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Log Interview Notes to Candidate Profile

Find emails in my 'Sent' folder from the last 24 hours with the subject containing '[Interview Notes]'. For each email, find the corresponding candidate in BambooHR by their email address and add the body of the email as a note to their profile.

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Data Entry & Research
Update Candidate Status from Gmail

Scan my Gmail for emails from the last 24 hours with the label '[Move to Next Stage]'. For each email's sender, find the candidate in BambooHR and update their status to '[Phone Screen]'.

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Project & Task Management
Add Applicants for a Specific Role

Find all emails in my inbox with the subject 'New Application: [Job Title]' from the last 24 hours. For each sender, create a new employee record in BambooHR.

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Data Entry & Research
Notify Rejected Candidates

Find candidates in BambooHR whose status was changed to '[Rejected]' in the last hour. For each, send an email from my Gmail with the subject 'Update on your application' and a body of '[Your standard rejection message]'.

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Communication & Event Scheduling
Create Candidate from Labeled Email

Search my Gmail for emails with the label '[New Applicant]' from the last 24 hours. For each, create a new candidate in BambooHR using the sender's name and email address.

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Data Entry & Research
Add Standard Tasks to New Projects

Find all new projects created in Asana in the last 24 hours. For each new project, create the following tasks inside it: '[Schedule Kick-off Call]', '[Send Welcome Packet]', and '[Internal Project Brief]'.

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Project & Task Management
Create a "Contact Client" Task

Scan my Gmail for unread emails from the last 24 hours with the subject line containing '[New Client Inquiry]'. For each, create a new task in the '[Sales Pipeline]' Asana project to 'Follow up with [Sender Name]'.

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Project & Task Management
Assign Kick-off Task to Project Manager

In the '[New Client Projects]' Asana project, find all tasks created in the last 24 hours that are unassigned. For each task, assign it to '[project-manager@email.com]' and set the due date for 2 days from now.

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Project & Task Management
Log Project Confirmation Email

Search my 'Sent' mail in Gmail for emails with the subject 'Project Confirmed' from the last 24 hours. For each, find the corresponding project in Asana and add a comment with the body of the email for record-keeping.

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Data Entry & Research
Create Asana Project from Labeled Email

Search my Gmail for emails with the label '[New Project]' from the last 24 hours. For each email, create a new project in Asana using the email's subject as the project name.

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Project & Task Management
Find Decision-Makers at Target Accounts

Search the '[Target Accounts]' Google Sheet for rows where the '[Contact Name]' is empty. For each, search Apollo for a person with the title '[Head of Marketing]' at the company domain listed, and add their full name to the '[Contact Name]' column.

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Sales & Lead Management
Identify Companies with Hiring Signals

In the '[Prospects]' Google Sheet, find rows where the '[Hiring Status]' column is empty. For each, check Apollo for recent job postings from that company. If any are found, update the '[Hiring Status]' column to '[Actively Hiring]'.

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Sales & Lead Management
Find New Prospects by Persona

Search Apollo for '[10]' new organizations in the '[SaaS]' industry located in '[London]' with '[50-200]' employees. For each result, add a new row to the '[New Leads]' Google Sheet with the company's name, domain, and industry.

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Sales & Lead Management
Refresh Data for Stale Records

In the '[Account List]' Google Sheet, find all rows where the '[Status]' column is '[Refresh]'. Use Apollo to get the latest employee count for the company domain and update the '[Employee Count]' column. Then, change the '[Status]' to '[Refreshed]'.

Enrich New Company Leads

In the '[Prospect List]' Google Sheet, find all rows where the '[Status]' column is '[New]'. For each, use the domain from the '[Website]' column to enrich the organization in Apollo and update the '[Industry]' and '[Employee Count]' columns in the sheet.

Notify on Unassigned Urgent Tickets

Find all tickets in Zendesk with an '[Urgent]' priority that are still unassigned after '[15]' minutes. Post the ticket ID and subject to the '[#support-managers]' Slack channel for immediate assignment.

