Automation templates, or describe your own | Claritty

The work you keep redoing, already running

Not templates you have to finish. One reads your QuickBooks bills each Monday and emails you the ones still owing. Another asks Jira every morning for the tickets nobody has touched. Every step of every one is written out below, so you can tell whether it does your job before you make an account.

Start one freeFree, and no card. It runs for real, five times, and nothing gets sent until you say so.
Automations for
Sales

Reads your Pipedrive deals every Monday and emails you a read on where the pipeline stands, by stage.

  1. 1.Get the deals on the board
  2. 2.Work out where the pipeline actually stands
  3. 3.Email it before the meeting starts

Every Monday at 8am·PipedriveGmail

Checks Pipedrive each morning and posts the open deals worth over 10,000 to Slack. Ask in chat to change the number.

  1. 1.Get the deals on the board
  2. 2.Keep the open deals over the line
  3. 3.Keep the big ones in front of the team

Every weekday morning·PipedriveSlack

Searches the last two days of unread mail for prospect replies and emails you a short read on what each one wants.

  1. 1.Find the replies nobody has opened
  2. 2.Say what each one actually wants
  3. 3.Email me the list while they are still warm

Every weekday at 8am·Gmail

Finds the proposals and quotes you sent in the last three weeks and emails you the list to follow up.

  1. 1.Find the proposals I sent recently
  2. 2.Work out which ones are still hanging
  3. 3.Email me the chase list

Every Wednesday at 10am·Gmail

Reads yesterday of inbound enquiry mail each morning and posts a short read on each one to Slack.

  1. 1.Find yesterday of inbound
  2. 2.Say which ones are worth a call
  3. 3.Put them where whoever is on duty will see them

Every weekday at 8am·GmailSlack

Reads your active Calendly bookings on Monday morning and emails you a read on the week ahead.

  1. 1.Get what is on the books
  2. 2.Lay the week out in order
  3. 3.Email it before Monday starts

Every Monday at 7am·CalendlyGmail

Automations for
Marketing

Searches Mastodon each morning for mentions of your product and emails you what people are saying.

  1. 1.Find the mentions
  2. 2.Read the mentions rather than count them
  3. 3.Email me before anyone else finds it

Every morning at 8am·MastodonGmail

Reads your Mastodon home timeline each week and emails you the themes worth writing about.

  1. 1.Read the timeline
  2. 2.Find the themes worth a post of our own
  3. 3.Email me the read

Every Monday at 8am·MastodonGmail

Searches Bluesky each morning for mentions of your product and posts the ones worth answering to Slack.

  1. 1.Find the mentions
  2. 2.Say which ones need answering
  3. 3.Put them where whoever runs social will see them

Every morning at 8am·BlueskySlack

Reads your recent Bluesky posts each week and emails you which ones got engagement, with the numbers.

  1. 1.Get our recent posts
  2. 2.Say what worked and why, not just what got likes
  3. 3.Email me the numbers with the read

Every Monday at 9am·BlueskyGmail

Runs a PostHog query for the week of most-visited pages and emails you where attention went.

  1. 1.Ask PostHog what got read
  2. 2.Say what the ranking means, not just what it is
  3. 3.Email me the list

Every Monday at 8am·PostHogGmail

Runs a PostHog query comparing this week with last and emails you what changed.

  1. 1.Ask PostHog for the last two weeks
  2. 2.Turn two rows of numbers into a sentence
  3. 3.Email me the comparison

Every Monday at 8am·PostHogGmail

Runs a PostHog query grouping the week of signups by referrer and emails you where they came from.

  1. 1.Ask PostHog where the week of signups came from
  2. 2.Say where they really came from
  3. 3.Email me the split

Every Monday at 8am·PostHogGmail

Searches your Notion content pages each Monday and emails you what is still a draft.

  1. 1.Find the content pages
  2. 2.Say what is written and what is not
  3. 3.Email me the state of the calendar

Every Monday at 9am·NotionGmail

Searches X each week for the terms you are watching and emails you what your competitors said. X charges for every search, so this one costs a little each run.

  1. 1.Find what they have been saying
  2. 2.Say what they are pushing this week
  3. 3.Email me the round-up

Every Monday at 9am·XGmail

Finds the pages your audience actually read this week and emails you drafted posts built on those topics.

