201 templates
Project and operations automation templates
Common projects and operations automations
- Turn new form responses into tasks in your project tool
- Post overdue tasks to the team channel every morning
- Send a weekly project status summary to stakeholders
- Copy completed tasks to a reporting spreadsheet
Why automate it
- Problems surface while there is still time to fix them
- Less time chasing updates and writing status reports
- Requests from forms never get lost in an inbox
Jira automations
Everything you can automate in Jira →Turn monitoring alerts into Jira bugs, one per problem
Each new problem from your monitoring becomes a Jira bug, and repeat alerts are added as comments on the open issue.
Turn forwarded emails into sorted Jira tickets
Emails or requests you forward become Jira tickets with a category, priority and short summary, and you hear about the risky ones.
Triage new Jira tickets as they come in
New tickets get labels and a priority, and the reporter is asked for anything missing, like steps to reproduce.
Email release notes when a Jira version is released
When a version is released, you get readable release notes built from its resolved issues.
Get a daily summary of what changed in Jira
Every weekday evening you get a short summary of the issues updated in your project that day, grouped by status.
Find open issues missing key details
Each morning you get a list of open issues with no assignee, estimate or priority.
Track created vs resolved issues each week
Each Monday you see how many issues were created and resolved last week, and how that compares with the week before.
Get a sprint report when a sprint closes
When a sprint ends you see the completion rate, what got done and what carried over, by person.
Get pinged about Highest and Blocker issues
Within minutes of a top-priority issue being created, you get its summary, reporter and link.
Find issues stuck in progress
Each morning you see issues that have sat In Progress for too long, grouped by assignee.
Catch issues that nobody owns
Twice a day you get a list of open issues that have been unassigned for more than a few hours.
Get a lessons-learned write-up when an epic is done
When an epic is marked Done, you get a summary of how it went, built from its child issues and comments.
Get a weekly timesheet from Jira worklogs
Each Monday you get the hours logged last week, per person and per issue.
Get reminded about overdue or missing sprints
You're warned when a sprint is past its end date but still open, or when no sprint is active.
Triage support requests into Jira and alert the right Slack channel
Each incoming support request becomes a Jira ticket with a category, priority and summary, and is posted to the Slack channel for that category.
Turn security alerts into Jira tickets and Slack messages
Each security alert creates one Jira ticket, posts to your security channel, and messages the affected person in Slack when the alert names them.
Create onboarding tickets in Jira and welcome new hires in Slack
When a new hire is added, an onboarding epic with tasks appears in Jira, they are invited to the right Slack channels, and the team gets a welcome post.
Update Jira and post release notes to Slack when you tag a release
When a release is tagged, the Jira tickets mentioned in its commits get a fix version and move to Done, and Slack gets the release notes.
Post a daily Jira digest in Slack
Each weekday morning Slack shows yesterday's Jira progress grouped by status, plus blockers and what is due soon.
Alert Slack on production errors with one Jira bug per error
Production errors are posted to Slack straight away, and each distinct error opens exactly one Jira bug, with repeats added as comments.
Turn Slack requests into Jira issues
Each request posted in your requests channel becomes a Jira issue, and the link is posted back in the thread.
Review stale Jira tickets every week in Slack
Every Monday Slack lists Jira tickets that have not moved in 30 days, with a suggestion for each: close it, chase it or keep it.
Update Jira and log a Notion changelog from your commits
When code is pushed with a Jira key in the commit message, the ticket gets a comment and moves forward, and a changelog entry is added to Notion.
Get a pre-meeting briefing from Jira and Notion
Before each project meeting, Slack gets a briefing with the open Jira issues and a summary of the latest Notion notes for that project.
Triage feedback into Jira with a Notion log
Every piece of feedback is logged in your Notion database with its type and severity, bugs become Jira issues, and critical ones are posted to Slack.
Log security events as Jira tasks and Notion records
Each security or data-quality alert creates one Jira task and one entry in your Notion security log, and the team is told in Slack.
Escalate overdue Jira tasks with a Telegram alert
Each morning overdue Jira tasks are raised to high priority and the manager gets one Telegram message listing them.
Create Jira tickets from Telegram messages
Staff message an IT problem to your Telegram bot, a structured Jira ticket is created, and the bot replies with the ticket number.
Open Jira issues and ping Telegram for provider incidents
When a service you depend on reports a new incident on its status page, a Jira issue is opened and your team gets a Telegram message.