Escalate Stale Urgent Tickets

Look for open tickets in Zendesk with an '[Urgent]' priority that have not been updated in the last '[2]' hours. Post a reminder message with the ticket ID and current assignee to the '[#support-escalations]' Slack channel.

Daily "Urgent" Ticket Summary

Find all tickets created in Zendesk with a priority of '[Urgent]' in the last 24 hours. Post a single summary message to the '[#daily-summary]' Slack channel listing the ticket IDs and their subjects.

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Data Analysis and Report Generation
Alert on Critical Keywords

Scan the subjects of new tickets created in the last hour in Zendesk. If a subject contains the words '[outage]', '[down]', or '[critical]', post an immediate alert with the ticket details to the '[#engineering-alerts]' Slack channel.

Instant Alert for New Urgent Tickets

Search Zendesk for new tickets created in the last hour with a priority of '[Urgent]'. For each ticket, post a message to the '[#support-alerts]' Slack channel with the ticket ID, subject, and customer name.

Alert on High-Value Orders

Find all new orders in Shopify from the last 24 hours with a total value greater than '[500]'. Post a message for each in the '[#major-sales]' Slack channel with the order details and customer name.

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Sales & Lead Management
Announce First-Time Customers

Check for new orders in Shopify from the last 24 hours. For each order, check if it is the customer's first order. If it is, post a "Welcome new customer!" message with their name in the '[#general]' Slack channel.

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Sales & Lead Management
Send a Daily Sales Summary

Get all orders from Shopify for the last 24 hours. Calculate the total revenue and the number of orders, and post a summary message to the '[#daily-metrics]' Slack channel.

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Data Analysis and Report Generation
Flag Low-Stock Product Sales

Find all orders from the last 24 hours in Shopify. For each product in those orders, check its inventory level. If the stock for any product is below '[10]' units, post an alert to the '[#inventory-alerts]' Slack channel.

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Project & Task Management
Post New Shopify Orders to Slack

Search for new orders in Shopify from the last hour. For each new order, post a message to the '[#sales]' Slack channel with the customer's name and the total order value.

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Communication & Event Scheduling
Track New Refunds in a Spreadsheet

Find all refunds issued in Stripe in the last 24 hours. For each, add a new row to the '[Refunds Log]' Google Sheet with the original charge amount, refund amount, and customer email.

Record New Customer Disputes

Check Stripe for any new disputes created in the last 24 hours. For each dispute, add a row to the '[Dispute Tracker]' Google Sheet with the transaction amount, customer email, and dispute reason.

Generate a Daily Sales Summary

Get all successful charges from Stripe in the last 24 hours. Calculate the total revenue and the number of transactions, then append a new row to the '[Daily Sales Summary]' Google Sheet with today's date, total revenue, and transaction count.

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Data Analysis and Report Generation
Log New Stripe Customers

Find all new customers created in Stripe in the last 24 hours. For each new customer, add their email and name to a new row in the '[New Customer Log]' Google Sheet.

Log Successful Payments to a Sheet

Search Stripe for successful charges from the last 24 hours. For each charge, add a new row to the '[Sales Tracker]' Google Sheet with the amount, customer email, and date.

Repurpose Evergreen Content for LinkedIn

Search the '[Published Content]' Notion database for a page where the 'Evergreen' property is checked and the 'Last Shared' date is older than '[30]' days. Post the content from the '[Post Copy]' property to LinkedIn, and then update the 'Last Shared' date to today.

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Marketing & Social Media
Triage New Content Ideas for LinkedIn

In the '[Content Ideas]' Notion database, find all pages created in the last 24 hours where the 'Status' property is empty. For each page, update its 'Status' to '[Needs Review]' and assign it to '[Content Manager's Name]'.

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Project & Task Management
Create Daily Content Shell in Notion for LinkedIn

Create a new page in the '[LinkedIn Content Calendar]' Notion database. Set the title to 'LinkedIn Post for [Tomorrow's Date]' and assign it to '[Social Media Manager's Name]' to start the drafting process.

