Workflow templates

Automates vendor invoice intake. Watches your AP inbox for unread invoice, bill and payment-due emails, extracts invoice details (vendor, amount, due date, PO reference), and routes: invoices with a PO number are forwarded to your approver with a summary; invoices missing a PO get a reply in the vendor's own email thread asking for the reference number. Setup: connect Gmail on the trigger and add an OpenAI API key in Settings. New mail is picked up by polling about every 10 minutes.

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

Runs a weekly collection campaign for unpaid invoices. Every Monday at 9am Eastern it reads your accounts receivable sheet, finds invoices past their due date that are not marked Paid, and sends each client a personalized collection email whose tone escalates with how overdue the invoice is - from a polite reminder in the first week to a formal notice at 30+ days. Mark an invoice Paid to stop its reminders. Up to 50 invoices per run; a manual run sends the reminders again. Save the flow once after importing it to arm the schedule. Add an OpenAI API key in Settings before activating.

Qualifies inbound real estate leads from email. Several times each weekday the flow reads new lead emails, and an AI rates each lead HOT or WARM and writes a personalized reply that is sent in the same thread: HOT leads are invited to book a property tour, WARM leads are invited to share more. Every lead (name, email, rating, score, intent, timeline) is appended as a row to the first tab of your Google Sheet. By default only emails carrying the Gmail label leads are read: create a Gmail filter that labels your lead emails, or change the search when you set up the flow. It runs at 9, 11, 1, 3 and 5 (Eastern) on weekdays: 5 runs a day fits the Growth plan's limit of 6 scheduled runs a day and 120 a month per flow. On Solo (1 scheduled run a day) change the schedule to 0 9 * * 1-5; on Scale you can run hourly. Handled emails are marked read so each is answered once; if a send fails the email stays unread and is retried on the next run. Emails you open before a run are left for you. Save the flow once after importing it to arm the schedule. Add an OpenAI API key in Settings before activating.

Screens incoming application emails against your role requirements. Several times each weekday the flow reads new application emails, an AI scores each candidate's fit from the email text, and one reply goes out in the same thread: qualified candidates are invited to a phone screen, the rest get a polite rejection, and candidates replying to an earlier message get a short acknowledgement. Each run's output shows every applicant's score and summary. Edit the role requirements in the Classifier before activating. Resume attachments are not read. It runs at 9, 1 and 5 (Eastern) on weekdays: 3 runs a day fits the Growth plan's limit of 6 scheduled runs a day and 120 a month per flow. On Solo (1 scheduled run a day) change the schedule to 0 9 * * 1-5. Handled emails are marked read so each is answered once; if a send fails the email stays unread and is retried on the next run. Emails you open before a run are left for you. Save the flow once after importing it to arm the schedule. Add an OpenAI API key in Settings before activating.