Sales & RevOps Workflow Automation Templates

Event-driven automations for the revenue stack: deal stage progression, post-call follow-up, content pipelines, smart email routing. Install and adapt.

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foundersalesMarketing & Contentoperationscross-functional
Cron: 0 16 * * 5

Every Friday, compile a pipeline digest, task summary, and create a weekly review page.

5 steps
Weekly Executive Review

Every Friday, compile a pipeline digest, task summary, and create a weekly review page.

Official
On call recording completed

After every call ends, save the AI-drafted follow-up email as a Gmail draft and create a task to review it.

3 steps
Post-call follow-up

After every call ends, save the AI-drafted follow-up email as a Gmail draft and create a task to review it.

Official
Trigger: manual

Research a topic, create an outline, get approval, write the first draft, and create a review task.

5 steps
Content Pipeline

Research a topic, create an outline, get approval, write the first draft, and create a review task.

Marketing & ContentOfficial
Cron: 30 8 * * 1-5

Every morning, review yesterday's tasks and today's calendar, then create a standup summary.

3 steps
Daily Standup Automator

Every morning, review yesterday's tasks and today's calendar, then create a standup summary.

Official
Trigger: email_received

Classify incoming emails using AI and route them to the right team or action.

5 steps
Smart Email Router

Classify incoming emails using AI and route them to the right team or action.

Official
On skilljar course completed

When a Skilljar course is completed, generate content recommendations and notify the team.

3 steps
Training Completion Follow-up

When a Skilljar course is completed, generate content recommendations and notify the team.

Official
Trigger: zoom_recording_ready

After a Zoom recording is ready, wait for transcript processing, then extract CRM suggestions, create a recap page, and draft a follow-up email — all queued for review.

3 steps
Meeting Follow-Up Machine

After a Zoom recording is ready, wait for transcript processing, then extract CRM suggestions, create a recap page, and draft a follow-up email — all queued for review.

Official
On deal stage changed

When a deal changes stage, analyze context, create tasks for the new stage, and notify the team.

5 steps
Deal Stage Progression Automator

When a deal changes stage, analyze context, create tasks for the new stage, and notify the team.

Official

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