Automations.
Reports and drafts for your store, accounting, customers, inbox, and team. Each automation shows the steps it follows and an example report.
Store
Find products likely to run out before a reorder arrives
Stock levels and daily sales, ranked by days of stock remaining.
Find products with low or negative margins
Product margins after costs, discounts, and returns.
Explain this week's store results
Sales, orders, average order value, and conversion compared with last week.
Find repeat customers who have stopped buying
Customers who have gone longer than usual without an order.
Review the cost of discount codes
Code usage, discounts given, and estimated additional revenue.
Find overdue unshipped orders
Paid orders waiting longer than your usual fulfillment time.
Compare product return rates
Products with the most returns and the reasons customers give.
Draft reorders for products running low
An email per supplier, with quantities and requested delivery dates.
Draft a weekly store update for team chat
Sales, orders, and bestsellers in a message for your approval.
Compare a forwarded supplier quote with past prices
Prices, delivery times, and terms compared with similar past quotes and invoices.
Check store changes after each sync
Changes in orders, refunds, product sales, and stock levels.
Money
Draft reminders for overdue invoices
Unpaid invoices grouped by age, with reminders for your approval.
Show our cash and what's due in the next 30 days
Bank balances, expected payments, and upcoming bills.
Find bills that need paying soon
Overdue bills and bills due this week, with payment status.
Compare this month's finances with last month
Changes in revenue, costs, and margin, explained using transactions.
Match store payouts to accounting deposits
Matched payments, differences, and entries that may need correcting.
Track upcoming contract renewals
Renewal dates, costs, and deadlines to give notice in the next 60 days.
Review subscriptions we may no longer need
Recurring costs and possible duplicates to check before canceling.
Draft the investor update
Revenue, cash, progress, and problems, ready for your review.
Prepare the financial report for a board meeting
Revenue, margin, cash, and store results, with explanations of changes.
Check a forwarded invoice against our records
Duplicate invoices, previous payments, price differences, and payment terms.
Check accounting changes after each sync
New overdue invoices, unusual transactions, balance changes, and bills due soon.
Customers
Summarize this month's customer complaints
Common support issues, the products involved, and changes since last month.
Draft replies to the oldest unanswered tickets
Replies to customers waiting longest, ready for your approval.
Summarize product feedback from support tickets
Quality issues, feature requests, and praise, grouped by product.
Find late shipments with no customer update
Delivery problems where neither side has contacted the other.
Find popular products with frequent complaints
High-selling products with an unusually large share of support tickets.
Update company notes after each meeting
Attendees, discussion, agreements, and next steps on each company page.
Investigate a forwarded customer complaint
Order and support history, related complaints, and a draft reply for approval.
Marketing
Compare revenue from email campaigns
Campaigns ranked by attributed revenue, with orders and revenue per recipient.
Find where visitors leave the site before buying
Pages and checkout steps with high drop-off rates, by device and channel.
Find subscriber groups we have not emailed recently
Active subscribers missing recent emails, with suggestions for what to send.
Write the weekly marketing report
Traffic, sales, and campaign results compared with last week.
Collect customer quotes from calls
Quotes about customer problems, your product, and alternatives, grouped by theme.
Inbox
Find emails I need to reply to
Unanswered emails, starting with those waiting longest.
Sort unsolicited sales and recruiting emails
Label unsolicited emails and draft replies for your approval.
Catch me up on email while I was away
Updates, decisions, and requests received while you were away.
Draft replies to overdue emails
Draft replies in your usual tone for you to review.
Find supplier requests that need a follow-up
Deliveries, quotes, and fixes with no follow-up.
Turn an email thread into a task list
Tasks from a thread, with owners, dates, and next steps.
Prepare my morning briefing
Important overnight emails, today's meetings, and commitments due.
Check what needs attention before tomorrow
Approvals, replies, and meeting preparation that cannot wait.
Find commitments I still need to complete
Promises from sent email, checked for signs of completion.
Calendar
Brief me on tomorrow's meetings
Attendees, meeting topics, and recent emails with each person.
Check next week's calendar
Scheduling conflicts, missing breaks, and time needed to prepare.
Find a time for a group to meet
Suggested times based on available calendars, with a draft invite.
Research the people I'm meeting this week
Roles, companies, and past contact with people outside your organization.
Help me plan the week
Commitments, free time, preparation, and unfinished work.
Check today's and tomorrow's calendar
Overlaps, unanswered invites, missing video links, and time between meetings.
Draft follow-up emails after each meeting
Draft emails for the commitments you made, ready for approval.
List action items from each meeting
Tasks, owners, and due dates from the transcript, along with decisions.
Keep a decision log from my meetings
Decisions, who made them, and their dates in one log.
Draft a task summary for each meeting attendee
A message per person with their tasks and due dates, ready for approval.
Prepare me for external meetings
Attendees, previous contact, open commitments, and suggested topics.
Draft rescheduling requests for calendar conflicts
Suggested alternatives and a draft message when a calendar change causes a conflict.
Team
Draft my weekly team update
Completed work, work in progress, and blockers from this week's activity.
Catch me up on team chat
Decisions, mentions, and unanswered requests since your last visit.
Find unanswered questions in team chat
Questions from the past week, with who asked and when.
Log this week's team decisions
Decisions from team chat, with dates, sources, and follow-up tasks.
Follow up on delegated tasks
Tasks with no response, with draft follow-ups for each person.
Report progress against our goals
Progress on each goal, with evidence and any delays.
Prepare me for my one-on-ones
Open items from last time, recent work, and topics to discuss.
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