Bot Library Catalogue
Pre-built automations across 8 categories, ready to deploy into your business.
Setup complexity varies by bot and your environment. Some bots use third-party APIs (e.g. AI, SMS, image sourcing) which may incur additional usage-based fees billed directly by the provider. We will outline all expected costs before deployment.
AI Integration
Integrates with Microsoft 365, Google Workspace, Slack, and more
Content Pipeline: Blog, Newsletter, and Social Media
ComprehensiveAn end-to-end content pipeline that generates a weekly blog post, newsletter, and social media posts The system drafts all content, sends a single approval email to the client, and on approval publishes the blog to the client's website, sends the newsletter to their mailing list, and posts to their social media channels. Includes a revision loop for change requests.
- Automated notifications
- AI-powered automation
- Approval workflow
- Scheduled automation
Document Data Extraction to CRM
ComprehensiveExtracts structured data from incoming documents (invoices, forms, compliance docs, contracts, timesheets, receipts) validates the extraction against a confidence threshold, and posts the result to the client's CRM or accounting platform. Low-confidence extractions are routed for human review before posting.
- Automated notifications
- AI-powered automation
- Approval workflow
- CRM integration
Automated Q&A Replies (Availability, Pricing, Status)
ComprehensiveMonitors configured inbound channels for common customer questions about availability, pricing, and job or order status. Questions are classified and answered with high-confidence answers sent automatically and low-confidence or unknown questions escalated to a human.
- Automated notifications
- AI-powered automation
- Approval workflow
- CRM integration
Meeting Transcript to Minutes and Action Items
ComprehensiveTriggered when a meeting recording or transcript is available in Teams or Zoom. The transcript is sent to the Internal participants receive tasks in ; external participants receive their own action items by email only.
- Automated notifications
- AI-powered automation
- Scheduled automation
- Automated reporting
AI-Powered Chat Widget
ComprehensiveProvides a website chat widget backed by the via a. Visitors interact with a generic embedded JavaScript snippet on the client's site.
- Automated notifications
- AI-powered automation
- Automated reporting
- Team chat integration
Document Summariser
ModerateAutomatically summarises documents uploaded to a designated or folder, or received as email attachments. Produces a structured summary (executive summary, key points, action items, and sentiment assessment) and delivers it via file and email.
- Automated notifications
- AI-powered automation
- Automated reporting
- Cloud storage integration
Guided Daily Reflection
ModerateA two-part daily reflection flow. Part 1 sends the client a guided reflection prompt via their preferred channel (email, chat widget, or SMS) and captures their responses.
- Automated notifications
- AI-powered automation
- Scheduled automation
- Automated reporting
Capture Inbox Processing
ComprehensiveProcesses all files in a client's digital capture folder (inbox, clippings, voice notes, freeform notes). Each file is classified by type, enriched with AI-generated tags and summaries, and filed to the appropriate destination folder.
- AI-powered automation
- Approval workflow
- Scheduled automation
- Automated reporting
App Integration
Integrates with Zoho CRM, HubSpot, Salesforce, and more
Form to CRM Integration
LightCaptures form submissions from multiple sources (Microsoft Forms, Typeform, website, Google Forms, Gravity Forms), normalises the data into a consistent contact schema, deduplicates against existing CRM records, creates or updates contacts and deals, and notifies assigned staff. Eliminates manual data entry and ensures every lead reaches the CRM within seconds.
- Automated notifications
- AI-powered automation
- CRM integration
- Auto-publishing
Form to CRM Integration (Advanced)
ModerateExtends the base Form to CRM flow (APP-01) with a configurable lead scoring system, automated routing based on score thresholds, pipeline stage assignment, and optional qualification enhancement. Ensures hot leads receive immediate attention, warm leads are followed up promptly, and cold leads are nurtured automatically, all without manual triage.
- CRM integration
- Lead scoring
- Media handling
- Form data capture
Data Entry Form Application
ModerateProvides a structured data collection form for clients who need more than standard form tools offer. Supports custom field types, complex validation, offline and mobile entry, and automated sync to multiple downstream systems (, CRM, accounting).
