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323 templates built for small businesses, freelancers and individuals, sorted by industry and role. Pick one, answer one or two questions, and the architect takes care of the rest.

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27 templates in automation

Automation
Incoming invoice filing
Every invoice you receive by email filed in Google Drive, sorted by month and supplier.
€9 per monthWeekdays at 6 pm
Automation
Inbox triage
Your inbox sorted every morning: to do, to read, to archive, with a summary.
€9 per monthWeekdays at 7 am
Automation
Construction quotes and takeoffs
Plans or site surveys turned into a quantity takeoff and a detailed quote per trade, priced with your rate schedule.
€19 per monthOn every quote request
Automation
Shared job site schedule
Every Friday, next week's schedule sent to each crew and subcontractor.
€3 per monthEvery Friday at 2 pm
Automation
Site meeting minutes
Your notes and photos from the site meeting turned into minutes sent to everyone.
€9 per monthAfter every site meeting
Automation
Preventive maintenance
Every machine serviced on time: work orders scheduled, parts planned, history kept.
€3 per monthEvery Monday at 6 am
Automation
Subcontractor compliance certificates
Urssaf, Kbis, 10-year liability: mandatory certificates requested and tracked every six months.
€3 per monthEvery Monday at 9 am
Automation
Non-conformance tracking
Every non-conformance logged, analyzed and followed through to an effective corrective action.
€19 per monthOn every reported non-conformance
Automation
Delivery routes
Tomorrow's deliveries grouped into optimized routes, sent to each driver.
€9 per monthWeekdays at 4 pm
Automation
Weekly production report
The week's OEE, volumes, downtime and scrap on one page, with the main causes.
€5 per monthEvery Monday at 7 am
Automation
Sales alerts
Every Stripe payment announced in Slack, with the day's total.
€19 per monthOn every successful payment
Automation
Materials replenishment
Stock, consumption and supplier lead times combined: the orders to place, at the right time.
€9 per monthWeekdays at 6 am
Automation
Progress billing
At the end of every month, the progress claim calculated and ready to invoice.
€3 per monthOn the 28th of every month at 9 am
Automation
Industrial regulatory watch
ICPE, REACH, machinery safety, standards: what's changing and what you need to do.
€3 per monthOn the 2nd of every month at 8 am
Automation
Forms to spreadsheet
Every form response added to your spreadsheet, cleaned up, with an acknowledgment sent.
€19 per monthOn every new form response
Automation
Materials ordering
Next week's needs grouped into orders by supplier, ready to send.
€3 per monthEvery Thursday at 10 am
Automation
Job site weather
Every evening, tomorrow's weather at each job site and the work to reschedule.
€4 per monthEvery evening at 6 pm, the day before business days
Automation
Document backup
Every night, your important folders copied elsewhere, with a report if anything's off.
€9 per monthEvery night at 2 am
Automation
Supplier delays
Late orders spotted before they hold up production, supplier chased.
€9 per monthWeekdays at 8 am
Automation
Client emails, filed
Every client email and its attachments filed in the client's folder, without a second thought.
€49 per monthEvery 2 hours on weekdays
Automation
Fleet maintenance
Services, inspections, tires and insurance for every vehicle tracked and scheduled.
€3 per monthEvery Monday at 8 am
Automation
Attachment archiving
Your clients' attachments saved in the right Dropbox folder.
€9 per monthWeekdays at 7 pm
Automation
Answers to internal questions
On Slack, the team's questions (processes, tools, time off) get a sourced answer.
€19 per monthWhenever a question is posted in the channel
Automation
Proof of delivery sent
Signed delivery note and photo sent to the customer on delivery, disputes documented in one click.
€149 per monthOn every completed delivery
Automation
Customers notified of delays
A route running late? The affected customers are told the new time.
€79 per monthEvery 30 minutes during the day
Automation
CRM and spreadsheet sync
Your tracking sheet and your CRM in agreement, every evening.
€9 per monthWeekdays at 8 pm
Automation
Weekly backup
Your important spreadsheets and documents copied somewhere safe every week.
€3 per monthEvery Friday at 7 pm

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