Create HubSpot Task from Form Submission

Use the latest AI tools from Google's Gemini to automatically search the web and do research on a new customer.

Summarize articles that I email to myself.

Automatically extract action items assigned to you from the meeting notes and add them as a task to Todoist.

Every time a receipt of invoice has been added to a Drive folder, extract the relevant information and add this as a new row to a spreadsheet.

Every time a new post is added to an RSS feed, scrape the web page to summarize the post in a few bullets and send it along over email.

Use AI to parse an automated email with a new order confirmation into a detailed custom calendar event.

This is how I save time and money onboarding new clients.

Automatically parse resumes from emails and video recordings.

Add medical provider to mailing list and monthly supervision meetings

Enrich Calendly data with LinkedIn profile information via Relevance.ai.

Automate follow-ups for email outreach.

Notion is the CRM for my Real Estate business. I use Relay.app to create custom automations on top of Notion. Here's a sneak preview of our 186 step workflow...

I use Relay.app with QuickBooks and Google Sheets to track my business expenses.

Create HubSpot task that recurs at a daily cadence.

Summarize meeting transcripts from SmartSuite with custom prompts based on meeting type.

Track time for a Linear project and update in Notion.

Draft Follow-up Email from BuildBetter.ai Call Summary.

Do you often work with PDFs and need a quick way to extract structured data from them? The solution is simple: use AI to pull the raw data directly from the PDF, and seamlessly store it in a structured format in your Notion database.

This powerful workflow uses the 'Assign a Role' action to dynamically fetch the Account Manager for a closed Deal in HubSpot, so that a welcome email to the new customer will be sent using their Gmail account. Before the email is sent, the assigned Account Manager will first get a Human-in-the-Loop approval step where they have the opportunity to give the final go-ahead.

Every time you receive a certain type of email (like an invoice or receipt), automatically forward it to the right address.