- CRM integration
- Form data capture
- Accounting integration
Form Response Processor
ModerateCaptures Microsoft Forms responses into a list with structured field mapping, sends a confirmation email to the submitter, posts a summary to a Teams channel via adaptive card, and optionally creates a Planner task for forms that require follow-up action. Replaces the common pattern of Forms responses being routed to an inbox folder by mail rule with no structured processing, no list capture, and no team visibility.
- Automated notifications
- AI-powered automation
- Automated reporting
- Team chat integration
External Data Sync Engine
ComprehensiveKeeps a list in sync with an external data source by pulling records on a configurable schedule (or in response to an event), transforming them according to a field mapping, and upserting them into the target list. Solves the common small business problem of data living in a legacy system, industry-specific SaaS, or external database that needs to flow into M365 for reporting and dashboards.
- Scheduled automation
- Automated reporting
- Form data capture
Communications
Integrates with Twilio, Microsoft Teams, WhatsApp, and more
Lead and DM Follow-Up (Cold Lead Chasing)
ComprehensiveMonitors configured lead sources for new enquiries and tracks response status. When a lead goes silent for a configurable number of days, the flow generates a personalised follow-up message Leads are scored and qualified on first contact using AI.
- Automated notifications
- AI-powered automation
- Approval workflow
- Scheduled automation
Appointment Reminder and No-Show Follow-Up
ComprehensiveScheduled flow that reads upcoming appointments from the configured booking source, sends personalised reminders at defined intervals before each appointment, detects no-shows by checking for confirmation or attendance after the appointment start time, and sends a follow-up re-engagement message to no-shows. All reminders and no-show events are logged.
- Automated notifications
- AI-powered automation
- Approval workflow
- Scheduled automation
Review and Testimonial Request
ModerateAfter a job or service is marked complete, this flow automatically sends a personalised review request to the client, waits a configurable period, sends a follow-up if no review is received, routes positive reviews to Google Business Profile and the client's website testimonial page, and logs all outcomes to a tracking list.
- Automated notifications
- AI-powered automation
- Approval workflow
- CRM integration
Multi-Platform Notification Hub
ComprehensiveA centralised notification routing engine that receives events from any source (, schedules, email parse, CRM triggers) and routes notifications to the right people on the right channel based on configurable rules stored in a list. Handles delivery confirmation, deduplication, escalation on failure, and optional daily digest batching for low-priority notifications.
- Automated notifications
- AI-powered automation
- Approval workflow
- Scheduled automation
Finance
Integrates with Xero, MYOB, QuickBooks, and more
Payroll Data Automation from Time Logs
ComprehensiveScheduled flow that runs at the end of each pay period. Reads clock-in and clock-out records from the attendance log (sourced from flow 12 or manually entered), calculates hours worked per worker including overtime, generates a payroll summary, sends it for manager approval, and on approval submits timesheets to the configured payroll platform.
- Automated notifications
- AI-powered automation
- Approval workflow
- Scheduled automation
Cash Flow Snapshot
ModerateScheduled flow that connects to the client's accounting platform, pulls current bank balances and receivables/payables aging data, projects the cash position forward over configurable time windows, and alerts the client if the projected balance drops below a threshold. Gives small business owners a clear, regular view of their short-term cash position without logging into accounting software.
- Automated notifications
- AI-powered automation
- Scheduled automation
- Automated reporting
Accounting to Spreadsheet Sync
ModerateScheduled flow that exports financial data from the client's accounting system to a Google Sheet or Excel file in. Supports multiple report types across separate sheets or tabs.
- Automated notifications
- AI-powered automation
- Scheduled automation
- Automated reporting
E-commerce to Accounting Sync
ComprehensiveReads orders and transactions from the client's e-commerce platform, maps products to chart of accounts codes, creates sales invoices or receipts in the accounting system, handles GST and payment reconciliation, and flags discrepancies for manual review. Eliminates the manual process of re-keying e-commerce sales into accounting software.
- Automated notifications
- AI-powered automation
- Approval workflow
- Scheduled automation
Financial Report Extraction and Distribution
ComprehensiveScheduled monthly flow that authenticates to the client's accounting platform, extracts standard financial reports, converts them to formatted PDF and/or XLSX files, optionally generates an AI commentary summarising key movements and anomalies, and distributes the complete report pack via, email, Teams, and client portal. Replaces the manual process of logging into accounting software, running reports, exporting, formatting, and emailing them each month.
