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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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72 templates for assistant / office manager

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
Prepared replies
For every email waiting for a reply, a draft ready in Gmail.
€19 per monthWeekdays at 8 am and 2 pm
Automation
Replies to frequent emails
The questions that come in every day get an accurate reply, ready as a draft.
€19 per monthThree times a day on weekdays
Automation
Meeting minutes
After every meeting, the minutes and action items sent to attendees.
€49 per monthAt the end of every recorded meeting
Automation
Service request triage
Calls, emails and forms gathered: urgency, address, photos, suggested time slot.
€19 per monthThree times a day, Monday to Saturday
Automation
Unanswered emails
Every morning, the important emails nobody has replied to, with a follow-up ready.
€9 per monthMonday to Friday at 8:30 am
Automation
Calendar keeper
Meeting requests received by email handled with three suggested time slots.
€19 per monthWeekdays at 9 am, 12 pm, 3 pm and 6 pm
Automation
Client document collection
Every month, every client of the firm reminded with the exact list of what's missing.
€4 per monthOn the 3rd, 10th and 17th of every month
Automation
Document translation
Your documents translated with the layout intact, filed next to the original.
€19 per monthWhenever a document is dropped in
Automation
Cancellations and waiting list
A cancelled appointment is offered straight away to patients on the waiting list, without a single call.
€9 per monthOn every cancellation
Automation
Meeting action items, tracked
After each video call, decisions and action items sent to everyone, then followed up.
€9 per monthAfter each transcribed meeting
Automation
Procedural deadlines
Appeal deadlines, briefs, hearings: every date calculated, added to the calendar and reminded.
€9 per monthWeekdays at 7 am
Automation
Briefing before every meeting
One hour before each meeting: attendees, email history and decisions to make.
€49 per monthEvery hour during the day, for meetings in the following hour
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
Complete KYC files
IDs, proof documents and source of funds requested, checked and filed per client.
€9 per monthWeekdays at 9 am
Agent chain
Practice reminders and waiting list
Two linked agents: remind every patient the day before, reassign every canceled slot right away.
€9 per month2 linked agents
Automation
Expense reports
Photos of your receipts turned into a monthly expense report, in Excel and PDF.
€3 per monthOn the 1st of every month at 9 am
Automation
Meeting scheduler
Ask for a meeting, and the agent finds a slot that works for everyone and sends it.
€5 per monthFor each meeting request
Automation
Annual service reminders
Boilers, air conditioning, chimney sweeping: customers reminded on the anniversary date.
€3 per monthEvery Monday at 9 am
Automation
Salon appointment reminders
A text reminder the day before; fewer no-shows, freed-up slots filled.
€4 per monthEvery evening at 6 pm, Monday to Saturday
Automation
Patient appointment reminders
Your patients get a reminder the day before, and no-shows go down.
€4 per monthSunday to Friday at 5 pm
Automation
Dictated letters and reports
Your dictations turned into formatted letters and reports, ready to review and sign.
€49 per monthOn every dictation added
Automation
Confirmed bookings
Every booking confirmed the day before, freed-up tables put back online, the floor plan ready.
€5 per monthEvery day at 4 pm
Automation
Claims tracking
Every claim logged, documents requested and the policyholder kept informed at every step.
€9 per monthWeekdays at 8 am
Automation
Rental applicant files
Documents checked, complete files sorted, applicants followed up: you decide faster.
€19 per monthWeekdays at 6 pm
Automation
Client file preparation
Documents received sorted, numbered and summarized, with a chronology and exhibit list ready.
€9 per monthFor every new matter
Automation
Emails to tasks
Every email that asks for action becomes a task, with its due date.
€9 per monthWeekdays at 9 am and 3 pm
Automation
Loan application documents
Payslips, tax notices, statements: every loan file's documents chased until complete.
€9 per monthWeekdays at 9 am
Automation
Formal letters
Your letters drafted in Word from a few words: cancellation, complaint, certificate.
€4 per monthOn demand
Automation
Appointment confirmations
The day before, every appointment confirmed by email, with likely no-shows flagged.
€4 per monthEvery evening at 5 pm, the day before each business day
Automation
Sorted patient messages
The practice's emails and messages sorted: appointments, repeat prescriptions, admin, urgent.
€19 per monthThree times a day, Monday to Saturday
Automation
Trainee joining instructions
Joining instructions, program, access and placement questionnaire sent before every session.
€9 per monthWeekdays at 9 am
Automation
Workshop appointments
Appointment requests handled: service, duration, parts to order, suggested slot.
€19 per monthThree times a day, Monday to Saturday
Project
Medical practice website
Practitioners, hours, directions, appointment booking and instructions, clear for every patient.
No connector
€29 per monthChanges on demand
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
Long email thread summaries
A 30-message thread summed up in five lines: where things stand, who's waiting on what.
