Templates
Start with a reusable prompt when the workflow is already familiar. Then tailor it to your tools, rules, and follow-up steps.
A Neudash template is a reusable starting prompt for a common workflow. You pick the closest template, adjust the tools or rules, and Neudash builds the automation from that brief instead of making you start from a blank page.
Many teams start a template with tools they already use for intake, tracking, or scheduling: Google Forms for submissions, Airtable for shared work boards, Notion for workspace tracking, and Calendly when the next step is a booking.
What Templates Are For
Reach for a template when you've run the workflow before and just want a faster starting point, for tasks like document intake, reminders, filing, and weekly status updates.
What You Can Change
Change the tools, the trigger, the decision rules, the message copy, or the destination system. The template is the starting brief, not the finished workflow.
Best Fit
Templates work best when the workflow is common, repeatable, and already close to what you want to automate. These 6 prompts give you a faster starting point, and Neudash can then adapt the logic, tools, and follow-up to match how your business actually runs. For broader, industry-specific workflows, go to Neudash Solutions .
Client Folder Setup
Create a Google Drive folder for each client listed in a Google Sheet. The folder is named after the client and shared with their email address so they can upload documents directly.
Show prompt
I have a Google Sheet called "Clients" with columns for name and email address. For each row in the sheet, create a folder in Google Drive named after the client. Share the folder with the client's email address with write access.
Email Attachment Capture
When an email with attachments arrives, check whether the sender is a known client from the Google Sheet. If they are, save the attachments to that client's folder in Google Drive.
Show prompt
When a new email arrives in Gmail, check if it has attachments. If it does, look up the sender's email address in the "Clients" Google Sheet. If the sender matches a client, save all attachments to that client's folder in Google Drive. If the sender is not a known client, do nothing.
Document Triage
Classify documents in a client's Google Drive folder and move them into subfolders by category. The classification rules are maintained in a separate Google Doc, so categories can be changed without editing the automation.
Show prompt
When a new file appears in a client folder in Google Drive, read the classification rules from the Google Doc at [link to your classification doc]. Classify the file based on those rules. Move the file into a subfolder matching its category. If the subfolder does not exist yet, create it.
Invoice Payment Reminder
Track invoices in a Google Sheet. When a payment is overdue, automatically send a reminder email to the client. Escalate the tone after 7, 14, and 30 days.
Show prompt
I have a Google Sheet called "Invoices" with columns for client name, email, invoice number, amount, due date, and status. Every day, check for rows where the due date has passed and status is still "unpaid". If an invoice is 1-7 days overdue, send a friendly reminder email to the client. If 8-14 days overdue, send a firmer follow-up. If 15+ days overdue, send an escalation email and flag the row in the sheet as "escalated". When the status is changed to "paid", stop sending reminders for that row.
Contract & License Expiry Alerts
Monitor contracts, licenses, or certifications with expiry dates. Send reminder emails at 30 and 7 days before expiry, and mark them as expired when the date passes.
Show prompt
I have a Google Sheet called "Contracts" with columns for item name, type (contract, license, or certification), responsible person name, responsible person email, expiry date, and status. Every day, check for upcoming expiry dates. 30 days before expiry, send a reminder email to the responsible person. 7 days before, send a second urgent reminder. When the expiry date passes, update the status column to "expired" and send a final notification. Skip rows where status is already "renewed".
Weekly Client Status Email
Generate and send a weekly status update to each client from a project tracking spreadsheet. Summarises open tasks, completed work, and upcoming deadlines.
Show prompt
I have a Google Sheet called "Projects" with columns for client name, client email, task description, status (open, in progress, done), and due date. Every Monday at 9am, group all tasks by client. For each client, compose an email summarising their completed tasks from the past week, currently open tasks, and anything due in the next 7 days. Send the email to the client's email address. Use a clean, professional format with sections for each category.
Need more than one workflow?
Solutions combine multiple templates into end-to-end business automations.
Template FAQs
What is a Neudash template?
A template is a prewritten prompt for a common business automation. You use it as the starting brief, then Neudash builds the workflow around your actual tools and requirements.
Can I customize the template?
Yes. Templates are meant to be adapted. If your business process has extra steps, approval rules, or different tools, change the prompt before building.
When should I use a solution page instead?
Use a template for one workflow. Use solutions when you want an industry-specific walkthrough, multiple connected workflows, and deeper context on how the business process works end to end.