- Automated notifications
- AI-powered automation
- Scheduled automation
- Automated reporting
Financial Monthly Report Pack
ComprehensiveWrapper around FIN-05 (Financial Report Extraction and Distribution) that adds a puller mode switch, enabling financial reports to participate in the consolidated monthly report suite (RPT-39). In standalone mode, behaviour is identical to FIN-05: reports are extracted, formatted, and delivered directly to recipients.
- Automated notifications
- Scheduled automation
- Automated reporting
- Form data capture
Job Completion to Invoice
ModerateAutomatically generates and sends an invoice when a job or project is marked as complete in the client's job management tool. Eliminates the delay between finishing work and getting paid, so revenue is captured the same day the job wraps up.
- Automated notifications
- AI-powered automation
- Approval workflow
- CRM integration
Marketing
Integrates with Facebook, Google Business Profile, Mailchimp, and more
Google Review to Website and Social
ComprehensiveMonitors Google Business Profile for new reviews, publishes qualifying positive reviews as testimonials on the client's website and social media, notifies the business owner of all reviews (with different templates for positive and negative), and generates suggested responses for negative reviews Saves staff time on review monitoring and ensures positive reviews are leveraged for marketing promptly.
- Automated notifications
- AI-powered automation
- Approval workflow
- Scheduled automation
Website Content Sync
ModerateKeeps website content synchronised with a designated source of truth ( list, Google Sheet, CRM, or headless CMS). Eliminates manual content updates by detecting changes in the source data and pushing them to the website automatically or staging them for review.
- AI-powered automation
- Approval workflow
- CRM integration
- Spreadsheet integration
Content Marketing and Lead Capture
ComprehensiveAutomates a content-to-conversion pipeline for local service businesses. Turns real customer questions into published social and search content, captures inbound leads generated by that content, and triggers instant personalised follow-up.
- Automated follow-ups
- Auto-publishing
- Form data capture
- Ad platform integration
Payment Received Thank You and Upsell
LightAuto-sends a personalised thank you email when a payment is received, with an optional referral prompt and cross-sell of related services. Turns a routine transaction into a marketing moment that strengthens the client relationship and drives additional revenue.
- Automated notifications
- AI-powered automation
- Approval workflow
- CRM integration
Local SEO Competitor Analysis
ComprehensiveOn-demand competitive analysis flow that audits a client's local SEO position against their top competitors across six dimensions: Google Business Profile reviews, service area page coverage, GBP categories, GBP photos, citation/NAP consistency, and backlink profiles. Each produces a structured spreadsheet with findings and a specific action plan.
- AI-powered automation
- Approval workflow
- Scheduled automation
- Automated reporting
Operations
Integrates with Microsoft 365, SharePoint, Google Workspace, and more
Staff Onboarding
ComprehensiveAutomates M365 account creation, licencing, group membership, folder setup, template distribution, and communications when a new employee record is submitted. Includes a for clients without licencing.
- Automated notifications
- AI-powered automation
- Team chat integration
- Cloud storage integration
Client Onboarding
ModerateTriggered when a new end-client record is added to the Clients list with Status set to Active. Sets up the client workspace (folders, templates), sends communications, and creates the internal task structure to kick off delivery.
- Automated notifications
- AI-powered automation
- Team chat integration
- Cloud storage integration
Client Offboarding
ModerateManages the wind-down of client access, communications, folder archival, and internal records when a client record is updated to Offboarding status. All records are archived, never deleted, with a minimum retention period of years per Australian legal requirements.
- Automated notifications
- AI-powered automation
- Automated reporting
- Team chat integration
Field Worker Time and Attendance via QR Code
ComprehensiveProvides a QR code-based time and attendance system for field workers that requires no app install. Workers scan a site-specific QR code with their phone camera to clock in and out, with late alerts, no-show detection, and a daily attendance digest sent to the manager.
