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93Install yourself first- A scheduled Agent task with a spending capxevol/a-scheduled-agent-task-with-a-spending-capTeamWhen: scheduleInstall yourself
- A week of LinkedIn posts from your sitexevol/a-week-of-linkedin-posts-from-your-siteMarketingWhen: weeklyYou approve each postInstall yourself
- Any webhook → record → Agent → you decidexevol/any-webhook-record-agent-you-decideTeamWhen: webhookYou approve the decisionInstall yourself
- Competitor price monitoring: watch their pricing pagesxevol/watch-competitors-pricing-pagesResearchWhen: weeklyInstall yourself
- Every new blog article posted to LinkedInxevol/every-new-blog-article-posted-to-linkedinMarketingWhen: webhookYou approve the postInstall yourself
- Industry news digestxevol/industry-news-digestResearchWhen: weeklyInstall yourself
- Internal knowledge base: answers with sourcesxevol/answer-team-questions-with-sourcesResearchWhen: a questionInstall yourself
- Keep your company facts currentxevol/keep-your-company-facts-currentResearchWhen: monthlyYou approve each revisionInstall yourself
- Market map of a categoryxevol/market-map-of-a-categoryResearchWhen: on requestInstall yourself
- Media list: press and podcasts for your topicxevol/press-and-podcast-list-for-your-topicMarketingWhen: on requestInstall yourself
- Research a company before you reach outxevol/research-a-company-before-you-reach-outSalesWhen: on requestInstall yourself
- Weekly competitor analysis briefxevol/weekly-brief-on-your-competitorsResearchWhen: weeklyInstall yourself
- Approved ad → social postxevol/approved-ad-social-postMarketingWhen: ad approvedYou approve the postSet up with us
- Find 50 companies like your best customer, researchedxevol/find-50-companies-like-your-best-customer-researchedSalesWhen: weeklyYou approve which to keepSet up with us
- Website form → lead → research → you decidexevol/website-form-lead-research-you-decideSalesWhen: form sentYou approve keep or dropSet up with us
- A 15-second product video from your brandxevol/a-15-second-product-video-from-your-brandMarketingWhen: on requestYou approve script, then the videoOn request
- A batch of static ads in every sizexevol/a-batch-of-static-ads-in-every-sizeMarketingWhen: on requestYou approve each adOn request
- A recorded process turned into an SOP checklistxevol/a-recorded-process-turned-into-a-checklistTeamWhen: uploadYou approve the checklistOn request
- A YouTube channel summarized into a notes libraryxevol/a-youtube-channel-turned-into-a-notes-libraryResearchWhen: new videoOn request
- Ad copy in three lengths for every creativexevol/ad-copy-in-three-lengths-for-every-creativeMarketingWhen: new creativeYou approve each copyOn request
- Ad variations from your brand and offerxevol/ad-variations-from-your-brand-and-offerMarketingWhen: on requestYou approve which to keepOn request
- AI receptionist that answers your phone linexevol/ai-answers-your-phone-line-summary-to-your-inboxTeamWhen: a callOn request
- AI resume and cover letter tailored to a rolexevol/cv-and-cover-letter-tailored-to-a-rolePersonalWhen: on requestYou approve the draftOn request
- AI website builder: a local business page from its brandxevol/a-website-for-a-local-business-from-its-brandMarketingWhen: onceYou approve the pageOn request
- Booking and appointment reminders to guestsxevol/booking-reminders-to-guestsOperationsWhen: before a bookingOn request
- Brand kit from your website: claims, proof, colours, fontsxevol/brand-profile-from-your-website-claims-proof-colours-fontsMarketingWhen: onceYou approve the factsOn request
- Budget vs actual, with commentaryxevol/budget-against-actuals-with-commentaryMoneyWhen: monthlyYou approve the commentaryOn request
- Call transcription with the action items pulled outxevol/transcribe-every-call-and-pull-the-action-itemsResearchWhen: uploadOn request
- Client onboarding and project kickoff checklistxevol/client-project-kickoff-checklistSalesWhen: deal wonOn request
- Client satisfaction survey after every project, summarizedxevol/survey-after-every-project-summarizedMarketingWhen: project endsOn request