Open Jira issues for approved monday.com requests
When a change request is approved on your monday.com board, a Jira issue is opened and its key is written back to the item.
Sync monday.com items to Jira without duplicates
New and updated monday.com items show up as Jira issues, and changes update the same issue instead of creating a new one.
Compare Jira progress with monday.com goals weekly
Every Monday you get a report showing which epics are behind, comparing finished Jira work with the targets on your monday.com board.
Asana automations
Everything you can automate in Asana →Create Asana tasks from anything you send
Text sent to your link becomes a task in your Asana inbox project, ready to sort later.
Move overdue Asana tasks to today
Each morning your overdue tasks are due today again, old completed tasks are cleared out, and you get a summary.
Turn app errors into Asana tasks
Each new error becomes a task with a likely cause and a suggested fix, and repeats of the same error are skipped.
Get a daily email of overdue Asana tasks
Each morning you see every overdue task in your workspace, grouped by who owns it.
Get a Slack alert when an Asana task goes overdue
The first time a task passes its due date, your team hears about it once.
Get a weekly report of finished Asana work
Each Friday you get what was completed across your projects this week, with a short summary on top.
Turn support requests into prioritised Asana tasks
Each request from your form becomes a task with a priority and summary, and your team sees it in Slack.
Get your top 5 Asana tasks each morning
Each weekday you know which tasks to do first, ranked by urgency.
Post a daily Asana status update to Slack
Each morning your team sees, for every project, what was finished yesterday, what's due today and what's overdue.
Flag Asana tasks with no owner or due date
Each week your team sees the open tasks that are missing an assignee or a due date, grouped by project.
Get Slack alerts for new Asana tasks and comments
As soon as a task is added or someone comments in your project, your team sees it in Slack.
Turn meeting notes into Asana tasks
Paste your notes and each action item becomes a task with an owner and due date, with a summary in your inbox.
Find sales leads on Reddit and Hacker News and track them in Asana
Posts where people ask for what you sell become Asana tasks, and you get a daily email digest of the best ones.
Set up an Asana project and welcome email for each new client
When a new client signs up, their onboarding project appears in Asana from your template and they get a welcome email from your Gmail.
Follow up on canceled meetings automatically
When someone cancels a booked meeting, they get a friendly email inviting them to reschedule and you get an Asana task to follow up.
Score inbound leads and create Asana tasks for the good ones
Every new lead is scored, the promising ones become Asana tasks for follow-up, and each lead gets a prompt reply from your Gmail.
Get Asana tasks and an email for contracts renewing soon
Every contract renewing within 60 days gets one Asana task, and each morning's new renewals arrive in your inbox.
Post a daily standup from Asana to Slack
Every weekday morning, your team channel shows what each person finished yesterday, what is due today and what is overdue.
Set up an Asana project and Slack channel for each new client
When a new client comes in, they get an Asana project from your template and their own Slack channel, with links posted in #clients.
Score leads, create Asana tasks and alert sales in Slack
Hot leads are scored on arrival, turned into Asana tasks and posted to your sales channel so someone picks them up straight away.
Turn your morning watch list into Asana tasks and a Slack summary
Anything on your watch list that needs action becomes an Asana task, and the team gets a short summary in Slack.
Turn meeting notes into Asana tasks and a Slack recap
Send your meeting notes to a link and get an Asana task for each action item, with owner and due date, plus a recap in Slack.
Create Asana onboarding projects from new sheet rows
Add a client to your sheet and an Asana project is created from your onboarding template, with the link written back to the row.
Log new SEO issues to a sheet and create Asana tasks to fix them
Every Monday new broken backlinks are added to your Google Sheet and each one gets an Asana task, so nothing found is forgotten.
Turn your weekly sales sheet into Asana tasks
Every Monday the top five actions from your sales or stock sheet are created as Asana tasks assigned to you, with a summary email.
Export Asana project tasks to Google Sheets
Every weekday morning a tab is rewritten with all tasks in an Asana project: section, assignee, due date, completed and link.
Log completed Asana tasks to Google Sheets
Tasks completed in chosen Asana projects are added to a Done log with who finished them, when and in which project.
monday.com automations
Everything you can automate in monday.com →Add form entries to a monday.com board
Each new form entry becomes an item on your board, with its fields filled into the right columns.
Log app errors as monday.com items
Errors from your systems land on a board as items with the message, source and time, ready to assign.
Hear about new board items in Slack
Your channel gets a message with the item's name and key columns whenever something is added to the board.
