Inspiration gallery
AI Extract from email
A very short automation to automatically extract key details from invoice emails (vendor name, amount, due date) and add it to an accounting spreadsheet
Gmail
OpenAI
Google Sheets
User study preparations
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.
Calendly
Google DocsGoogle Sheets
Slack
Extract data from PDFs into Notion
Maybe you often work with PDFs and need to easily extract structured data from them. The solution? Use AI to extract the raw data from the PDF, and then easily store it structured in a database in Notion.
Google Drive
NotionOpenAI
Dynamically run automations using other team members' accounts
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.
HubSpotGmail
Forward Emails Automatically
Every time you receive a certain type of email (like an invoice or receipt), automatically forward it to the right address.
Gmail
Parse labeled emails to extract unstructured data using AI
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.
GmailOpenAIGoogle Sheets
AI Agent to process meeting notes
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.
Gmail
AsanaSlackOpenAI
Invoice Payments
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
GmailOpenAIGoogle Sheets
Daily summary of support bugs
Every morning, this workflow sends a Slack message with a summary of the open support-related bugs and who they're assigned to.
LinearSlack
Triaging support emails with AI and a Human in the Loop
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.
GmailSlackLinearOpenAI