- Automated notifications
- AI-powered automation
- Scheduled automation
- SMS notifications
Spreadsheet Cleaner and Formatter
ModerateAutomatically cleans and standardises spreadsheet data when a file is uploaded to a designated folder or on a recurring schedule. Removes formatting inconsistencies, deduplicates rows, validates required fields, and outputs a cleaned file alongside a validation report.
- Automated notifications
- AI-powered automation
- Approval workflow
- Scheduled automation
Job and Project Status Tracker
ModerateGenerates a regular status report from the client's project management tool, highlighting overdue items, at-risk work, and items without recent updates. Delivered via email and Teams so stakeholders stay informed without logging into the project tool.
- Automated notifications
- AI-powered automation
- Scheduled automation
- Automated reporting
Leave Management Workflow
ComprehensiveAutomates the full leave request lifecycle: submission, balance validation, manager approval, calendar updates, team notification, payroll sync, and conflict detection. Replaces manual email and spreadsheet based leave tracking.
- Automated notifications
- AI-powered automation
- Approval workflow
- Team chat integration
MSP Ticket Automation
ComprehensiveAutomates ticket intake, AI-powered classification, technician routing, SLA monitoring, escalation, and client communication for MSP and IT service desk operations. Reduces manual triage time and prevents SLA breaches.
- Automated notifications
- AI-powered automation
- Scheduled automation
- Automated reporting
Day Start and Day Close
ComprehensiveAutomates the daily planning and closing routine for a sole operator or small team lead. At day start, the flow reads a priorities file, fetches calendar events and task manager items, checks for an overnight reflection note, generates a structured daily plan via, and writes it to a daily note.
- AI-powered automation
- Scheduled automation
- Automated reporting
- Cloud storage integration
Support Portal
ComprehensiveProvides a complete, self-hosted support ticketing system for organisations using Microsoft 365. Monitors a shared mailbox, auto-creates and categorises tickets, routes to team members via round-robin, tracks full conversation threads, and stores everything in.
- Automated notifications
- AI-powered automation
- Automated reporting
- Cloud storage integration
M365 User Onboarding
ComprehensiveAutomates the M365 tenant provisioning steps when a new employee joins: account creation, licence assignment, security group membership, mailbox configuration, email signature, Teams membership, and provisioning. This is the M365-specific companion to OPS-01 (Staff Onboarding), which handles folder setup, template distribution, and welcome communications.
- Automated notifications
- AI-powered automation
- Team chat integration
- Branded templates
M365 User Offboarding
ComprehensiveAutomates the full M365 deprovisioning sequence when an employee leaves: disabling sign-in, converting the mailbox to shared, removing licences, transferring ownership, stripping group and Teams membership, setting an auto-reply, and notifying IT admin with a complete summary. Eliminates manual steps and reduces the risk of orphaned accounts, licence waste, or data loss.
- Automated notifications
- AI-powered automation
- Scheduled automation
- Automated reporting
Planner Board Template Deploy
ModerateEliminates manual Planner board setup by auto-creating a fully populated plan from a template definition whenever a new project or initiative is registered. Ensures every committee, project, or department starts with the correct buckets, tasks, checklists, assignments, and deadlines without anyone having to build it by hand.
- Automated notifications
- AI-powered automation
- Team chat integration
- Cloud storage integration
SharePoint Site Provisioner
ComprehensiveAutomates the provisioning of new sites with standardised structure, permissions, branding, and hub registration when a request is submitted. Eliminates manual site creation and ensures every new department, project, or team site follows the organisation's template and governance standards from day one.
- Automated notifications
- AI-powered automation
- Automated reporting
- Team chat integration
Stale Auto-Reply Monitor
ModerateDetects stale out-of-office auto-replies across all mailboxes in a client's M365 tenant and reports them to the IT admin, with an optional auto-disable action. Prevents embarrassing situations where old auto-replies reference past dates or remain enabled indefinitely after an employee returns.
- AI-powered automation
- Automated reporting
- Ad platform integration
Shared Mailbox Provisioner
ModerateAutomates the provisioning of shared mailboxes in Exchange Online, including delegation, regional configuration, email signature, routing rules, and address book visibility. Eliminates manual setup that is error-prone and time-consuming in tenants with high shared mailbox turnover.