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Project & Task Management
Log Post Ideas from Meeting Notes

Search the '[Meeting Notes]' Notion database for pages from the last 24 hours with the tag '[LinkedIn Idea]'. For each, create a new page in the '[Content Ideas]' database with the title of the meeting note and set its status to '[New Idea]'.

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Data Entry & Research
Publish Approved LinkedIn Drafts from Notion

In the '[LinkedIn Content]' Notion database, find a page where the 'Status' is '[Approved]'. Take the text from the '[Post Copy]' property and publish it as a new post on my LinkedIn profile. Then, update the 'Status' to '[Published]'.

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Marketing & Social Media
Triage New Content Ideas for Reddit in Notion

In the '[Reddit Ideas]' Notion database, find all pages created in the last 24 hours where the 'Status' property is empty. For each page, update its 'Status' to '[Needs Review]'.

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Project & Task Management
Find and Log Engagement Opportunities

Search the '[r/target_subreddit]' subreddit for the top 5 posts from the last 24 hours containing the keyword '[your_keyword]'. For each post, create a new page in the '[Engagement Opportunities]' Notion database with the post title and its URL.

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Data Entry & Research
Create a "Post Idea" Shell in Notion

Create a new page in the '[Reddit Content Ideas]' Notion database. Set the title to 'New Reddit Post Idea for [Date]' and set the 'Status' property to '[Drafting]'.

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Project & Task Management
Repurpose Evergreen Content on Reddit

Search the '[Published Posts]' Notion database for a page where the 'Evergreen' property is checked and the 'Last Shared' date is older than '[30]' days. Post the content from that page to the '[r/relevant_subreddit]' subreddit, and then update the 'Last Shared' date to today.

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Marketing & Social Media
Publish Approved Notion Drafts to Reddit

In the '[Reddit Content]' Notion database, find a page where the 'Status' is '[Approved]'. Take the text from the '[Post Title]' property as the title and the '[Post Body]' as the content, and post it to the '[r/subreddit]' subreddit. Then, update the 'Status' to '[Published]'.

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Marketing & Social Media
Create X Thread from Notion Page

Find a page in the '[X Threads]' Notion database where 'Status' is '[Ready to Post]'. Read the content, split it into numbered paragraphs, and post them as a threaded reply chain on X. Then, update the page 'Status' to '[Published]'.

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Marketing & Social Media
Repurpose Evergreen Content

Search the '[Published Posts]' Notion database for a page where the 'Evergreen' property is checked and the 'Last Shared' date is older than '[30]' days. Post the content from the '[Post Copy]' property to X, and update the 'Last Shared' date to today.

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Marketing & Social Media
Triage New Content Ideas in Notion

In the '[Content Ideas]' Notion database, find all pages where the 'Status' property is empty. For each page, update its 'Status' to '[Needs Review]' and assign it to '[Content Manager's Name]'.

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Project & Task Management
Create Daily Content Shell in Notion

Create a new page in the '[Content Calendar]' Notion database. Set the title to 'X Post for [Tomorrow's Date]' and assign it to '[Social Media Manager's Name]' to start the drafting process.

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Project & Task Management
Publish Approved Drafts from Notion

In the '[Content Calendar]' Notion database, find a page where the 'Status' is '[Approved for Publishing]'. Take the text from the '[Post Copy]' property and publish it as a new post on X. Then, update the 'Status' to '[Published]'.

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Marketing & Social Media
Add Bug Label to New Issues

Search the GitHub repository '[owner/repo]' for new issues created in the last 24 hours that contain the word '[bug]' in the title but do not have a label. For each of these issues, add the label '[bug-report]'.

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Project & Task Management
Request Updates on Stale Pull Requests

In the repository '[owner/repo]', find all open pull requests that have had no new comments or commits in the last '[3]' days. For each, add a comment asking the author for a status update.

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Project & Task Management
Clean Up Merged Branches

In the repository '[owner/repo]', find all pull requests that were merged in the last 24 hours and whose head branches still exist. For each, delete the head branch to keep the repository clean.

