Templates

Workflows you can copy and run today.

Real recipes other teams already run. Pick the one that matches your problem, change a few inputs, hit Run. No blank canvas.

Support Sales Finance Internal AI DevOps
Support

Triage support tickets automatically

Every new ticket gets read, classified, and routed to the right team — with a suggested reply already drafted.

1Trigger: new email or Zendesk webhook
2Classify the ticket (refund / technical / billing / other)
3Look up the customer in your CRM
4Draft a reply with an AI agent grounded in your help docs
5Post to the right Slack channel with one‑click "Send"
⏱ Saves ~3 hours/day Use this template →
Sales

Daily sales briefing in Slack

A 7am digest with last night's signups, top three to call today, and any deals at risk — pulled from your CRM and database.

1Trigger: cron · weekdays at 07:00 local
2Pull signups from your DB in the last 24h
3Pull deals at risk (no activity 7+ days) from Salesforce
4Summarise with an AI agent — pick the top three priorities
5Post the digest to #sales with action buttons
📈 Sales team starts the day aligned Use this template →
Finance

Auto‑file every invoice

Invoices arrive in inbox or shared drive. Daisy reads the PDF, extracts the details, files it in Sheets, and flags anything unusual to your accountant.

1Trigger: email with PDF attachment, or new file in Drive
2OCR the PDF if it's scanned
3Extract vendor, amount, due date, line items
4File a row in your accounting Sheet
5Flag over‑threshold or unknown vendors to your accountant in Teams
⏱ Saves ~5 hours/week per AP person Use this template →
Internal AI

A chatbot for your wiki

Employees ask questions in Slack. Daisy retrieves the right pages from Notion, Confluence, or Google Drive, and answers with sources they can click.

1One‑time: upload or sync your docs into a knowledge base
2Trigger: a Slack mention or DM to the bot
3Retrieve the top 5 most relevant doc chunks
4Answer with an AI agent — citations included
5Reply in‑thread with the answer + links to the source pages
📚 New hires answer their own questions Use this template →
DevOps

Smart alerts that don't wake you up

Filter the noise. When a monitor fires, Daisy checks recent deploys, asks an AI if it looks serious, and only pages the on‑call when it actually is.

1Trigger: incoming webhook from Datadog / PagerDuty / Grafana
2Gather context: last deploy, recent error rate, runbook
3Assess with an AI agent: "routine flutter" vs "real incident"
4Route: page on‑call OR post to #alerts for daytime review
5Track: log every decision so you can tune the model later
😴 Fewer 3am pages Use this template →
Marketing

Turn one blog post into a week of content

Publish a blog post → Daisy drafts a LinkedIn post, a Twitter thread, three image prompts, and a podcast script. You approve in one tap.

1Trigger: RSS feed or CMS webhook on publish
2Fetch + summarise the post with an AI agent
3Generate LinkedIn post · Twitter thread · 3 image prompts
4Generate hero images with DALL·E / Gemini
5Send to approver — one click publishes everything
⏱ Saves ~half a day per post Use this template →
Operations

Refund approvals with a human in the loop

Customers request a refund. Daisy looks up the order, checks policy, then asks a human to approve — and processes the refund the moment they click OK.

1Trigger: refund form submission or "refund please" email
2Look up order in your DB or Stripe
3Check policy with an AI agent — within window? eligible item?
4Pause for human approval (with all the context surfaced)
5On approval: refund via Stripe, email the customer, log to audit
✅ Every refund auditable Use this template →
Sales

Enrich every inbound lead automatically

A new lead lands. Daisy looks them up, scrapes their company page, scores fit with an AI, and only routes to a rep if it's worth their time.

1Trigger: new HubSpot / Salesforce lead
2Look up via enrichment APIs, fetch their company page
3Score fit against your ICP with an AI agent
4Update the lead record with enrichment + score
5Route: high‑fit → AE in Slack; rest → nurture queue
🎯 AEs only see qualified leads Use this template →
Internal AI

Meeting recordings → action items, automatically

Drop a meeting recording in a folder. Daisy transcribes it, pulls out decisions and action items, and sends them to the attendees.

1Trigger: new file in a Drive / S3 folder
2Transcribe audio with Whisper or similar
3Extract summary, decisions, action items with an AI agent
4Create a Notion page with the structured notes
5Email each owner their action items + due date
📝 Nothing important gets dropped Use this template →
DevOps

PR reviewer with the right context

Every new pull request gets a first‑pass AI review that loads your team's conventions, security policy, and the affected service's runbook.

1Trigger: GitHub webhook on PR opened or updated
2Fetch the diff, plus your conventions doc and runbook
3Review with an AI agent — looking for bugs, style, security
4Post structured comments on the PR (one per finding)
5Block merge if any "blocker" findings are open
🐛 Catches the obvious stuff before humans do Use this template →
Data

Pipeline glue without Airflow

Sync data between tools nightly, with retries, alerting, and a UI to see exactly which row failed.

1Trigger: cron at 02:00 UTC
2Pull yesterday's records from your source DB
3Transform to the destination schema
4Push to your warehouse / data lake in batches
5Alert on failures with row‑level error context
⚡ Replaces a hand‑rolled cron + bash script Use this template →
Operations

IoT alert with smart escalation

A sensor crosses a threshold. Daisy checks adjacent sensors, queries recent maintenance, and decides who to call — and how loudly.

1Trigger: MQTT message on alert topic
2Cross‑check nearby sensors via a quick SQL pull
3Look up scheduled maintenance for this site
4Decide severity with an AI agent + runbook context
5Notify: page, Teams, or just a daily summary
🌡️ Right person, right loudness Use this template →

Found one you'd run?

Spin Daisy up in five minutes, paste the template in, fill in your tokens, hit Run. If it's not exactly right for you, tweak it — that's why workflows live as YAML you can review and version.

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