- Automated notifications
- AI-powered automation
- Automated reporting
- Team chat integration
Reporting
Integrates with Google Analytics, Google Business Profile, Facebook, Instagram, Shopify, Mailchimp, LinkedIn, and more
Staff Calendar Availability Report
ComprehensiveScheduled flow that reads calendar events for all staff in a designated group, calculates spare time as gaps between timed events within working hours, excludes all-day events, and produces a per-staff and team summary report. The report is delivered by email, Teams adaptive card, Slack message, and saved as a file to or Google Drive.
- Automated notifications
- AI-powered automation
- Approval workflow
- Scheduled automation
Automated Report Generator
ComprehensiveScheduled flow that pulls data from multiple configurable sources ( spreadsheets, CRM pipeline, accounting system), calculates totals, averages, and period-over-period comparisons, flags threshold breaches, and generates a formatted report delivered by email and Teams with a copy saved to.
- Automated notifications
- AI-powered automation
- Scheduled automation
- CRM integration
Weekly Business Snapshot
ComprehensiveScheduled weekly flow that pulls revenue, pipeline, operations, and calendar utilisation data from the client's core platforms, compares current week to previous week and same week last year, and delivers a styled HTML snapshot email with traffic light indicators and action items.
- Automated notifications
- AI-powered automation
- Scheduled automation
- CRM integration
Staff Hours and Utilisation Report
ModerateScheduled flow that reads timesheet data from the client's time tracking system, calculates billable vs non-billable hours and utilisation percentage per staff member and team, compares to targets, and generates a report that flags underutilised and overloaded staff.
- Automated notifications
- AI-powered automation
- Scheduled automation
- Automated reporting
Workpaper Generator
ComprehensiveAutomated workpaper generation for accounting and professional services clients. Pulls financial data from the client's accounting system, populates Word and Excel templates with period dates, account balances, and variance calculations, and saves completed workpapers to a client folder with preparer notification.
- Automated notifications
- AI-powered automation
- Scheduled automation
- Automated reporting
Web Scraper and Dashboard
ComprehensiveScheduled flow that scrapes configurable web sources for competitor pricing, industry data, regulatory updates, or job board listings, stores extracted data in a list or Google Sheet, generates a dashboard summary, and sends alerts when monitored values change beyond a defined threshold.
- Automated notifications
- AI-powered automation
- Scheduled automation
- Automated reporting
SEO Monitoring and Reporting
ModerateScheduled weekly or monthly flow that pulls SEO performance data from Google Search Console and optionally from SEMrush or Ahrefs, generates a performance report comparing current period to previous, flags ranking drops and new opportunities, and delivers the report by email with a copy saved to.
- Automated notifications
- AI-powered automation
- Scheduled automation
- Automated reporting
Ad Campaign Reporter
ComprehensiveScheduled weekly flow that pulls campaign performance data from Google Ads, Meta Ads (Facebook/Instagram), and optionally LinkedIn Ads, normalises metrics across platforms into a unified report, compares against budget and KPI targets, flags underperforming campaigns, and delivers the report by email with a copy saved to.
- Automated notifications
- AI-powered automation
- Scheduled automation
- Automated reporting
GA4 Weekly Traffic Digest
ModerateWeekly scheduled flow that pulls the past 7 days of website traffic data from Google Analytics 4, compares it to the prior 7-day period, generates a plain-English summary with trends, highlights, and concerns and emails the report to the client with a copy saved to.
- Automated notifications
- AI-powered automation
- Scheduled automation
- Automated reporting
GA4 Traffic Anomaly Alerter
ModerateDaily scheduled flow that pulls key GA4 metrics for the past 24 hours, compares them to the 7-day rolling average, and sends an alert with AI-generated analysis only when one or more metrics deviate beyond a configurable threshold. Silent on quiet days to avoid inbox noise.
- Automated notifications
- AI-powered automation
- Scheduled automation
- Error handling and alerts
GA4 Goal and Conversion Reporter
ModerateWeekly scheduled flow that pulls GA4 conversion event data for a configurable list of events (form submissions, purchases, bookings, phone clicks, etc.), calculates conversion rates by source/medium and landing page, compares to the prior period, and delivers an AI-generated summary focusing on what drove conversions and what underperformed.