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Project & Task Management
Create a Weekly Release Draft

Find all pull requests that were merged into the '[main]' branch in the repository '[owner/repo]' in the last 7 days. Create a new draft release titled '[Weekly Release]' and populate its body with a bulleted list of the titles of these merged pull requests.

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Data Analysis and Report Generation
Assign Reviewer to New Pull Requests

In the repository '[owner/repo]', find all open pull requests created in the last hour that have no reviewers assigned. For each pull request, add '[lead-dev-username]' as a reviewer.

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Project & Task Management
Archive Old Project Files

In the '[Active Projects]' Dropbox folder, find all files that have not been modified in the last 7 days. Move these files to the '[Archived Projects]' folder.

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Data Entry & Research
Organize Files by Type

Search the '[Team Uploads]' Dropbox folder for files added in the last 24 hours. If a file is a PDF, move it to the '[Documents]' subfolder. If it is a PNG or JPG, move it to the '[Images]' subfolder.

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Data Entry & Research
Generate a "New Files" Report

List the names of all files that have been uploaded to the '[Shared Client Folder]' in Dropbox within the last 24 hours.

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Data Analysis and Report Generation
Standardize Invoice Filenames

In the '[Invoices]' Dropbox folder, find all files added in the last 24 hours that do not start with today's date in 'YYYY-MM-DD' format. For each, rename the file to prefix it with the current date.

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Finance and Legal
Create Standard Project Subfolders

In the main '[Client Projects]' Dropbox folder, find any new folders that were created in the last 24 hours. For each new folder, create the following subfolders inside it: '[Assets]', '[Drafts]', and '[Finals]'.

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Project & Task Management
Alert on Declined Documents

Search for any DocuSign envelopes that had their status changed to 'declined' in the last 24 hours. For each, list the document title and the name of the recipient who declined.

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Finance and Legal
Summarize Completed Agreements

Find all DocuSign envelopes that were completed in the last 24 hours. Create a summary list of the document titles and the names of the signers for a daily report.

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Data Analysis and Report Generation
Flag Stale, Unsigned Envelopes

Search for all DocuSign envelopes that were sent more than '[14]' days ago but are still not completed. List the titles of these envelopes and their recipients for manual review and follow-up.

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Finance and Legal
Audit of Recently Voided Envelopes

Find all DocuSign envelopes that had their status changed to 'voided' in the last 24 hours. Create a list of these voided envelopes, including who sent them and when they were voided.

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Finance and Legal
Daily "Pending Signatures" Report

Find all DocuSign envelopes that were sent in the last 7 days and still have a status of 'sent'. Create a list of these documents, including the recipient names and email addresses.

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Data Analysis and Report Generation
Purge Bot Command Channel

In the Discord channel '[#bot-commands]', delete all messages that were posted in the last 24 hours to keep it clean.

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Project & Task Management
Assign a Default Role to New Members

Find all members in the server who do not have the '[Member]' role. For each of these members, assign them the '[Member]' role.

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Project & Task Management
Post a Recurring Engagement Prompt

Post a message to the '[#general-chat]' Discord channel with the text: '[What is everyone working on this week? Share your progress in the thread!]’

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Communication & Event Scheduling
Create a Weekly Event Reminder

Create a new scheduled event in the server named '[Weekly Community Call]' for next '[Friday]' at '[5:00 PM GMT]'. Set the location to the '[Town Hall]' voice channel.

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Communication & Event Scheduling
Post a Daily Welcome Message

Create a new message in the '[#welcome]' Discord channel with the text: '[Welcome to all our new members today! Be sure to check out the #rules channel to get started.]'

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Communication & Event Scheduling
Generate a Single-Use Scheduling Link

Create a single-use scheduling link for the event type '[Initial Consultation]' in Calendly.

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Communication & Event Scheduling
Log Attendee No-Shows

Find the scheduled event for the invitee with the email '[invitee@email.com]' that occurred in the last 24 hours and create an invitee no-show record for them.

