14 / Recipes
Automation recipes.
Real workflows we build, grouped by the tools they connect. Each one is a system we can wire into your stack and hand over.
Google Workspace & Gmail
- Capture supplier invoices from Gmail into Google SheetsGmail · Document AI
- Auto-file Gmail attachments to Drive by sender and typeGmail · Google Drive
- Triage inbound Gmail enquiries into a Sheets queueGmail · Google Sheets
- Draft Gmail replies from a knowledge baseGmail · Knowledge base
- Generate a weekly report from Sheets and email itGoogle Sheets · Gmail
- Sync a Google Form to Sheets with validation and alertsGoogle Forms · Google Sheets
- Extract data from Drive PDFs into a SheetGoogle Drive · Document AI
- Send calendar reminders from a Google SheetGoogle Sheets · Google Calendar
- Generate Google Docs from a Sheet rowGoogle Sheets · Google Docs
- Flag stale Sheet rows and nudge the owner in GmailGoogle Sheets · Gmail
CRM (Salesforce, HubSpot, GoHighLevel)
- Route new HubSpot leads to Slack in real timeHubSpot · Slack
- Reconcile Salesforce records against an external source nightlySalesforce · External system API
- Respond to GoHighLevel leads instantly with an AI first-touchGoHighLevel · AI messaging
- Sync Salesforce opportunities to a Sheets dashboardSalesforce · Google Sheets
- Enrich HubSpot contacts on createHubSpot · AI enrichment
- Dedupe CRM contacts on a scheduleCRM · Apps Script
- Push form submissions into HubSpot with owner assignmentWeb forms · HubSpot
- Log Gmail threads to the matching Salesforce recordGmail · Salesforce
- Alert on stalled HubSpot deals in SlackHubSpot · Slack
- Generate CRM pipeline reports on a scheduleCRM · Google Sheets
Commerce (Shopify, Stripe)
- Sync Shopify orders to Google Sheets and flag refundsShopify · Google Sheets
- Reconcile Stripe payouts against Shopify ordersStripe · Shopify
- Flag failed Stripe charges and notify the teamStripe · Slack
- Generate Shopify product descriptions with AIShopify · AI copywriting
- Route Shopify orders to fulfilment by ruleShopify · Fulfilment system
- Sync Shopify inventory across channels on a scheduleShopify · Sales channels API
- Export Stripe invoices to accounting nightlyStripe · Accounting software
- Tag high-value Shopify customers automaticallyShopify · Apps Script
- Alert on low Shopify stock in SlackShopify · Slack
- Summarise daily Shopify sales into an emailShopify · Gmail
Ops & data (Slack, Notion, Airtable)
- Post Airtable record changes to SlackAirtable · Slack
- Sync Notion databases to Google SheetsNotion · Google Sheets
- Turn Slack messages into Airtable tasksSlack · Airtable
- Generate a daily standup digest in Slack from NotionNotion · Slack
- Sync Airtable to a CRM on a scheduleAirtable · CRM
- Archive completed Notion tasks to a SheetNotion · Google Sheets
- Route form submissions into Airtable with rulesWeb forms · Airtable
- Send Slack alerts from Airtable status changesAirtable · Slack
- Roll up Airtable data into a weekly Slack reportAirtable · Slack
- Sync Slack channel activity to a Notion logSlack · Notion
Don't see your workflow?
These are examples, not a menu. Tell us the task and the tools and we'll scope it.
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