Sales & Lead Management

Create New Pipedrive Contacts from Inquiries

Scan my Gmail from the last 7 days for unread emails with the subject '[New Website Inquiry]'. For each email, check if a person with the sender's email exists in Pipedrive. If not, create a new person using their name and email.

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Clean Inbox

Check all the emails received in the last 24 hours and move the newsletters and spammy emails to the bin.

Gmail

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Summarize Billing Emails

Summarize unread emails from today that mention “invoice,” “payment,” or “contract. and send it to my accountant at maria@assista.us.

Gmail

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Monitor X Mentions and Report to Email

Run a search on X for posts containing '[Brand Name]' from the last 24 hours. For each post, extract the author, text, and link. Send this information via email to [Email Addresses].

Gmail

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Send Event Reminders

From '[Google Sheet Link]', sheet '[Attendees Sheet Name]', identify attendees for events in the next 24 hours. For each, send a Gmail reminder to 'Email Address'. Subject: 'Reminder: Your Upcoming Event - [Event Name]'. Body: '[Event Date]', '[Event Time]', '[Meeting Link]'. Update 'Reminder Sent' to 'Yes'.

Gmail

Google Sheets

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Automate Customer Support Responses

From '[Google Sheet Link]', sheet '[FAQ Sheet Name]', match 'Keyword' to new Gmails (last 24 hours) labeled 'Customer Inquiry'. If matched, send a personalized Gmail reply using the 'Response Template'. If no match, forward the email to '[Support Team Email]'.

Gmail

Google Sheets

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