Work that runs itself
Set a schedule. Define a trigger. Your AI team handles the restβmorning 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.
Morning Briefing
Daily at 7:00 AMWake 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
End of Day Summary
Daily at 5:30 PMAutomatically 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.
Pipeline Review
Daily at 9:00 AMAutomatically 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
Prospect Research
Event: New deal createdWhen 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.
Competitor Monitoring
Weekly on MondayAutomatically 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
Industry News Digest
Daily at 8:00 AMStay 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.
Dependency Tracking
Weekly on WednesdayAutomatically 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
PR Stale Check
Daily at 10:00 AMDon'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.
Form Submission Triage
Webhook triggerWhen 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
Email-to-Task
Event: Email receivedCertain 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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