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Sales & Lead Management
List Upcoming Events for the Week

List all scheduled Calendly events for the next 7 days. For each event, get the invitee's name and the event time.

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Data Analysis and Report Generation
Cancel a Specific Upcoming Event

Find the upcoming Calendly event with the invitee whose email is '[invitee@email.com]' and cancel it.

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Communication & Event Scheduling
Create One-Off Meeting Type

Create a new one-off event type in Calendly named '[Event Name]' for a duration of '[30]' minutes.

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Communication & Event Scheduling
Flag Overdue Tasks for Follow-Up

Search the '[Team Projects]' ClickUp space for tasks that became overdue in the last 24 hours. For each overdue task, add a comment saying, "This task is now overdue, please provide an update."

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Project & Task Management
Triage and Assign New Requests

Find all unassigned tasks in the '[Inbox]' list that were created in the last 24 hours. Assign these tasks to '[Project Manager's Name]' for review and prioritization.

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Project & Task Management
Create Weekly "Completed Tasks" Summary

Find all tasks in the '[Current Sprint]' list that were moved to the 'Complete' status in the last 7 days. Create a new task in the '[Reports]' list with a summary of these completed tasks in its description.

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Data Analysis and Report Generation
Archive Low-Priority Backlog Items

In the '[Backlog]' list, find tasks with a '[Low]' priority that have not been updated in the last 7 days. Move these tasks to the '[Archived]' list to keep the backlog clean.

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Project & Task Management
Add Standard Checklist to New Tasks

In the '[Onboarding]' ClickUp list, find tasks created in the last 24 hours that do not have a checklist. For each task, create a new checklist named '[Standard Onboarding Steps]'.

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Project & Task Management
Update Lead Status from Email Keywords

Search Gmail for emails from existing HubSpot contacts received in the last 24 hours. If an email contains the phrase '[request a demo]', find the sender's contact in HubSpot and update their 'Lifecycle Stage' to '[Marketing Qualified Lead]'.

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Sales & Lead Management
Log Sales Emails to HubSpot Timeline

Find emails in my Gmail 'Sent' folder from the last 24 hours that were sent to an existing HubSpot contact. For each, log a copy of the email as an activity on the contact's timeline in HubSpot.

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Sales & Lead Management
Create Deals from Proposal Requests

Search my Gmail for emails received in the last 7 days containing the keyword '[proposal request]'. For each sender, find their contact in HubSpot and create a new deal titled 'Proposal for [Contact Name]' in the '[Sales Pipeline]'.

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Sales & Lead Management
Sync Gmail Labels to HubSpot Properties

Find all emails in Gmail that had the label '[Hot Lead]' applied in the last 24 hours. For each email's sender, find the corresponding contact in HubSpot and update their custom property '[Lead Priority]' to '[High]'.

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Data Entry & Research
Create HubSpot Contacts from New Inquiries

Scan my Gmail for unread emails with the subject '[Website Inquiry]'. For each email, check if a contact with the sender's email exists in HubSpot. If not, create a new contact using their name and email address.

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Sales & Lead Management
Archive Old Published Content

In the Google Sheet '[Content Calendar]', find all rows where the 'Publish Date' is older than 7 days and the 'Status' is '[Published]'. Update the 'Status' column for these rows to '[Archived]'.

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Data Entry & Research
Triage New Content Ideas

In the '[Content Ideas]' sheet of my Google Sheet, find all rows where the 'Status' column is empty. For each of these rows, update the 'Status' column to '[Needs Review]'.

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Project & Task Management
Prepare Upcoming Week's Content

In the Google Sheet '[Content Calendar]', find all rows where the 'Publish Date' is within the next 7 days and the 'Status' is '[Draft]'. Update the 'Status' for these rows to '[Ready for Review]'.

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Project & Task Management
Flag Posts with Missing Assets

In the '[Content Calendar]' Google Sheet, look at rows where the 'Publish Date' is in the next 7 days. If the '[Image URL]' column for any of these rows is empty, update the 'Status' column to '[Missing Asset]'.

