Templates
Ready-to-use automations for common business tasks. Pick a template and start in one click.
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.
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.
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.
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.
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.
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.
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