Starter
5 active automations. Choose any templates from this library — mix and match across categories. $97/month.
Professional
Unlimited automations + custom builds. Run as many templates as you need, plus 2 custom requests per month. $497/month.
Finance & Billing
6 Templates
Invoice Auto-Processing
Starter
Incoming invoices are captured, extracted, categorized, and routed for approval — without anyone touching a spreadsheet.
TriggerNew invoice arrives via email or upload portal
ActionOCR extracts vendor, amount, due date, line items
ActionAuto-categorize by GL code and department
ActionRoute to approver based on amount threshold
OutputLogged to accounting system + approval notification sent
Gmail / OutlookOCRQuickBooksSlack
4 hrssaved per week
Payment Due Reminder Sequence
Starter
Automatically send tiered reminders to clients with outstanding invoices — 7 days out, day-of, and 3 days overdue.
TriggerInvoice due date approaches (7, 0, -3 days)
ActionPull client contact and invoice details from CRM
ActionGenerate personalized reminder email with invoice PDF
OutputEmail sent, status logged, overdue flagged for follow-up
QuickBooks / FreshBooksGmailHubSpot
2 hrssaved per week
Expense Report Compilation
Starter
Collect receipts from email and apps, extract amounts, and build a formatted monthly expense report automatically.
TriggerEnd of month, or manual run
ActionScrape receipts from email attachments and Expensify
ActionCategorize and sum by department and GL code
OutputFormatted report delivered to finance team via email
ExpensifyGmailGoogle SheetsOCR
3 hrssaved per month
Contract Renewal Alert
Starter
Monitor contract end dates across your vendor and client base. Alert the right people 60, 30, and 14 days before expiration.
TriggerDaily scan of contract database for upcoming expirations
ActionMatch contract to owner and stakeholder list
ActionSend tiered alert at 60/30/14 day thresholds
OutputAlert email sent + Slack message + CRM task created
Airtable / Google SheetsSlackGmail
5 hrssaved per month
Purchase Order Matching
Professional
Automatically match incoming invoices against open purchase orders, flag discrepancies, and approve matched POs without manual review.
TriggerInvoice received and processed by OCR pipeline
ActionCross-reference against open POs in ERP/accounting system
ActionAuto-approve matches; flag exceptions with diff summary
OutputMatched POs closed; exceptions routed to finance manager
NetSuite / QuickBooksOCRSlackEmail
6 hrssaved per week
Cash Flow Dashboard Auto-Update
Professional
Pull live data from your bank, accounting platform, and AR/AP to refresh a real-time cash flow dashboard every morning.
TriggerDaily at 7:00 AM
ActionPull transactions from bank API and accounting platform
ActionCalculate runway, AR aging, and AP obligations
OutputDashboard updated; summary sent to leadership via email
Plaid / Bank APIQuickBooksGoogle SheetsGmail
4 hrssaved per week
Email & Communications
5 Templates
Smart Email Triage & Routing
Starter
Classify incoming emails by intent and route them to the right person or folder automatically — no more shared inbox chaos.
TriggerNew email arrives in shared inbox
ActionAI classifies intent: support, sales, billing, info request
ActionRoute to appropriate team member or folder
OutputEmail labeled, forwarded, and logged in CRM if needed
Gmail / OutlookAI ClassifierHubSpot
5 hrssaved per week
Auto-Response for Common Inquiries
Starter
Detect FAQs and send accurate, personalized auto-responses instantly — reducing response time from hours to seconds.
TriggerEmail classified as FAQ or known inquiry type
ActionMatch to knowledge base and compose personalized reply
ActionSend response with sender name and context included
OutputReply sent; thread logged; human notified for edge cases
Gmail / OutlookOnticBot AINotion / Confluence
6 hrssaved per week
Meeting Follow-Up Generator
Starter
After every meeting, automatically generate a follow-up email with summary, action items, and next steps — sent within minutes.
TriggerCalendar event ends
ActionPull transcript or notes from meeting platform
ActionAI generates summary, action items, and owners
OutputFollow-up email drafted and sent to all attendees
Google CalendarZoom / TeamsOnticBot AIGmail
3 hrssaved per week
Client Onboarding Email Sequence
Professional
Trigger a multi-step welcome sequence the moment a new client is added — personalized, timed, and tracked automatically.
TriggerNew client record created in CRM
ActionEnroll in 5-email onboarding sequence (Days 1, 3, 7, 14, 30)
ActionPersonalize each email with name, service, and account manager
OutputEmails sent on schedule; open/click data logged to CRM
HubSpot / SalesforceMailchimpGmail
4 hrssaved per client
Internal Digest & Briefing Bot
Professional
Compile a daily or weekly internal briefing from across your tools — project updates, metrics, flags — and deliver it to your team automatically.