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Marketing & Social Media
Update Status for Published Posts

In the Google Sheet '[Content Calendar]', find the row where the 'Publish Date' is today's date. Update the 'Status' column for that row to '[Published]'.

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Marketing & Social Media
Announce Completed Trello Cards

Search the '[Project Phoenix]' Trello board for cards that were moved to the '[Done]' list in the last hour. Post a message to the '[#project-updates]' Slack channel announcing each completed task with its title.

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Communication & Event Scheduling
Notify Assignee of New Trello Card

Look for new cards created on the '[Team Tasks]' Trello board in the last hour. For each card, find the assignee's email, look up their Slack user, and send them a direct message with the title and link to the new card.

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Project & Task Management
Alert Channel for Urgent Trello Cards

Find all cards on the '[Client Work]' Trello board that had the label '[Urgent]' added in the last hour. Post a message to the '[#urgent-tasks]' Slack channel with the card name and its due date.

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Communication & Event Scheduling
Post Daily "To-Do" List Summary

Get the titles of all cards from the '[To-Do Today]' list on the '[Team Sprint]' Trello board. Post them as a single, bulleted message in the '[#daily-standup]' Slack channel.

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Data Analysis and Report Generation
Create Trello Card from Slack Keyword

In the Slack channel '[#project-ideas]', find messages from the last 24 hours that contain the keyword '[#idea]'. For each, create a new card in the '[Ideas]' list on the '[Product Roadmap]' Trello board using the message content as the card title.

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Project & Task Management
Extract Action Items to a Notion Page

Find the Google Meet recording for the meeting titled '[Project Sync]' from the last 24 hours. Get the transcript, identify all action items, and append them as a bulleted list to the Notion page named '[Weekly Action Items]'.

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Project & Task Management
Create Tasks from Meeting Transcript

Get the transcript from the Google Meet recording that ended in the last hour. For each action item mentioned, create a new task in the '[Master Task List]' Notion database with the action item as the title.

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Project & Task Management
Log Attendee List in Notion

Find the Google Meet event titled '[Client Discovery Call]' that occurred in the last 24 hours. Get the list of attendees and add their names to the '[Attendees]' property of the corresponding '[Client Call Notes]' page in Notion.

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Data Entry & Research
Generate a "Key Decisions" Summary

Get the transcript from the Google Meet recording of the '[Strategy Session]' from yesterday. Identify and summarize the key decisions made during the call, and create a new page with this summary in the '[Decisions Log]' Notion database.

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Data Analysis and Report Generation
Summarize Last Meeting to Notion

Get the transcript from the most recent Google Meet recording from the last hour. Create a concise summary of the conversation and add it as a new page to the '[Meeting Summaries]' Notion database.

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Data Analysis and Report Generation
Add Email Feedback to an Existing Card

Find emails in my inbox from the last hour where the subject matches a card title on the '[Client Feedback]' Trello board. If a match is found, post the body of the email as a new comment on that Trello card.

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Project & Task Management
Create and Assign Bug Report Cards

Find all emails in my Gmail inbox from the last 24 hours with '[Bug Report]' in the subject. For each, create a new card on the '[Bugs]' Trello board and add the user '[dev-lead-username]' as a member.

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Project & Task Management
Triage Requests to Different Trello Lists

Scan unread emails from ‘[domain.com]’. If the email subject contains '[Support]', create a Trello card in the '[Support Tickets]' list. If the subject contains '[Feature Request]', create a card in the '[Ideas]' list.

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Project & Task Management
Create a Trello Card and Confirm via Email

Find emails in my inbox from the last hour labeled '[Log Request]'. For each email, create a new Trello card on the '[Incoming Requests]' board, get the card's URL, and send a reply to the original email saying, "Request logged. Track it here: [Trello Card URL]".

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Customer Support
Create Trello Card from Labeled Email

Search my Gmail inbox for emails with the label '[Create-Task]' from the last 24 hours. For each, create a new card on the '[Project Board]' Trello board in the '[To-Do]' list, using the email subject as the card title and the email body as the description.

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Project & Task Management
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