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Pick a workflow to activate. Connect apps and Claude runs it on a schedule.

51 workflows·Curated by Pilotran·Runs 24 / 7
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51 of 51 templates
E-commercePolls on schedule

Abandoned Cart Recovery

Every hour, pull Shopify carts abandoned 4+ hours ago. Claude drafts a low-pressure recovery email referencing the actual items and posts it as a Gmail draft.

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ContentScheduled

AI Newsletter Curator

Every Monday, Claude pulls this week's RSS-tracked stories, picks 8, and drafts a full editorial newsletter with headline, intro, and per-story blurbs.

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SupportPolls on schedule

Angry Customer Escalation

Watch unread Gmail every 5 minutes. Frustrated or angry emails get starred and posted to Slack with a priority tag.

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MarketingPolls on schedule

Blog to Social Content

Watch an RSS feed and, for each new post, generate 5 LinkedIn posts plus 3 Twitter threads and file them in a Notion database.

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FinanceScheduled

Budget Variance Alert

Weekly schedule. Claude compares your Notion budget vs actuals database and posts a Slack summary of the top overruns and underruns.

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SalesPolls on schedule

Churn Risk Detector

Score HubSpot contacts who have gone quiet. High-risk contacts get a Slack alert and a HubSpot task.

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OpsScheduled

Client Reporting Generator

Weekly schedule. Claude pulls the past week's Notion project pages for a client, writes a plain-English status report, and drafts it as a Gmail message.

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SalesPolls on schedule

Cold Email Personaliser

Every hour, pull new HubSpot contacts and draft a personalised opening line + full cold email as a Gmail draft.

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MarketingPolls on schedule

Competitor Page Monitor

Every 6 hours, fetch a list of competitor pages. If a page's content materially changes, Claude summarises the diff and posts to Slack.

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ContentManual

Content Repurposer

Paste a blog post, podcast transcript, or YouTube script. Your AI produces 5 LinkedIn posts, 3 X threads, 5 short-form hooks, and a newsletter draft — each filed as a row in your Notion drafts database.

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OpsPolls on schedule

Contract Clause Extractor

Every hour, scan Gmail for contract PDFs. Claude extracts key clauses (auto-renew, cap on liability, termination) and files a summary row in Notion.

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LegalPolls on schedule

Contract Review Risk Flagger

Every hour, scans Gmail for contract attachments (or use a pasted contract). Claude flags risky clauses (auto-renew, IP assignment, liability caps) by severity and files a Notion summary — high-severity flags also ping Slack.

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FinancePolls on schedule

Contractor Invoice Chaser

Daily scan of Gmail for unpaid contractor invoices you owe. Claude classifies age and drafts a status-update or payment-scheduled reply.

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SupportPolls on schedule

Customer Feedback Aggregator

Daily scan of feedback emails. Claude clusters similar themes across the day's messages and appends a summary row per theme to Notion.

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OpsPolls on schedule

DSAR Compliance Responder

Every hour, scan Gmail for GDPR/CCPA data-subject requests. Claude drafts the acknowledgement reply and files a compliance record.

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ProductivityPolls on schedule

Email Triage

Route unread Gmail messages to the right Slack channel based on plain-English rules.

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HRManual

Employee Offboarding Checklist

Manual trigger with an employee's name and last day. Claude generates a role-specific offboarding checklist in Notion and posts a Slack summary to People Ops.

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FinancePolls on schedule

Expense Report Builder

Daily scan of Gmail for receipts. Claude categorises each and appends a row to a Notion expenses database, with a monthly digest note.

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SupportPolls on schedule

FAQ Auto-Responder

Match unread Gmail messages against your Notion FAQ database. High-confidence matches become Gmail drafts; the rest go to Slack for a human.

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ProductivityPolls on schedule

Inbox Zero Morning Digest

Once a day, your AI reads the overnight unread mail, buckets each into handle-now / review-later / archive / spam, applies Gmail labels, and emails you one focused digest.

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HRPolls on schedule

Interview Scheduling Assistant

Every 30 minutes, scan Gmail for candidate scheduling emails. Claude proposes 3 slots based on your availability and drafts the reply.

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E-commercePolls on schedule

Inventory Low-Stock Alert

Every hour, poll Shopify inventory. Claude ranks low-stock SKUs by revenue impact and posts a prioritised alert to Slack.

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FinancePolls on schedule

Invoice Data Extractor

Every 30 minutes, scan unread Gmail with attachments. PDFs and images are parsed by Claude vision and filed into a Notion database.

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HRPolls on schedule

Job Application Screener

Every 30 minutes, screen application emails against your job description. Filed to Notion; top scorers get a courtesy draft reply.

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HRManual

Job Description Writer

Manual trigger. Give Claude a role, team, and level; get a full job description saved to a Notion database.