- Automated notifications
- AI-powered automation
- Scheduled automation
- Automated reporting
GA4 Landing Page Scorecard
ComprehensiveMonthly scheduled flow that pulls GA4 data for all landing pages over the past 30 days, ranks them by a composite performance score, and generates a scorecard with AI-written improvement suggestions for underperforming pages, delivered by email and saved to.
- Automated notifications
- AI-powered automation
- Approval workflow
- Scheduled automation
GA4 Traffic Spike Notifier
ModerateHourly scheduled flow that checks GA4 session data for the past hour, compares it against the same hour's average over the past 7 days, and triggers an alert when traffic exceeds a configurable multiplier. analyses the source breakdown and assesses whether the spike is organic, paid, or suspicious.
- Automated notifications
- AI-powered automation
- Scheduled automation
- Automated reporting
GA4 Content Performance Ranker
ModerateMonthly scheduled flow that pulls all pages from GA4 with sessions, engagement time, bounce rate, and conversions for the past 30 days, calculates a composite performance score per page, ranks all pages, and emails a report with top 10 and bottom 10 performers along with -generated recommendations.
- Automated notifications
- AI-powered automation
- Scheduled automation
- Automated reporting
GA4 Referral Source Monitor
ModerateWeekly scheduled flow that compares GA4 traffic by source/medium across two consecutive 7-day periods, identifies new traffic sources, significant growth, and significant decline, and emails a focused summary with -generated context and suggested actions. Only notable changes are included: not a full source list.
- Automated notifications
- AI-powered automation
- Scheduled automation
- Automated reporting
GA4 and Search Console SEO Opportunity Finder
ComprehensiveMonthly scheduled flow that combines GA4 landing page data with Google Search Console query data to surface three categories of SEO opportunity: pages ranking but not getting clicks (low CTR), pages with unstable rankings (position variance), and pages within striking distance of page one (positions 4 to 20). generates a prioritised action list with specific recommendations per page.
- Automated notifications
- AI-powered automation
- Scheduled automation
- Automated reporting
Google Business Profile Weekly Digest
ModerateWeekly scheduled flow that pulls the past 7 days of Google Business Profile performance data, compares it to the prior 7-day period, retrieves recent reviews, generates a plain-English summary and emails the report to the client with a copy saved to.
- Automated notifications
- AI-powered automation
- Approval workflow
- Scheduled automation
Google Business Profile Review Alerter
ModerateDaily scheduled flow that checks for new Google reviews via the, sends the client an immediate alert for each new review with the full review text and a -generated suggested reply, and logs all new reviews to a list for response rate tracking.
- Automated notifications
- AI-powered automation
- Approval workflow
- Scheduled automation
Google Business Profile Insights Anomaly Alerter
ModerateWeekly scheduled flow that pulls Google Business Profile performance metrics for the past 7 days, compares them to the 4-week rolling average, flags significant deviations with possible causes and suggested actions and emails an alert to the client only when anomalies are detected.
- Automated notifications
- AI-powered automation
- Scheduled automation
- Error handling and alerts
Facebook Page Weekly Performance Report
ModerateWeekly scheduled flow that pulls the past 7 days of Facebook Page performance data from the Meta, compares it to the prior 7-day period, generates a plain-English summary with content highlights, engagement trends, and audience growth insights and emails the report to the client with a copy saved to.
- Automated notifications
- AI-powered automation
- Scheduled automation
- Automated reporting
Instagram Account Weekly Performance Report
ModerateWeekly scheduled flow that pulls the past 7 days of Instagram Business or Creator account performance data from the Instagram, compares it to the prior 7-day period, generates a plain-English summary covering content performance by type, engagement trends, and follower growth trajectory and emails the report to the client with a copy saved to.
- Automated notifications
- AI-powered automation
- Scheduled automation
- Automated reporting
Meta Ad Campaign Performance Reporter
ComprehensiveWeekly scheduled flow that pulls active campaign performance data from the Meta, compares it to the prior 7-day period, generates a performance analysis produces budget and optimisation recommendations, and flags any campaign spending above a configurable daily budget threshold. The report is emailed to the client and saved to.
