emails in Slack

Microsoft service-health emails become a short Slack post saying what is broken and who is affected.

Slack · #it:rotating_light: Exchange Online: some users can't send mail from Outlook on the web. Desktop Outlook is unaffected.
Every 5 minutes · Uses AIUse template →
Outlook → Slack

Send contact form enquiries to Slack and confirm by email

Each enquiry appears in Slack straight away and the person who wrote in gets a confirmation from your Outlook address.

Slack · #sales:envelope: New enquiry from Dana Ortiz <dana@acme.io> — Looking for help migrating our bookkeeping.
The moment it happensUse template →
Outlook → Slack

Post a daily KPI report to Slack and email it to managers

Every weekday morning your key numbers, with the change from yesterday, are in Slack and in managers' inboxes.

Slack · #leadership:bar_chart: Daily KPIs — Signups: 142 (+18) · Revenue: 9,840 (−310) · Churned: 3 (+1)
On a scheduleUse template →
Outlook → Slack

Flag urgent support emails in Slack

New support emails are sorted by topic and urgency, and the urgent ones are posted to your support channel.

Slack · #support:fire: Account: "Whole team locked out since 9am" (it@northwind.example)
Every 10 minutes · Uses AIUse template →
Outlook → Telegram

Send e-books to your Kindle from Telegram

Forward an e-book to your Telegram bot and it arrives on your Kindle a few minutes later.

Telegram · Kindle botSent field-guide-to-pricing.epub to your Kindle
The moment it happensUse template →
Outlook → Telegram

Get a Telegram ping for each sale and thank the buyer by email

Every sale pings your phone on Telegram and the customer gets a thank-you email from your Outlook address.

Telegram · Sales bot💰 $149.00 from ops@acme.example for Annual plan
The moment it happensUse template →
Outlook → Telegram

Sort your Outlook inbox and get urgent emails on Telegram

New emails are labelled by topic, and the urgent ones reach your phone on Telegram with a one-line summary.

Telegram · Inbox bot❗ orders@northwind.example: delivery moved to Thursday, needs your OK on the new address today
Every 10 minutes · Uses AIUse template →
Outlook → Telegram

Send this week's Outlook events to a Telegram group

Each morning your Telegram group gets today's, tomorrow's and the rest of the week's events from Outlook.

Telegram · Team groupToday: Mon 10:00 Northwind kickoff · Mon 15:30 Payroll review. Tomorrow: Tue 09:00 Site visit, Acme warehouse
On a scheduleUse template →
Outlook → SharePoint

Log form submissions in a SharePoint list and email the owner

Every form submission becomes an item in your SharePoint list, the right person is emailed, and the sender gets an acknowledgement.

Email · privacy@example.comNew Privacy request from Sam Reyes: please delete my account data held by Northwind Travel.
The moment it happensUse template →
Outlook → SharePoint

Archive email attachments to a SharePoint library

Attachments from incoming emails are saved to your SharePoint library by date, with a log of what was filed.

SharePoint · Inbox Files2026-10/PO-4471-Northwind.pdf saved from purchasing@northwind.example
Every 15 minutesUse template →
Outlook → SharePoint

Email timesheet reminders to staff listed in SharePoint

Twice a week everyone on your staff list gets a personal reminder from Outlook to submit their timesheet.

Email · Timesheet reminderHi Priya, please submit this week's timesheet by Friday noon. Thanks!
On a scheduleUse template →
Outlook → SharePoint

Record decisions from meeting summaries in SharePoint

Decisions and action items from meeting summary emails are added to SharePoint lists, so nothing agreed gets lost.

SharePoint · DecisionsMove Acme renewal to annual billing — Meeting summary: Q4 pricing review
Every 15 minutes · Uses AIUse template →
Microsoft Excel

Refresh an Excel table with live web data

Rows in your table are updated with the latest figures from a website or API, so the workbook is current when you open it.

Excel · Pricesbitcoin · 68412 · 2026-10-19T07:00:00Z ethereum · 2481.3 · 2026-10-19T07:00:00Z
DailyUse template →
Microsoft Excel

Get alerted about rows that need action

You get the rows that match your rule, like students marked absent, with the context you need.

Email · 3 marked absentAlex Kim (7B) – absent 4 times so far Priya Shah (8A) – absent 1 times so far
DailyUse template →
Microsoft Excel

Check new rows and set their status

New entries are checked for missing fields and marked Received or Missing info, with a summary sent to you.

Email · 5 new rows checked4 received, 1 missing info Row 38: missing Email
HourlyUse template →
Microsoft Excel

Add rows to Excel from any tool

Data posted to your link is written as a new row in the table you choose.

Excel · Leads2026-10-19T09:14:02+00:00 · Sam Lee · sam@northwind.com · Northwind · Wants a demo
The moment it happensUse template →
Microsoft Excel

Get weekly totals from an Excel tracker

Every Monday you get the totals from your tracker without opening the file.

Email · Tracker totals142 rows, $18,420.55 total Software: $6,210.00 Travel: $4,880.40
WeeklyUse template →
Microsoft Excel

Hear in Slack when a status changes

When the Status column changes on a row, the change is posted in Slack.

Slack · #opsRow 1042: Packed → Shipped Row 1047: New → On hold
Every 15 minutesUse template →
Microsoft Excel

Get an email for each new Excel row

Each row added to your table reaches your inbox within minutes.

Email · 2 new rows in SignupsName: Sam Lee · Email: sam@northwind.com · Plan: Team
Every 10 minutesUse template →
Microsoft Excel

Turn new rows into a daily digest

Each day the new items in a sheet are written up as a short digest and emailed to you.

Email · Digest: 14 new entriesMost feedback is about slow exports; three people from Acme asked for SSO. Action: reply to Northwind about the billing error.
Daily · Uses AIUse template →
Microsoft Excel

Save a dated copy of a workbook weekly

Every Friday a copy of your workbook is saved with the date in its name.

Email · Workbook copy savedSaved Budget 2026-10-16.xlsx next to the original.
WeeklyUse template →
Microsoft Excel

Move old rows to an Archive sheet

Rows older than your cut-off leave the main table each month, keeping it fast and readable.

Email · Old rows archivedMoved 318 rows older than 365 days to Archive.
MonthlyUse template →
Microsoft Excel → Outlook

Send a daily topic digest to subscribers in an Excel list

Each subscriber in your Excel list gets a daily email digest of news on the topics they chose, sent from your Outlook.

Email · Daily briefingRegulation • New packaging rules for Acme Region come into force in March (link) • Northwind Port updates customs forms (link)
Daily · Uses AIUse template →
Microsoft Excel → Outlook

Add emailed invoices to your Excel register

Invoices emailed to you are read, added as rows in your Excel invoice register, and the PDF is saved to OneDrive.