TriggerScheduled daily 8 AM or weekly Monday 7 AM
ActionPull updates from project tools, CRM, and dashboards
ActionCompile and format briefing with highlights and flags
OutputBriefing delivered via email and Slack to defined recipients
Asana / MondaySlackHubSpotGmail
3 hrssaved per week
CRM & Sales
6 Templates
Lead Capture & CRM Entry
Starter
New leads from web forms, LinkedIn, or email are automatically added to your CRM with contact info, source, and initial score.
TriggerForm submission, LinkedIn message, or inbound email
ActionExtract name, email, company, and intent signals
ActionCreate contact in CRM, assign to rep, set follow-up task
OutputLead in CRM + rep notified via Slack within 60 seconds
HubSpot / SalesforceLinkedInTypeformSlack
4 hrssaved per week
Deal Stage Auto-Progression
Starter
Move deals through pipeline stages automatically based on real actions — emails sent, proposals viewed, meetings booked.
TriggerTrigger event: proposal opened, meeting booked, email replied
ActionMap event to pipeline stage advancement rule
ActionUpdate deal stage and log activity in CRM
OutputPipeline updated + rep notified of stage change
HubSpotPandaDocCalendlyGmail
3 hrssaved per week
Proposal Auto-Generator
Professional
Generate a branded, customized proposal document the moment a deal reaches "Proposal" stage — pulling scope, pricing, and client data automatically.
TriggerDeal moved to "Proposal" stage in CRM
ActionPull client data, service scope, and pricing from CRM
ActionPopulate branded proposal template with extracted data
OutputPDF proposal sent to rep for review + auto-sent to client
HubSpot / SalesforcePandaDocOnticBot AIGmail
5 hrssaved per proposal
Win/Loss Analysis Reporter
Professional
When a deal closes or is lost, automatically collect close reason data, pull deal history, and add it to your win/loss analysis dashboard.
TriggerDeal marked Closed Won or Closed Lost in CRM
ActionPull deal history, touchpoints, stage durations, and close reason
ActionAppend to Win/Loss analysis sheet with tagged attributes
OutputDashboard auto-updated; monthly summary sent to leadership
HubSpotGoogle SheetsLooker / Data Studio
3 hrssaved per month
Re-Engagement Trigger
Starter
Automatically identify dormant leads and clients, then trigger a personalized re-engagement sequence at the right time.
TriggerNo activity on contact for 30/60/90 days
ActionFlag contact as dormant; segment by original deal value
ActionEnroll in re-engagement email sequence
OutputSequence launched; rep notified if reply received
HubSpot / SalesforceGmailSlack
4 hrssaved per month
Contact Data Enrichment
Professional
Automatically enrich new CRM contacts with company size, industry, LinkedIn profile, and tech stack data — no manual research needed.
TriggerNew contact created in CRM
ActionQuery enrichment API with email/domain
ActionWrite company size, title, LinkedIn, industry to CRM fields
OutputContact enriched; lead score updated automatically
Clearbit / ApolloHubSpotLinkedIn
5 hrssaved per week
Reporting & Analytics
5 Templates
Weekly KPI Report
Starter
Pull KPIs from every tool you use, compile them into a clean report, and deliver it to leadership every Monday morning without fail.
TriggerMonday 7:00 AM
ActionPull metrics from CRM, finance, ops, and marketing tools
ActionCalculate week-over-week changes and flag anomalies
OutputFormatted report emailed to leadership + Slack summary posted
HubSpotQuickBooksGoogle SheetsSlack
4 hrssaved per week
Sales Pipeline Report
Starter
Automatically generate a pipeline snapshot showing deals by stage, rep, and close probability — delivered on your schedule.
TriggerScheduled daily or weekly
ActionPull all open deals from CRM with stage, value, and close date
ActionSegment by rep, product, and probability band
OutputReport delivered via email with visual pipeline breakdown
HubSpot / SalesforceGoogle SheetsGmail
3 hrssaved per week
Monthly Board Report Pack
Professional
Compile financials, pipeline, headcount, and project status into a formatted board-ready report package automatically each month.
TriggerLast business day of the month
ActionPull data from finance, CRM, HR, and project systems
ActionPopulate report template with charts, tables, and commentary
OutputPDF report generated and emailed to board distribution list
QuickBooksHubSpotGoogle SlidesOnticBot AI
8 hrssaved per month
Anomaly Detection Alert
Professional
Monitor your key metrics continuously and alert the right people the moment something goes off-trend — before it becomes a crisis.
