Executive 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+2
Pattern
Scheduled workflow templates
Runs on a schedule. Start with Daily executive briefing (PDF) or Send polite overdue invoice and fee reminders with a dry-run mode.
2 templatesBrowse freeDeploy on Pro and above
PD+2Finance 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+1Browse 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.