Templates
Ready workflows for everyday work
Start from a complete flow, then adapt its tools, approvals and steps to your operation.
Customer support
Customer support on WhatsApp
This template answers customer messages on WhatsApp. It remembers who the customer is, understands what they want, checks the order and replies. Refunds above ₹5,000 go to a manager first.
Sales
Qualify inbound leads
This template takes every new lead, checks it against HubSpot and scores it. Leads scoring 70 or more get a first email, checked by a person before it is sent. The rest are logged in HubSpot so nothing is lost.
Operations
Daily operations report
This template writes the morning report so your manager starts the day with it. Every weekday at 9:00 it reads yesterday's orders, writes a short report, saves a copy and emails it.
Finance
Overdue invoice reminders
This template chases overdue payments without anyone having to remember. Each day at 10:00 it checks your invoice sheet, writes a reminder for each overdue invoice and sends the batch once a manager approves.
Admin
Meeting scheduler
This template replies to meeting requests with three times that work. If an email is not clearly a meeting request, it goes to a teammate instead of getting a wrong answer.
Research
Research brief
This template turns a source into a brief. You start it and give it a web page; the staffer reads it, writes a structured brief, saves it and hands it to the lead.
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