Automate the work that eats your week.
Every use case is a real, end-to-end job an Actionist agent runs for you: the inbox triage, the chasing, the reporting, the data entry. Pick one and see exactly how it gets done.
Step-by-step recipes, ready to run.
Live now
EmailCommunicationProductivityEmail Triage and Inbox Management
Gmail inbox swept, labelled, and digested to Slack so the urgent rises and the noise disappears before you open your laptop.
See the recipe- EmailSupportCommunication
Customer Support Email Replies
Draft customer support replies in Gmail and route them for Slack approval before anything reaches your inbox.
See the recipe 
ProjectsSupportMonitoring & AlertsSLA Breach Alerts from ClickUp to Slack
ClickUp tasks past their SLA threshold trigger a structured Slack alert with owner, overdue time, and a link, before anyone misses a breach.
See the recipe
Meetings & VideoProjectsProductivityOtter Transcripts to ClickUp Tasks
Otter meeting transcripts turned into reviewed ClickUp tasks and a Slack recap, before the next meeting buries the last one.
See the recipe- GitHub
DeveloperProjectsMonitoring & AlertsCI Failure Triage
GitHub Actions failures turned into reviewed Linear issues and a Slack recap, before the next commit buries the context.
See the recipe - GitHubDeveloperCommunicationProjects
GitHub PR Review Reminders to Slack
An Actionist agent checks GitHub twice a day, finds PRs past your review SLA, and posts a Slack nudge to the reviewer after your optional sign-off.
See the recipe
Every job in the queue, grouped by the work.
The libraryInbox & email
3- Shared Inbox Sorting and RoutingComing soon
- Sales Follow-Up Emails
Coming soon - Turning Emails into TicketsComing soon
Leads & sales
6- Lead Qualification and First ResponseComing soon
- CRM Data Entry and CleanupComing soon
- Pre-Meeting Account Briefs
Coming soon - Prospect and Account Research
Coming soon - Closed-Won Deal HandoffsComing soon
- Free-Trial Conversion Tracking
Coming soon
Reports & digests
9- Your Morning BriefingComing soon
- Weekly KPI Reports
Coming soon - Daily Sales Reports
Coming soon - Sales Pipeline ReportsComing soon
- Client ReportingComing soon
- MRR and Churn ReportingComing soon
- Daily Standup DigestsComing soon
- Investor Update DraftsComing soon
- Social Media Engagement ReportsX (Formerly Twitter)Coming soon
Billing & finance
8- Invoice Follow-Ups and AR ChasingComing soon
- Failed Payment RecoveryComing soon
- Payment Reconciliation
Coming soon - Expense and Receipt TrackingComing soon
- Month-End Close ChecklistsComing soon
- Budget vs. Actuals AlertsComing soon
- Subscription and Billing AuditsComing soon
- Payment Dispute TrackingComing soon
Monitoring & alerts
8- Competitor MonitoringComing soon
- Online Review Monitoring and ResponsesComing soon
- Social Listening and Brand MentionsX (Formerly Twitter)Coming soon
- Error Triage and Alert Digests
Coming soon - Low-Stock Inventory AlertsComing soon
- Deploy Failure AlertsComing soon
- Shipment Exception AlertsComing soon
- Regulatory and Terms-Change MonitoringComing soon
Scheduling
4- Meeting SchedulingComing soon
- Interview SchedulingComing soon
- No-Show and Cancellation RescueComing soon
- Contract Renewal RemindersComing soon
Documents
6- Invoice Data Extraction
Coming soon - Contract Review SummariesComing soon
- Resume ScreeningComing soon
- Meeting Notes and Action ItemsComing soon
- Document Filing and NamingComing soon
- NDA PreparationComing soon
Knowledge assistants
4- Build an AI HR Policy AssistantComing soon
- Customer Feedback AnalysisComing soon
- Turn SOPs into Automated PlaybooksComing soon
- QBR and Renewal Prep BriefsComing soon
Data entry
1- Data Entry into Any AppComing soon
People ops
3- Employee OnboardingComing soon
- Employee OffboardingComing soon
- Software License and Seat AuditsComing soon
Engineering
2- Issue Triage and RoutingComing soon
- Release NotesComing soon
Marketing & content
3- Newsletter Drafting
Coming soon - Email List and Segment UpdatesComing soon
- Webinar and Event Registration FlowsComing soon
Agent roles
3- Hire an AI Executive AssistantComing soon
- Set Up an AI ReceptionistComing soon
- Request Intake and Triage Across TeamsComing soon
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Agents for the department doing the work: sales, support, finance, HR and more.
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