€5 per monthWhenever a thread is labeled "To summarize"
Automation
Insurance renewals
Two months before each renewal, the policyholder contacted with a review of their coverage.
€3 per monthOn the 1st of every month at 9 am
Automation
Customer service reminders
Service, inspection, winter tires: every customer reminded at the right time for their vehicle.
€3 per monthEvery Tuesday at 10 am
Automation
Event supplier tracking
Catering, sound, venue, shuttles: quotes compared, confirmations chased, run sheet ready.
€9 per monthWeekdays at 9 am
Automation
Member dues
Dues requests sent, payments tracked, courteous reminders and an up-to-date member list.
€3 per monthEvery Monday at 10 am
Automation
Notary deed tracking
Every sale file tracked: documents, searches, pre-emption clearance, signing, no follow-up forgotten.
€9 per monthWeekdays at 8 am
Agent chain
KYC collection, checks and review
Three linked agents: request documents, check them, prepare the review of complete files.
€41 per month3 linked agents
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
Documents awaiting signature
Contracts and quotes sent for signature get polite reminders until they're signed.
€4 per monthMonday to Friday at 10 am
Project
Nonprofit website
Mission, news, events, online membership and donations, easy for volunteers to keep up to date.
No connector
€29 per monthChanges on demand
Automation
Resident requests
Residents' emails and forms sorted by department, standard replies prepared, response times tracked.
€49 per monthTwice a day on weekdays
Automation
Grant applications
Calls for projects spotted, applications drafted from your activities, deadlines and reports tracked.
€3 per monthOn the 1st and 15th of every month
Automation
Missing document reminders
Documents you're waiting for from clients, followed up politely until they arrive.
€9 per monthWeekdays at 10 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
Volunteer schedule
Every shift covered: call for volunteers, sign-ups, reminders the day before and replacements.
€5 per monthEvery day at 6 pm
Automation
Invitations and RSVPs
Your invitations sent, replies counted, latecomers chased up.
€5 per monthEvery day at 10 am
Automation
Insurance certificates sent
Certificate requests handled in minutes: document generated, sent, archived.
€9 per monthTwice a day on weekdays
Automation
Attachment archiving
Your clients' attachments saved in the right Dropbox folder.
€9 per monthWeekdays at 7 pm
Automation
International customers served in their language
Emails received in a foreign language translated, with the reply drafted in their language.
€9 per monthTwice a day on weekdays
Automation
Annual wealth review
A month before each anniversary date, the client's review file ready and a meeting suggested.
€3 per monthEvery Monday at 9 am
Automation
General meeting preparation
Notice, agenda, proxies, reports and minutes: the general meeting prepared by the rules.
€3 per monthFor every general meeting
Automation
CAP and admin deadlines
CAP declaration, subsidies, mandatory filings: your farm's calendar kept for you.
€3 per monthOn the 1st and 15th of every month
Automation
Attendee lists and badges
Registrations consolidated, badges generated, sign-in and catering lists ready.
€3 per monthBefore every event
Automation
Viewing scheduler
Viewing requests handled: slots offered, calendar kept, reminders sent.
€19 per monthMonday to Saturday at 9 am, 1 pm and 5 pm
Automation
Club licenses and registrations
Complete license files at the start of the season: medical certificate, payment, parental consent, follow-ups.
€3 per monthEvery Monday evening from August to October
Automation
Donation tax receipts
Every donation thanked and its tax receipt issued and sent, with an annual summary.
€9 per monthEvery day at 6 pm
Project
Team intranet
Directory, procedures, internal news and useful links, in one place for the whole team.
No connector
€49 per monthChanges on demand
Automation
Trip preparation
Your bookings gathered in a clear travel itinerary, with reminders.
€9 per monthEvery day at 7 pm
Automation
Student enrollment files
Enrollment files tracked until complete, families followed up, remaining places kept up to date.
€4 per monthWeekdays at 6 pm
Automation
Council resolutions and minutes
Agenda, draft resolutions and town council minutes prepared in due form.
€3 per monthFor every council meeting
Automation
Letters to residents
Replies, certificates, notices: outgoing letters written from the right template, in plain language.
€9 per monthFor every letter
Project
Town hall website
Procedures, news, events, services and council minutes, accessible to everyone.
No connector
€49 per monthChanges on demand
Automation
Practice supplies
Gloves, consumables, stationery: stock tracked and the order prepared before you run out.
€3 per monthEvery Monday at 9 am
Automation
Town newsletter
Every quarter, the residents' newsletter written, laid out and ready to print.
€3 per monthAt the start of the last month of each quarter
Automation
Voicemail transcription
Every voicemail transcribed, summarized and added to your tasks.
€9 per monthOn every new voicemail
Automation
Weekly backup
Your important spreadsheets and documents copied somewhere safe every week.
€3 per monthEvery Friday at 7 pm

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