Excel · InvoicesAcme Fasteners | INV-2207 | 2026-10-17 | 2026-11-16 | 1,240.00
Every 15 minutes · Uses AIUse template →
Microsoft Excel → Outlook

Get an Outlook email when a new row is added in Excel

When new feedback or requests are added to your Excel table, you get an email listing them.

Email · New rows in Requests2 new rows in Requests Name: Facilities, Northwind office · Request: Heater in meeting room 3 not working · Urgency: High
Every 15 minutesUse template →
Microsoft Excel → Outlook

Turn emailed PDF timesheets into rows in Excel

PDF timesheets emailed in by contractors are read and their hours added to your Excel timesheet table, and you are told about any that can't be read.

Excel · TimesheetsJamie Lee | 2026-10-12 | Acme website rebuild | 22.5
Every 30 minutes · Uses AIUse template →
Microsoft Excel → Outlook

Flag and summarise emails from your VIP list

Emails from anyone on your Excel VIP list are flagged in Outlook and you get a short summary of each, so important messages never wait.

Email · VIP emails2 VIP emails Dana (Acme Holdings): needs the signed renewal by Friday. Northwind Bank: asking to move Tuesday's review call to 3pm.
Every 10 minutes · Uses AIUse template →
Microsoft Excel → OneDrive

Import new CSV files into an Excel table

When a CSV lands in your OneDrive folder, its rows are added to your Excel table automatically.

Excel · Data tablebank-export-oct.csv imported: 214 rows added
Every 15 minutesUse template →
Microsoft Excel → OneDrive

Add form responses to an Excel workbook

Every form submission is added as a row in your Excel workbook on OneDrive, with an email so you see it straight away.

Email · New response from Jordanrating: 5 · comments: Quick turnaround on the Acme order, thank you.
The moment it happensUse template →
Microsoft Excel → OneDrive

Save email attachments to OneDrive and log them in Excel

Attachments from your inbox are saved to OneDrive and each one is listed in an Excel log you can filter and search.

Excel · Files log2026-10-19 · accounts@northwind.example · September statement · statement-sep.pdf
Every 15 minutesUse template →
Microsoft Excel → OneDrive

Match bank statements to open invoices every day

Each day your latest bank statement is matched against open invoices in Excel, paid ones are marked, and you get a list of anything that doesn't match.

Email · Reconciliation reportUnmatched: 2026-10-17 ACME LTD PAYMENT 1,180.00 — Suggested: INV-1042 (1,200.00, short by 20.00)
Daily · Uses AIUse template →
Microsoft Excel → OneDrive

Combine Excel files from OneDrive into one workbook

Every 15 minutes, rows from new Excel files dropped in a OneDrive folder are added to a table in one master Excel workbook, with the source file name on each row.

Excel · Master.xlsx · Sales tableAdded 214 rows from 3 files: store-berlin-oct.xlsx (71) · store-madrid-oct.xlsx (88) · store-lyon-oct.xlsx (55) Files moved to Store reports/Imported
Every 15 minutesUse template →
Microsoft Excel → Telegram

Log receipts sent to Telegram in Excel

Send a photo or PDF of a receipt to your Telegram bot and the date, supplier and amount are added to your Excel expenses table.

Telegram · Receipts botLogged Northwind Hardware 84.20 on 2026-10-18
The moment it happens · Uses AIUse template →
Microsoft Excel → Telegram

Get a Telegram message when an Excel sheet changes

You hear on Telegram whenever rows are added, changed or removed in a shared Excel sheet.

Telegram · Orders botOrders sheet changed: ✏️ 1042: Acme | 20 | Pending → Acme | 20 | Shipped
Every 5 minutesUse template →
Microsoft Excel → Telegram

Add rows to an Excel table from Telegram messages

Messages sent to your Telegram bot in a set format, such as "12.50 lunch with client", are added as dated rows to an Excel table in OneDrive, and the bot replies to confirm.

Telegram · your botYou: 12.50 taxi to airport Bot: ✅ Added to Log: 2026-11-10 · 12.50 · taxi to airport
Every 5 minutesUse template →
Microsoft Excel → Telegram

Get Telegram reminders for due dates in an Excel sheet

Every morning at 8am a Telegram message lists rows in an Excel sheet that are due today or overdue and not marked Done, with the owner and days late.

Telegram · your bot📅 Due list for Tue 11 Nov 🔴 Renew domain (Sam): 4 days late 🔴 Send Q3 VAT figures (Priya): 1 day late 🟡 Book venue for offsite (Lena): due today 🟡 Pay contractor invoice (Sam): due today
On a scheduleUse template →
Microsoft Teams

Post new support tickets to the right Teams channel

Each new ticket or alert appears in the right channel as it arrives, with a one-line summary.

Teams · Dispatch#4821 from ops@northwind.example Warehouse scanners can't connect to Wi-Fi since this morning's update.
The moment it happens · Uses AIUse template →
Microsoft Teams

Post a scheduled reminder in Teams

Your channel gets the same reminder at the same time, without anyone having to remember to post it.

Teams · SupportPlease update your pending tickets before standup
Daily or weeklyUse template →
Microsoft Teams

Get a weekly summary of a Teams channel

Each Friday you get a short report of what each person discussed in the channel that week.

Email · Project Atlas: this week in TeamsDana: finalised the Acme data mapping, asked for review by Tuesday. Jo: raised a risk on the Northwind SSO timeline.
Weekly · Uses AIUse template →
Microsoft Teams

Post the day's most relevant news to Teams

Each morning your channel gets only the articles that matter to your work, each with a short summary.

Teams · Industry NewsSAP extends S/4HANA mainstream support for Acme-scale customers What it means for migration timelines and budgets in 2027.
Daily · Uses AIUse template →
Microsoft Teams

Get a recap of each Teams meeting

After each meeting with a transcript, you get the decisions and action items by email.

Email · Meeting recap (2026-10-19)Decisions: go with Northwind as the logistics partner. Actions: Sam to send the contract by Friday; Riya to update the rollout plan.
Every 30 minutes for ended meetings with transcripts · Uses AIUse template →
Microsoft Teams

Keep a live status message in a Teams channel

One message in your channel always shows the latest status, instead of a new post every hour.

Teams · ReleaseRelease 4.2: deploying to EU region (2 of 3 regions done)
HourlyUse template →
Microsoft Teams

Get urgent Teams messages flagged to you

When an urgent request is posted in your support channel, you get an email about it within minutes.

