Start from a Template
Discover and import ready-to-use automation templates, then connect them to AI agents and run in minutes.
All Templates
199+ pre-built automation templates to help you get started quickly
Categories
Showing 12 of 199 templates
Bank Reconciliation
Takes the payments and receipts the ERP could not reconcile and confirms each one against the real bank statement. It pulls the ERP's flagged paid-bill exceptions and open invoices awaiting cash, then signs in to the bank, searches the operating account by reference and reads what actually settled - quantifying the four ways money and ledger drift apart: a missing payment, a transposed amount, a double payment and unapplied cash. Writes a reconciliation CSV. The story is evidence: the ledger raises the question, the bank statement answers it, and every discrepancy comes out with a number attached.
Logistics Exception Center
Builds one worklist of every active delivery exception from the carrier, then dedupes it against the systems that may already be handling it - the mailbox that was notified, and the help desk where a ticket may already exist. Joining the three on the tracking number tells the robot which exceptions were mailed, which already have a ticket, and which nobody has picked up yet. Writes a consolidated exception CSV. The story is consolidation: three systems each hold part of the picture, and the robot joins them so a stuck shipment is neither missed nor double-worked.
Monday Morning Briefing
One robot, every system, the whole week's work on a single page. It signs in to the CRM, the mailbox, the ERP, the carrier and the help desk in turn, reads the one number that matters from each - duplicate contacts, invoices to post, ledger exceptions, stuck shipments and refund requests - and writes a consolidated briefing with a total across all five. The story is reach: the back-office queues a team would open one browser tab at a time, gathered into one report before anyone has had coffee.
Bulk Shipment Tracking Sweep
Checks 200 shipment tracking numbers on a public carrier tracker using eight parallel workers pulling from a shared in-memory queue. Reads the tracking list straight from the carrier's bulk page, scrapes status, latest event and ETA for each shipment, and writes a full status CSV plus an exceptions-only CSV covering customs holds, failed deliveries and delays. No login required.
Clinic Eligibility Morning Run
Verifies insurance for every appointment on a clinic's eligibility worklist, running the payer checks on nine parallel browsers instead of one at a time. Signs in, reads the worklist, fans out into workers that each claim an appointment from a shared queue, click its eligibility check and read the coverage answer. Writes a full status CSV plus a coverage-problems CSV listing the lapsed and not-covered patients the front desk has to chase.
CRM Duplicate Cleanup
Cleans up a CRM by merging duplicate contacts - the same person entered twice under name variants like Bob and Robert. Signs in, switches the contact list to its duplicates view, and merges the first remaining pair until none are left, keeping the primary record and folding each variant into it. Writes a before-and-after report. The "your CRM cleaned itself while you slept" demo.
Denial Worklist Triage
Works a clinic's denied insurance claims, choosing a different action for each denial code: fix and resubmit the ones missing a field the chart already has, write off what the payer will never cover, void duplicates of already-paid claims, and escalate the ones that need a human to call the payer. Waits for the resubmitted claims to be re-adjudicated, then reads each claim's real status back off the table and writes denial-actions.csv.
E-Invoice Portal Harvest
Downloads every e-invoice for a tax period from a government portal and builds an index spreadsheet of what was collected. Signs in with a one-time code, walks the paged register until the portal says there are no more pages, then opens each document to read its government reference number and pull down both the XML and the PDF. Every download is gated behind a confirmation dialog and an "I am not a robot" checkbox.
Friday Payment Run
Prepares a weekly vendor payment run in the ERP. Signs in, proposes every bill due within seven days and confirms the run, then separately opens the bills list, filters to the blocked bills the run left out, and reports each one with the reason it is on hold - a pending goods receipt, a quantity or price mismatch against the purchase order, or a missing PO reference. Writes a CSV of what will be paid and what will not.
Invoice Inbox to Ledger
Reads vendor-invoice e-mails out of the mailbox and posts each one as a bill in the ERP. It reads the vendor, reference, gross and purchase-order number from each message, derives the net, and keys a new bill - handling the two controls that fire mid-batch: a duplicate reference (cancelled rather than paid twice) and a failed 3-way match against the purchase order (posted but blocked). Writes a posting report. The story is straight-through processing with judgment: the clean invoices post themselves, and the two that should not go through are caught and reported.
Leave Request Policing
Processes the pending leave requests in an HR system by policy: approves the ones that are clean and denies the ones that break a rule - an insufficient balance, an overlap with a teammate already off, or a request inside the month-end blackout - writing the reason into the required comment box. Brings only the edge cases to a human. Writes a decision CSV.
Payroll Validation Gate
Checks a month's payroll before it is posted. Signs in, opens the draft run, reads the register and refuses to finalize when a row is missing its cost centre, then confirms the register's net total matches the salary debit in the operating account. Writes a check report. The story is judgment: the robot stops on bad data rather than posting it, and proves one number agrees across the HR system and the bank.