Install a template and your workflows instantly become structured, searchable, and actionable—across your tools.
Turns notes + calendars into a plan
Output:
Weekly plan + tasks + reminders
Pull AI chats via webhook, turn into tasks + docs
Output:
Tasks + docs from AI conversations
Health score summary + churn flags + playbook suggestions
Output:
Health dashboards + intervention plans
Browse by category or search for specific workflows
Set your preferences and connect relevant tools
Templates integrate with your existing data and tools instantly