Pre-Built Automation Templates

Start automating in minutes with ready-to-use templates

Finance

Invoice Auto-Generator

Automatically create and send invoices from a template

5 min setup

Expense Tracker

Track expenses and categorize them automatically

3 min setup

Monthly Financial Report

Generate monthly P&L statements automatically

10 min setup

Sales

Pipeline Summary

Generate daily pipeline summaries and send to Slack

8 min setup

Lead Scoring

Auto-score leads based on activity and engagement

12 min setup

Sales Forecast

Calculate monthly sales forecast automatically

10 min setup

Marketing

Campaign Report

Pull analytics and create weekly campaign reports

7 min setup

Email Performance

Track email metrics and identify trends

5 min setup

Lead Status Updater

Auto-update lead status based on email engagement

9 min setup

Operations

Inventory Sync

Keep inventory levels in sync across systems

6 min setup

Low Stock Alert

Alert team when inventory falls below threshold

4 min setup

Supplier Order

Auto-create supplier orders when stock is low

11 min setup

HR

Payroll Calculator

Auto-calculate payroll based on hours worked

8 min setup

Time Off Tracker

Track and approve time off requests

5 min setup

Employee Directory

Maintain centralized employee information

10 min setup

Data

Data Deduplication

Automatically identify and remove duplicate records

6 min setup

Data Validation

Check data quality and flag errors

4 min setup

Data Consolidation

Merge data from multiple sources

12 min setup

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50+

Pre-built templates

5 min

Average setup time

100%

Customizable

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