TriggerMetric deviates beyond defined threshold (e.g. ±15%)
ActionIdentify which metric, time window, and magnitude of change
ActionDetermine severity level and appropriate alert recipient
OutputAlert sent via Slack + email with chart and context
Google Sheets / AirtableOnticBot AISlack
Pricelessearly warning system
Project Status Digest
Starter
Pull status from every active project and deliver a clean summary to stakeholders — without anyone filling out a status update form.
TriggerFriday at 4:00 PM
ActionPull task completion, blockers, and milestones from project tool
ActionSummarize by project with RAG status (Red/Amber/Green)
OutputStatus digest emailed to stakeholders and posted in Slack
Asana / Monday.comOnticBot AISlackGmail
3 hrssaved per week
HR & Onboarding
5 Templates
New Employee Onboarding Flow
Starter
The moment a new hire is added to your system, kick off their full onboarding — accounts, welcome emails, task checklists, and first-week schedule.
TriggerNew employee record created in HR system
ActionProvision accounts: email, Slack, project tools, cloud storage
ActionSend welcome email sequence and first-week agenda
OutputEmployee onboarded + manager notified + checklist created
BambooHR / GustoGoogle WorkspaceSlackAsana
6 hrssaved per new hire
PTO Request & Approval
Starter
Automate the entire PTO request workflow — submission, manager approval, calendar blocking, and HR system update — without back-and-forth emails.
TriggerPTO request submitted via form or Slack command
ActionCheck PTO balance and send approval request to manager
ActionOn approval: block calendar, update HR system, notify team
OutputPTO logged, calendar updated, employee and team notified
BambooHR / GustoGoogle CalendarSlack
2 hrssaved per request
Performance Review Prep
Professional
Before every review cycle, automatically compile each employee's goals, completed tasks, feedback, and attendance into a structured review brief.
TriggerReview cycle start date (quarterly or annual)
ActionPull goals, task completion, and feedback from systems
ActionGenerate structured review brief per employee
OutputBrief sent to manager before review; employee notified to self-assess
BambooHRAsanaOnticBot AIGoogle Docs
5 hrssaved per review cycle
Job Application Screener
Professional
Incoming applications are parsed, scored against your criteria, and sorted into shortlist, hold, and decline — before a human reads a single resume.
TriggerNew application submitted via ATS or email
ActionParse resume for required skills, experience, and keywords
ActionScore against job criteria and sort into tiers
OutputShortlist delivered to hiring manager; others auto-acknowledged
Greenhouse / LeverOnticBot AIGmail
8 hrssaved per hire
Offboarding Checklist Automation
Starter
When an employee exits, automatically trigger account deprovisioning, asset return reminders, exit survey, and final documentation — nothing falls through the cracks.
TriggerTermination date set in HR system
ActionSchedule account deactivation for last day
ActionSend asset return checklist, exit survey, and final docs
OutputIT and HR notified; offboarding completion tracked
BambooHRGoogle WorkspaceSlackTypeform
4 hrssaved per departure
Operations
5 Templates
Inventory Level Alert
Starter
Monitor inventory in real time and alert the right people — or auto-trigger a reorder — when stock drops below defined thresholds.
TriggerInventory item drops below reorder threshold
ActionIdentify item, current qty, supplier, and lead time
ActionAlert ops manager or auto-submit reorder to supplier
OutputAlert sent + reorder logged in inventory system
Shopify / QuickBooksEmailSlack
3 hrssaved per week
Task Assignment from Meeting Notes
Starter
Automatically extract action items from meeting transcripts and create assigned tasks in your project management tool — no manual entry.
TriggerMeeting ends and transcript is available
ActionAI parses transcript for action items, owners, and deadlines
ActionCreate tasks in project tool with assignee and due date
OutputTasks created + each assignee notified via Slack
Zoom / TeamsOnticBot AIAsana / MondaySlack
3 hrssaved per week
Vendor Onboarding Workflow
Professional
New vendors move through compliance checks, document collection, and system setup automatically — cutting onboarding from weeks to days.
TriggerNew vendor approved by procurement
ActionSend document request: W-9, insurance cert, compliance forms
ActionValidate documents received and add to vendor system
OutputVendor activated in system; procurement and AP notified
DocuSignNetSuite / QuickBooksGmailAirtable
6 hrssaved per vendor
SLA Breach Monitor
Professional
Track all open tickets and contracts against SLA commitments in real time — alert teams before a breach happens, not after.
TriggerTicket or deliverable approaching SLA deadline
ActionCalculate time remaining vs. SLA commitment
ActionEscalate to appropriate owner at 75% and 90% of time elapsed
OutputAlert sent via Slack + dashboard status updated
Zendesk / FreshdeskSlackAirtable
Riskmitigation system
Document Expiry Tracker
Starter
Track licenses, certifications, insurance policies, and compliance documents — alert owners before anything lapses.
