Workflow Templates

Automatically extract keywords with AI and run Google searches via SerpApi when GitHub issues arise. Reduce manual search time, prevent missed information and delayed responses, and stay focused on development.

Detect new Opportunities in Copper and automatically send the details to Slack. Keep your sales team instantly aligned with the latest information while reducing manual updates and missed follow-ups.

Automatically create Box folders based on the customer and project information selected in the Yoom database. Prevent missed folder creation and inconsistent naming while saving time. Standardize folder structures to keep everything organized and reduce daily data entry tasks.

Trigger this flow when a specific Microsoft Teams message is received. It checks Google Calendar, uses AI to create a sales prospect list, and sends a notification. Reduce manual checks and data entry while preventing missed or delayed information.

Automatically create a Confluence page that captures the details of each new GitHub pull request. Reduce manual effort and errors, centralize history, and streamline development documentation management.

This flow uses Yoom to summarize incoming Gmail messages with AI and send the summary to a specified destination. Reduce time spent reviewing emails, avoid missing important information, and understand content faster. You can also filter target emails by setting keywords.

This flow creates a folder in Microsoft SharePoint when a client is registered in @pocket. Eliminate the manual work of creating folders so your team can focus on higher-value tasks like customer support and sales.

This flow detects new submissions in 123FormBuilder and automatically adds them to Microsoft Excel. Eliminate manual data entry, save time, and reduce input errors.

This template automatically identifies recipients who need reminders from Google Sheets, uses an AI worker to craft personalized messages for each person, and sends emails through Outlook after approval from the assigned owner. Reduce the risk of missed recipients and misdirected emails while delivering thoughtful follow-ups that improve customer satisfaction with minimal effort.

Automatically create Google Calendar events when Toggl time entries are updated. Reduce manual input and data entry errors while making it easier to share team workloads and work records.

Connect Google Sheets with Yoom to automatically generate invoices when new rows are added. Get started by simply setting your Sheet ID, reduce manual data entry and errors, free up time for accounting, and streamline monthly billing.

Upload a vehicle inspection certificate image through a form, extract the details with OCR, and automatically add them to Google Sheets. Reduce manual entry and prevent input errors while managing vehicle inspection information accurately and efficiently.

Trigger this flow with a Google Form response to automatically copy a template sheet to Google Sheets, rename it, and populate it with the submitted answers. Eliminate manual data entry and missed details for smoother application management.

Search Dropbox files on a set schedule and automatically move matching files to another folder. Reduce repetitive manual work, prevent files from being left unorganized, and keep your folders easy to navigate.

Automatically add new 123FormBuilder responses to Google Sheets. Eliminate manual data entry, prevent input errors and sharing delays, and keep your records accurate and up to date.

Automatically convert Word files received in Outlook to PDFs, save them to OneDrive, and share them in Microsoft Teams. Eliminate manual conversion and sharing, prevent missed or misdirected deliveries, and save time.

Use OCR to extract data from files attached to Trello and automatically add it to Google Sheets. Reduce manual entry and errors while keeping task management running smoothly.

Automatically copy files added to a specified Box folder to secure SAMBA and notify Microsoft Teams when complete. Eliminate manual transfers and missed uploads while streamlining file management.

Automatically transfer files to Secure SAMBA when they are added to a Google Drive folder, then notify your team in Slack. Prevent manual transfer errors and missed uploads while reducing the workload on your IT department.

Detect updated rows in Google Sheets and automatically overwrite and sync the corresponding cells in another sheet. Reduce manual data entry time and errors, keep your data up to date, and stay focused on your core work.

Automatically create Trello cards when rows are updated in Google Sheets. Reduce manual data entry, duplicate entries, and missed inputs while keeping task management accurate, efficient, and reliably connected.

Import candidate data from Google Sheets and automatically generate resumes using a Google Docs template. Reduce manual entry and errors while creating accurate hiring documents in less time.

Simply upload a business card image to Google Drive, and Yoom will use AI OCR to extract the details and add them to Notion. Reduce manual data entry, prevent missed or incorrect information, and manage business card data more efficiently.

Automatically add a tab to a specified Google Doc for each Google Form response. Save time on manual data entry and tab creation, prevent missed additions and title errors, and keep your information organized.