Templates that use Send Mail
63 templates to get started in minutes, with a step-by-step guide and no code.
AFIP e-invoice (Argentina) sent by email
Receive an order via webhook, issue the electronic invoice with AFIP, get the CAE and email the receipt with its QR code to the customer.
Supplier onboarding with approval and tracking dashboard
A public form to onboard suppliers, an alert to the purchasing manager and a dashboard to approve or reject each request in one click.
Google Analytics AI analysis with actionable advice
An AI reads your Google Analytics 4 data every week, explains what happened, spots anomalies and emails you a prioritized list of advice.
Daily Google Analytics PDF report by email
Every morning it queries Google Analytics 4, builds a PDF report with yesterday metrics, top pages and channels and emails it.
Lead capture form with KPI dashboard
A public form that stores each lead, alerts sales and feeds a dashboard with totals, source, interest and daily trend.
Sales chat with an AI agent that captures leads and emails you a daily summary
A website chat that talks to visitors, collects their contact details and emails you the new leads every morning.
Logistics panel: all your shipments and carriers in one dashboard
Dashboard with KPIs, charts, filters and a side detail panel per shipment, fed by automatic tracking of DHL, FedEx, UPS, SEUR, Sendcloud, Shippo and EasyPost.
Shipping label with the cheapest rate in Shippo
When an order arrives it requests rates from every carrier in Shippo, buys the cheapest, saves the tracking and notifies the customer.
CFDI 4.0 invoice (Mexico) stamped and emailed
Receive an order, build and stamp the CFDI 4.0 through your PAC and email the printable version with its UUID to the customer.
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.
Generic scraping: extract data from any website into a Data Store with change alerts
Base template: you give a URL and the CSS selectors of what you want to extract, and the workflow stores each reading in a Data Store and alerts you if any value changes.
Weekly SSL and domain audit with email report and expiry alert
Every Monday it checks the domain list in your Google Sheets, verifies SSL certificate and domain expiry, and emails you a report with alerts if anything expires in under 30 days.
AFIP credit note (Argentina) for returns
When a sale is cancelled or returned, issue the AFIP credit note linked to the original invoice and send it to the customer.
Weekly Google Analytics PDF report by email
Every Monday it summarizes the last week of Google Analytics 4 against the previous one in a PDF with metrics, pages and channels, and emails it.
Support chat with an AI agent that opens tickets and summarises the urgent ones daily
The agent tries to solve technical questions in the chat and, if it cannot, opens a ticket with its urgency; every morning you get the sorted list.
Auto-reply and internal alert for your contact form
When someone fills in your contact form, confirm by email that you got it and alert your team with all the details.
Create a DHL Express shipment and label from an order
When an order arrives via webhook it creates the DHL Express shipment, saves the tracking in a Data Store and emails the customer.
DHL Express shipment tracking form with email notice
A public form that checks the status of a DHL Express shipment and emails the customer the latest movement and the estimated date.
SRI e-invoice (Ecuador) with RIDE by email
Issue the electronic invoice with the SRI, wait for authorization and email the RIDE with its access key to the customer.
Customer satisfaction survey with results dashboard
A 1-to-5 rating form with comments, an automatic alert on low scores and a dashboard with average, distribution and latest comments.
Buy the cheapest rate in EasyPost and generate the label
When an order arrives it compares EasyPost rates, buys the cheapest, saves the tracking and emails the customer.
Daily alert for orders not delivered after several days
Every morning it checks the shipments Data Store and emails your team a table of orders still undelivered after more than 4 days.
Automatic shipment tracking with incident and delay alerts
Every 3 hours it queries the status of in-flight shipments in DHL, FedEx, UPS, SEUR, Sendcloud, Shippo or EasyPost and notifies the customer and your team.
Create a Sendcloud shipment and label from an order
When an order arrives it creates the parcel and label in Sendcloud, saves the tracking in a Data Store and emails the customer.
Weekly ev4 ERP catalogue digest by email
Every Monday it reads your ev4 ERP catalogue and emails a table with the items and their total.
PDF invoice to Excel, sent by email
Turn each PDF invoice into an Excel file with its lines, net, VAT and total, and email the download link to accounting.
Create a FedEx shipment and label from an order
When an order arrives via webhook it creates the FedEx shipment, saves the tracking in a Data Store and emails the customer.
