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Import a universe of tickers, fetch financial data, evaluate custom metrics, and export ranked results to Google Sheets.

Import a client list from CSV, generate a check-in email with AI (reviewed before sending), and send to each client with a personalized greeting.

Import a client list from CSV, generate a reminder email with AI (reviewed before sending), and send to each client 7 days before their renewal date.

Import address lists, enrich with property data, generate personalized letters with AI, and export for print.

Pull XBRL data from SEC filings, calculate financial ratios, and generate AI-powered analysis reports.

Pull SEC filings and financial data, evaluate key metrics, and produce comprehensive due diligence reports.

Generate a week of social posts from a single brief. AI creates 5 daily key messages (Mon–Fri), writes a post for each, and publishes them to Facebook with 1-day delays between posts. Review all posts before publishing.

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

Automatically follow up with new leads over several days. Three emails are generated and reviewed upfront, then sent via custom domain with delays. After each email, engagement tracking identifies engaged leads who skip remaining emails. Dual Google Sheets exports separate hot leads from the full list, and a notification email alerts you when complete.

Generate a professional proposal or quote from a form submission. Calculate line item totals, generate a project summary with AI, create a PDF, review it, and email to the client.

Score a list of contacts by fit using AI structured analysis. Import from CSV, score each with AI, apply weighting, filter by threshold, and export a prioritized list to Google Sheets.

Welcome a new client with an AI-generated email and optional welcome pack attachment, notify your team via Slack, and log the onboarding to Google Sheets.

Fetch an RSS feed, filter relevant articles, summarize each with AI, compose a formatted digest, and post it to Slack.

Enter product details via a form, generate tailored sales pitches with AI, convert to PDF, and email directly.

Extract clauses from an uploaded document, assess risk with AI, and route high-risk documents through human review. Low-risk documents are approved automatically.

Take client details from a form, populate a standard agreement template with the provided values, review the completed document, and email it to the recipient.

Upload multiple contract PDFs, extract key fields from each using structured PDF extraction, collect all results, and export to a Google Spreadsheet.

Fetch articles from an RSS feed, summarize each with AI, compile into a newsletter email, review before sending, then deliver to your subscriber list via custom domain. Tracks engagement for every recipient and exports results to Google Sheets.

Send a sequence of 3 personalized marketing emails via custom domain to a contact list with delays between each. Mid-loop bounce checking auto-suppresses bounced recipients. All emails are reviewed before sending. After the campaign, parallel tracking checks engagement (delivered, opens, clicks, bounces, spam) for all 3 emails, exports results to Google Sheets, and sends an alert email with a summary.

Reach out to contacts who have not engaged recently with a 2-email sequence. Both emails are reviewed before sending, with a 5-day delay between them. After the campaign, track engagement for both emails and export results to Google Sheets.

Submit an internal request via a form, route high-priority requests through approval, notify the requester, post to Slack, and log to Google Sheets.

Combine multiple PDF documents into a single file and send it to a recipient via email.

Send a professional closing email when a client relationship ends, notify your team via Slack, and archive the record to Google Sheets.

Pull data from Google Sheets, calculate summary metrics, generate an executive summary with AI, create a styled PDF report, review it, and email to the distribution list.

Import a CSV, transform each row with calculations (add derived columns, flag values), filter rows that don't meet criteria, and export the processed data to Google Sheets.

Upload a contract PDF and extract key fields into a Google Spreadsheet. Structured PDF extraction parses parties, dates, obligations, and terms directly from the document.

Send a short satisfaction survey email to a client after a project milestone and log the interaction to Google Sheets.

Enter a topic, generate tailored post variations for Facebook and LinkedIn with AI, review both posts, and publish to both platforms simultaneously.

Generate a QR code for a URL, embed it in a formatted PDF document, and email it to a recipient.