Operations templates for a browser agent
Templates for the inbox, the calendar, support tickets, admin portals and the tools your team shares.
For operations leads, executive assistants, support teams and founders.
- 30 templates
- 17 run as routines
- 14 ask before they send or pay
Apps in these templates
All ops templates
Sort my inbox every morning
A label on each new e-mail, and a short list of what needs a reply.
On a schedule: Every weekday at 7:30- Gmail
Asks first
Follow up on e-mail with no reply
A polite follow-up in each thread. Nothing goes out before you approve it.
On a schedule: Every weekday at 16:00- Gmail
Asks first
Draft replies to new support tickets
An answer from your help center, with links, as an internal note.
On an event: When a new ticket arrives in Zendesk- Zendesk
- Notion
Asks first
Answer questions in a Slack channel
An answer from your wiki in the thread, with the sources.
On an event: When someone asks a question in the channel- SSlack
- Notion
Collect last month's invoices
The vault signs in to each account. All PDFs go to one folder.
On a schedule: On the 1st of each month at 9:00- Gmail
- Google Drive
Asks first
Find a meeting time and reply with options
Three free times from your calendar in a draft reply to each meeting request. You approve each reply.
On an event: When an e-mail asks you for a meeting- Gmail
- Google Calendar
Send me my agenda and tasks every morning
Today's meetings with their links and documents, and the tasks that are due, in one e-mail.
On a schedule: Every weekday at 7:00- Google Calendar
- Asana
- Gmail
Asks first
Accept or decline meeting invitations by your rules
A suggested answer and a reason for each new invitation, with a short note for each decline.
On an event: When a new meeting invitation arrives- Google Calendar
- Gmail
Asks 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
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
Turn e-mail requests into tasks
A task with a due date and a link to the e-mail for each new request that needs work from you.
On an event: When an e-mail with a request arrives- Gmail
- ClickUp
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
Find outdated pages in your team wiki
Pages with no edit for a long time, broken links and old tool names, with the owner of each page.
You start it: When you start it- Notion
- Confluence
- Google Sheets
Asks 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
- SSlack
- Notion
- +1 more: Google Docs
Asks first
Remove a former employee's access to your tools
Every account the person still has, closed after your approval, with their files moved to a new owner.
You start it: When you start it- Any admin panel
- Google Drive
- SSlack
- +1 more: GitHub
Review who has access to your company tools
Every user of each tool compared with your staff list, with former staff, admins and unused seats marked.
You start it: When you start it- Any admin panel
- Google Sheets
List renewal dates from your vendor contracts
End date, notice period and auto-renewal of each contract in a sheet, the next deadline first.
You start it: When you start it- Google Drive
- DDocuSign
- Google Sheets
Find late orders in your Shopify store
Unfulfilled orders and stuck parcels, with the carrier's last event and a next step for each.
On a schedule: Every weekday at 8:00- Shopify
- Any carrier site
Asks first
Tag and route new support tickets
A tag, a priority and a group for each new ticket, applied after you approve them.
On an event: When a new ticket arrives in Freshdesk- FFreshdesk
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
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
Catch up on busy Slack channels
Decisions, questions for you and mentions from your channels, in a short morning brief.
On a schedule: Every weekday at 8:30- SSlack
Asks first
Register your company on a customer's supplier portal
Every field of the vendor form filled from your company files, with the gaps listed. It submits after your check.
You start it: When you start it- Any web form
- Google Drive
Asks first
Find files shared publicly from your Google Drive
Every file that anyone with the link can open, with its owner and last edit. Access changes after you approve.
You start it: When you start it- Google Drive
- Google Sheets
Asks first
Unsubscribe from newsletters you never read
The mailing lists you leave unread, with counts. You approve each unsubscribe.
You start it: When you start it- Gmail
Asks 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
Draft the agenda for your weekly team meeting
Open actions from last week's notes, new topics from the team channel and blocked work, with times.
On a schedule: Every Monday at 15:00- Notion
- SSlack
- Linear
Asks first
Sort and rename files in a shared folder
Each file renamed and moved by your rules, with a list of every change. Nothing moves before you approve.
You start it: When you start it- Google Drive
- Dropbox
Review your recurring meetings
Each repeating meeting with its cost in hours, its declines and its agenda, and advice to keep, shorten or cancel.
You start it: When you start it- Google Calendar
- Google Sheets
Block time in your work calendar for personal events
A private busy block in your work calendar for each personal event, so that nobody books over it.
On a schedule: Every hour- Google Calendar
- OOutlook
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