Operations
Internal ops, reporting, and cross-tool data sync.
Weekly Apollo sequence performance report to Slack
Every Monday at 8am, an agent reviews last week's Apollo sequences, writes a narrative performance report, logs the numbers in Google Sheets, and posts the summary to Slack.
AP approval brief in Slack for new Ramp bills
Every new bill in Ramp gets summarized with vendor history, spend trends, and a recommended action, then posted to your bill approvals Slack channel.
Calendly no-show recovery sequence at 6pm
Every weekday evening, find every Calendly meeting that ended in a no-show, send a tactful re-engagement email, and log the follow-up in HubSpot.
Triage Calendly routing form leads to HubSpot and Slack
Score new Calendly routing form submissions against your ICP every 15 minutes, log them in HubSpot, and ping sales in Slack.
Real-time Gmail triage with urgent Slack alerts
Geni reads every new Gmail message, classifies it by priority and intent, applies a label, and pings Slack only when something is genuinely urgent.
Flag HubSpot renewals 90 days out and prep the account owner
Each morning, find HubSpot deals or companies renewing in 90 days, build a prep checklist, and DM the account owner in Slack.
Build a customer interview research repository in Notion from Granola notes
When a Granola interview note lands, an agent files a structured record in your Notion research database and posts a highlights digest to Slack.
Sync new Cal.com bookings to HubSpot contacts, deals, and tasks
Every time someone books a Cal.com meeting, create or update the HubSpot contact, open a deal, schedule a prep task, and ping Slack.
Archive Gmail attachments to Google Drive with a Sheets log
Auto-file every Gmail attachment into Google Drive folders by sender domain and month, and log each file to a Google Sheets tracker so nothing gets lost.
Triage urgent Zendesk tickets to Slack with a draft reply
Every 15 minutes, post new urgent and high priority Zendesk tickets to a Slack channel with a classification and a draft first response.
Buying signal alerts on HubSpot company records
When a target account starts hiring, raises a round, launches a product, or changes execs, drop a Note on the matching HubSpot company so reps can act in hours, not weeks.
Close Won in HubSpot when a Docusign contract is signed
When an envelope completes, mark the matching HubSpot deal Closed Won, file the signed PDF in Google Drive, and post the win in Slack.
New hire ops onboarding from Ashby to Linear and Notion
When a candidate is marked Hired in Ashby, file an IT provisioning ticket in Linear and draft a personalized welcome page in Notion.
Auto-archive signed Docusign contracts to Google Drive
Every time a Docusign envelope is completed, file the signed PDF in Google Drive by counterparty and log a row in a Google Sheet.
Daily Ramp spend digest in Slack
Every weekday morning, get a clean Slack summary of yesterday's Ramp spend with top transactions, policy flags, department rollups, and new vendors.
Log every Granola meeting note to a Google Sheets spreadsheet
When a new Granola note lands, append a structured row to a Google Sheets meeting log so every call becomes a searchable record.
Turn Gmail sales inquiries into HubSpot contacts with Slack alerts
When a sales inquiry hits your Gmail, Geni creates the HubSpot contact, files a note with the email, and pings the sales team in Slack.
Auto-build a Notion meeting prep page when a new calendar event is booked
When a new event lands on your Google Calendar, an agent researches the attendees and files a structured prep page in your Notion workspace before the meeting starts.
Daily stalled-candidate nudge from Ashby to recruiters in Slack
Every weekday at 8am, DM each recruiter a prioritized list of their candidates that have been sitting too long in their current Ashby stage.
Log every Calendly booking to Google Sheets
Mirror every new and cancelled Calendly meeting into a Google Sheets log so you have a queryable record of who booked, when, and why.
Alert Slack and open a HubSpot dunning task on failed Stripe charges
When Stripe reports a charge.failed event, post a plain English alert in Slack and open a HubSpot follow-up task for the deal owner.
Daily nudge for stalled Docusign envelopes
Every weekday at 9am ET, find Docusign envelopes that have gone quiet and send each deal owner a Slack digest with ready-to-send follow-up notes.
Turn a Google Sheets row into a Google Calendar event with a Gmail confirmation
Every new row in your Scheduled Events sheet creates a Google Calendar invite and sends a plain-text Gmail confirmation to every attendee.
Turn Granola action items into Asana tasks for cross-functional projects
When a new Granola note lands, an agent files each action item as an Asana task in the right project, with the right owner, due date, and meeting context.
Log Granola sales calls to Salesforce opportunities and tasks
When a new Granola note lands, an agent finds the matching Salesforce opportunity, attaches a clean recap, and files a follow-up task for every next step.
Enrich, score, and route new HubSpot contacts with Apollo
When a contact is created in HubSpot, an agent enriches them with Apollo, scores them against your ICP, writes a tier, creates a task, and DMs the owner.
Turn new Cal.com bookings into enriched Salesforce leads with a Slack brief
When someone books on Cal.com, enrich them with Apollo, upsert a Salesforce lead with full firmographics, file a prep task on the rep, and DM the brief to Slack.
Weekday morning Gmail briefing in Slack
Every weekday at 8am, an agent reads your overnight Gmail, prioritizes what needs a reply, and DMs you a clean briefing in Slack before you open your inbox.
Mirror Ramp card transactions to a Google Sheet
Every new Ramp card transaction lands as a row in your Google Sheet, with merchant, amount, cardholder, memo, receipt status, and a link back to Ramp.
Auto-send Docusign offer letters from Ashby
When recruiting creates an offer in Ashby, prefill and send the right Docusign offer letter, then post a recap in Slack so the team can track signing.