- Company data enrichment: logo, industry, size, socialsxevol/fill-in-every-new-company-logo-industry-size-socialsSalesWhen: new companyOn request
- Competitor monitoring: what they posted this weekxevol/competitor-watch-what-they-posted-this-weekMarketingWhen: weeklyOn request
- Customer testimonials collected, quotes ready for postsxevol/testimonials-collected-quotes-ready-for-postsMarketingWhen: monthlyYou approve each quoteOn request
- Daily briefing email with everything waiting for youxevol/one-email-each-morning-with-everything-waiting-for-youTeamWhen: dailyOn request
- Daily sales report for the ownerxevol/daily-sales-summary-for-the-ownerOperationsWhen: dailyOn request
- Data room and due diligence checklist for a raisexevol/data-room-checklist-for-a-raiseMoneyWhen: on requestOn request
- Draft first outreach for every new leadxevol/draft-first-outreach-for-every-new-leadSalesWhen: new leadYou approve each draftOn request
- End-of-day close checked: till against paymentsxevol/end-of-day-close-checked-till-against-paymentsOperationsWhen: dailyOn request
- Event ticket sales reportxevol/event-ticket-sales-reportOperationsWhen: dailyOn request
- Find and compare suppliers for a needxevol/compare-suppliers-for-a-needOperationsWhen: on requestYou approve the choiceOn request
- Find investors who fit your roundxevol/investors-who-fit-your-roundMoneyWhen: on requestYou approve each targetOn request
- Find the right person at a target company, with their LinkedInxevol/find-the-right-person-at-a-target-company-with-their-linkediSalesWhen: new companyYou approve the matchOn request
- Follow-up reminder on deals with no response for 14 daysxevol/nudge-on-deals-quiet-for-14-daysSalesWhen: dailyOn request
- Founder scouting and deal sourcing for investorsxevol/founder-scouting-for-investorsResearchWhen: weeklyYou approve shortlistOn request
- Full tender package pulled and requirements summarizedxevol/full-tender-package-pulled-and-requirements-summarizedSalesWhen: tender pickedOn request
- Government tenders that match you, sorted bid or skipxevol/new-tenders-that-match-you-sorted-bid-or-skipSalesWhen: MondayYou approve bid or skipOn request
- Group company filings duexevol/group-company-filings-dueMoneyWhen: monthlyOn request
- Import a list (CSV) and research every rowxevol/import-a-list-csv-and-research-every-rowSalesWhen: uploadYou approve which to keepOn request
- Interview preparation from the company's historyxevol/interview-prep-from-the-company-s-historyPersonalWhen: on requestOn request
- Investment memo for a companyxevol/investment-memo-for-a-companyResearchWhen: on requestYou approve the memoOn request
- Investor outreach draftsxevol/investor-outreach-draftsMoneyWhen: new targetYou approve each draftOn request
- Investor updatexevol/investor-updateMoneyWhen: monthlyYou approve the updateOn request
- Job matches each morning with application draftsxevol/job-matches-each-morning-with-application-draftsPersonalWhen: dailyYou approve each applicationOn request
- Keep brand facts currentxevol/keep-brand-facts-currentMarketingWhen: monthlyYou approve each changeOn request
- Launch kit: post, newsletter and ad togetherxevol/launch-kit-post-newsletter-and-ad-togetherMarketingWhen: on requestYou approve each pieceOn request
- Learn from replies which angles workxevol/learn-from-replies-which-angles-workSalesWhen: weeklyYou approve proposed changesOn request
- Loan and payment due remindersxevol/loan-and-payment-due-remindersMoneyWhen: weeklyOn request
- Low stock → supplier order draftedxevol/low-stock-supplier-order-draftedOperationsWhen: low stockYou approve the orderOn request
- Missed call → lead created and follow-up draftedxevol/missed-call-lead-created-and-follow-up-draftedTeamWhen: a callYou approve the follow-upOn request
- Monthly business review packet for each clientxevol/monthly-client-review-packetSalesWhen: monthlyYou approve the packetOn request
- Monthly newsletter from what you publishedxevol/monthly-newsletter-from-what-you-publishedMarketingWhen: monthlyYou approve the campaignOn request
