AI automations for Productivity & Projects
Fewer status meetings, tidier files, tasks that move. Every one starts in watch-only mode and does only as much on its own as you allow.
What can AI automate in productivity and projects?
AI can book meetings without the email back-and-forth, answer questions from your own documents with sources, write meeting notes backed by quotes, draft weekly project status, and name and file documents. All 7 are available now. Each starts in Shadow mode and changes nothing until you approve.
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Automations
12 automations for Productivity & Projects
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Appointment Scheduler
Productivity & Projects
Meetings booked without back-and-forth emails.
Turns a meeting request into a confirmed calendar event with invite and reminders, in the right time zone, and never double-books.
Works with GmailGoogle CalendarOutlook+1 more apps
StandardSchedulingLearn more - Start here
Meeting Notes Assistant
Productivity & Projects
Clear meeting notes, every claim backed by a quote.
Sends attendees decisions, action items, risks and open questions after each meeting, each backed by a quote and timestamp, with owners only when named.
Works with GmailGoogle CalendarGoogle Meet+5 more apps
Review for important actionsVoice & mediaLearn more - Start here
Project Status Reporter
Productivity & Projects
Weekly project status, drafted from your task tool.
Builds each project's weekly status from Jira, Asana or ClickUp, with rule-based red/amber/green, asks owners to confirm unclear items, and drafts it for the PM.
Works with AsanaClickUpConfluence+5 more apps
StandardReports & insightsLearn more - Start here
Knowledge Base Assistant
Productivity & Projects
Answers from your own documents, with sources.
Staff ask in Slack or Teams and get answers from approved company documents in seconds, with source links. It says "I don't know" when unsure.
Works with Google DriveMicrosoft TeamsSharePoint+1 more apps
Review for important actionsKnowledge & answersLearn more Document Classifier
Productivity & Projects
Every file named, tagged and filed.
Reads each new file in your inbox folder, tags its type, date, parties and deadlines, gives it a standard name and moves it.
Works with AsanaDropboxGoogle Calendar+5 more apps
StandardDocument reading & checkingLearn moreTask Automation
Productivity & Projects
Business events become the right task, once.
Turns events like "deal won" or "urgent ticket" into tasks from approved templates, with owner, due date and checklist set by rule and no duplicates.
Works with AsanaClickUpGoogle Forms+5 more apps
StandardData sync between appsLearn more- Book a demo
Not sure which fits?
Tell us the apps you use and the job that takes up your week. We will suggest where to start.
File Organizer
Productivity & Projects
Every file named well and filed right.
Files dropped into an inbox folder get a clear name and move to the right approved folder. Duplicates are flagged and every move can be undone.
Works with DropboxGoogle DriveOneDrive+1 more apps
Review for important actionsData sync between appsLearn more
Also useful for Productivity & Projects
Customer Onboarding
Customer Support & Success
Every new customer onboarded, no quiet stalls.
When a deal is signed, it sets up the onboarding project, drafts the welcome, nudges for missing items and flags stalls early.
Works with AsanaClickUpDocuSign+5 more apps
Review for important actionsOutbound follow-upsLearn moreInterview Scheduler
HR & Recruiting
Interviews booked without the email back-and-forth.
When a candidate reaches an interview stage, they get time options in their own time zone, book with one click, and every interviewer gets an invite.
Works with GmailGoogle CalendarGoogle Meet+7 more apps
StandardSchedulingLearn moreTimesheet Collector
Finance & Accounting
On-time timesheets, without the Friday chase.
Reminds people with missing timesheets, checks every entry by rule, sends managers a short exceptions summary, and exports only approved hours.
Works with ClockifyGoogle DriveHarvest+2 more apps
Review for important actionsOutbound follow-upsLearn moreTranscription Automation
Voice & Media
Recordings become clean, labelled transcripts.
Turns uploaded audio and video into timestamped, speaker-separated transcripts and optional summaries in your folder, and deletes the temporary copies.
Works with AssemblyAIDeepgramGoogle Drive+3 more apps
Review for important actionsVoice & mediaLearn moreClient Communication Hub
Customer Support & Success
Every client message owned, every update approved.
Collects client messages from email, WhatsApp, Slack and portal, assigns each to the right client, drafts replies and weekly status updates for approval.
Works with AsanaGmailSlack+1 more apps
Review for important actionsInbound sorting & routingLearn more
Questions about AI for Productivity & Projects
FAQStart with one Productivity & Projects job
Tell us your apps and the task that takes the most time. We will show the automation in watch-only mode on your own data.