Email · 1 urgent Helpdesk messagesJo Brennan: Payroll system is down for the whole Northwind office https://teams.microsoft.com/l/message/19:helpdesk/1760000000000
Every 10 minutes · Uses AIUse template →
Microsoft Teams

Get a monthly list of inactive Teams guests

Each month you see the guest accounts that haven't signed in for 90 days, so you can remove them.

Email · 3 guest accounts inactive for 90 daysCasey Lin <casey@acme.example>: last sign-in 2026-05-02 Pat Moreno <pat@northwind.example>: last sign-in never
MonthlyUse template →
Microsoft Teams → Telegram

Post new articles from a feed to Teams and Telegram

Each new article in your feed is posted with a short summary to your Teams channel and your Telegram channel.

Telegram · Contoso NewsHow Contoso cut delivery times in half: a look at the new regional warehouses and what changes for customers.
Every 30 minutes · Uses AIUse template →
Microsoft Teams → Telegram

Send birthday greetings on Telegram and Teams

On each person's birthday a greeting goes out on Telegram and is posted in your Teams channel, without you having to remember.

Teams · #general🎂 It's the Northwind account lead's birthday today!
On a scheduleUse template →
Microsoft Teams → Telegram

Post daily signup numbers to Teams and Telegram

Every morning, yesterday's signup figures appear in your Teams channel and your Telegram chat, with a one-line comment on the trend.

Teams · #growthSignups yesterday: 142 (7-day average 118). The highest day this week, likely helped by the Contoso partner newsletter.
DailyUse template →
Microsoft Teams → Slack

Post daily signup numbers to Slack and Microsoft Teams

Every morning, yesterday's signups are posted to the same channel in both Slack and Teams.

Slack · #metricsSignups on Sun 18 Oct: 214 (+19 vs previous day)
On a scheduleUse template →
Microsoft Teams → Slack

Get a weekly digest of Slack and Teams discussions

Every Friday you get one email with the decisions and open questions from your chosen Slack and Teams channels.

Email · Weekly discussions digestDecided: Contoso SSO ships in the 3 Nov release. Open: who owns the pricing page update? (raised in Teams)
On a schedule · Uses AIUse template →
Microsoft Teams → Outlook

Post today's Outlook meetings to Teams each morning

Every weekday at 8, today's Outlook meetings with times and attendees are posted to your Teams channel.

Teams · #opsToday's meetings: 09:30 Northwind renewal call (3 attendees) · 14:00 Weekly ops review
On a scheduleUse template →
Microsoft Teams → Outlook

Save Outlook attachments to OneDrive and tell Teams

Attachments from new Outlook emails are saved to your OneDrive Attachments folder, and a Teams message lists what arrived.

Teams · AccountsNew attachments saved to OneDrive: 2026-10-19 INV-4471.pdf from billing@northwind.example, 2026-10-19 delivery-note.pdf from dispatch@contoso.example
Every 15 minutesUse template →
Microsoft Teams → Outlook

Get a Teams briefing before important meetings

Before each meeting with external attendees, you get a Teams message summarising your recent Outlook emails with them.

Teams · Meeting briefingsBriefing: Northwind quarterly review. Open item: revised SLA promised by Friday; invoice 1043 still unpaid.
On a schedule · Uses AIUse template →
Microsoft Teams → Outlook

Turn action emails in Outlook into Planner tasks with a Teams alert

Flagged or action emails in Outlook become Planner tasks, and the team is told about each one in Teams.

Teams · TasksNew task: Send Contoso the signed NDA, from legal@contoso.example (email)
Every 10 minutesUse template →
Microsoft Teams → OneDrive

Save email attachments to OneDrive and share them in Teams

Attachments from your inbox are saved to OneDrive and your Teams channel gets a message with a link to each one.

Teams · Projects📎 brief-v2.pdf from marketing@acme.example — Updated launch brief
Every 10 minutesUse template →
Microsoft Teams → OneDrive

Save notes and business cards from a Teams chat to OneDrive

Post a note or contact details in a Teams chat and a tidy version is saved to OneDrive, with a reply confirming it.

Teams · Notes chat✅ Saved contact Robin Hale (Northwind Logistics)
Every 5 minutes · Uses AIUse template →
Microsoft Teams → OneDrive

Save a monthly report to OneDrive and share it in Teams

At the start of each month a report with last month's figures and a short summary is saved to OneDrive and posted to your Teams channel.

Teams · ManagementSeptember 2026 report: new bookings up 9%, driven by Acme and Northwind renewals. Open the report
Monthly · Uses AIUse template →
WhatsApp Business

Answer WhatsApp customers with AI that remembers the chat

Customers get a sensible answer in seconds that takes their earlier messages into account, and you get an email when someone wants a person.

WhatsApp · Customer chatCustomer: can I still order a cake for Saturday? Northwind Bakery: Yes! Order by 4pm Friday and it'll be ready from 8am Saturday.
The moment it happens · Uses AIUse template →
WhatsApp Business

Reply to common WhatsApp questions with set answers

People who type 'hours', 'price' or 'menu' get your fixed answer at once, and everyone else gets your welcome menu.

WhatsApp · Customer chatCustomer: what are your hours? Northwind Café: We're open Mon–Sat, 8:00–18:00.
The moment it happensUse template →
WhatsApp Business

Get crypto and currency prices on WhatsApp every morning

A short message with the prices and 24-hour change you follow arrives on your phone each day.

WhatsApp · Daily pricesBTC $68,412 (+1.8%) · ETH $2,481 (-0.6%)
DailyUse template →
WhatsApp Business

Track spending by texting it to WhatsApp

Each expense you text is logged with a category, you see today's total in the reply, and a monthly breakdown arrives on the 1st.

WhatsApp · Expense trackerYou: 12.50 lunch with Acme Logged 12.50 for Food. Today: 31.20
The moment it happens · Uses AIUse template →
WhatsApp Business

Send a WhatsApp confirmation when someone books

Each new booking or sign-up gets your approved template on WhatsApp with their name and details filled in.

WhatsApp · booking_confirmedHi Sam, your table at Northwind Bistro is booked for Fri 24 Oct, 19:30. Reply to change it.
The moment it happensUse template →
WhatsApp Business

Run a survey one question at a time on WhatsApp

People answer your questions in the chat, and each finished response lands in your inbox.

Email · Questionnaire from +447700900123How did you hear about us?: Friend How likely are you to recommend us?: Very Anything we could do better?: Longer opening hours
The moment it happensUse template →
WhatsApp Business

Take table or appointment bookings in WhatsApp

Customers pick a free slot in the chat, it's marked as taken, and you get the reservation by email.

Email · Reservation: Fri 19:30From +447700900123 (Sam Lee)
The moment it happensUse template →
WhatsApp Business

Save photos and files customers send on WhatsApp

Every image or document sent to your number reaches you by email with the sender's number.

