For Sales.
CRM hygiene, prospect research, pipeline updates.
16 routines
LinkedIn Post from Content Calendar
Draft and post LinkedIn content from a "Content Calendar" Google Sheet.
Blog Post to Social Media Drafts
Turn the latest Google Doc blog draft into Twitter and LinkedIn posts.
Track MKBHD, Linus & Verge on YouTube
Track new videos from MKBHD, Linus Tech Tips, and The Verge weekly.
Senior Software Engineer Job Tracker
Scan LinkedIn and Indeed daily for Senior Software Engineer roles in San Francisco.
Denver Home Listing Tracker
Monitor Zillow and Redfin daily for new homes in Denver under $600K with 3+ bedrooms.
HubSpot Lead Enrichment & Scoring
Enrich new HubSpot leads with LinkedIn data and score them by company size and title.
HubSpot Deal Pipeline Report
Weekly pipeline snapshot from HubSpot.
Sales Follow-Up Reminder
Remind sales reps to follow up on stale HubSpot deals via Slack DM.
Customer Onboarding Checklist
Create onboarding checklists in Notion for new "Closed Won" HubSpot deals.
Calendly Meeting Follow-Up
Send personalized follow-up email drafts after Calendly meetings.
Salesforce Pipeline Digest
Daily Salesforce pipeline snapshot.
Salesforce Lead to Mailchimp Sync
Add new Salesforce leads to the "Nurture Leads" Mailchimp audience automatically.
Calendly Booking to HubSpot Contact
New Calendly bookings automatically create or update HubSpot contacts.
DocuSign Signed to Drive
When a DocuSign envelope is fully signed, save the PDF to the "Signed Contracts" Drive folder.
DocuSign Pending Signature Nudge
Draft polite reminders for DocuSign envelopes awaiting signature for 3+ days.
LinkedIn Connection Requests Summary
Log into LinkedIn weekly, scan pending connection requests, and summarize them with quick recommendations.
More role collections
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