  1. 1.Ask PostHog what got read this week
  2. 2.Write from what people already came for
  3. 3.Email me drafts to edit rather than a blank page

Every Friday at 3pm·PostHogGmail

Automations for
Finance

Reads your QuickBooks bills every Monday and emails you a round-up of the ones still carrying a balance.

  1. 1.Get every bill on the account
  2. 2.Keep only the bills still owing and write them up
  3. 3.Email me the list so I can chase them

Every Monday at 9am·QuickBooksGmail

Checks QuickBooks each morning and posts any bill over 5,000 to a Slack channel. Ask in chat to change the number.

  1. 1.Get every bill on the account
  2. 2.Keep the ones over the limit and write them up
  3. 3.Put them where the approver will see them

Every weekday morning·QuickBooksSlack

Looks at recent Stripe charges each morning and posts the failed ones to Slack while they can still be recovered.

  1. 1.Get the most recent charges
  2. 2.Keep the failures and why they failed
  3. 3.Tell the team while the customer is still reachable

Every morning at 8am·StripeSlack

Searches the last week of mail for receipts and invoices with attachments and emails you one list of them.

  1. 1.Find the week of receipts
  2. 2.Send me the pile in one email instead of forty

Every Friday afternoon·Gmail

Totals the recent Stripe charges that succeeded and emails you a short weekly recap.

  1. 1.Get the recent charges
  2. 2.Total up what actually cleared
  3. 3.Email me the recap

Every Monday at 8am·StripeGmail

Lists QuickBooks vendor credits with a balance left on them and emails you the ones still worth claiming.

  1. 1.Get every vendor credit on the account
  2. 2.Keep the ones with money left on them
  3. 3.Email me what is still claimable

Every month on the 1st·QuickBooksGmail

Groups your QuickBooks bills by vendor once a month and emails you a short read on where spend concentrated.

  1. 1.Get every bill on the account
  2. 2.Work out where the spend concentrated
  3. 3.Email me the read

Every month on the 1st·QuickBooksGmail

Finds unread billing and invoice mail from the last two days and posts it to Slack so it does not sit there.

  1. 1.Find the unopened billing mail
  2. 2.Put it in front of the team

Every weekday morning·GmailSlack

Reads your QuickBooks bills weekly and flags any that look like the same invoice entered more than once.

  1. 1.Get every bill on the account
  2. 2.Look for the same invoice entered twice
  3. 3.Tell the team before it gets paid twice

Every Wednesday·QuickBooksSlack

Automations for
People and HR

Finds the applications that arrived five to seven days ago and emails you who is still waiting on an answer.

  1. 1.Find the applications from about a week ago
  2. 2.Say who is genuinely still waiting
  3. 3.Email me the list before another day passes

Every weekday at 9am·Gmail

Reads the week of interview mail and emails you which interviews still have no written feedback.

  1. 1.Get the week of interview mail
  2. 2.Match interviews to feedback
  3. 3.Chase it while people still remember the interview

Every Friday at 3pm·Gmail

Finds the week of time-off and leave mail and emails you a single list to approve.

  1. 1.Find the week of requests
  2. 2.Pull the dates out and spot the overlaps
  3. 3.One list instead of a scattered inbox

Every Monday at 9am·Gmail

Reads your Asana onboarding project each Monday and posts what is still outstanding to Slack.

  1. 1.Read the onboarding project
  2. 2.Show what the list still holds
  3. 3.Keep onboarding visible to the whole team

Every Monday at 9am·AsanaSlack

Searches your Notion policy pages each month and emails you which ones have no record of being acknowledged.

  1. 1.Find the policy pages
  2. 2.Find the ones nobody has signed since they changed
  3. 3.Email me what to chase this month

Every month on the 1st·NotionGmail

Searches the last three weeks of mail for unreturned documents and emails you who still owes what.

  1. 1.Find the paperwork threads
  2. 2.Say who still owes what
  3. 3.Email me the chase list for Monday

Every Friday at 2pm·Gmail

Reads the week of application mail and emails you how many came in and for which roles.

  1. 1.Get the week of applications
  2. 2.Say which roles are actually attracting people
  3. 3.Email me the read on hiring

Every Friday at 4pm·Gmail

Searches your Notion handbook each quarter and emails you the pages that have not been touched in the longest.

