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Workflow automation
Automate the repetitive.
Decide what matters.
Build end-to-end workflows in minutes.
No code, no complexity.
Google Sheets
Import Contacts
Spreadsheet
Q2 Campaign — Prospect List
Sheet
Sheet1
Rows imported
247 contacts
AI Text Generate
Write Outreach Email
Model
Claude Sonnet
Prompt
Write a personalised cold email for {{name}} at {{company}}…
Output
email body text
Human Review
Approve Email Draft
Waiting for
your approval
Draft
Hi {{name}}, I came across {{company}}…
Action
Review · Edit · Approve
Paused · awaiting review
Send Email
Send Campaign Email
To
{{contact.email}}
Subject
Quick question about {{company}}
Body
Hi {{name}}, I came across your work…
Status
244 delivered · 3 failed
Email Tracking
Track Engagement
Opened
187 of 244
Clicked
62 of 244
Bounced
3
Delay
7 days after send
Google Sheets
Export Results
Sheet
Campaign Results — Q2
Mode
Append rows
Rows written
244
Fields
name · email · opened · clicked
CSV
Import Ticker List
File
sp500_tickers.csv
Columns
ticker · sector · market_cap
Rows
503 symbols
Financial Data
Fetch Financials
Ticker
{{ticker}}
Metrics
P/E · Revenue · EPS · FCF · ROIC
Period
TTM + 5yr history
SEC Filing
Fetch XBRL Data
Ticker
{{ticker}}
Filing type
10-K
Fiscal years
5
Fields
Revenue · Net income · Debt · CapEx
Evaluate
Buffett Metrics
ROE 10yr avg
18.4%
Debt / equity
0.42
FCF margin
24.1%
Moat score
8.2 / 10
AI Text Generate
Qualitative Analysis
Model
Claude Sonnet
Prompt
Assess mgmt quality, competitive moat, and capital allocation…
Output
structured analysis text
Collect
Collect Results
List count
503
Fail count
0
Skipped
12 — missing data
Output
rows array
PDF
Generate Investment Brief
Template
investment_brief.html
Pages
4
Output
brief_{{ticker}}_{{date}}.pdf
Send Email
Email Report to Client
To
{{client.email}}
Subject
Investment Brief — {{ticker}} · {{date}}
Body
Please find your report attached…
Attach
brief_{{ticker}}_{{date}}.pdf
RSS Feed
Fetch Financial News
Sources
Reuters Markets · Bloomberg · FT
Filter
{{ticker}} mentions
Max items
20 per source
AI Text Generate
Summarise Articles
Model
Claude Haiku
Output mode
Structured JSON
Fields
title · summary · sentiment · relevance
Condition
Filter by Sentiment
If
sentiment = negative AND relevance > 0.7
Then
alert path
Else
log and skip
Slack
Send Market Alert
Channel
#market-alerts
Message
⚠ Negative signal: {{title}}
Details
{{summary}}
Posted by
Formt bot
PDF
Extract Contract Clauses
Source
contract_draft_v2.pdf
Mode
Structured extraction
Fields
parties · term · renewal · governing law
Human Review
Review Contract
Document
contract_draft_v2.pdf
Flagged clauses
3 require attention
Action
Review · Annotate · Approve
Paused · awaiting review
Form
Collect Onboarding Info
Fields
Name · Company · Role · Use case · Team size
Required
all fields
Submitted
14 of 20 responses
QR Code
Generate Payment QR
URL
{{checkout.link}}
Size
512 × 512px
Output
qr_{{order_id}}.png
Google Sheets
Import Contacts
Spreadsheet
Q2 Campaign — Prospect List
Sheet
Sheet1
Rows imported
247 contacts
AI Text Generate
Write Outreach Email
Model
Claude Sonnet
Prompt
Write a personalised cold email for {{name}} at {{company}}…
Output
email body text
Human Review
Approve Email Draft
Waiting for
your approval
Draft
Hi {{name}}, I came across {{company}}…
Action
Review · Edit · Approve
Paused · awaiting review
Send Email
Send Campaign Email
To
{{contact.email}}
Subject
Quick question about {{company}}
Body
Hi {{name}}, I came across your work…
Status
244 delivered · 3 failed
Email Tracking
Track Engagement
Opened
187 of 244
Clicked
62 of 244
Bounced
3
Delay
7 days after send
Google Sheets
Export Results
Sheet
Campaign Results — Q2
Mode
Append rows
Rows written
244
Fields
name · email · opened · clicked
CSV
Import Ticker List
File
sp500_tickers.csv
Columns
ticker · sector · market_cap
Rows
503 symbols
Financial Data
Fetch Financials
Ticker
{{ticker}}
Metrics
P/E · Revenue · EPS · FCF · ROIC
Period
TTM + 5yr history
SEC Filing
Fetch XBRL Data
Ticker
{{ticker}}
Filing type
10-K
Fiscal years
5
Fields
Revenue · Net income · Debt · CapEx
Evaluate
Buffett Metrics
ROE 10yr avg
18.4%
Debt / equity
0.42
FCF margin
24.1%
Moat score
8.2 / 10
AI Text Generate
Qualitative Analysis
Model
