Start from a template.

Twenty-four ready-made workflows. Pick one, connect your apps and switch it on.

Finance6 steps

Invoice intake to bill Read emailed invoices, match POs, approve in Slack, file the bill.

GmailSlackQuickBooks

Finance5 steps

Expense receipt matcher Match card spend to receipts and chase missing ones.

StripeGmailXero

Finance5 steps

Overdue invoice chaser Escalating reminders, then a call via aitelz.

XeroGmailaitelz

Finance6 steps

Month-end reconciliation Match bank lines to invoices and flag exceptions.

PlaidSheetsSlack

Sales5 steps

Inbound lead router Enrich, score in aicrmz and route to the right rep.

WebflowaicrmzSlack

Sales4 steps

Demo no-show follow-up Rebook no-shows by email and SMS automatically.

CalendlyGmailTwilio

Sales5 steps

Proposal to contract Generate a contract from a won deal and send for signature.

HubSpotDocsDocuSign

Support5 steps

Ticket triage Tag, prioritise and draft answers from your docs.

ZendeskNotionSlack

Support5 steps

Refund approvals Check policy, request approval, refund in Shopify.

ShopifySlackStripe

Support4 steps

Bug report to Jira Turn support conversations into clean Jira issues.

IntercomJira

HR7 steps

New hire onboarding Accounts, equipment and a day-one plan from one signed offer.

BambooHRGoogleSlack

HR4 steps

Interview scheduler Book panels across calendars without the back-and-forth.

GreenhouseCalendarGmail

HR4 steps

Leave request approvals Route requests, update the calendar, notify the team.

SlackCalendarSheets

Operations5 steps

Purchase order approvals Thresholds, approvers and an audit trail for every PO.

FormsSlackNetSuite

Operations4 steps

Daily KPI digest Pull numbers from every tool into one morning message.

SheetsStripeSlack

Operations5 steps

Contract renewal tracker Read signed contracts and alert before renewals.

DocuSignDriveCalendar

Marketing4 steps

Content repurposer Turn one blog post into social posts for each channel.

WordPressaisocialzBuffer

Marketing3 steps

Review request on purchase Ask happy customers for reviews via airatingz.

Shopifyairatingz

Marketing4 steps

Webinar follow-up Send recordings and route hot leads to sales.

ZoomHubSpotGmail

Healthcare6 steps

Prior-auth packet builder Assemble packets from the chart and track status.

EpicFax APISlack

Healthcare5 steps

Recall campaign Find patients due a visit and call them via aitelz.

DentrixaitelzTwilio

Legal5 steps

Contract intake & review Collect contracts, run review, route to a lawyer.

EmailailegalszClio

Legal4 steps

Time entry capture Build time entries from emails and calendar events.

OutlookClio

Legal4 steps

Deadline docketing Extract dates from filings and add them to the docket.

DriveClioCalendar