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Google Docs automation templates

The agent writes reports, briefs and drafts into a new Google Doc, and reads the docs you name to check or update them.

  • 59 templates
  • 7 run as routines
  • Sign-in from your vault

Templates that use Google Docs

  • ResearchOdyssey

    Research a topic into a cited report

    Many sources, compared, in one report with a citation for each claim.

    You start it: When you start it
    • Google Scholar
    • Wikipedia
    • Google Docs

  • ResearchOdyssey

    Write a literature review on a research question

    Recent studies grouped by theme, what they agree on, where the evidence is weak, and a full reference list.

    You start it: When you start it
    • Google Scholar
    • Semantic Scholar
    • PubMed
    • +1 more: Google Docs

  • Research

    Fact-check the claims in a draft

    Each claim marked true, false, partly true or unclear, with a primary source and the correct version.

    You start it: When you start it
    • Google Docs
    • Wikipedia
    • Any government site
    • +1 more: Google Scholar

  • Research

    Summarize a long PDF on one page

    The main points, the numbers and deadlines that matter, and the actions for you, with page numbers.

    You start it: When you start it
    • Any website
    • Google Docs

  • Research

    Analyze a company's 10-K annual report

    Revenue, margins, cash, new risks and what changed from last year, with the section for each fact.

    You start it: When you start it
    • SEC EDGAR
    • Google Docs

  • Research

    Find the rules that apply to your business

    Licenses, permits, registrations and product rules in the order to do them, with an official link for each.

    You start it: When you start it
    • Any government site
    • Google Docs

  • ResearchOdyssey

    Do due diligence on a startup before you invest

    Team, product, traction, competitors and red flags, and each claim in the pitch deck checked.

    You start it: When you start it
    • Crunchbase
    • LinkedIn
    • G2
    • +1 more: Google Docs

  • Research

    Summarize a long video or talk

    The main points with time stamps, the numbers and tools named, and the quotes worth keeping.

    You start it: When you start it
    • YouTube
    • Google Docs

  • Research

    Check the citations in a paper or essay

    Each reference checked: it exists, its details are correct, and it says what the text claims.

    You start it: When you start it
    • Google Scholar
    • Google Docs

  • ResearchOdyssey

    Get up to speed on a new industry

    How the industry makes money, the main players, the rules, the current changes and a glossary.

    You start it: When you start it
    • Wikipedia
    • Google News
    • Google Docs

  • Sales

    Write an account plan for a target company

    The company's priorities, its buying team, the tools it uses now and 3 ways in, from public sources.

    You start it: When you start it
    • LinkedIn
    • Google News
    • Google Docs

  • SalesAsks first

    Update your CRM after a sales call

    Stage, close date, amount, next step, tasks and new contacts from your call, saved to the deal after your OK.

    You start it: When you start it
    • HubSpot
    • Google Docs

  • Sales

    Write a sales proposal from your call notes

    A proposal in your own template with the client's goals, scope, timeline and price, ready to edit.

    You start it: When you start it
    • Google Docs
    • Pipedrive

  • Sales

    Build a battlecard against a competitor

    Where you win and lose, their prices, and answers to the objections your reps hear most.

    You start it: When you start it
    • G2
    • Reddit
    • Google Docs

  • Sales

    Plan a product demo for a prospect

    A demo script built on the prospect's own problems, with screens, sample data and questions.

    You start it: When you start it
    • HubSpot
    • Google Docs

  • Sales

    Prepare a quarterly business review for a client

    Usage, results against the client's goals, support history and goals for next quarter, in one review doc.

    You start it: When you start it
    • Salesforce
    • Any admin panel
    • Zendesk
    • +1 more: Google Docs

  • Sales

    Write a mutual action plan for a deal

    Each step to a signed contract and go-live, with owners on both sides and dates, ready to share.

    You start it: When you start it
    • Salesforce
    • Google Docs

  • Marketing

    Write an SEO brief for a blog post

    Search intent, target length, an outline, the questions to answer and what the top results miss.

    You start it: When you start it
    • Any website
    • Reddit
    • Google Docs

  • Marketing

    Study competitor ads for creative ideas

    The hooks, offers and formats that competitors run longest, with examples and ideas for your own ads.