  1. 1.Find the handbook pages
  2. 2.Say which stale pages actually matter
  3. 3.Email me a quarterly review list

Every three months·NotionGmail

Automations for
Customer support

Asks Jira each morning for open tickets nobody has touched since yesterday and posts them to Slack.

  1. 1.Ask Jira what has gone quiet
  2. 2.Write up what is waiting
  3. 3.Put them in front of whoever is on duty

Every weekday at 9am·JiraSlack

Reads the unanswered support mail and opens a Jira issue for each one, after you have seen the list.

  1. 1.Find the mail nobody has answered yet
  2. 2.Open one ticket per message, so nothing is answered twice

Every weekday at 9am·GmailJira

Asks Jira each morning for open tickets with no assignee and posts them to Slack to be picked up.

  1. 1.Ask Jira what has no owner
  2. 2.List what needs an owner
  3. 3.Ask the team to claim them

Every weekday at 9am·JiraSlack

Asks Jira for high-priority tickets opened more than three days ago and still open, and emails you the list.

  1. 1.Ask Jira for the urgent and old
  2. 2.Say how bad the backlog is
  3. 3.Email me what needs a decision today

Every weekday at 8am·JiraGmail

Asks Jira weekly for tickets that were closed and then reopened, and posts them to Slack.

  1. 1.Ask Jira what came back
  2. 2.Look for the pattern behind them
  3. 3.A ticket that came back is worth the team seeing

Every Monday at 9am·JiraSlack

Asks Jira for everything raised in the last seven days and emails you what people were actually asking about.

  1. 1.Get the week of tickets
  2. 2.Find the themes rather than count the tickets
  3. 3.Email the recap

Every Friday at 4pm·JiraGmail

Collects the bugs raised in Jira this week and emails engineering a read on what customers are hitting.

  1. 1.Get this week of bugs
  2. 2.Group them the way engineering will fix them
  3. 3.Send it to the people who can fix them

Every Thursday at 4pm·JiraGmail

Reads the unopened support mail from the last day and posts a sorted read of it to Slack.

  1. 1.Find what came in overnight
  2. 2.Sort it before anyone opens the inbox
  3. 3.Give the team a sorted start

Every weekday at 8am·GmailSlack

Reads the week of support mail and emails you the people who had to write in more than once.

  1. 1.Get the week of inbound
  2. 2.Find who had to ask more than once
  3. 3.Email me who we did not answer properly

Every Friday at 3pm·Gmail

Reads the week of support mail, works out what people kept asking, and files a draft answer in Notion.

  1. 1.Get the week of questions
  2. 2.Write the entry, not just name the question
  3. 3.File it where the answer will be found next time

Every Friday at 5pm·GmailNotion

Searches Linear for the issues matching your term and emails you the titles that are still open.

  1. 1.Find the matching issues
  2. 2.Group the titles into something readable
  3. 3.Email me the list

Every Monday at 9am·LinearGmail

Automations for
Engineering and IT

Asks Jira each morning for open sprint tickets untouched for three days and posts them to Slack.

  1. 1.Ask Jira what has stalled
  2. 2.Show where the sprint is stuck
  3. 3.Raise it before standup rather than during it

Every weekday at 9am·JiraSlack

Asks Jira each morning for open issues with no assignee and posts them to Slack to be picked up.

  1. 1.Ask Jira what has no owner
  2. 2.List what needs picking up
  3. 3.Ask the team to claim them

Every weekday at 9am·JiraSlack

Collects the Jira bugs raised in the last seven days and emails you them grouped by what they touch.

  1. 1.Get the week of bugs
  2. 2.Show where the bugs are concentrating
  3. 3.Email the read

Every Friday at 4pm·JiraGmail

Reads everything Jira moved to Done in the last week and files a draft set of release notes in Notion.

  1. 1.Get what was finished this week
  2. 2.Write it for the reader, not the tracker
  3. 3.File the draft for someone to edit and publish

Every Thursday at 5pm·JiraNotion

Asks Jira each morning for issues flagged blocked and posts them to Slack with how long they have been stuck.

  1. 1.Ask Jira what people have said is blocked
  2. 2.Say what is blocking what
  3. 3.Blocked work only unblocks when somebody sees it

Every weekday at 9am·JiraSlack

Reads what was raised and what moved in Jira over the last day and posts a handover note to Slack.

  1. 1.Get the last day of activity
  2. 2.Write what the next person needs to know
  3. 3.Hand over in writing rather than in a call

Every day at 9am·JiraSlack

Reads the open GitHub issues on one repository each Monday and emails you the titles, grouped by theme.

