HR Templates

Generate Leads from New Hires

This template automates sales intelligence by identifying decision-makers who have recently started new roles at companies matching your Ideal Customer Profile (ICP), enriching their contact information, and exporting a scored, prioritized list to Google Sheets.

The Hiring Intent Agent

Monitors a list of target companies for new job postings, uses AI to identify strategic hiring signals (e.g., "building a new sales team"), logs all findings, and sends real-time Slack alerts for high-priority events.

Speaker List Builder

Scrape speaker information (like name, title, and company) from any conference website and automatically save the cleaned data into a new, organized Google Sheet.

The FAQ Builder

This automation monitors a Slack channel to identify new and frequently asked questions, compares them against an existing FAQ page to avoid duplicates, and then automatically generates a new, cleanly formatted Google Doc with the unanswered questions and their solutions.

Job Finder Email Alerter

This automation streamlines your job search by automatically finding relevant positions based on your criteria and delivering a curated list directly to your inbox in a clean, easy-to-read format.

Hiring Signal Lead Sourcing to Google Sheets

Find companies hiring for target roles with LinkedIn job search, identify likely hiring managers, enrich contact data, verify emails when available, and write companies and people to Google Sheets for downstream activation.

AI-Powered Gmail Cold Email Filter and Archiver

Automatically identify, label, and archive unsolicited cold sales and marketing emails from your Gmail inbox, allowing you to focus on the messages that matter.

AI-Powered Job Listing Scraper

This automation extracts job listings from a list of websites defined in a Google Sheet. It uses a multi-layered approach to find job titles, then writes the collected data back into the same Google Sheet on a separate tab for easy analysis.

CRM Hygiene - Automatic Contact Refresh

Automatically keep your CRM data fresh and accurate by detecting job changes, updating outdated contact records, and preventing bounced outreach.

Monitor New Job Openings

This automation monitors LinkedIn for new job postings that match a specified job title and optional location. It enriches the job data with the company's website domain and sends a detailed, formatted notification for each new job to a designated Slack channel.

AI-Powered Cold Outreach Draft Generator from Google Sheets

Automates the creation of highly personalized cold outreach email drafts by reading buying signals from a Google Sheet, enriching them with strategic messaging, and generating unique, relevant content for each prospect.

Extract Event Speaker Data to Google Sheets

Automates the process of extracting speaker information from event or conference websites and saving it into a structured Google Sheet for easy access and analysis.

Generate Personalized Gmail Outreach Drafts from Google Sheets

This automation streamlines your email outreach process by reading a list of leads from a Google Sheet, using AI to generate personalized emails based on your approved copy, and saving them as drafts in Gmail for final review.

Automated Timezone-Aware Email Outreach Sequence

This template automates a personalized, multi-step email outreach campaign. It sends a sequence of up to four emails to a list of contacts, intelligently respects each contact's local timezone for sending, and automatically stops the sequence for a contact if a reply is detected.

Automated Contact Research from a Google Sheet

This template automates the process of researching contact information. It reads a list of organizations (like universities or companies) from a Google Sheet, uses AI-powered web research to find contact details for a specific role at each organization, and writes the results back to the same Google Sheet in a new tab.

The Form Submitter

A general-purpose automation that fills out and submits any online web form using AI to intelligently locate form fields and buttons.

Virtual Paralegal - Settlement Agreement Reviewer

This automation streamlines the legal review process by using AI to compare a PDF settlement agreement against key case data from a Google Doc, flagging discrepancies and generating a detailed review report.

The B2B Lead Finder

Find and enrich B2B contacts that match your target criteria and return a structured JSON list with names, titles, company data, verified emails, phone numbers, and LinkedIn profiles.

Turn Job Posts into Sales Leads

This automation finds companies that are actively hiring for specific roles on LinkedIn, identifies the most likely hiring manager, finds their contact information, and automatically adds them as a lead to a campaign in Instantly.io.

Firmographic Lead Generation for Instantly Campaigns

This automation builds a targeted lead list based on firmographic data, enriches the contacts with email and professional details, and then pushes them into an Instantly.ai campaign. It also uniquely configures the campaign's email sequence using content from a knowledge base document.