workflow library · plan → approve → execute

Pre-built workflows.
Install in minutes.

Each workflow is a real automation. It talks to your tools (QuickBooks, HubSpot, Canva, DocuSign), shows you a plan, waits for your approval, then executes. Tenant-scoped data, audit log per run.

In catalog
8
across 4 domains
Approval
Dry-run first
audit log per run
Schedule
Yours
cron or on-demand

Invoice Chasing

FINANCE

Scan QuickBooks for overdue invoices, draft personalized reminder emails in your voice, send via Gmail or M365 after approval, log the touch.

↳ QuickBooks⏱ Weekly (Mon 10am)

Monthly Close

FINANCE

Reconcile QuickBooks against PayPal settlements, flag mismatches, write a plain-English P&L narrative, export a close packet to your CPA.

↳ QuickBooks · PayPal⏱ Monthly (1st @ 9am)

30-Day Cash Forecast

FINANCE

Build a 30-day cash forecast from QuickBooks AR/AP and PayPal pending settlements. Rank overdue invoices, queue reminders.

↳ QuickBooks · PayPal⏱ Weekly (Mon 8am)

Lead Triage Digest

SALES

Morning scan of new HubSpot contacts. Enrich, score against your ICP, draft a first-touch email, send the top picks to Telegram.

↳ HubSpot⏱ Weekdays (8:30am)

Campaign Manager

MARKETING

Detect revenue anomaly, analyze HubSpot campaign performance, draft promo strategy in your brand voice, generate assets in Canva for approval.

↳ HubSpot · Canva⏱ Weekly (Mon 7am)

Content Strategy

MARKETING

Generate a monthly content calendar against your brand profile. Draft each post + create the visual in Canva. Performance loop after posts go live.

↳ Canva⏱ Monthly (1st @ 9am)

Contract Reviewer

OPS

Drop a contract in Drive, Claude reviews it (parties, terms, dates, risks), owner approves, send via DocuSign, file executed copy back to Drive, update HubSpot deal.

↳ DocuSign · Drive⏱ Every 15 min (drop a file in Drive)

Business Insights Dashboard

OPS

Refresh the per-tenant Today dashboard: cash position, sales trends, pipeline movement, weekly commitments.

↳ QuickBooks⏱ Daily (6am)

How each workflow runs. Plan · Approve · Execute.

You see exactly what the workflow is going to do before it does it. Every run is logged.

1

Plan

The workflow reads from your connected tools and produces a dry-run plan: what it will fetch, who it will email, which file it will sign.

2

Approve

A human reviews the plan. Flip a workflow to auto-approve once you trust it, or leave gating on for sensitive steps.

3

Execute

The workflow runs, hitting your tools through their official APIs. Full audit log: who approved what, when, and what the system actually did.

Need a custom workflow?

Tell us the manual process you would love to automate. We scope it, build it into your tenant, and stand it up under the same plan / approve / execute model.

Request a custom workflow →