Sales and LeadsNew
Qualify inbound leads and log them to your CRM
Score every web-form lead against your ideal customer, log it to Google Sheets, create it in your CRM and alert sales about hot ones.
We
HT+1
HT+1
Integration
Gmail AI workflow templates
Read and send Gmail. Start with Qualify inbound leads and log them to your CRM, Generate branded proposals and quotes as PDF with approval or Daily executive briefing (PDF).
4 templatesBrowse freeDeploy on Pro and above
Sales and LeadsNew
Generate branded proposals and quotes as PDF with approval
Turn a short request form into a branded PDF proposal with priced line items and VAT, then approve it before it is shared and emailed.
PD
Op
OpExecutive 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+2IT and SecurityNew
Failed-run alert and triage
When any workflow fails, get an email that explains the failure in plain English, rates how serious it is and suggests the fix.
OpBrowse 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.