Work that runs itself

Set a schedule. Define a trigger. Your AI team handles the restβ€”morning briefings at 7am, pipeline reviews at 9am, weekly reports on Friday. 24/7. No intervention needed.

Start every day informed

Workflows that run on schedule to keep you ahead of the day.

β˜€οΈ

Morning Briefing

Daily at 7:00 AM

Wake up to a synthesized view of your day. Calendar, emails, and project status combined into a single "Today's Priorities" document.

  • Check today's calendar for meetings and prep needs
  • Scan overnight emails for urgent items
  • Pull recent project activity and blockers
  • Create "Today's Priorities" note with action items
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End of Day Summary

Daily at 5:30 PM

Automatically document what happened today. Completed tasks, open items, and tomorrow's priorities captured without manual effort.

  • Gather tasks completed today
  • List items still in progress
  • Flag upcoming deadlines
  • Generate daily summary document

Never let a deal go cold

Keep your pipeline moving with automated check-ins and follow-ups.

πŸ“Š

Pipeline Review

Daily at 9:00 AM

Automatically identify deals that need attention. Cross-reference CRM data with email history to catch follow-ups you might have missed.

  • Pull deals from CRM that haven't been updated in 7+ days
  • Cross-reference with email for recent contact
  • Flag discrepancies (email sent but deal not updated)
  • Create follow-up tasks for quiet accounts
πŸ”

Prospect Research

Event: New deal created

When a new opportunity enters your pipeline, automatically gather background information to prepare for your first conversation.

  • Trigger when new deal is created
  • Research company news and recent announcements
  • Check LinkedIn for mutual connections
  • Attach research brief to deal record

Stay ahead of the market

Build your own intelligence radar that runs on autopilot.

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Competitor Monitoring

Weekly on Monday

Automatically track what competitors are doing. News mentions, job postings, and social activity compiled into a weekly intelligence brief.

  • Search news for competitor mentions
  • Check job postings for strategy hints
  • Review recent social media posts
  • Compile findings into summary document
πŸ“°

Industry News Digest

Daily at 8:00 AM

Stay informed without the information overload. Curated industry news filtered to topics that actually matter to your business.

  • Search news for configured industry topics
  • Filter for relevance and recency
  • Summarize key articles
  • Create morning digest note

Keep your codebase healthy

Automated checks that catch issues before they become problems.

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Dependency Tracking

Weekly on Wednesday

Automatically monitor your dependencies for updates, especially security-related ones. Create upgrade tasks when action is needed.

  • Check dependency versions against latest releases
  • Read changelogs for security-related items
  • Assess upgrade urgency
  • Create upgrade tasks with context
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PR Stale Check

Daily at 10:00 AM

Don't let pull requests languish. Automatically flag PRs that haven't seen activity and create nudge tasks for reviewers.

  • Fetch open PRs older than 3 days
  • Check for recent comments or reviews
  • Identify blocking reviewers
  • Create reminder tasks

Handle incoming work automatically

Webhooks and event triggers that route work to the right place.

πŸ“₯

Form Submission Triage

Webhook trigger

When someone fills out a form, automatically triage the request, create the right type of task, and route it to the appropriate persona.

  • Receive webhook from form submission
  • Analyze content to determine request type
  • Create task with appropriate labels
  • Assign to relevant persona
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Email-to-Task

Event: Email received

Certain emails should become tasks. Automatically detect actionable emails and create tracked work items from them.

  • Monitor inbox for specific senders or subjects
  • Extract action items from email content
  • Create task with email context attached
  • Thread follow-up emails to same task

These are just starting points

Every business is different. Combine triggers, schedules, and personas to build workflows that match exactly how you work.

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