Email · WhatsApp image from +447700900123File: 1203948576.jpeg (412 KB, image/jpeg) Caption: Damaged parcel from Acme Logistics
The moment it happensUse template →
WhatsApp Business

Get an email for each new WhatsApp message

Every message to your business number shows up in your inbox with who sent it.

Email · WhatsApp from Sam Lee (+447700900123)Hi, is the Northwind order ready for pickup today?
The moment it happensUse template →
WhatsApp Business

Get an evening summary of WhatsApp conversations

One email at the end of the day sums up each conversation and lists who is still waiting for an answer.

Email · WhatsApp today: 9 conversations+447700900123: asked about catering for 40, sent the Northwind menu. Still waiting for a reply: +447700900456
Collects as they arrive, acts daily · Uses AIUse template →
WhatsApp Business

Get alerted when a WhatsApp message fails

You hear about each failed delivery with the recipient and Meta's error, so you can follow up another way.

Slack · #alertsWhatsApp delivery failed to +447700900123: 131026 Message undeliverable
The moment it happensUse template →
WhatsApp Business

Get a daily WhatsApp delivery and read report

Each morning you see how many messages were sent, delivered, read and failed the day before.

Email · WhatsApp yesterdaySent 1,240, delivered 1,198 (97%), read 902 (73%), failed 14
Collects as they arrive, acts dailyUse template →
WhatsApp Business

Hear when a WhatsApp template is paused or drops in quality

You're warned as soon as Meta pauses or disables a template, or its quality rating falls, before reminders stop going out.

Slack · #alertsTemplate 'appointment_reminder' quality dropped from GREEN to YELLOW
The moment it happensUse template →
WhatsApp Business

Send a weekly WhatsApp reminder to a list of customers

The same set of customers gets your approved reminder on schedule, and you get a note of any that failed.

Email · Reminders sent: 47/48+447700900999: Recipient phone number not in allowed list
On a scheduleUse template →
WhatsApp Business

Get pinged when a WhatsApp customer waits over an hour

If nobody has replied to a customer within an hour, you get an alert with their number.

Slack · #supportNo reply for over an hour: +447700900123 +447700900456
Collects as they arrive, acts dailyUse template →
Twilio

Get a text when your form or app reports something

A new form entry, order or failed job sends a short SMS to your phone with the details that matter.

SMS · +44 7700 900123New order 1042: $184.00 from Northwind Traders
The moment it happensUse template →
Twilio

Get a text when your site goes down

You get one SMS when a check fails and another when it recovers, without repeats in between.

SMS · +44 7700 900123https://status.example.com/health is DOWN
Every 5 minutes to every 6 hoursUse template →
Twilio

Text clients a booking confirmation and reminders

Clients get an SMS when they book, plus reminders the day before and shortly before, never during quiet hours.

SMS · Client reminderReminder: see you at 14:30 on Tue 21 Oct.
Collects as they arrive, acts dailyUse template →
Twilio

Text back callers you miss

Anyone whose call goes unanswered gets a text within moments, and you get their number by email.

Email · Missed call from +447700900456Texted them back at 2026-10-19T10:42:13Z.
The moment it happensUse template →
Twilio

Answer incoming texts with AI

Customers who text your number get a reply based on your FAQ, even when they send several messages in a row.

SMS · Customer conversationCustomer: how much is a call out? and are you open sat Northwind Plumbing: Call-out is $80. We're open weekdays 7–19, and our emergency line runs 24/7.
The moment it happens · Uses AIUse template →
Twilio

Ask customers for a review by text after each job

Once a job is done, the customer gets one polite text with your review link, a couple of hours later.

SMS · CustomerHi Sam, thanks for choosing Northwind! Would you leave us a quick review? https://g.page/r/northwind/review
Collects as they arrive, acts dailyUse template →
Twilio

Follow up on quotes that get no reply

Customers who haven't answered your quote get two friendly nudges by text, and you hear if they never reply.

Email · No reply to quote: Riley ChenBathroom refit for +447700900456 – two nudges, no answer.
Collects as they arrive, acts dailyUse template →
Twilio

Get texts to your Twilio number by email

Every SMS sent to your number arrives in your inbox with the sender.

Email · SMS from +447700900456Can you come Thursday morning instead? – Riley
The moment it happensUse template →
Twilio

Get yesterday's SMS count and spend each morning

One email a day tells you how many texts went out, how many failed and what it cost.

Email · Twilio SMS yesterdaySent: 1,284 Failed: 9 Cost: 10.27 USD
DailyUse template →
Twilio

Hear when texts start failing

Failed or undelivered messages are posted with their error codes, so you can spot a problem with a number or carrier early.

Slack · #alertsFailed SMS: +447700900999: undelivered (error 30003) +15555550123: failed (error 21610)
On a scheduleUse template →
Twilio

Get voicemails as text in your inbox

Each voicemail left on your number reaches you as an email with the caller, the transcript and a link to the recording.

Email · Voicemail from +447700900456Hi, it's Riley from Acme, calling about the invoice – can you ring me back? Recording: https://api.twilio.com/…/Recordings/RE123.mp3
The moment it happensUse template →
Twilio

Sort voicemails into urgent and not urgent

Each voicemail gets a one-line summary, urgent ones go to Slack and the rest arrive by email.

Slack · #support🚨 Urgent voicemail from +447700900456: Burst pipe at Northwind's office, needs someone today.
Every 5 minutes · Uses AIUse template →
Twilio

Get warned before your Twilio balance runs out

You get one alert when the balance drops below your limit, and no more until it's topped up.

Email · Twilio balance is lowBalance: 14.82 USD (limit 20.00). Top up to keep messages going.
HourlyUse template →
Twilio

Catch an unusual jump in Twilio spend

If today's texts or calls cost far more than usual, you're alerted with a breakdown, which can be an early sign of fraud.

Email · Unusual Twilio usage todaySpent 182.40 today vs about 11.20/day. sms: 176.90 calls: 5.50
Every hourUse template →
Twilio

Get a daily list of calls on your numbers

Each morning you see yesterday's calls with caller, duration and whether they were answered.

Email · Calls on 2026-10-18: 23completed: 17, no-answer: 4, busy: 2 09:14 +447700900456 3m12s completed
On a scheduleUse template →
OneDrive

Hear when a file lands in a OneDrive folder

You get an email each time a new file appears in the folder you're watching.

Email · 2 new files in Shared/ContractsNorthwind MSA 2027.docx https://onedrive.live.com/…
Every 10 minutesUse template →
OneDrive

Get new PDFs in a folder summarised

Each PDF added to a folder reaches you as a short summary instead of a file to open.

