Workflow templates

Automates vendor invoice intake. Monitors your AP inbox, extracts invoice details (vendor, amount, due date, PO reference), and routes: invoices with a matched PO number are forwarded to the designated approver with a summary; invoices missing a PO are flagged back to the vendor requesting the reference number. All invoices are logged to Google Sheets.

A customer support chatbot that answers questions helpfully and professionally. Handles common inquiries with a friendly tone.

Runs a collection campaign for unpaid invoices. Reads your accounts receivable sheet for invoices past their due date, loops through each, and sends a personalized collection email whose tone escalates based on how overdue the invoice is — from a polite reminder at 7 days to a formal notice at 30+ days. Logs every collection attempt back to the sheet.

Qualifies inbound real estate leads from email. When a new email arrives, an AI scores the lead as HOT or WARM and drafts a personalized reply. HOT leads get an outreach email plus a tentative property tour on Google Calendar. WARM leads receive a nurture intro email. All leads are logged to Google Sheets.

Automatically screens incoming application emails, parses the resume, scores candidate fit against your role requirements, logs every applicant to Google Sheets, and routes qualified candidates to an interview invite while sending polite rejections to those who don't meet the bar — all within seconds of the email arriving.