Workflow templates

Browse pre-built automation templates. Pick one, customize it, and start running in minutes.

Property Analysis Report

Look up property details, run financial calculations, generate an AI summary, and email a PDF report.

real estate

Bulk Property Mailer

Import a list of addresses from CSV, look up each property, generate personalized letters with AI, and export to CSV for mail merge.

real estate

Stock Screening Pipeline

Import a list of tickers, fetch financial data for each, run calculations, and export results to Google Sheets.

finance

SEC Filing Analysis

Enter a ticker, pull SEC filing data, calculate key ratios, generate an AI analysis, and produce a PDF report.

finance

Content Campaign Automation

Generate social media content with AI and post it to Facebook automatically.

marketing

Email Campaign Pipeline

Import a contact list from CSV, generate personalized email content with AI, send each email, and collect delivery results.

marketing

Contract Review Pipeline

Upload a contract PDF, extract key clauses, generate an AI risk analysis, create a summary PDF, and email it to the legal team.

legal

Due Diligence Report

Enter a company ticker, pull SEC filings and financial data, calculate key metrics, generate an AI due diligence report, and export as PDF.

legal

CSV Data Processing

Import a CSV file, run calculations on each row, and export the enriched data to Google Sheets.

operations

Automated Status Report

Collect project details via a form, generate a formatted status report with AI, convert to PDF, and email it to stakeholders.

operations

Lead Enrichment Pipeline

Import a lead list from CSV, enrich each lead with property data, and export the enriched contacts to Google Sheets.

sales

Proposal Generator

Enter client details, generate a tailored proposal with AI, convert to PDF, and email it directly to the prospect.

sales

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