Email · Summary: Northwind Q3 board pack.pdf• Revenue up 12% on Q2, driven by Acme renewal • Hiring paused in support until January
Every 15 minutes · Uses AIUse template →
OneDrive

Archive old files from a temp folder weekly

Files that have sat untouched for months move to Archive, and you get a list of what moved.

Email · Archived 3 files from ProjectsAcme pitch v2.pptx (last changed 2026-02-11) Northwind notes.docx (last changed 2026-03-04)
WeeklyUse template →
OneDrive

Back up an export to OneDrive every night

A dated copy of your data export is saved nightly, older copies are pruned, and you hear if it fails.

Email · Backup failedHTTPError: 503 Server Error: Service Unavailable for url: https://app.example.com/export.csv
DailyUse template →
OneDrive

Save form uploads into dated OneDrive folders

Files posted to your link are filed into a folder for that day.

OneDrive · Uploads/2026-10-19signed-contract-northwind.pdf · site-photo-03.jpg
The moment it happensUse template →
OneDrive

Pull totals from invoices saved to OneDrive

Each invoice PDF dropped in a folder becomes a one-line email with supplier, date and total.

Email · Invoice: Northwind Supplies $1,240.00Northwind Supplies · 2026-10-17 · $1,240.00 · INV-2291.pdf
Every 15 minutes · Uses AIUse template →
OneDrive

Sort a OneDrive folder by file type

New files in your catch-all folder move into PDFs, Images or Other subfolders.

OneDrive · Inboxreceipt-acme.pdf → PDFs · site-photo.jpg → Images · notes.txt → Other
Every 15 minutesUse template →
OneDrive

Refresh a workbook in OneDrive every day

A workbook stored in OneDrive gets fresh values daily and you get the new total.

Email · Workbook refreshed12 rows updated. Total in USD: $48,210.37
DailyUse template →
OneDrive

Get a weekly OneDrive storage report

Each Monday you see how much storage you're using and which files changed last week.

Email · OneDrive this weekStorage: 412.6 GB of 1024 GB (40%) 14 files changed: Northwind budget.xlsx, Acme proposal.docx…
WeeklyUse template →
OneDrive

Get one digest of a whole project folder

Every document in a folder and its subfolders is summarised into a single weekly email.

Email · Clients: 6 documents this weekMost activity was on the Northwind renewal. Northwind/renewal-terms.md: Proposes a 2-year term at 8% discount.
Weekly · Uses AIUse template →
OneDrive → Outlook

Log feedback in Excel on OneDrive and get an email

Each feedback submission becomes a row in your Excel workbook and you get an email with what was said.

Email · New feedback (2/5)From: Lee at Northwind. The venue was great but the workbook links were broken.
The moment it happensUse template →
OneDrive → Outlook

Save email attachments to OneDrive folders

Attachments from incoming emails are filed in OneDrive by sender, with a log of every file saved.

OneDrive · Email Attachmentsbilling@acme.example/Invoice-2291.pdf saved and logged
Every 15 minutesUse template →
OneDrive → Outlook

Back up a daily export to OneDrive and email the result

Every night an export is saved to a dated OneDrive folder, old copies are cleared out, and you get an email saying it worked.

Email · Backup completeSaved 48.2 MB to Backups/2026-10-19. Removed 1 old backup(s).
On a scheduleUse template →
OneDrive → Outlook

Save a monthly KPI report to OneDrive and email the link

On the 1st of each month a report with last month's numbers and a short commentary is saved to OneDrive and the link is emailed to your team.

Email · KPI report 2026-09Revenue rose 6% on strong renewals from Acme and Northwind; churn was flat. Full report: link
On a schedule · Uses AIUse template →
Trello

Create Trello cards from form leads

Each lead or request from your form becomes a card in the right list, with the details in its description.

Trello · Sales / New LeadsDana Ortiz Email: dana@northwind.example · Company: Northwind · "Looking for a team plan for 40 seats."
The moment it happensUse template →
Trello

Clear out cards labelled for removal

Each night cards with your removal label are archived, and you get a count by email.

Email · Trello cleanupArchived 4 cards Old Q2 kickoff notes · Duplicate: logo refresh · Acme draft v1 · Test card
DailyUse template →
Trello

Get a weekly summary of your Trello board

Each Monday you get a short rundown of where everything stands, list by list.

Email · Product RoadmapNow (5): SSO and audit log are close; billing export blocked on design. Next (8): mobile offline mode leads the queue.
Weekly · Uses AIUse template →
Trello

Get a Slack reminder before a card is due

About an hour before a card is due, you get a reminder in Slack, once per card.

Slack · #contentDue within the hour: Newsletter #42 final edit trello.com/c/aB3dE9
Every 15 minutesUse template →
Trello

Get a daily email of overdue and upcoming cards

Each morning one email lists overdue cards and cards due this week, board by board.

Email · Trello due datesMarketing · OVERDUE Oct 17 · Launch blog post Ops · due Wed Oct 21 · Renew Acme contract
On a scheduleUse template →
Trello

Post new Trello cards to Slack

As soon as a card is added to your list, your team sees its name and link in Slack.

Slack · #requestsNew request: Update pricing page for Northwind deal trello.com/c/Xy7Pq2
The moment it happensUse template →
Trello

Archive old cards in your Done list

Cards that have sat in Done for two weeks are archived each night, and you get the list by email.

Email · Sprint cleanupArchived 6 done cards Fix invite email copy · Add CSV import · Upgrade Node to 22
DailyUse template →
Trello

Get a weekly list of cards nobody has touched

Each Monday you see the open cards with no activity in two weeks, grouped by list.

Email · Client WorkIn progress · Acme brand guide (last 2026-09-30) Waiting on client · Northwind homepage copy (last 2026-10-01)
WeeklyUse template →
Trello

Back up your Trello board every week

Each Sunday a full copy of your board, with cards, lists, checklists and comments, lands in your inbox.

Email · Trello backupTrello backup: Operations {"name": "Operations", "lists": [...], "cards": [... 64 cards]}
WeeklyUse template →
Trello

Get Slack alerts for new Trello comments

When someone comments on a card, you see who said what within a few minutes.

Slack · #projectsSam K. on *Acme onboarding*: > Kickoff moved to Thursday, deck is in the card.
Every 5 minutesUse template →
Trello

Get an email when a card is ready for review

When a card reaches a key list, you hear about it within minutes, once per move.

Email · Ready for reviewReady for review: Northwind landing page v3 trello.com/c/Rv8Lm1
Every 5 minutesUse template →
Calendly

Post new Calendly bookings to Slack

When someone books, Slack shows their name, email, event type and time straight away.

