Templates
Ready-to-use automations for common business tasks. Pick a template and start in one click.
Neudash templates are reusable starting points for common workflows like document filing, invoice reminders, and client communication. Each template gives you a prewritten prompt you can adapt to your tools, then Neudash builds the automation for you.
What Templates Are For
Templates help you start faster when the workflow is already familiar. Use them for repeatable tasks like document intake, reminders, filing, and weekly status updates.
What You Can Change
You are not locked into the example. Change the tools, the trigger, the decision rules, the email copy, or the destination system. Templates are a starting point, not a limit.
Why Start Here
Start with one of 6 template prompts when you want a quick win, then expand into richer workflows with the industry guides in 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.
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.
Need something more comprehensive?
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, start with the prompt and change it 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.