Ready-made routines for your agents. Copy one and make it yours.

Every Monday at 8am, read the open deals in HubSpot, total them by stage and owner, and post the summary in the Sales channel in Teams.

Every weekday at 9am, find the deals in negotiation in HubSpot with no contact for 7 days. Draft a follow-up for each one and give the deal owner a task to check it before it goes out.

When the contact form on our website sends a new enquiry, create or update the contact in HubSpot, link it to the company and assign it to the sales owner for that region.

When Shopify reports a new order, create the invoice, file it for DATEV and send the customer an order confirmation.

Every Tuesday at 10am, read this week’s supplier emails in Outlook and update the delivery dates in the order list in Notion. Where a date is missing or overdue, email the supplier and ask for it.

Every day at 5:30pm, read the meeting notes added in Notion today. Turn each action item into a task in the team’s task list, with the owner and due date from the notes. Where either is missing, ask in a comment.

Every Friday at 2pm, check DATEV for invoices older than 14 days and draft reminders.

Every weekday at 8am, collect the new invoices in invoices@, match each one to its order and file it for DATEV. Send me a list of the invoices you couldn’t match.

On the 3rd of every month at 9am, check which receipts for last month are still missing in DATEV. Email everyone who still owes one, and send me the list so the tax advisor gets everything.

Every day at 7:30am, sort the new emails in info@, draft replies to routine questions and flag the ones that need a person.

Every hour on weekdays from 8am to 6pm, tag the new conversations in the Support inbox in Front. Draft replies from our help pages in Notion, and assign everything else to the right teammate.

When an issue labelled customer is closed in GitHub, find the conversations in Front that reported it and draft a reply to each customer saying the problem is fixed.

On the 1st of every month, visit our competitors’ pricing pages and update the comparison table in Notion. Mark what changed.

Every weekday at 8am, look up each company added to HubSpot yesterday on the web, and add its industry, size and a two-sentence summary to the company record.

Every Monday at 7am, search the web for news about our 20 largest customers in HubSpot. Post anything that matters for sales in the Sales channel in Teams, with links.

Every Friday at 4pm, collect the week’s numbers from HubSpot and DATEV and email the management team a one-page summary.

Every weekday at 6:30am, update the KPI workbook in Excel with yesterday’s numbers from HubSpot and DATEV: new deals, orders, revenue and open receivables.

On the 5th of every month at 8am, build last month’s management report in Excel from DATEV and HubSpot: revenue, costs, open receivables and new deals. Share it in the Management channel in Teams.

Every weekday at 7:45am, send me today’s meetings from my Outlook calendar in Teams, with agendas and linked documents. Point out clashes and meetings without a break in between.

Every weekday at 4pm, go through tomorrow’s meetings in my Outlook calendar. Where a meeting has no agenda, email the organiser and ask for one.

When someone asks in a Teams chat to set up a meeting, find a time in Outlook that suits everyone, send the invitation and reply in the chat with the time.

When a new release is published in GitHub, write release notes for customers from its merged pull requests, in plain language. Save them as a draft page under Release notes in Notion.

On the 1st of every month, draft the customer newsletter from last month’s release notes and news pages in Notion. Send me the draft in Outlook to review.

Every day at 6pm, find the help pages in Notion that changed today and update their German versions. Mark each updated page as Needs review.