Slack · #bookingsNew booking: Dana Ortiz <dana@northwind.example> · 30 Minute Demo · 2026-10-21 15:00 UTC
The moment it happensUse template →
Calendly

Post Calendly cancellations to Slack

When a meeting is cancelled, you see who cancelled and their reason.

Slack · #bookingsCancelled: Sam Lee · Onboarding call on 2026-10-22 16:00 UTC · Need to move to next week
The moment it happensUse template →
Calendly

Get today's meetings by email each morning

Each morning you get the day's Calendly meetings with who is coming and what they told you.

Email · Today's meetings (3)09:30 Intro call with Sam Lee (sam@northwind.com) What would you like to discuss?: Pricing for 20 seats
On a scheduleUse template →
Calendly

Post Calendly no-shows to Slack

When an invitee is marked as a no-show, Slack shows who it was and which meeting they missed.

Slack · #salesNo-show: Jordan Park (jordan@acme.io) missed Product demo at 2026-10-19 15:00 UTC
The moment it happensUse template →
Calendly

Mark no-shows in Calendly for you

An hour after each meeting, invitees are marked as no-shows unless you said they attended, and you get a summary.

Email · Marked 2 no-show(s)Jordan Park – Product demo Riley Chen – Onboarding call
HourlyUse template →
Calendly

Post Calendly routing form answers to Slack

Every routing form answer reaches Slack, along with whether the person went on to book.

Slack · #salesNew routing form answer (booked a meeting): • Company size: 50–200 • What do you need help with?: Migrating from Acme CRM
The moment it happensUse template →
Calendly

Get a brief before each Calendly call

Half an hour before each meeting, you get a short summary of who you're meeting and what they want.

Email · Brief: Discovery call at 14:00 UTCSam Lee, ops lead at Northwind (40 staff), wants to replace manual invoice chasing. Ask: current tool? who signs off on budget?
Every 15 minutes · Uses AIUse template →
Calendly

Post rescheduled meetings to Slack

When a meeting moves, Slack shows the old and new time side by side.

Slack · #salesRescheduled: Riley Chen moved Product demo from 2026-10-20 15:00 to 2026-10-22 10:30 UTC
The moment it happensUse template →
Calendly

Get a rebooking email draft when someone cancels

When a meeting is cancelled, a friendly rebooking email based on their reason is waiting for you to send.

Email · Draft for sam@northwind.com: rebook Product demoHi Sam, no problem at all – sorry the week got away from you. When things settle, you can pick a new time here: calendly.com/acme/demo
The moment it happens · Uses AIUse template →
Calendly

Get weekly Calendly booking numbers

Each Monday you see last week's bookings, cancellations and no-show rate for each event type, compared with the week before.

Email · Calendly bookings last weekProduct demo: 14 booked (last week 11), 2 canceled, 7% no-show Intro call: 9 booked (last week 10), 1 canceled, 0% no-show
On a scheduleUse template →
Calendly

Get tomorrow's meetings with likely no-shows flagged

Each evening you see tomorrow's meetings, with invitees who cancelled or rescheduled before flagged.

Email · Tomorrow: 4 meetings10:00 Product demo – Jordan Park ⚠ changed or missed 2x before 13:30 Intro call – Sam Lee
On a scheduleUse template →
SendGrid

Email a daily report to a list through SendGrid

A summary of the numbers or news you track goes out from your own domain at the same time each day.

Email · Today's top 10 storiesFrom Northwind Digest <digest@northwind.example> • Postgres 18 released (812 points)
DailyUse template →
SendGrid

Add new sign-ups to a SendGrid list

Everyone who fills in your sign-up form ends up in your SendGrid contacts and newsletter list.

SendGrid · Newsletter listsam@northwind.com · Sam Lee · added to Newsletter
The moment it happensUse template →
SendGrid

Reply to inbound emails with AI through SendGrid

Emails sent to your domain get a polite, relevant reply from your own address.

Email · Re: Can I export to CSV?Hi Riley, yes – every report has an Export button that downloads a CSV. Steps are at northwind.example/docs/export.
The moment it happens · Uses AIUse template →
SendGrid

Get told when emails bounce or are marked as spam

Bounces, dropped emails and spam complaints are posted with the address and reason, grouped so one bad batch doesn't flood the channel.

Slack · #email-alertsSendGrid delivery problems bounce (12): 550 5.1.1 The email account does not exist sam@old-acme.com, info@northwind.co and 10 more
The moment it happensUse template →
SendGrid

Get yesterday's SendGrid delivery numbers each morning

You see delivered, bounced and spam counts every day, with a warning when the bounce rate climbs.

Email · SendGrid statsDelivered: 48,210 · Bounced: 1,130 (2.3%) <- over 2%, check your lists · Spam reports: 14
DailyUse template →
SendGrid

Get a weekly list of bounced and complaining addresses

Each week you get a CSV of addresses SendGrid added to its bounce and spam lists, ready to clean from your other tools.

Email · Suppressions this weeklist,email,reason,created bounces,ops@northwind.example,550 mailbox not found,2026-10-14
WeeklyUse template →
SendGrid → Slack

Screen each CV, email the candidate and post a Slack summary

Every application is scored against the job, the candidate gets a reply through SendGrid, and HR sees a one-line summary in Slack.

Slack · #hiringSam K. applied for Senior frontend engineer: 8/10. Six years of React, built a design system at Acme. Next-steps email sent.
The moment it happens · Uses AIUse template →
SendGrid → Slack

Auto-reply to support requests and alert the team in Slack

Each support request gets an immediate reply with a suggested fix, and the team sees it in Slack with a category and urgency.

Slack · #support[Printing · normal] Lee from Finance: Printer on floor 3 says offline. Suggested fix emailed.
The moment it happens · Uses AIUse template →
SendGrid → Slack

Email hot leads and alert sales in Slack

When a lead shows strong buying signals or abandons a cart, they get a personal email and sales gets a Slack ping.

Slack · #sales🔥 Jordan at Northwind Retail abandoned checkout on the Team plan. Email sent.
The moment it happensUse template →
SendGrid → Slack

Send a weekly report by email and post it in Slack

Every Friday stakeholders get a written weekly report by email, and the same summary is posted to your team's Slack channel.

Slack · #leadershipWeekly update: Revenue up 6% on last week, led by two new Acme renewals. One risk: the Northwind contract is still unsigned.
Weekly · Uses AIUse template →
Zoom

Get the link when a Zoom recording is ready

As soon as a cloud recording finishes processing, you get the meeting topic and the share link.

Email · New Zoom recordingsNorthwind quarterly review (2026-10-18) https://zoom.us/rec/share/abc123
Every 15 minutesUse template →
Zoom

Get a meeting summary from the transcript

After each recorded meeting you get the decisions and action items, written from the transcript.

