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Google Drive to Google Sheets, license data captured
New driver’s licenses in Google Drive are read with AI OCR and added to Google…
Client Onboarding & Offboarding Workflows
Browse 39 Client Onboarding & Offboarding automation workflows
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Gmail + PDFMunk: polished email signatures, fast
Create branded email signatures as HTML plus PDF and send via Gmail using PDFMunk. Keep…
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Google Drive + PDF Vector AI, scored resumes fast
Resumes in Google Drive turn into scored candidate profiles with PDF Vector AI. Cut manual…
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Excel + Email: clean admissions and instant welcomes
Validate admissions rows in Microsoft Excel 365, update your student registry, and send welcome emails…
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Jira + Gmail: tickets get the right reporter
Forwarded emails in Jira Service Management get the wrong reporter. Pull the real sender from…
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Google Slides + Gmail, proposals sent without rework
Turn each lead into a polished Google Slides proposal and send it via Gmail. Stay…
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Twilio + Slack: instant follow ups for every lead
Trigger Twilio calls and texts from an AI agent, with Slack approvals when needed. Faster…
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Twilio + Ultravox: AI outbound calls that stay on script
Ultravox voice agents place outbound calls through Twilio. Keep messaging consistent, cut manual dialing, and…
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WhatsApp + Evolution API: welcome every new member
Send a private welcome DM to every new WhatsApp group member via Evolution API. Keep…
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