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Workflow Templates

Ready-to-run tasks for Sai. Each template comes with the exact prompt, what it needs from you, and what it hands back. Pick one, edit the brackets, run it.

All templates
Sales
Marketing
Research
Operations
Finance
Recruiting
Support
AI for Recruiting: Screen Applications with a Reviewable Record
Recruiting
158
runs

AI for Recruiting: Screen Applications with a Reviewable Record

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→
AI Meeting Prep for Sales Calls
Sales
148
runs

AI Meeting Prep for Sales Calls

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→
AI-Powered Daily Newsletter Generator
Marketing
320
runs

AI-Powered Daily Newsletter Generator

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→
Analyze YouTube Videos: Summaries, Transcripts
Research
453
runs

Analyze YouTube Videos: Summaries, Transcripts

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→
Audit and improve my LinkedIn profile for a job
418
runs

Audit and improve my LinkedIn profile for a job

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→
Automate Google Sheets Updates
Operations
135
runs

Automate Google Sheets Updates

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Buyer Persona Research With Linked Quotes
Sales
215
runs

Buyer Persona Research With Linked Quotes

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→
Check if ChatGPT cites your brand
Marketing
315
runs

Check if ChatGPT cites your brand

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→
Check my new LinkedIn profile and tell me what to fix first
418
runs

Check my new LinkedIn profile and tell me what to fix first

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→
Daily Communication Briefing & Task Management
Operations
340
runs

Daily Communication Briefing & Task Management

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→
Daily Email Summary & Action Tracker
Operations
450
runs

Daily Email Summary & Action Tracker

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→
Daily Inbox Triage
Operations
326
runs

Daily Inbox Triage

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Export my LinkedIn connections to CSV
612
runs

Export my LinkedIn connections to CSV

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→
Extract LinkedIn Profile Data into a Spreadsheet
Sales
612
runs

Extract LinkedIn Profile Data into a Spreadsheet

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→
Find my connections who work at a company
Sales
1040
runs

Find my connections who work at a company

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→
Find startup founders and draft personalized outreach
340
runs

Find startup founders and draft personalized outreach

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Find stealth startup founders and draft personalized outreach
Sales
285
runs

Find stealth startup founders and draft personalized outreach

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→
Follow-Up Email From Call Notes
Sales
216
runs

Follow-Up Email From Call Notes

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Generate Google Meet links with a Slack channel
Operations
287
runs

Generate Google Meet links with a Slack channel

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→
Generate SEO Seed Keywords from Your Content
Marketing
560
runs

Generate SEO Seed Keywords from Your Content

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→
GEO Audit: Generative Engine Optimization
215
runs

GEO Audit: Generative Engine Optimization

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→
Hiring Pipeline for Small Teams: A Record Before You Buy an ATS
Recruiting
253
runs

Hiring Pipeline for Small Teams: A Record Before You Buy an ATS

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→
Inbound Email to Structured Data
Sales
320
runs

Inbound Email to Structured Data

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→
Invoice Processor with OCR, AI & Google Sheets
Finance
732
runs

Invoice Processor with OCR, AI & Google Sheets

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→
Lead List Enrichment and Verification
Sales
215
runs

Lead List Enrichment and Verification

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→
Market Sizing Report: Cited Figures With Unverified Claims Flagged
Research
145
runs

Market Sizing Report: Cited Figures With Unverified Claims Flagged

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Meeting Follow-Up Action Brief
Operations
327
runs

Meeting Follow-Up Action Brief

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Newsletter Campaign Builder
Marketing
328
runs

Newsletter Campaign Builder

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Outreach to prospects with buying signals
Sales
890
runs

Outreach to prospects with buying signals

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Resume Screening Pipeline: Score, Log, and Draft Candidate Replies
Recruiting
328
runs

Resume Screening Pipeline: Score, Log, and Draft Candidate Replies

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Scheduled Follow-Up Nudges in Gmail
Operations
274
runs

Scheduled Follow-Up Nudges in Gmail

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Screen Resumes Against a Job Description
Recruiting
147
runs

Screen Resumes Against a Job Description

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→
X Search Monitor
Marketing
148
runs

X Search Monitor

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→