People and HRNew
Screen CVs against a job description with recruiter approval
Read each applicant CV, rate it only against your job criteria with evidence, and let a recruiter decide. Fairness guardrails built in.
Em
Op
Op
Pattern
Document processing workflow templates
Extract, classify or generate documents. Start with Screen CVs against a job description with recruiter approval, Generate branded proposals and quotes as PDF with approval or Review contracts against your playbook and flag risks, with legal sign-off.
8 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
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.
PDOpFinance 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
OpOperationsNew
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
OpFinance and AccountingNew
Validate UAE VAT tax invoices (TRN, 5% VAT, AED, Arabic or English)
Reads supplier invoices from Outlook and checks the TRN, 5% VAT maths and AED details. Problem invoices go to your accountant, results to Sheets.
OpOperationsNew
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.