    You start it: When you start it
    • Meta Ad Library
    • Google Docs

  • Marketing

    Compare how competitors position their product

    Each competitor's audience, main promise, proof and price level side by side, with the positions still open.

    You start it: When you start it
    • Any website
    • G2
    • Google Docs

  • Marketing

    Prepare a Product Hunt launch

    Taglines, description, gallery plan, first comment, answers to likely questions and a launch-day plan.

    You start it: When you start it
    • Product Hunt
    • Google Docs

  • MarketingAsks first

    Publish an event on Eventbrite and Meetup

    The same title, time, venue, text and tickets on both sites, checked and published after your OK.

    You start it: When you start it
    • Eventbrite
    • Meetup
    • Google Docs

  • Marketing

    Review a landing page for conversions

    What stops visitors from acting on the page, and up to 12 changes to test, the largest effect first.

    You start it: When you start it
    • PageSpeed Insights
    • Any website
    • Google Docs

  • Marketing

    Send a monthly marketing report

    Traffic, sales, search and e-mail numbers by channel, against last month and last year, with 3 actions.

    On a schedule: On the 1st of each month at 8:00
    • Google Analytics
    • Google Search Console
    • Mailchimp
    • +1 more: Google Docs

  • OpsAsks first

    Send a recap and action items after each meeting

    Decisions, owners and due dates from the meeting transcript, in a draft e-mail to the guests.

    On an event: When a meeting with a transcript ends
    • Google Calendar
    • Google Meet
    • Google Docs
    • +1 more: Gmail

  • Ops

    Write a weekly project status report

    Done, in progress, late and blocked work from your project tool, added to one status doc.

    On a schedule: Every Friday at 14:00
    • Asana
    • Jira
    • Linear
    • +1 more: Google Docs

  • Ops

    Write an SOP for a task in a web app

    Numbered steps with the exact names of menus and fields, checked in the app, in a Google Doc.

    You start it: When you start it
    • Any admin panel
    • Google Docs

  • OpsAsks first

    Set up accounts for a new employee

    Invites to each tool your team uses, with the same access as a colleague in the same role.

    You start it: When you start it
    • Any admin panel
    • Slack
    • Notion
    • +1 more: Google Docs

  • Ops

    Summarize this week's support tickets

    The top issues by volume, the change against last week and two example tickets for each.

    On a schedule: Every Monday at 8:00
    • Help Scout
    • Google Docs

  • Ops

    Find questions your help center does not answer

    Repeated customer questions with no article, ranked by count, with draft articles for the top three.

    You start it: When you start it
    • Intercom
    • Google Docs

  • OpsAsks first

    Prepare a handover before you go on leave

    Open threads, tasks and meetings for your cover in one doc, and a draft out-of-office reply.

    You start it: When you start it
    • Gmail
    • Google Calendar
    • Asana
    • +1 more: Google Docs

  • FinanceAsks first

    Check team expense claims against your policy

    Each claim checked for limits, receipts and duplicates, with advice to approve or query it.

    On a schedule: Every Wednesday at 10:00
    • Expensify
    • Google Docs

  • Engineering

    Check web pages for accessibility problems

    WCAG 2.2 AA problems on each page, with the element, the rule and a fix, the blockers first.

    You start it: When you start it
    • Any website
    • Google Docs

  • Engineering

    Follow your quickstart guide and report where it breaks

    Each step of your guide tried in the product, with the steps that are wrong, unclear or out of date.

    You start it: When you start it
    • Any website
    • Google Docs

  • Engineering

    Compare staging with production before a release

    Text, layout and console differences page by page, with the ones that look like bugs marked.

    You start it: When you start it
    • Any website
    • Google Docs

  • Engineering

    Check your pages at phone, tablet and desktop sizes

    Layout problems at each screen width, with a screenshot and the element that breaks.

    You start it: When you start it
    • Any website
    • Google Docs

  • Engineering

    Write an incident postmortem from the timeline

    A blameless draft with the timeline, impact, cause and actions, built from chat, monitors and deploys.

    You start it: When you start it
    • Slack
    • Datadog
    • GitHub
    • +1 more: Google Docs

  • Recruiting

    Brief interviewers before each interview

    A one-page brief from the candidate's resume and work samples, with the focus for this round.

    On an event: Two hours before each interview in your calendar
    • Google Calendar
    • Greenhouse
    • GitHub
    • +1 more: Google Docs

  • Recruiting

    Summarize interview feedback for a hiring decision

    All scorecards for one candidate on one page: ratings, evidence for and against, and open questions.