Claude Sonnet
Prompt
Assess mgmt quality, competitive moat, and capital allocation…
Output
structured analysis text
Collect
Collect Results
List count
503
Fail count
0
Skipped
12 — missing data
Output
rows array
PDF
Generate Investment Brief
Template
investment_brief.html
Pages
4
Output
brief_{{ticker}}_{{date}}.pdf
Send Email
Email Report to Client
To
{{client.email}}
Subject
Investment Brief — {{ticker}} · {{date}}
Body
Please find your report attached…
Attach
brief_{{ticker}}_{{date}}.pdf
RSS Feed
Fetch Financial News
Sources
Reuters Markets · Bloomberg · FT
Filter
{{ticker}} mentions
Max items
20 per source
AI Text Generate
Summarise Articles
Model
Claude Haiku
Output mode
Structured JSON
Fields
title · summary · sentiment · relevance
Condition
Filter by Sentiment
If
sentiment = negative AND relevance > 0.7
Then
alert path
Else
log and skip
Slack
Send Market Alert
Channel
#market-alerts
Message
⚠ Negative signal: {{title}}
Details
{{summary}}
Posted by
Formt bot
PDF
Extract Contract Clauses
Source
contract_draft_v2.pdf
Mode
Structured extraction
Fields
parties · term · renewal · governing law
Human Review
Review Contract
Document
contract_draft_v2.pdf
Flagged clauses
3 require attention
Action
Review · Annotate · Approve
Paused · awaiting review
Form
Collect Onboarding Info
Fields
Name · Company · Role · Use case · Team size
Required
all fields
Submitted
14 of 20 responses
QR Code
Generate Payment QR
URL
{{checkout.link}}
Size
512 × 512px
Output
qr_{{order_id}}.png
Google Sheets
Import Contacts
Spreadsheet
Q2 Campaign — Prospect List
Sheet
Sheet1
Rows imported
247 contacts
AI Text Generate
Write Outreach Email
Model
Claude Sonnet
Prompt
Write a personalised cold email for {{name}} at {{company}}…
Output
email body text
Human Review
Approve Email Draft
Waiting for
your approval
Draft
Hi {{name}}, I came across {{company}}…
Action
Review · Edit · Approve
Paused · awaiting review
Send Email
Send Campaign Email
To
{{contact.email}}
Subject
Quick question about {{company}}
Body
Hi {{name}}, I came across your work…
Status
244 delivered · 3 failed
Email Tracking
Track Engagement
Opened
187 of 244
Clicked
62 of 244
Bounced
3
Delay
7 days after send
Google Sheets
Export Results
Sheet
Campaign Results — Q2
Mode
Append rows
Rows written
244
Fields
name · email · opened · clicked
CSV
Import Ticker List
File
sp500_tickers.csv
Columns
ticker · sector · market_cap
Rows
503 symbols
Financial Data
Fetch Financials
Ticker
{{ticker}}
Metrics
P/E · Revenue · EPS · FCF · ROIC
Period
TTM + 5yr history
SEC Filing
Fetch XBRL Data
Ticker
{{ticker}}
Filing type
10-K
Fiscal years
5
Fields
Revenue · Net income · Debt · CapEx
Evaluate
Buffett Metrics
ROE 10yr avg
18.4%
Debt / equity
0.42
FCF margin
24.1%
Moat score
8.2 / 10
AI Text Generate
Qualitative Analysis
Model
Claude Sonnet
Prompt
Assess mgmt quality, competitive moat, and capital allocation…
Output
structured analysis text
Collect
Collect Results
List count
503
Fail count
0
Skipped
12 — missing data
Output
rows array
PDF
Generate Investment Brief
Template
investment_brief.html
Pages
4
Output
brief_{{ticker}}_{{date}}.pdf
Send Email
Email Report to Client
To
{{client.email}}
Subject
Investment Brief — {{ticker}} · {{date}}
Body
Please find your report attached…
Attach
brief_{{ticker}}_{{date}}.pdf
RSS Feed
Fetch Financial News
Sources
Reuters Markets · Bloomberg · FT
Filter
{{ticker}} mentions
Max items
20 per source
AI Text Generate
Summarise Articles
Model
Claude Haiku
Output mode
Structured JSON
Fields
title · summary · sentiment · relevance
Condition
Filter by Sentiment
If
sentiment = negative AND relevance > 0.7
Then
alert path
Else
log and skip
Slack
Send Market Alert
Channel
#market-alerts
Message
⚠ Negative signal: {{title}}
Details
{{summary}}
Posted by
Formt bot
PDF
Extract Contract Clauses
Source
contract_draft_v2.pdf
Mode
Structured extraction
Fields
parties · term · renewal · governing law
Human Review
Review Contract
Document
contract_draft_v2.pdf
Flagged clauses
3 require attention
Action
Review · Annotate · Approve
Paused · awaiting review
Form
Collect Onboarding Info
Fields
Name · Company · Role · Use case · Team size
Required
all fields
Submitted
14 of 20 responses
QR Code
Generate Payment QR
URL
{{checkout.link}}
Size
512 × 512px
Output
qr_{{order_id}}.png