Get notified when an item's status changes
You hear the moment an item moves to the status you care about, with a link to it.
Email yourself overdue monday.com items each morning
One morning email lists every item past its due date that isn't marked Done.
See the week's due dates grouped by owner
Each weekday morning you get everything due in the next seven days, sorted under the person responsible.
Back up a monday.com board to CSV nightly
A CSV copy of the whole board, with every column, arrives in your inbox each night.
Escalate items marked Stuck
As soon as an item is set to Stuck, you get its name and owner so you can step in.
Get an evening recap of item updates
Long update threads are boiled down to a few lines per item in one evening email.
List monday.com mentions you haven't answered
Each morning you see the updates that @mention you where you still haven't replied.
Find unowned and late items twice a day
Items with nobody assigned or a missed due date are flagged before they slip further.
Get a monthly report on your monday.com leads
On the 1st you get counts of last month's leads by status and source, with a short written read of the trends.
Archive monday.com items Done for 30 days
Every night, items that have sat in Done for more than 30 days are archived from a monday.com board, and you get an email listing them.
Create recurring monday.com items every week
Every Monday at 7am, your weekly tasks are added to a monday.com board with the right owner, group and due date.
Set a due date on new monday.com items automatically
New items on a monday.com board that arrive without a due date get one, a set number of working days ahead based on their priority.
Mark monday.com parent items Done when subitems are
When the last subitem of a monday.com item is set to Done, the parent item is set to Done too, and reopened if a subitem is reopened.
Gmail automations
Everything you can automate in Gmail →Turn vendor security advisories into Jira tickets
New security advisories from the vendors you rely on become Jira tickets, and you get an email for each one.
Create Jira onboarding tasks and send a welcome email
When a new hire is confirmed, an onboarding epic with tasks appears in Jira and the new hire gets a welcome email from you, with their manager copied.
Turn support emails into categorised Jira tickets
Every email to your support address becomes a Jira ticket with a category, priority and summary, and the sender gets an acknowledgement with the ticket number.
Email a weekly sprint report to stakeholders
Every Friday stakeholders get an email with the sprint's progress: what is done, in progress and at risk, with a short written summary.
Email assignees and leads about overdue Jira tickets
Each morning, people with overdue or blocked tickets get one email listing them, with their lead copied, and nobody is emailed about the same ticket twice in a row.
Run daily checks that open Jira tickets when something fails
Each day your SSL certificates and key endpoints are checked, and any new problem opens a Jira ticket and sends you an email.
Triage customer feedback into Jira and email critical issues
Each piece of customer feedback becomes a Jira issue with a type and severity, and critical problems are emailed to you straight away.
Email customers when the bug they reported is fixed
When a Jira bug is resolved, the customers who reported it get a short email from you saying it is fixed.
Turn support emails into Linear issues
Each support or feedback email becomes a clear Linear issue with a priority, or a comment on the matching issue if one is already open.
Turn meeting transcripts into Linear issues and a recap email
Send a meeting transcript and get a Linear issue for each action item, plus a recap email to everyone who attended.
Get a monthly lead report from your monday.com board
On the 1st of each month you get an email summarising your leads by status and source, with short AI commentary.
Email the team a daily summary of risky monday.com items
Each weekday morning your team gets an email listing stuck, overdue and at-risk items from your monday.com board.
Start onboarding in monday.com and send a welcome email
When a client or new hire fills in your form, an onboarding item with all its steps is created in monday.com and they get a welcome email.
Draft personal emails for new monday.com leads
New leads on your monday.com board get a personalised outreach email drafted in Gmail, ready for you to review and send.
Turn labelled Gmail emails into monday.com items
Emails you label in Gmail become items on a monday.com board with the sender and full text, and the label is cleared once logged.
Email clients from Gmail when monday.com work is Done
When an item on a monday.com board is set to Done, the address in its Email column gets a completion email sent from your Gmail.
Linear automations
Everything you can automate in Linear →Get a Slack message for every new Linear issue
Each new issue in your team shows up in Slack with its title, priority, assignee and link.
Get a weekly report of finished work
Every Friday you get the issues completed that week, grouped by team, with a short summary.
Get alerted when an issue becomes Urgent
You hear straight away when an issue is created as Urgent or raised to Urgent.
Route new bugs to the right team
New issues in Triage get a team, label and priority, and you get a note explaining each choice.
See which open issues nobody has touched
Every Monday you get the open issues with no updates in 14 days, grouped by team and priority.