Email · Summary: Acme onboarding callDecisions: launch moves to Nov 4. Action items: send revised SOW (Priya, Fri); share test account (Northwind team).
On a schedule · Uses AIUse template →
Zoom

Start the day with your Zoom meeting list

Each weekday morning you see the day's Zoom meetings with their join links.

Email · Today's Zoom meetings09:30 UTC Northwind weekly sync https://zoom.us/j/81234567890
On a scheduleUse template →
Zoom

Get action items and owners after each call

When a transcript is complete, you receive the task list with who agreed to do what.

Email · Action items: Acme kickoff- Send pricing sheet to Acme (Sam, by Thursday) - Book design review (Lee, no date)
The moment it happens · Uses AIUse template →
Zoom

Hear in Slack when someone joins or waits

You're pinged when a participant joins your meeting or is sitting in the waiting room.

Slack · Direct messageJordan from Northwind is in the waiting room for Q4 planning
The moment it happensUse template →
Zoom

Get an attendance list when a meeting ends

When your meeting ends you get who attended and how long each person stayed.

Email · Attendance: Acme demo (6)Dana (Acme) joined 15:02 43 min Lee (Northwind) joined 15:05 40 min
The moment it happensUse template →
Zoom

Track webinar sign-ups as they happen

Each new registrant reaches you with their details and the running total.

Email · New registrant for Scaling with AcmeSam Rivera <sam@northwind.example> Total registered: 87
The moment it happensUse template →
Zoom

Get a monthly Zoom usage report

On the 1st you get last month's meetings, participants and meeting minutes for the account.

Email · Zoom usage for September 2026Meetings: 412 (+38 vs prior month) Participants: 1,986 · Minutes: 24,530
On a scheduleUse template →
Zoom

Clear out old Zoom cloud recordings

Recordings past your cut-off are removed weekly, keeping you under your storage limit, and you get the list.

Email · Moved 7 old Zoom recordings to trash2026-06-12 Acme onboarding 2026-06-19 Northwind retro
WeeklyUse template →
Zoom

Post Zoom's meeting summary to Slack

The summary Zoom AI Companion writes is shared in your channel when it's ready.

Slack · #meetings*Northwind roadmap review* Agreed to ship billing v2 first. Next steps: • Dana drafts the rollout plan
The moment it happensUse template →
Dropbox

Save a converted data feed to Dropbox nightly

A file from a URL is downloaded, converted or zipped, saved to Dropbox and sent to you as a share link.

Email · Product feed: 1,284 items/Feeds/products-2026-10-19.json https://www.dropbox.com/scl/fi/abc123/products-2026-10-19.json
DailyUse template →
Dropbox

Back up to Dropbox and keep the last 7 days

A dated backup file appears in Dropbox every night and anything older than a week is removed.

Dropbox · /BackupsUploaded backup-2026-10-19.json (2.4 MB) · Deleted backup-2026-10-11.json
On a scheduleUse template →
Dropbox

Get told when files land in a Dropbox folder

You get an email listing new files shortly after they show up in the folder.

Email · 2 new files in Dropbox /InboxAcme-signed-contract.pdf (412 KB) Northwind-logo.png (88 KB)
Every 15 minutesUse template →
Dropbox

Clear out old exports automatically

Files of the type you name are deleted once they pass the age you set, and you get a count.

Email · Removed 14 old PNGs from /Exportschart-2026-10-16-0900.png chart-2026-10-16-1500.png
Every 6 hoursUse template →
Dropbox

Get a Friday list of new Dropbox uploads

Instead of an alert per file, one email each Friday lists everything added that week.

Email · 9 files added to Team Shared this week/Team Shared/Clients/Acme/brief-v2.docx (added by Sam Lee) /Team Shared/Brand/northwind-logo.svg (added by Priya)
Collects as they arrive, acts dailyUse template →
Dropbox

File new uploads by year and month

Anything dropped in your inbox folder is moved into a dated archive folder, created when needed.

Dropbox · /ArchiveMoved acme-invoice-1042.pdf → /Archive/2026/10/
Every 15 minutesUse template →
Dropbox

Get a summary of each new note or document

When a text, Markdown or PDF file is added, you get the key points by email.

Email · Summary: acme-kickoff-notes.md• Acme wants the pilot live by Dec 1 • Two admins on their side, SSO required
Every 15 minutes · Uses AIUse template →
Dropbox

Read invoices saved to Dropbox and post the details

Each invoice PDF in the folder is read and its vendor, date, total and due date are posted for finance.

Slack · #financeInvoice northwind-oct.pdf Vendor: Northwind Supplies · Date: 2026-10-14 · Total: $2,480.00 · Due: 2026-11-13
Every 15 minutes · Uses AIUse template →
Dropbox

Get warned before shared links expire

Each morning you see which of your Dropbox share links run out within the week.

Email · 2 Dropbox links expire this weekAcme-proposal-final.pdf expires 2026-10-22 https://www.dropbox.com/scl/fi/abc123/Acme-proposal-final.pdf
DailyUse template →
Dropbox

Keep a running event log in Dropbox

Every event you send adds a line to a CSV file in Dropbox, so you have one growing log.

Dropbox · /Logs/events.csv2026-10-19T14:02:11Z,signup,"{""plan"": ""free"", ""company"": ""Acme""}"
The moment it happensUse template →
Mattermost

Post new orders and leads to a Mattermost channel

Events from your shop, forms or CRM appear as tidy posts in the channel your team watches.

Mattermost · salesNew order #1187 from Dana Lee 2x Ceramic mug, 1x Tea sampler Total: 64.00 USD
The moment it happensUse template →
Mattermost

Add a slash command that runs your automation

Typing a command in Mattermost does the job and posts the result in the channel for everyone.

Mattermost · #design@maya started a call: https://meet.jit.si/acme-Xq3vT9kP
The moment it happensUse template →
Mattermost

Post customer feedback with a sentiment tag

Each piece of feedback lands in your channel marked positive or negative, with negative ones highlighted.

Mattermost · feedback:rotating_light: **Negative** Checkout fails on mobile Safari > I tried to pay three times and it kept spinning.
The moment it happens · Uses AIUse template →
Mattermost

Collect daily standups by Mattermost DM

Everyone gets the standup questions privately each morning, and their answers are posted together in one place.

Mattermost · standup**@maya** Shipped the export fix; next: billing tests; no blockers. **@theo** _no answer_
On a scheduleUse template →
Mattermost

Suggest friendlier words when someone writes 'hey guys'

A gentle reply in the thread offers an alternative, without anyone having to say it themselves.

Mattermost · thread replyFriendly nudge: next time try 'folks', 'team' or 'everyone' :wave:
The moment it happensUse template →
Mattermost

Set up a channel for each new project or client

A new project gets its own channel with the right people in it and a welcome post.

