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    Productivity templates

    14 templates to get started in minutes, with a step-by-step guide and no code.

    Online appointment booking with Google Calendar (Calendly-style)

    Online appointment booking with Google Calendar (Calendly-style)

    A public form for your customers to book an appointment: it checks your Google Calendar, creates the event, confirms by email and, if the slot is taken, suggests the free slots of that day.

    Create Calendar Event
    Form Trigger
    List Calendar Events
    Data Store Add
    +5
    New
    WorkflowView template
    Weekday daily reminder on your phone

    Weekday daily reminder on your phone

    Sends you a push notification every weekday at the time you choose with the reminder you want: cash close, timesheet, backup check…

    End
    Ntfy Notify
    Start
    New
    WorkflowView template
    Daily agenda email from Outlook Calendar (every morning)

    Daily agenda email from Outlook Calendar (every morning)

    Every working day at 7:30 it emails you, via Outlook, a summary of today's meetings and events from your calendar.

    Calendar List Events
    Outlook Send Email
    End
    Executescript
    +1
    New
    WorkflowView template
    New Outlook emails summarised in a Teams channel

    New Outlook emails summarised in a Teams channel

    Every 15 minutes it checks your Outlook inbox and, if new emails have arrived, posts a summary (sender and subject) in a Teams channel.

    Outlook List Emails
    Teams Send Message
    Decision
    End
    +2
    New
    WorkflowView template
    Web form to an Excel sheet in OneDrive (Microsoft 365)

    Web form to an Excel sheet in OneDrive (Microsoft 365)

    Every form submission is added as a new row in an Excel workbook in your OneDrive, with the header row created automatically.

    Excel Write Range
    Form Trigger
    End
    Executescript
    +2
    New
    WorkflowView template
    Save reports and files to OneDrive from a webhook

    Save reports and files to OneDrive from a webhook

    A URL you send a file name and its content (text or Base64) to, which saves it in your OneDrive and returns the link.

    One Drive Upload
    Webhook
    End
    Executescript
    +1
    New
    WorkflowView template
    Online appointment booking with Outlook Calendar (Microsoft 365)

    Online appointment booking with Outlook Calendar (Microsoft 365)

    A public booking form: it checks your Outlook calendar, creates the event with the customer as a guest and confirms by email from your account.

    Calendar Create Event
    Calendar List Events
    Form Trigger
    Outlook Send Email
    +4
    New
    WorkflowView template
    Cancel and reschedule appointments with Google Calendar

    Cancel and reschedule appointments with Google Calendar

    Two public forms for your customers to cancel or change their appointment with their booking code: the Google Calendar event is deleted or moved and everyone gets notified.

    Delete Calendar Event
    Form Trigger
    List Calendar Events
    Update Calendar Event
    +7
    New
    WorkflowView template
    Appointment booking with manual approval and dashboard (Google Calendar)

    Appointment booking with manual approval and dashboard (Google Calendar)

    The customer requests an appointment, the slot is held as tentative in your Google Calendar and you approve or reject it from a dashboard in one click; the customer gets the outcome by email.

    Create Calendar Event
    Delete Calendar Event
    Form Trigger
    List Calendar Events
    +8
    New
    WorkflowView template
    Appointment booking with upfront Mercado Pago payment (Google Calendar)

    Appointment booking with upfront Mercado Pago payment (Google Calendar)

    The customer books, gets a Mercado Pago payment link and the appointment is only confirmed in your Google Calendar once the payment is approved; if they do not pay, the slot is released automatically.

    Create Calendar Event
    Delete Calendar Event
    Form Trigger
    List Calendar Events
    +14
    New
    WorkflowView template
    Appointment reminders 24 h and 1 h before (email or WhatsApp)

    Appointment reminders 24 h and 1 h before (email or WhatsApp)

    Every 30 minutes it checks your Google Calendar and notifies your customers by email or WhatsApp one day and one hour before their appointment, to cut no-shows.

    List Calendar Events
    WA Send Text
    Decision
    End
    +4
    New
    WorkflowView template
    Daily overdue-task reminder on Slack

    Daily overdue-task reminder on Slack

    Every morning it checks your task sheet and posts on Slack the ones due today or overdue; if there are none, it stays quiet.

    Read as Objects
    Decision
    End
    Executescript
    +2
    New
    WorkflowView template
    Time-off requests with approval and dashboard

    Time-off requests with approval and dashboard

    A form to request vacation or time off, an alert to the manager and a dashboard to approve or reject each request in one click.

    Form Trigger
    Data Store Add
    Data Store Filter
    End
    +2
    New
    WorkflowView template
    Daily agenda on Telegram from Google Calendar

    Daily agenda on Telegram from Google Calendar

    Every morning it sends you the list of the day meetings and events with their time on Telegram.

    List Calendar Events
    End
    Executescript
    Start
    +1
    New
    WorkflowView template

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