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ContentPolls on schedule

LinkedIn Post from Blog

Every 6 hours, watch your Notion blog database for posts marked Published. Claude drafts a native-style LinkedIn post (no clickbait) as a Notion draft.

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OpsScheduled

M365 License Audit

Weekly schedule. Claude reviews your Notion employees database against active M365 licenses and flags candidates for downgrade or removal.

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ProductivityManual

Meeting Follow-Up Drafter

Paste a meeting transcript (or point at a Notion page). Your AI extracts attendees, decisions, and action items, then drafts a personalised follow-up email for each attendee as a Gmail draft.

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OpsManual

Meeting Notes to Action Items

Paste raw meeting notes and Claude extracts owners, due dates, and blockers into a Notion action-items database.

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SupportWebhook

Missed-Call SMS Recovery

When a call to your Twilio number goes unanswered, Claude drafts a warm SMS from your responder and Twilio sends it.

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E-commerceWebhook

Negative Review Detector

Shopify webhook fires on every new review. Claude flags 1–3 star reviews or subtle-negative 4-stars and posts the offender to Slack.

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HRManual

New Hire Onboarding Flow

Manual trigger with a new hire's start date and role. Claude produces a week-by-week onboarding plan in Notion and posts a welcome to Slack.

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SalesPolls on schedule

New Lead Researcher

For every HubSpot contact created in the last hour, generate a 3-bullet enrichment note and file it against the contact.

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SupportPolls on schedule

NPS Follow-Up

Every hour, scan Gmail for NPS survey replies. Claude routes detractors to a Slack war room and drafts personalised follow-ups for promoters.

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HRManual

Performance Review Drafter

Manual trigger. Paste a report's Notion doc URLs; Claude produces a balanced draft review with specific examples and growth areas.

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SalesPolls on schedule

Personalised Follow-Up Drafter

Scan a Notion leads database for rows that have gone cold and draft a warm, personalised follow-up as a Gmail draft.

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ContentPolls on schedule

PR Media Mention Monitor

Every 6 hours, poll an RSS bundle of news feeds. Claude flags articles that meaningfully mention your brand and files them in Notion.

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SalesWebhook

Referral Thank-You Sender

HubSpot webhook fires when a contact's 'referred_by' field is set. Claude drafts a warm thank-you to the referrer, personalised to their relationship.

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FinancePolls on schedule

SaaS Subscription Audit

Weekly Gmail scan for SaaS renewal receipts. Claude aggregates spend by vendor, flags likely duplicates and price hikes.

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SalesPolls on schedule

SaaS Trial Nurture Sequence

Daily, for each HubSpot contact in trial stage, decide the right day-N email and land it in Gmail drafts.

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SalesManual

Sales Call Notes to CRM

Paste a sales call transcript. Your AI extracts context, pain points, next steps, and a deal-stage recommendation, then adds a HubSpot note and creates a follow-up task on the contact.

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E-commerceWebhook

Shopify Chargeback Handler

Shopify webhook fires on a new chargeback. Claude drafts the evidence email (order timeline + shipping proof) and posts to Slack for review.

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E-commerceWebhook

Shopify Review Responder

When a Shopify product review lands, draft a reply in your store's tone and post it to Slack for a human to approve before publishing.

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ProductivityPolls on schedule

Slack Channel Summarizer

Every hour, pulls the last N hours of messages from a source Slack channel and posts a 3-paragraph digest (topics, decisions, open questions) into a destination channel.

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SupportWebhook

Slack Support to Ticket Router

Every message in your support Slack channel is classified. Bug reports, feature requests, and questions get filed to different Notion databases.

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OpsPolls on schedule

Subcontractor COI Tracker

Daily scan of Gmail for Certificate of Insurance emails from subcontractors. Claude extracts expiry date and coverage and updates a Notion tracker.

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OpsPolls on schedule

Terms-of-Service Change Monitor

Daily poll of a list of vendor Terms/Privacy URLs. Claude summarises material changes and posts to Slack + files a Notion record.

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OpsPolls on schedule

Vendor Quote Comparator

Every hour, scan Gmail for RFP quote responses on a shared project. Claude normalises pricing, flags gotchas, and appends to a Notion comparison table.

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ProductivityManual

Voice Note to Task

Paste a voice-note transcript (Otter / Rev / Whisper). Your AI extracts one task per idea with priority, due date, and tags — each becomes a row in your target Notion database.

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MarketingScheduled

Weekly Industry Digest

Every Monday, Claude pulls your RSS feeds, picks the top 5 stories in your industry, and emails you a 400-word digest.

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SalesWebhook

Welcome Email Personaliser

HubSpot fires 'new signup' webhook. Claude drafts a warm, role-specific welcome email that references what the user actually signed up for.

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