  1. 1.Get the open issues
  2. 2.Turn a list of titles into a shape
  3. 3.Email me the state of the repo

Every Monday at 9am·GitHubGmail

Searches the codebase for TODO and FIXME comments each month and emails you where the debt is concentrating.

  1. 1.Find the comments people left for later
  2. 2.Turn a search result into a read on the codebase
  3. 3.Email me the read once a month

Every month on the 1st·GitHubGmail

Reads the issues on one GitLab project each Monday and emails you a read on what is open and unowned.

  1. 1.Get the project issues
  2. 2.Say what is open and who has it
  3. 3.Email me the state of the project

Every Monday at 9am·GitLabGmail

Asks Jira monthly for issues open longer than 30 days and emails you the list to close, defer or do.

  1. 1.Ask Jira what has been open a long time
  2. 2.Make the backlog decidable rather than long
  3. 3.Email me a list I can actually work through

Every month on the 1st·JiraGmail

Automations for
Operations

Searches Google Drive weekly for files shared by link and emails you the list to review.

  1. 1.Ask Drive what is open to a link
  2. 2.Say which of these actually matter
  3. 3.Email me the list to work through

Every Monday at 9am·Google DriveGmail

Finds the approval requests from the last two days and posts them to Slack so nothing waits on one person.

  1. 1.Find what is waiting on a decision
  2. 2.Make the queue visible to more than one person

Every weekday at 9am·GmailSlack

Searches the last month of mail for renewal and subscription notices and emails you what is coming up.

  1. 1.Find the month of renewal notices
  2. 2.Pull the date and the amount out of the notice
  3. 3.Email me while there is still time to cancel

Every Monday at 9am·Gmail

Searches your Notion workspace each Monday and emails you what has been edited most recently.

  1. 1.Find the pages
  2. 2.Show where the work has been happening
  3. 3.Email me the read

Every Monday at 9am·NotionGmail

Reads an Airtable table each morning and emails you the rows with fields still empty.

  1. 1.Read the table
  2. 2.Find the gaps without being told the columns
  3. 3.Email me what needs filling in

Every weekday at 9am·AirtableGmail

Reads your Trello board each morning and posts a read of what is sitting in each column to Slack.

  1. 1.Read the board
  2. 2.Say where the work is stacking up
  3. 3.Put the board in front of the team without opening it

Every weekday at 9am·TrelloSlack

Reads a Dropbox folder each morning and posts the most recent arrivals to Slack.

  1. 1.Read the folder
  2. 2.Say what is new without listing the archive
  3. 3.Tell the team something arrived

Every weekday at 9am·DropboxSlack

Reads a ClickUp list each Monday and emails you what is open, grouped by status.

  1. 1.Read the list
  2. 2.Say where the work stands
  3. 3.Email me the state of the list

Every Monday at 9am·ClickUpGmail

Searches your Notion meeting notes each Friday and emails you the ones with decisions but no owner.

  1. 1.Find the meeting notes
  2. 2.Find the decisions that went nowhere
  3. 3.Email me before the week ends

Every Friday at 4pm·NotionGmail

Reads an Asana project each Monday and emails you the tasks that are still open.

  1. 1.Read the project
  2. 2.Turn a flat list into a shape
  3. 3.Email me the list

Every Monday at 9am·AsanaGmail

Before you start one

Do these actually run, or are they templates?
They run. Each one is a working automation with real steps against real tools. Starting one takes you to a review screen where you can change it before anything happens.
Will it send something without asking me?
Not unless you tell it to. Every automation stops before the irreversible step and shows you exactly what it is about to do, including the message and the recipient. You can tell it to stop asking once you trust it.
What do I need to connect?
Each one lists the tools it needs. You connect them once and every automation that needs them reuses the connection.
Can I change one after I start it?
Yes. Ask in plain words for a different schedule, a different threshold or a different recipient, and it is rebuilt.

Every one of these has a page of its own, showing what it does step by step before you start it. Read the full automation library.

Already running automations somewhere else and finding they quietly stop? Six ways a run reports success while doing nothing, and how to tell them apart.

Start with one that already works

Pick one, change what you need, and watch it run on your own data before it acts on anything.

Start one free

Free, and no card. It runs for real, five times.