- Automated notifications
- AI-powered automation
- Scheduled automation
- Automated reporting
Facebook and Instagram Content Best Time Analyser
ModerateMonthly scheduled flow that retrieves all posts published to a Facebook Page and Instagram Business Account over the past 30 days, analyses engagement patterns by day of week, hour of day, and content type, and generates a content strategy brief with specific scheduling recommendations The brief is emailed to the client and saved to.
- Automated notifications
- AI-powered automation
- Scheduled automation
- Platform integration
Shopify Weekly Sales Digest
ModerateWeekly scheduled flow that pulls the past 7 days of Shopify sales data, compares it to the prior 7-day period, generates a plain-English sales summary emails the report to the client, and saves it to. Gives store owners a concise weekly pulse on what sold, what didn't, and how revenue is trending without needing to log into Shopify.
- Automated notifications
- AI-powered automation
- Scheduled automation
- Automated reporting
Shopify Abandoned Cart Reporter
ModerateDaily scheduled flow that pulls all abandoned checkouts from the past 24 hours via the Shopify, calculates abandonment rate and abandoned value, identifies the most commonly abandoned products, and generates actionable insights Only sends the report if abandoned carts were found in the period. Gives store owners a daily signal on checkout drop-off without manual monitoring.
- Automated notifications
- AI-powered automation
- Scheduled automation
- Automated reporting
Shopify Product Performance Scorecard
ComprehensiveMonthly scheduled flow that pulls 30 days of Shopify sales data, calculates per-product performance across units sold, revenue, return rate, margin (where cost data is available), and inventory days remaining. Ranks products by a composite score, generates a plain-English scorecard slow movers, restock alerts, and seasonal observations, then emails the scorecard to the client and saves it to.
- Automated notifications
- AI-powered automation
- Scheduled automation
- Cloud storage integration
Mailchimp Campaign Performance Reporter
ModerateDelivers two complementary campaign performance reports: a post-send report triggered 48 hours after each campaign is dispatched (with open rate, click rate, bounce rate, and top clicked links), and a weekly summary of all campaigns sent that week with aggregate stats and trends. Both reports include AI-generated analysis comparing performance to the client's historical averages and industry benchmarks
- Automated notifications
- AI-powered automation
- Scheduled automation
- Automated reporting
Mailchimp List Health Monitor
ModerateMonthly scheduled flow that pulls comprehensive audience health data from Mailchimp, analyses subscriber growth, engagement segmentation, and list hygiene, and delivers a plain-English health report with actionable recommendations Flags automated alerts if the unsubscribe rate exceeds the configured threshold or if cleaned contacts reach a concerning level.
- Automated notifications
- AI-powered automation
- Scheduled automation
- Automated reporting
LinkedIn Company Page Performance Report
ComprehensiveMonthly scheduled flow that retrieves the past 30 days of LinkedIn Company Page analytics via the LinkedIn, compares performance to the prior 30-day period, and generates an audience insights report covering page views, follower growth, visitor demographics, and post-level engagement. produces a plain-English narrative answering whether the right audience is engaging, which content is working, and what to focus on in the coming month.
- Automated notifications
- AI-powered automation
- Scheduled automation
- Automated reporting
LinkedIn Post Engagement Analyser
ModerateWeekly scheduled flow that retrieves all company page posts from the past 7 days via the LinkedIn, analyses engagement metrics for each post, identifies the best and worst performers, and sends the data to generate a brief content strategy update with specific recommendations for the following week.
- Automated notifications
- AI-powered automation
- Scheduled automation
- Automated reporting
Google Ads Monthly Report Puller
ModeratePulls monthly Google Ads performance data broken down by campaign, including ad spend, impressions, clicks, CTR, CPC, conversions, conversion rate, ROAS, and cost per conversion. Generates a formatted PDF and/or XLSX report and either delivers it directly to recipients (standalone mode) or stages the report and a sidecar for the monthly report consolidator (feed mode).