Mattermost · northwind-redesignWelcome to Northwind Redesign! Kickoff is on 2026-11-03.
The moment it happensUse template →
Mattermost

Get a morning summary of a Mattermost channel

One email each morning tells you what was discussed and decided in the channel yesterday.

Email · Yesterday in ~devDecisions: freeze the API on Thursday. Open questions: who owns the Northwind migration?
On a schedule · Uses AIUse template →
Mattermost

Get an email when someone mentions 'prod down'

New posts that mention your watch words reach you within minutes, without repeats.

Email · 1 Mattermost post matched[ops] prod down for EU customers, investigating https://chat.acme.com/_redirect/pl/9fk3
On a scheduleUse template →
Google Tasks

Get today's due and overdue tasks by email

Every morning you get one email with what's due today and what's slipped past its date.

Email · Tasks due todayOVERDUE Send Northwind invoice (Work, due 2026-10-17) Book dentist (Personal, due 2026-10-19)
DailyUse template →
Google Tasks

Create Google Tasks from any tool

Anything your scripts or apps send to a link becomes a task in your list straight away.

Google Tasks · InboxCall Acme about the renewal · due 2026-10-21
The moment it happensUse template →
Google Tasks

Get a Friday recap of finished tasks

Each Friday you see everything you marked done over the last seven days.

Email · Completed this weekWork (6) ✓ Send Northwind invoice ✓ Review Acme contract
WeeklyUse template →
Google Tasks → Slack

Get today's and overdue Google Tasks in Slack each morning

Each weekday morning Slack shows your Google Tasks due today and anything overdue, with a one-line suggestion for where to start.

Slack · #my-dayDue today: Send Acme the revised quote · Overdue: Book venue for Northwind workshop (due 15 Oct)
On a scheduleUse template →
Google Tasks → Slack

Turn requests sent to a link into Google Tasks

Requests sent from a form or another tool become well-titled Google Tasks with a due date, and Slack confirms each one.

Slack · #tasks✅ New task: Review Northwind Q4 media plan · High · due 2026-10-23
The moment it happens · Uses AIUse template →
Google Tasks → Slack

Tick off Google Tasks when a commit finishes them

When you push commits, tasks they finish are marked done in Google Tasks and Slack hears about it.

Slack · #devCompleted by push to acme-billing: • Rounding bug on Acme invoices ← Fix invoice rounding for EUR totals
The moment it happens · Uses AIUse template →
Google Tasks → Slack

Turn action emails into Google Tasks and flag urgent ones in Slack

Emails asking you to do something become Google Tasks, and the urgent ones also reach you in Slack.

Slack · #urgent🚨 Confirm delivery address for Northwind order today (from ops@northwind.example)
Every 10 minutes · Uses AIUse template →
Google Tasks → Slack

Turn a meeting transcript into Slack minutes and Google Tasks

Send a meeting transcript and get tidy minutes in Slack, with each of your action items added to Google Tasks.

Slack · #meetingsMinutes: Acme onboarding sync · Decision: launch moves to 4 Nov · Jordan to send the revised plan by Friday
The moment it happens · Uses AIUse template →
Todoist

Sort your Todoist Inbox automatically

New Inbox tasks get clearer wording, a priority and a home in the right project within minutes.

Todoist · Inbox → Errands"pick up dry cleaning tmrw b4 6" → "Pick up dry cleaning before 6pm" · p2 · Errands
Every 15 minutes · Uses AIUse template →
Todoist

Start every day with a fresh routine list

Yesterday's unfinished routine tasks are cleared and today's set is created before you wake up.

Todoist · DailyRemoved 2 leftover tasks · Added: Review calendar, Inbox zero, 30 min walk, Plan tomorrow
DailyUse template →
Todoist

Add Todoist tasks by sending to a link

Any text you send to your link shows up as a task due today.

Todoist · InboxAdded "Call Northwind about the delivery window" · due today
The moment it happensUse template →
Todoist

Hide far-off tasks until they're close

Tasks due weeks away stay out of sight and come back to their project three days before they're due.

Todoist · SnoozedSnoozed 4 tasks · Moved back 2: "Renew Acme contract" → Work, "Book dentist" → Home
DailyUse template →
Todoist

Get an evening list of what you finished

At night you get an email of everything you completed that day, grouped by project.

Email · Done today: 9 tasksWork ✓ Send Acme the revised quote ✓ Review Northwind onboarding doc
On a scheduleUse template →
Todoist

Get a Friday review of your week in Todoist

Friday afternoon brings a list of the week's completed tasks, day by day, without the projects you excluded.

Email · Your week in TodoistTuesday ✓ Ship Acme pricing page (Work) ✓ Draft Q4 hiring plan (Work)
On a scheduleUse template →
Todoist

Get a written plan for your day

Each morning a short plan built from today's and overdue tasks tells you what to tackle first.

Email · Your plan for today1. Send Acme the revised quote (overdue, blocks their PO) 2. Prep 2pm Northwind call 3. Approve October payroll
On a schedule · Uses AIUse template →
Box

Get a Slack message for each Box upload

Whenever a file lands in the folder you pick, your channel sees its name, who uploaded it and a link.

Slack · #intakeNew in Submissions: acme-application-form.pdf (uploaded by Jordan Park) https://app.box.com/file/1234567890
The moment it happensUse template →
Box

Receive one morning list of new Box files

Instead of a ping per upload, you get a single list each morning of everything added to the folder since yesterday.

Email · 4 new files in Client uploadsacme-q3-statements.zip (by Jordan Park) https://app.box.com/file/1234567890
Collects as they arrive, acts dailyUse template →
Box

See Box file comments in Slack as they're posted

Comments on files in your folder reach your channel straight away, with the text and a link to the file.

Slack · #proposalsPriya commented: "Can we drop the setup fee for Northwind?" https://app.box.com/file/1234567890
The moment it happensUse template →
Box

Get pinged when a Box task is assigned to you

Tasks assigned to you on contract files show up in Slack with the message, due date and file link, while other people's are skipped.

Slack · DMBox task: Please sign before Friday (due 2026-10-24) northwind-msa.pdf: https://app.box.com/file/1234567890
The moment it happensUse template →
Box

Get a short summary of each new Box document

Each document placed in your folder arrives in your inbox as three bullet points and a link, so you know whether to open it.

Email · Summary: acme-rfp.pdf• Acme wants 3 warehouses on one system by Q2 • Budget capped at $120k • Responses due Nov 7
The moment it happens · Uses AIUse template →

Don't see your automation? Describe it.

Your assistant doesn't need a template. Say what should happen and when.