Template library
Sales
Support
Finance
Operations
Qualify inbound demo requestsGmail · HubSpot · Slack
Turn a sales call into CRM updatesZoom · HubSpot · Slack
Chase the deals that went quietHubSpot · Slack · Gmail
Chase overdue invoices politelyStripe · Gmail · SlackUse
Invoices into the booksGmail · Sheets · WhatsApp
Read expense receipts into the booksGmail · Sheets · Slack
Monitoring on
Connect apps
StripeNot connectedConnected
GmailNot connectedConnected
SlackNot connectedConnected
Approval before sending
Workflow
Chase overdue invoices politely
Turn on
Running
StripeNot connectedConnected
GmailNot connectedConnected
SlackNot connectedConnected
Who approves
Choose a personMMaya · Finance lead
Where they approve
Choose a channelSlack · #finance