OperationsNew
Book patient appointments on WhatsApp without sending health data to AI
A WhatsApp booking assistant for clinics. The AI sees only a first name, appointment type and slot, never health data or phone numbers.
Op
Function
Operations workflow templates
Back-office coordination, scheduling, intake and routing. Start with Book patient appointments on WhatsApp without sending health data to AI, WhatsApp order-status agent for online stores or Arabic and English product description generator from Google Sheets.
11 templatesBrowse freeDeploy on Pro and above
OpCustomer SupportNew
WhatsApp order-status agent for online stores
Answer "where is my order?" on WhatsApp by looking the order up in your store API, sharing details only with the verified phone number.
HTOpMarketing and ContentNew
Arabic and English product description generator from Google Sheets
Turn a catalogue sheet into native Arabic and English listings with titles, bullets and SEO keywords, written to a review tab after you approve.
OpLegal and ComplianceNew
Review contracts against your playbook and flag risks, with legal sign-off
Reads a contract PDF from a legal inbox, flags clauses that break your playbook with verified quotes, and replies only after a lawyer approves.
PDOpExecutive and ProductivityNew
Daily executive briefing (PDF)
Every weekday morning, turn your calendar, KPI sheet and unread email into a one-page PDF briefing and email it.
PD+2Finance and AccountingNew
Extract invoices from email into Google Sheets with approval
Reads PDF or scanned invoices from a mailbox, checks the numbers, and logs each one to Google Sheets only after a person approves it.
EmOp
OpFinance and AccountingNew
Send polite overdue invoice and fee reminders with a dry-run mode
Checks your receivables sheet every day, drafts courteous WhatsApp or email reminders, and sends them only after approval. Dry run is on by default.
Sc+1OperationsNew
Packing list and bill of lading extractor
Email a packing list or bill of lading, get the shipment fields in a Google Sheet, with a person checking anything uncertain.
EmOp
OpOperationsNew
Restaurant and hotel WhatsApp reservations and FAQ
Answer guest questions on WhatsApp and take table or slot reservation requests that your staff approve before they are confirmed.
KnOpOperationsNew
Turn any PDF or scan into structured data and Excel (Vision mode)
Upload a PDF, scan or photo to a Document Store, name the fields you need, and get a checked Excel file. Doubtful values go to a human.
KnExOp
Finance and AccountingNew
Capture receipts on WhatsApp into a categorised expense ledger
Employees send a receipt photo on WhatsApp. AI reads and categorises it, they confirm, and big or doubtful ones go to a manager before Sheets.
HTOpBrowse free. Deploy on Pro and above.
Every template is open to read. Deploying one into your workspace needs a Pro, Team or Enterprise plan; Starter workspaces can browse the whole library.