FedEx shipment tracking with customer notice
A webhook that checks the status of a FedEx shipment and emails the customer the latest movement and the estimated date.
Create a supplier in Finnegans from a form
An internal form to register new suppliers in Finnegans without retyping data, with an email notice when one is created.
Daily email alert for low-stock products in Finnegans
Every morning it checks Finnegans products and emails purchasing the ones at or below their minimum stock, most urgent first.
Create Holded customers from your web form without duplicates
Every sign-up received by webhook is looked up by email in Holded: if it already exists nothing happens, otherwise it creates the customer and alerts accounting.
Mark Holded invoices as paid when your payment gateway confirms
When your payment gateway sends a payment notice, it registers the payment on the Holded invoice and alerts accounting by email.
Weekly alert for unpaid Holded invoices
Every Monday it checks your unpaid Holded invoices older than 30 days and emails accounting the list and the outstanding amount.
Monthly Holded sales report by email
On the 1st of every month it adds up last month invoices in Holded and emails management a summary with total, invoice count and top customers.
Daily low-stock alert from Holded
Every working day it checks the Holded inventory and, if any products are below the minimum, emails purchasing with the list.
Monthly subscription sign-up in Mercado Pago
Receives a customer data via webhook, creates their monthly Mercado Pago subscription and emails them the link to authorize it.
Daily Mercado Pago collections report by email
Every morning it adds up the last 24 hours of approved Mercado Pago payments and emails you the summary.
Mercado Pago payment link sent by email
Receives a charge request via webhook, creates the Mercado Pago payment link and emails it to the customer.
Create Odoo customers from your website with a welcome email
When someone signs up on your website it creates the contact in Odoo and sends them a welcome email.
Web orders straight into Odoo, with customer confirmation
Receives each order by webhook, sends it to your Odoo REST API as a sales order and confirms to the customer by email.
Weekly Odoo sales orders summary by email
Every Monday it reads the last 7 days of Odoo sales orders and emails management the total and the order list.
Daily low-stock alert from Odoo
Every working day it reads the Odoo products and emails purchasing about those below the minimum.
SUNAT invoice or receipt (Peru) sent by email
Issue SUNAT electronic invoices and receipts from a webhook, get the acceptance receipt and email the document to the customer.
Weekly email about incomplete products in the PIM
Every Monday you get an email listing the PIM products missing mandatory data (image, description, price…), worst first.
PrestaShop daily sales summary by email
Every morning it emails you yesterdays PrestaShop orders: order count, revenue, average ticket and breakdown by payment method.
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.
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.
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.
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.
Daily news digest from an RSS feed or website, written by AI and sent by email
Reads the headlines of an RSS feed (or a website), asks AI for a few-line summary and emails it to you every morning with the links.
Daily weather report scraped from a website and sent by Telegram or email
Every morning it reads your city weather from a web page and sends it to you by Telegram and email before the working day starts.
Create a SEUR shipment and label from an order
When an order arrives via webhook it creates the SEUR shipment, saves the tracking in a Data Store and emails the customer.
SEUR shipment tracking with customer notice
A webhook that checks the status of a SEUR shipment and emails the customer the latest movement and the estimated date.
Welcome email for every new Shopify customer
When a customer signs up in your Shopify store, it sends them a personalised welcome email from your own domain.
Daily low-stock alert for Shopify
Every morning it checks the inventory of your active Shopify products and emails you the list of low-stock variants.
Get notified when a web page content changes
Checks a page every hour (prices, terms, calls for proposals, competitors) and emails you what changed as soon as it spots a difference.
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.
AI support agent that hands over to a person
An AI agent with memory solves your customers queries and, when it cannot or the customer asks, emails your team with a summary of the case.
Daily Tienda Nube sales summary by email
Every morning it emails you how many orders came into your Tienda Nube yesterday, how much was sold and the average ticket, with the order list.
Daily low-stock alert for Tienda Nube
Every morning it checks the stock of your published Tienda Nube products and emails you the variants below the minimum.
Create a UPS shipment and label from an order
When an order arrives via webhook it creates the UPS shipment, saves the tracking in a Data Store and emails the customer.
UPS shipment tracking with customer notice
A webhook that checks the status of a UPS shipment and emails the customer the latest movement and the estimated date.
Daily Shopify sales summary by email
Every morning it calculates yesterdays orders, total sales and average order value in Shopify and emails them to you.
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