- Automated notifications
- AI-powered automation
- Scheduled automation
- Automated reporting
GA4 Monthly Report Puller
ModeratePulls monthly website analytics from Google Analytics 4, covering sessions, users, new users, page views, bounce rate, average session duration, top 10 pages, top 10 traffic sources, conversions, and device breakdown. Generates a formatted report, calculates month-over-month comparisons, and either delivers the report directly to recipients (standalone mode) or stages the report and a sidecar for the monthly report consolidator (feed mode).
- Automated notifications
- Scheduled automation
- Automated reporting
- Auto-publishing
CRM Monthly Report Puller
ComprehensivePulls monthly sales pipeline and deal data from the client's CRM (HubSpot, Pipedrive, or Zoho CRM), calculates key sales metrics for the reporting period, generates a formatted report, and either delivers it directly to recipients (standalone mode) or stages the report and a sidecar for the monthly report consolidator (feed mode). Supports three CRM platforms via a runtime branch controlled by.
- Automated notifications
- Scheduled automation
- CRM integration
- Automated reporting
Social Media Monthly Report Puller
ComprehensivePulls monthly social media performance from Facebook, Instagram, and/or LinkedIn (configurable per client), generates a formatted multi-platform report covering reach, impressions, engagement, follower growth, and top content for each active platform, and either delivers the report directly to recipients (standalone mode) or stages the report files and a sidecar for the monthly report consolidator (feed mode). Supports any combination of the three platforms; platforms not included in are skipped entirely.
- Automated notifications
- Scheduled automation
- Automated reporting
- Auto-publishing
Email Marketing Monthly Report Puller
ModeratePulls monthly email marketing performance from Mailchimp for all campaigns sent in the reporting period. Aggregates open rate, click rate, unsubscribe rate, and bounce rate across all campaigns; calculates total recipients, list growth, and a list health score benchmarked against industry averages; ranks the top five campaigns by engagement; and generates a formatted report.
- Automated notifications
- AI-powered automation
- Scheduled automation
- Automated reporting
Shopify Monthly Report Puller
ModeratePulls monthly e-commerce data from Shopify via the Admin, aggregates total sales, order count, average order value, refunds, top products by revenue and units, sales by channel, new versus returning customers, and abandoned cart metrics. Generates a formatted report via the OpFlow and either delivers it directly to recipients (standalone mode) or stages the report and a sidecar for the monthly report consolidator (feed mode).
- Automated notifications
- Scheduled automation
- Automated reporting
- Form data capture
Monthly Report Consolidator
ComprehensiveCollects output from all active monthly report pullers via their sidecar files saved to a shared staging folder, generates a consolidated monthly business report with optional AI-generated cross-platform commentary, and delivers the complete report pack via email, and Teams. This flow does not connect to any external platform API directly.
- Automated notifications
- AI-powered automation
- Scheduled automation
- Automated reporting
Daily Operations Digest
ModerateScheduled daily flow that collects the day's activity from the client's core platforms, generates a plain-language summary via, and delivers it as a formatted message to Teams, Slack, or email. Gives business owners a single end-of-day view of what happened across their systems without logging into each one.
- Automated notifications
- AI-powered automation
- Scheduled automation
- CRM integration
Weekly Revenue Snapshot
ModerateSends the business owner a concise weekly summary of key business metrics every Monday morning: revenue for the past week, outstanding invoices, new leads, and upcoming appointments. Gives a clear picture of business health without logging into multiple tools.
- Automated notifications
- AI-powered automation
- Scheduled automation
- CRM integration
Sales
Integrates with Zoho CRM, HubSpot, DocuSign, and more
Quote and Proposal Generator
ComprehensiveGenerates tailored proposal documents when a CRM deal reaches the proposal stage or on manual request. Reads deal data from the CRM, produces a branded proposal renders it to PDF, and routes it through an internal review and approval workflow before sending to the client.
- Automated notifications
- AI-powered automation
- Approval workflow
- CRM integration
Quote and Proposal Follow-up
LightAutomatically follows up on sent quotes and proposals that have not received a response. Runs a daily check against the client's CRM or quoting tool, identifies quotes that are ageing without action, and sends a structured sequence of follow-up emails at day 2, day 5, and day 10.
- Automated notifications
- AI-powered automation
- Scheduled automation
- CRM integration
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