Log failed Stripe charges and trigger 48-hour finance follow-ups
Capture every failed Stripe charge in a Google Sheet, open a 48-hour Asana task, and ping the finance team in Slack so dunning never slips.
Weekly HubSpot pipeline forecast to Sheets and Slack
Every Monday at 7am ET, snapshot your HubSpot pipeline, log a weighted forecast to Google Sheets, and post the swing to Slack.
Competitive intel monitor from RSS to Notion and Slack
When a competitor or industry RSS feed publishes a new article, an agent files a structured summary in your Notion intel database and pings Slack on the items that actually matter.
Weekly time-allocation report from Google Calendar every Friday at 5pm
Geni reads the past seven days of your Google Calendar, categorizes every meeting with AI, logs hours per bucket to a Google Sheet, and posts a narrative weekly summary to Slack.
Spin up a Notion deal room when HubSpot deals advance to late stage
When a HubSpot deal moves to Demo Scheduled or Proposal Sent, an agent builds a Notion deal room with company research and DMs the AE in Slack.
Daily stale pull request nudge in Slack DMs
Every weekday at 10am, find stale GitHub PRs across your repos and DM the right person on Slack with the PRs they're blocking.
Weekly Salesforce pipeline snapshot to Google Sheets and Gmail
Every Monday at 8am ET, pull the next 90 days of open Salesforce pipeline, log a snapshot to Google Sheets, and email a clean summary to sales leadership.
Enrich Google Calendar events with Granola notes and open Linear issues
When a Granola note lands, append the recap to the original Google Calendar event and file Linear issues for every action item with an owner.
Hourly Outlook attachment archiver to Google Drive
Run every hour to pull new Outlook attachments, file them into dated Google Drive folders, and log every file to a Google Sheets tracker.
Close Won in Salesforce when a Docusign contract is signed
When a contract is signed in Docusign, mark the Salesforce opportunity Closed Won, kick off implementation in Linear, and celebrate the win in Slack.
Close the loop after every Cal.com meeting with a Granola recap
When a new Granola note lands, an agent matches it to the Cal.com booking, emails attendees a recap, logs it in HubSpot, and advances the deal.
Outlook inbox triage agent for urgent clients and sales replies
Run every 30 minutes during work hours, classify new Outlook email, ping Slack on urgent client issues, and log sales replies to HubSpot.
Daily Reddit trend digest to Slack and Google Sheets
Every weekday at 9am ET, post the top Reddit posts from your tracked subreddits to Slack and archive every post in a Google Sheet for retros.
Turn Gmail meeting requests into Calendar events with draft replies
Geni watches Gmail for meeting requests, checks your calendar for conflicts, and stages a Calendar invite plus a confirmation draft for one click send.
Weekly Cal.com bookings report to Slack and email
Every Monday at 8am, get a written recap of last week's Cal.com bookings, with cancellations, no-shows, and week-over-week changes posted to Slack and email.
Daily stalled deal nudges with personalized rep drafts
Every weekday morning, surface stalled HubSpot deals, draft a personalized re-engagement email per rep, and DM each owner their ranked pipeline in Slack.
Weekly Docusign contract pipeline report in Slack
Every Monday at 8am ET, get a written recap of last week's Docusign activity in Slack, with headline metrics logged to a tracking sheet.
Enrich new Stripe customers with Apollo and post wins to Salesforce and Slack
When a new Stripe charge succeeds, enrich the buyer with Apollo, upsert firmographics into the matching Salesforce account, and celebrate the win in Slack.
Log every Ashby stage change to a Google Sheets pipeline tracker
Append a structured row to Google Sheets every time an Ashby application moves stage, so you can analyze funnel conversion and time in stage outside the ATS.
Triage Ramp policy violations in Slack
When a Ramp card transaction breaks policy, post a clean summary in Slack with cardholder context and a suggested next step, and DM repeat offenders.
Log new Stripe subscriptions to a Notion customers database and announce in Slack
When Stripe creates a new subscription, file the customer in your Notion customers database with plan and MRR, then ping the team in Slack.
New hire onboarding kickoff from Ashby to Outlook
When an Ashby candidate flips to Hired, draft a personalized welcome email and book a Day 1 Teams orientation on your Outlook calendar.
Daily Slack standup digest from yesterday's GitHub PRs
Every weekday morning, post a Slack summary of the pull requests your team opened, reviewed, and merged the previous day.
Smart lead routing for new Cal.com bookings
When someone books a meeting, an agent figures out who they are, scores them, and routes the booking to the right rep in Slack and HubSpot.
Daily industry research library in Notion
Every morning, capture the most meaningful new articles in your industry to a Notion database with summaries, themes, and zero SEO listicles.
Log every external Google Calendar meeting in HubSpot automatically
When a new external meeting hits your Google Calendar, Geni files a HubSpot note on the contact and deal, then posts a Slack confirmation to the deal owner.
Daily backlink ledger in Google Sheets
Log every new backlink to your domain into a Google Sheet each morning so you have a permanent, queryable record you can pivot and filter at will.
Turn Granola meeting notes into Slack action items and Linear issues
When a new Granola note lands, post a threaded action-item recap in Slack and open Linear issues for engineering and product owners.
Sync Fireflies sales call recaps into HubSpot deals
After every external sales call, file the Fireflies transcript on the HubSpot deal, log action items as tasks, and DM the deal owner a tight Slack brief.
Daily brand mention digest in Slack
Replace Google Alerts with one clean Slack digest every weekday morning, grouped into press, blogs, listicles, reviews, and forums.
Interview debriefs from Granola to Ashby and an Airtable scorecard
When a Granola interview note lands, attach a structured recap to the candidate in Ashby and append a hiring committee scorecard row in Airtable.