    You start it: When you start it
    • Greenhouse
    • Google Docs

  • RecruitingAsks first

    Draft reference check e-mails and questions

    Questions on the open points from the interviews, and a short e-mail to each referee the candidate gave.

    You start it: When you start it
    • Workable
    • Google Docs
    • Gmail

  • RecruitingAsks first

    Prepare an offer letter and send it for signature

    Your offer template filled with the approved terms and sent for e-signature after you approve it.

    You start it: When you start it
    • Ashby
    • Google Docs
    • DocuSign

  • Recruiting

    Review take-home assignments with your rubric

    Each submission scored against your rubric, with evidence from the code or document for every score.

    You start it: When you start it
    • GitHub
    • Google Docs

  • Recruiting

    Write interview questions and a scorecard for a role

    Questions for each round, with what a strong and a weak answer shows, and a scorecard.

    You start it: When you start it
    • Google Docs

  • Career

    Fit my resume to a job post

    A copy of your resume with the right skills first. No invented facts.

    You start it: When you start it
    • Google Docs

  • Career

    Write a cover letter for a job post

    A short letter that links your real results to the job's main needs, in a Google Doc.

    You start it: When you start it
    • Google Docs

  • Career

    Make a learning plan for the skills you lack

    The skills your target jobs ask for and your resume does not show, with courses and a plan for each week.

    You start it: When you start it
    • LinkedIn
    • Coursera
    • YouTube
    • +1 more: Google Docs

  • CareerAsks first

    Update your LinkedIn to match your resume

    A new headline, About text and job entries drafted from your resume, changed only after you approve.

    You start it: When you start it
    • LinkedIn
    • Google Docs

  • CareerAsks first

    Fill in a job application form from your resume

    Every field of a long application form filled from your documents. It submits after you check it.

    You start it: When you start it
    • Any job board
    • Google Docs
    • Google Drive

  • Personal

    Plan a week of dinners with a shopping list

    Seven dinners that fit your diet and time, with recipe links and one combined list by store section.

    You start it: When you start it
    • Any website
    • Google Docs

  • Personal

    Explain my lab results in plain words

    Each value next to its normal range, what it measures, and questions to ask your doctor.

    You start it: When you start it
    • Any health portal
    • Google Docs

  • PersonalAsks first

    Fill in a government application for my review

    The rules, the fees and the documents, and the online form filled in up to the last step.

    You start it: When you start it
    • Any government site
    • Google Docs

  • Personal

    Check which benefits my family can claim

    The benefits and tax credits that your household may get, with the amount, the rules and how to apply.

    You start it: When you start it
    • Any government site
    • Google Docs

  • Travel

    Plan a day-by-day trip itinerary

    A plan for each day with opening hours, travel times and the tickets to book ahead.

    You start it: When you start it
    • Google Maps
    • Tripadvisor
    • Google Docs

  • Travel

    Check visa and entry rules for a trip

    The visa, passport, transit, health and customs rules for your passport, from official sources only.

    You start it: When you start it
    • Any government site
    • Google Docs

  • Travel

    Make a packing list from the forecast

    A checklist for your dates, weather and plans that also fits the baggage rules of your fare.

    You start it: When you start it
    • Any airline site
    • Google Docs

  • TravelAsks first

    Plan a business trip within the travel policy

    Flights and a hotel that meet the policy and the meeting times, ready to book after your approval.

    You start it: When you start it
    • Google Calendar
    • Google Flights
    • Booking.com
    • +1 more: Google Docs

  • Travel

    Put all my bookings in one trip plan

    Flights, hotels, trains and cars from your e-mail in one timeline, with each code and address.

    You start it: When you start it
    • Gmail
    • Google Docs
    • Google Calendar

  • Travel

    Plan a road trip with stops and charging

    A route in driving days, with charging or fuel stops, hotels and one sight for each day.

    You start it: When you start it
    • Google Maps
    • Booking.com
    • Google Docs

  • Monitoring

    Track new rules from regulators in my field

    New and proposed rules on your topics each week, with what changes, who it affects and the deadlines.

    On a schedule: Every Monday at 8:00
    • Any government site
    • Google Docs

Used with Google Docs

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