Move issues that have stalled
Issues left in one status too long are moved back automatically, with a comment, and you get the list.
Get warned before an issue breaches its SLA
You hear about issues a few hours before their SLA runs out, once per issue.
Back up all your Linear issues weekly
Every week you get a CSV of all your issues as a backup.
Create Linear issues from a form or alert
Bug reports or alerts sent to a link become Linear issues in the team you choose.
Get all project updates in one weekly email
Once a week you get every project update and each project's health in a single summary.
Spot frustrated comments on customer issues
When a comment on a customer issue sounds frustrated, you hear about it before it escalates.
Turn Slack support messages into Linear tickets
Every request posted in #support becomes a Linear issue with a clear title, priority and summary, and the link appears in the Slack thread.
Send new Linear bugs to the team that owns them
Each new bug lands with the right team in Linear within seconds, and that team hears about it in Slack.
Turn meeting transcripts into Linear issues
Send a meeting transcript and every action item becomes a Linear issue, with a summary and links posted in Slack.
Open Linear issues for expiring SSL certificates
Any domain whose certificate expires within 30 days gets one Linear issue and a Slack alert, well before visitors see a browser warning.
Google Sheets automations
Everything you can automate in Google Sheets →Create Jira onboarding tickets from a new-hire sheet
When HR adds a new hire to the sheet, Jira tickets for their accounts and equipment are created and the ticket keys appear in the row.
Log daily Jira metrics to a sheet
Each day a row in your sheet records tickets created, resolved, open, stale and the load per person, with an optional summary by email.
Turn sheet rows into Jira tickets
Requests added to your sheet become Jira tickets within minutes, with the ticket key written back into the row.
Log all feedback in a sheet and send actionable items to Jira
Every piece of feedback is logged in a sheet with its type, sentiment and priority, and the actionable ones become Jira issues.
Check a list of domains from a sheet and open Jira tickets for problems
Each day every domain in your sheet is checked, the status columns are updated, and each new problem opens one Jira ticket.
Get a Linear issue before an SSL certificate expires
Each morning the domains in your sheet are checked, and any certificate expiring within 30 days gets one Linear issue and a Slack message.
Catch visual changes on your key pages every day
Each page in your sheet is compared with how it looked before, and real visual changes become Linear issues for your team.
Score your product sheet for missing data every week
Every Monday you get an email scorecard of how complete your product sheet is, and a Linear issue for each product with gaps.
Create monday.com items from new sheet rows
Tasks you add to a Google Sheet show up on your monday.com board within 15 minutes.
Log a daily snapshot of your monday.com board
Every evening each item's status on your monday.com board is saved to a sheet, building a history for reporting.
Keep an audit log of monday.com approvals in Sheets
Every approval or status change on your monday.com board is recorded in a Google Sheet, and rejections are flagged in Slack.
Export a monday.com board to Google Sheets hourly
Every hour, a Google Sheets tab is replaced with the current items of a monday.com board, one row per item and one column per board column.
Update monday.com item status from Google Sheets
When a Status cell changes in a Google Sheet, the matching monday.com item is set to the same status within 5 minutes.
Log completed monday.com items to Google Sheets
Each time an item is set to Done on a monday.com board, a row with the owner, created date, finish time and days open is added to a Google Sheet.
Typeform automations
Everything you can automate in Typeform →Get every new Typeform response by email
Each time someone fills in your form, the answers land in your inbox with the question titles.
Post new Typeform responses to Slack
Your team sees a short summary of each new submission in Slack right away.
Get told only about the responses that are leads
Each response is sorted into lead, support or spam, and only leads reach you, with a one-line summary.
Get a daily count of responses per form
Each morning you see how many responses each form got yesterday, compared with last week.
Get alerted about low scores
When someone gives a low rating, you see their answers straight away and can follow up.
Get a weekly summary of your survey answers
Each Monday you get the main themes, the overall mood and a few notable quotes from last week's responses.
Sort support requests by topic and urgency
Each support form submission gets a category and urgency, and urgent ones reach you in Slack.
Get a weekly CSV of your responses
Every Friday you get the week's responses as a CSV, so you have your own copy.
Get alerted about big-budget leads
You only hear about leads whose budget is above your threshold, the moment they submit.
Keep a form's dropdown choices up to date
When your list of options changes, the dropdown in your form is updated to match.
Get warned when a form stops getting responses
If a form that normally gets responses goes quiet for a day, you hear about it so you can check it.
