Dynamically run automations using other team members' accounts

A very short automation to automatically extract key details from invoice emails (vendor name, amount, due date) and add it to an accounting spreadsheet

Every time someone signs up for a user study via our Calendly link, this workflow kicks in to set up a notes document based on a template and prepares the interviewer for the interview.

Once the meeting has ended, notes are shared with the team and a thank you message is sent to the participant.

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.

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

For some lead sources, you get leads information only via email. In such cases, adding lead information to your CRM can be a chore. This workflow checks for new emails with a specific label, extracts the required data points from the email body using AI, and dumps the extracted data in a spreadsheet in a structured format. You can send the data directly to a CRM of your choice or connect the Google Sheets workbook to your CRM of choice.

Whenever an email with meeting notes is received, this AI Agent files tasks in Asana for every action item assigned to me.

Additionally, it'll share a summary of the meeting notes over Slack with the team.

Every time an email with an invoice arrives, extract key information from it and assign a manual task to pay the invoice to a different person depending on the amount

Every morning, this workflow sends a Slack message with a summary of the open support-related bugs and who they're assigned to.

Every time a support email is received, an AI model is prompted to classify the message as either (A) a feature request, (B) praise, or (C) something else.

Depending on the type of email, an issue is filed in Linear or a team member is asked over Slack for input on a personalized thank you note to the customer.