- Monthly social media report: what worked on your accountsxevol/what-worked-on-your-own-accounts-monthlyMarketingWhen: monthlyOn request
- New hire onboarding checklistxevol/new-hire-onboarding-checklistTeamWhen: invitationOn request
- Newsletter → five postsxevol/newsletter-five-postsMarketingWhen: campaign sentYou approve each postOn request
- Notice job changes of your contacts and update themxevol/notice-job-changes-of-your-contacts-and-update-themSalesWhen: monthlyYou approve each changeOn request
- One-page offer sheet or proposal from your offerxevol/one-page-offer-sheet-or-proposal-from-your-offerSalesWhen: on requestYou approve the draftOn request
- Phone answers kept in line with your Knowledgexevol/phone-answers-kept-in-line-with-your-knowledgeTeamWhen: monthlyYou approve each changeOn request
- Portfolio monitoringxevol/portfolio-monitoringResearchWhen: weeklyOn request
- Product pictures and voice-over for a launchxevol/product-pictures-and-voice-over-for-a-launchMarketingWhen: on requestYou approve each assetOn request
- Property valuations duexevol/property-valuations-dueMoneyWhen: monthlyOn request
- Questions nobody could answer, listedxevol/questions-nobody-could-answer-listedResearchWhen: weeklyOn request
- Re-engagement emails for subscribers who stopped openingxevol/win-back-subscribers-who-stopped-openingMarketingWhen: monthlyYou approve the campaignOn request
- Recipe cost check when a supplier price changesxevol/recipe-cost-check-when-a-supplier-price-changesOperationsWhen: price changeOn request
- Refunds, voids and other exceptions flaggedxevol/refunds-voids-and-other-exceptions-flaggedOperationsWhen: dailyOn request
- Renewal reminder 60 days before the end datexevol/renewal-reminder-60-days-before-the-end-dateSalesWhen: dailyOn request
- Reply drafts for guest reviewsxevol/reply-drafts-for-guest-reviewsOperationsWhen: new reviewYou approve each replyOn request
- Review requests to happy customersxevol/review-requests-to-happy-customersMarketingWhen: project endsYou approve the messageOn request
- Run an experiment and keep a decision logxevol/run-an-experiment-and-record-the-decisionMarketingWhen: on requestYou approve the decisionOn request
- Staff hours and labour costxevol/staff-hours-and-labour-costOperationsWhen: weeklyOn request
- Staff scheduling: shift gaps flaggedxevol/shift-gaps-flaggedOperationsWhen: dailyOn request
- Summarize a long PDF or report, with the key numbersxevol/long-pdf-or-report-summary-and-key-numbersResearchWhen: uploadOn request
- Telegram saves → weekly digestxevol/telegram-saves-weekly-digestResearchWhen: weeklyOn request
- Tender deadline remindersxevol/tender-deadline-remindersSalesWhen: dailyOn request
- Travel and time-zone logxevol/travel-and-time-zone-logPersonalWhen: dailyOn request
- Value proposition: your offer, audiences, angles and proofxevol/write-your-offer-audiences-angles-proofSalesWhen: on requestYou approve each revisionOn request
- Variance analysis: plan against actuals, explainedxevol/a-variance-explainedMoneyWhen: new actualsYou approve the explanationOn request
- Video or article you save → notes → a postxevol/video-or-article-you-save-notes-a-postMarketingWhen: on saveYou approve the postOn request
- Weekly pipeline review summaryxevol/weekly-pipeline-summarySalesWhen: MondayOn request
- Weekly report of what the Agents didxevol/weekly-report-of-what-the-agents-didTeamWhen: weeklyOn request
- Weekly restaurant reorder list from sales and recipesxevol/weekly-reorder-list-from-sales-and-recipesOperationsWhen: weeklyYou approve the listOn request
- Welcome email sequence for new subscribersxevol/welcome-sequence-for-new-subscribersMarketingWhen: sign-upYou approve the sequence onceOn request
- Win back regulars who stopped comingxevol/win-back-regulars-who-stopped-comingOperationsWhen: monthlyYou approve the messageOn request
- Win-loss analysis note when a deal closesxevol/win-loss-note-when-a-deal-closesSalesWhen: deal closedYou approve the noteOn request