Slack automations
Everything you can automate in Slack →Alert Slack when monday.com items get stuck
When an item on your monday.com board is marked Stuck, Slack gets a message with the owner and a link.
Post a weekly progress report from monday.com to Slack
Each week, progress against targets on your monday.com board is posted to Slack, with at-risk items called out.
Post finished monday.com items to Slack #wins
When an item on a monday.com board is set to Done, #wins gets a message with the item, its owner and a link.
Turn Slack #requests messages into monday.com items
Each new message in a Slack #requests channel becomes an item on a monday.com board, and the thread gets a link back to it.
Post monday.com items due today to Slack by person
Every weekday morning, a Slack channel gets the monday.com items due today or overdue, grouped by owner and mentioning each one.
Post monday.com item comments to a Slack channel
When someone writes an update on a monday.com item, the comment is posted to a Slack channel with the author and a link.
Send a Slack DM when you're assigned a monday.com item
When someone is added to the person column of a monday.com item, they get a Slack direct message with the item, due date and link.
Confluence automations
Everything you can automate in Confluence →Post Confluence page edits to Slack
When a page in your space is changed, your channel sees its title, who edited it and a link.
Announce new Confluence pages and blog posts
Newly published pages and blog posts across your site are shared in a channel so people actually find them.
Get a Friday list of changed Confluence pages
One email at the end of the week lists every page created or updated, grouped by space.
Find Confluence pages nobody has updated
Each month you get the pages in a space untouched for six months, with their author and a link, ready for review.
Get a weekly summary of what changed in your docs
On Fridays you read a few lines per page explaining what was added or changed, instead of opening each one.
Basecamp automations
Everything you can automate in Basecamp →Post new Basecamp to-dos to Slack
As soon as a to-do lands on your chosen list, the channel sees its title, assignee and link.
Get one evening email of new to-dos
Instead of separate notices, you get one email each evening with every to-do added that day.
Get an email when a to-do is completed
When someone ticks off a to-do, you hear who finished it, with a link back to it.
Get a weekday email of overdue to-dos
Every weekday morning you see the open to-dos that are past due, with who they belong to.
See the next three days of your Basecamp schedule
Each morning an email lists the project's schedule entries coming up in the next few days.
Wrike automations
Everything you can automate in Wrike →
Get your Wrike tasks for today in Slack
Every weekday morning you get a Slack list of your tasks due today and anything already overdue.
Get an email when a project task goes overdue
When a task in your project passes its due date unfinished, you get one email about it.
Post Wrike status changes to Slack
When a task's status moves, the channel sees the task with its old and new status.
Get a Monday list of overdue tasks by owner
One email each week shows every overdue task in a folder, grouped by owner, with days late.
Hear in Slack when you're assigned a Wrike task
The moment someone makes you responsible for a task, you get a Slack message with its title, due date and link.
Smartsheet automations
Everything you can automate in Smartsheet →
Get new Smartsheet rows by email
Each time a row is added to the sheet, you get an email with every cell value in it.
See row changes from Smartsheet in Slack
When a row in your tracker is edited, a Slack post shows which cells changed and what they were before.
Email yourself a weekly copy of a sheet
Every Monday you receive an export of the sheet, so you always have last week's version on hand.
Get a Monday list of overdue rows by owner
Once a week, one email lists every unfinished row past its due date, grouped under the person it's assigned to.
Post rows due in the next 3 days to Slack
Each weekday morning your team sees what's due soon, with links to the rows, before anything slips.
Harvest automations
Everything you can automate in Harvest →
Find out who didn't log their hours yesterday
Each weekday morning your channel lists the people whose tracked time for the previous day fell short.
Get Friday's hours by project and person
At the end of each week you receive the hours your team logged, split by project and by person.
Hear when a project uses 80% of its budget
You get one email for each project that crosses 80% of its budget, early enough to talk to the client.
Post paid Harvest invoices to Slack
When a client settles an invoice, your channel sees the client, amount and invoice number within about 15 minutes.
Catch Harvest timers left running in the evening
At 7pm you get a list of any timers still going, with the person, project and hours so far, and no email when there are none.
Coda automations
Everything you can automate in Coda →Get an email for each new Coda row
Within minutes of a row being added to your table, its values arrive in your inbox.
Post edited Coda rows to Slack
When someone changes a row in your projects table, the updated row shows up in your Slack channel.
Get your open Coda tasks each morning
Every morning one email lists the tasks in your table that aren't done yet.
