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Workflow Recipes

Automate real tasks, step by step.

Follow-along recipes for automating the repetitive work that eats your time — each one a clear, no-code guide you can set up in minutes.

A workflow connecting Gmail to Slack through an automation tool
Beginner⏱ 15 min

How to Automate Gmail to Slack Notifications

Get an instant Slack message whenever an important email lands in Gmail.

GmailSlackZapier
A workflow extracting data from invoices into a spreadsheet with AI
Intermediate⏱ 30 min

How to Automate Invoice Data Entry with AI

Turn incoming invoice emails into structured spreadsheet rows automatically.

EmailAI document processingGoogle Sheets
A workflow sending form leads into a CRM automatically
Beginner⏱ 20 min

How to Automate Lead Capture to Your CRM

Automatically add every new form lead to your CRM and alert the right person.

Web formCRMZapier
A workflow publishing social posts from a spreadsheet automatically
Beginner⏱ 20 min

How to Automate Social Media Posting

Publish social posts automatically from a simple spreadsheet or content queue.

Google SheetsBufferZapier