Sales Templates

Extract Insights from Fathom Video Meetings

This automation connects to your Fathom account to analyze recent meeting recordings. It uses AI to automatically classify each meeting and extract valuable, actionable insights based on your preferences, then delivers a consolidated report to your inbox.

Check if AI Recommends Your Brand

This template automates a comprehensive audit of your brand's visibility and perception across major LLM-powered answer engines like Perplexity, Gemini, and ChatGPT. It helps you understand if, when, and how your brand is being mentioned in AI-generated responses.

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.

X Response Drafter

Monitors X.com (formerly Twitter) for tweets matching your keywords, extracts key information, and uses AI to generate draft responses in a specified tone, saving everything to a Google Sheet for review.

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.

Website to LLM-Ready Doc

This automation crawls a website starting from a given URL, uses AI to extract the main content from each page, and compiles all the information into a single, well-structured Google Doc.

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.

The Reddit Listener

Monitors Reddit for new posts containing specific keywords within the last week and sends the post titles and URLs to a Slack channel.

The Competitor Spy

This automation acts as a "Competitor Spy," automatically monitoring a list of competitor websites every day for important changes. It tracks shifts in pricing, marketing positioning, product features, and customer testimonials, providing a daily intelligence briefing to help you stay ahead of the competition.

Smart Lead Enrichment and Outreach Engine

This automation transforms a basic lead (full name and company domain) into a comprehensive, sales-ready profile. It automatically enriches data, scores the lead against your Ideal Customer Profile (ICP), and generates personalized outreach drafts, delivering a complete report directly to your inbox.

Generate LinkedIn Carousels from Viral Reddit Posts

This automation streamlines your content creation process by finding viral posts on Reddit based on your keywords, automatically converting the most engaging text post into a professional LinkedIn-style carousel using the Gamma API, and logging the results in a Google Sheet for easy tracking.

Web Contact Info Finder

Scrape a website to extract emails, phone numbers, and social profiles; export to Google Sheets or return clean JSON.

X Post Hunter

This automation acts as a vigilant 'Post Hunter' on X (formerly Twitter). It scours the platform for posts about a specific topic, filters them by popularity, and delivers a neatly formatted summary of the top findings directly to a designated Slack channel.

Xcom (Twitter) Keyword Monitoring and Engagement Queue

Automatically monitor keywords on X.com (formerly Twitter), analyze matching posts for sentiment, generate on-brand replies, and collect everything in a Google Sheet to create a prioritized engagement queue.

Instantly Outreach from Google Sheets Leads

This template reads sourced leads from Google Sheets, generates personalized M1/M2/M3 outreach variables, and pushes prepared leads into an existing Instantly campaign.

Automated Company News Summary Report

Automatically gathers the latest news about a specified company, uses AI to create a concise summary, and emails a formatted report to a recipient.

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.

Firmographic Lead Generation and Outreach via Gmail

This template automates an entire B2B outbound campaign, from sourcing leads to sending personalized emails. It uses a single document—a 'campaign brief'—as the source of truth for targeting, messaging, and lead qualification, making it easy to manage and launch new campaigns.

Firmographic Lead Generation for Instantly

This automation transforms a simple "Campaign Brief" document into a complete, end-to-end B2B lead generation pipeline. It sources ideal companies and contacts, enriches them with data, scores them against your Ideal Customer Profile (ICP), personalizes outreach emails, and pushes the final, sales-ready leads into an outreach campaign tool.

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.

Gmail Outreach from Google Sheets Leads

This template reads sourced leads from Google Sheets, generates personalized outreach, and drafts or sends Gmail messages while writing outreach state back to the people tab.

Conference Exhibitor Scraper and Data Enricher

This template automates the process of building lead lists by scraping exhibitor data from conference website "MWC Barcelona".

Reddit Answer Engine

This automation monitors Reddit for conversations on specific topics, identifies relevant threads, and uses AI to generate insightful comment drafts. The drafts are then sent to a Slack channel for review and potential posting.

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.

Social Media Post Generator from Article

This automation ingests a web article URL and a target social media platform. It then uses AI to write a brand-new, platform-optimized post based on the article's content and delivers it to a Slack channel for review.

Turn G2 Negative Reviews to Pipeline

Scrapes negative reviews (1-3 stars) from a G2 product page, enriches the reviewer's profile information with their full name and LinkedIn URL, and saves the collated data to a new Google Sheet.

Google Maps Business Scraper

This automation scrapes business information from Google Maps search results. Provide a search query, like "plumbers in new york", and it will extract a structured list of businesses including their name, rating, address, phone number, and website.

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.

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.

Kib Scraper - Website to LLM-Ready Doc

This automation crawls a website starting from a given URL, uses AI to extract the main content from each page, and compiles all the information into a single, well-structured Google Doc.

Price Change Tracker

Automates the process of monitoring product prices on various websites. It tracks price history in a Google Sheet and sends real-time alerts via Slack whenever a significant price change is detected.

Query ChatGPT and Save AEO Analysis to Google Docs

This template automates the process of querying ChatGPT with a specific prompt, analyzing the generated response to extract key information, and saving a neatly formatted report to a new Google Doc.

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.

Extract X Posts by Topic to JSON

Automate searching X.com (formerly Twitter) for a specific topic and collect a specified number of tweets from the search results, extracting key details like the tweet text, author, and engagement metrics.

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.

Detailed Yacht Scraper

This automation scrapes a comprehensive set of data from a yacht listing page on yachtcharterfleet.com, including specifications, charter rates, amenities, high-resolution photos, and video links.

Automated Competitor Ad Analysis on Meta

Automatically gather competitive intelligence by scraping ads from the Meta (Facebook) Ad Library, performing an AI-powered strategic analysis on them, and compiling the insights into a structured report in Google Sheets.

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.

Brand Gap Report from Google Search

Automatically monitors a brand's presence in Google search results for a given keyword. It identifies which competitor ads are running, which top organic results mention the brand, and which do not, compiling the findings into a detailed email report.

Reddit Opportunity Scout

Monitors Reddit for conversations relevant to your business, uses AI to draft helpful responses based on your unique persona, and sends them to a Slack channel for review.

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.

Review Insights Miner

Automatically scrape product reviews from any website, use AI to perform sentiment analysis, and compile the results into a new Google Sheet for easy analysis and reporting.