Clear out finished Coda tasks every week
Rows marked Done over 30 days ago are removed each week, and you get an email listing exactly what went.
Miro automations
Everything you can automate in Miro →Email yourself a weekly text backup of your boards
Each week you get the text of every sticky note and card on your boards, organised by board.
Post new sticky notes from a Miro board to Slack
As your team adds notes to a retro board, they appear in Slack within 15 minutes.
Get a daily digest of edits on a Miro board
Each evening one email lists everything added or edited on the board that day, with the person behind each change.
Know when someone new joins your Miro boards
You get an email whenever a new member or guest gains access to one of your boards, with their role.
Toggl Track automations
Everything you can automate in Toggl Track →Get your week's hours by client and project
Every Friday afternoon you see where your week went, broken down by client and project in hours.
Receive an evening list of what you tracked
Each evening you get today's entries with a total, handy for checking nothing is missing before you log off.
Get last month's client hours for invoicing
On the first of each month your billable hours per client are in your inbox, ready to turn into invoices.
Get warned about a timer left on too long
If a timer has been running more than four hours you get one email naming the entry, project and start time.
Clockify automations
Everything you can automate in Clockify →See who is short on hours before the week ends
Each Friday afternoon you get the names of people who tracked fewer hours than your target, while there is still time to fix it.
Post today's tracked time to your team channel
Every weekday evening your channel gets the hours each person tracked today, split by project.
Get an email as soon as time is logged
Each new entry in your workspace reaches you with the person, project and duration.
Know when a project nears its time estimate
You get one email when a project passes 80% of its estimate and another if it goes past 100%.
Teamwork.com automations
Everything you can automate in Teamwork.com →
Announce new Teamwork.com tasks in Slack
Each task added to your project shows up in Slack with its name, assignee and a link.
Get overdue Teamwork.com tasks every weekday
A morning email lists every late, unfinished task, grouped by project.
Get a Friday summary of finished work
On Friday afternoon you get the tasks closed that week and a short written summary of what got done.
Share completed Teamwork.com tasks in Slack
Your channel hears who finished which task, and in which project, as it happens.
Jotform automations
Everything you can automate in Jotform →
Get each Jotform submission by email
Every new entry on your form arrives in your inbox as a tidy list of question labels and answers.
Post new Jotform entries to Slack
Your team sees the key details of each submission in their channel as soon as it comes in.
Get a weekly count of submissions per form
Each Monday morning you see how many entries every form received the week before.
Tally automations
Everything you can automate in Tally →
Get each Tally response in your inbox
Every answer to your form reaches your email as a clean label-and-value list.
Share new Tally responses in Slack
Your channel gets a short post for every response, so nobody has to check the form.
Get a short summary of every application
Each long application arrives as one paragraph that covers who applied and what stands out.
SurveyMonkey automations
Everything you can automate in SurveyMonkey →Get completed SurveyMonkey responses by email
Each time someone finishes your survey, you receive their answers written out in full.
Show new survey responses in Slack
Your team reads each finished response in a channel, without logging in to SurveyMonkey.
Get a Friday recap of responses and themes
Every Friday you learn how many people answered this week and the few things their comments keep coming back to.
Fillout automations
Everything you can automate in Fillout →Get new Fillout submissions in your inbox
Each entry shows up as an email listing every question and the answer given.
Ping Slack for every Fillout submission
A short alert lands in your channel the moment someone fills in your form, so a teammate can pick it up.
Get yesterday's Fillout submissions in one email
Instead of a stream of notifications, you get one morning email with every entry from the day before.
Qualtrics automations
Everything you can automate in Qualtrics →Share new Qualtrics responses in Slack
Your team sees fresh survey responses in their channel within about 15 minutes of submission.
Get an email when a customer scores you 6 or lower
You hear about each detractor right after they answer, with their comment, so you can follow up the same day.
Get a weekly NPS read-out by survey
Each Monday you get last week's response count and average score for every survey.
Google Drive automations
Everything you can automate in Google Drive →Set up a Drive folder and Jira tickets for each new hire
For every new hire, a Drive folder with copies of your onboarding documents is created and shared, Jira onboarding tickets are opened, and Slack gets a summary.
Turn meeting transcripts in Drive into Jira tasks
When a meeting transcript is saved to your Drive folder, its action items become Jira tasks with owners and due dates, and Slack lists them.
Open an incident ticket and archive its evidence in Drive
Each reported incident opens a Jira ticket, its report is saved to your Drive incidents folder, and the ticket links to the file.
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