TriggerDaily scan for documents expiring within 90/30/7 days
ActionIdentify document, owner, and renewal action required
ActionSend tiered alert to document owner and their manager
OutputAlert sent + renewal task created in project system
Airtable / Google SheetsGmailSlackAsana
2 hrssaved per week
Data & Integration
5 Templates
Cross-System Data Sync
Starter
Keep your CRM, accounting, and project tools in sync automatically — no more duplicate entry or mismatched records across platforms.
TriggerRecord updated in any connected system
ActionIdentify changed fields and target systems to update
ActionPush updates to all connected platforms in correct format
OutputAll systems updated; sync log recorded for audit trail
HubSpotQuickBooksAsanaGoogle Sheets
5 hrssaved per week
Spreadsheet to Database Migration
Professional
Automatically pull data from spreadsheets and push it into your database or platform — on schedule or triggered by file update.
TriggerSpreadsheet updated or scheduled run
ActionParse and validate rows against schema
ActionTransform data to target format and push to database
OutputRecords created/updated + error report for failed rows
Google Sheets / ExcelPostgreSQL / MySQLAirtable
4 hrssaved per week
API Data Aggregator
Professional
Pull data from multiple external APIs — weather, market data, government databases — and consolidate into a single clean feed for your team.
TriggerScheduled pull or on-demand
ActionQuery each API endpoint and collect response data
ActionNormalize, merge, and clean data into unified schema
OutputConsolidated dataset written to Google Sheets or database
REST APIsPythonGoogle SheetsAirtable
6 hrssaved per week
File Organization Bot
Starter
Incoming files are automatically sorted, renamed by convention, and moved to the right folder — keeping your shared drives clean without anyone managing it.
TriggerNew file added to monitored folder or inbox
ActionClassify file by type, sender, and content keywords
ActionRename per convention and move to destination folder
OutputFile organized + log entry created
Google DriveDropboxOneDriveOnticBot AI
2 hrssaved per week
Web Scrape & Monitor
Professional
Monitor competitor pricing, job postings, government RFPs, or news sources and alert your team when something relevant changes.
TriggerScheduled scrape (daily/hourly)
ActionScrape defined URLs and extract target data points
ActionCompare against previous snapshot for changes
OutputChange detected: alert sent + change log updated
Python / PlaywrightSlackAirtableGmail
5 hrssaved per week
Marketing
5 Templates
Social Media Post Scheduler
Starter
Draft, approve, and schedule social posts across LinkedIn, Twitter/X, and other platforms from a single content calendar — automatically published on time.
TriggerPost reaches scheduled date/time in content calendar
ActionPull post content, media, and platform targets from calendar
ActionFormat for each platform and publish via API
OutputPost published + engagement stats logged 24hrs later
Airtable / NotionLinkedIn APIBufferTwitter API
3 hrssaved per week
Lead Magnet Delivery
Starter
Someone downloads your resource — instantly deliver the asset, add them to your CRM, tag them by interest, and enroll in nurture sequence.
TriggerForm submitted on lead magnet landing page
ActionSend download link via email within 60 seconds
ActionAdd to CRM with source tag and interest category
OutputLead in CRM + enrolled in nurture sequence + rep notified
Typeform / WebflowHubSpotGmailMailchimp
2 hrssaved per week
Review Request Automation
Starter
After a project closes or service is delivered, automatically request a Google or LinkedIn review at exactly the right moment.
TriggerProject marked complete or invoice marked paid
ActionWait defined delay (e.g. 3 days) for satisfaction to settle
ActionSend personalized review request with direct link
OutputEmail sent; review receipt logged in CRM on completion
HubSpot / QuickBooksGmailGoogle Business
2 hrssaved per month
Content Performance Tracker
Professional
Pull engagement data from LinkedIn, email campaigns, and your website weekly — compile into a content performance dashboard automatically.
TriggerWeekly on Monday morning
ActionPull impressions, clicks, opens, and conversions from each platform
ActionRank top-performing content and flag underperformers
OutputDashboard updated + weekly summary sent to marketing lead
LinkedIn APIMailchimpGoogle AnalyticsSheets
3 hrssaved per week
Event Registration & Follow-Up
Professional
From registration to post-event follow-up, automate the entire attendee journey — confirmations, reminders, resources, and nurture all handled automatically.
TriggerEvent registration submitted
ActionSend confirmation + calendar invite + pre-event reminders
ActionPost-event: send recording/resources + satisfaction survey
OutputAttendee added to CRM + enrolled in post-event nurture
Eventbrite / LumaHubSpotGmailTypeform
6 hrssaved per event