InTouch Hub › For administration

For administration

259 items on the hub serve administration. Ready-to-run automations first, then the tools they build on.

Ready to run (40)

Install and go. Each one is a complete automation with its own schedule or trigger.

• workflow Airtable Record Digest — Fetches records from an Airtable table and notifies contacts with a digest of the record data.
• workflow Appointment Reminder (Google Calendar) — Google Calendar-driven appointment reminders. Reads upcoming events directly from your Calendar (no CSV to maintain), sends 24-hour and 1-hour reminder emails to attendees, and tracks state in a Sheet so each event is reminded exactly once per window. Cross-platform (python runtime).
• workflow appointment-reminder — Send 24-hour and 1-hour appointment reminders via SMS/WhatsApp with confirm/cancel support
• workflow Better Than CAPTCHA — Guards a published contact address so you can delete the contact form. Header forensics reject forged mail, first-time senders confirm with one reply, and everything else is routed and digested. No puzzles, no third party, no account.
• workflow Birthday Reminder (Google Calendar) — Calendar-driven birthday reminder. Reads today's events from your Google Calendar, filters by title prefix (default \"Birthday:\"), and sends a single summary to the owner. Generalizes to any annual milestone \u2014 change the prefix for anniversaries, holidays, work events.
• workflow Calendly Booking Notify — Notify contacts of upcoming Calendly bookings.
• workflow Docket Deadline Watcher — Daily reminder of open docket and filing deadlines from a firm-maintained Sheet, at 30/14/7/3/1-day windows, flagging anything past due. It does NOT calculate deadlines from court rules and is not legal advice.
• workflow documents-backup-s3 — Auto-upload important documents to S3 when new files appear
• workflow downloads-cleanup — Move files older than 30 days out of Downloads folder
• workflow Filing Deadline Watcher — Daily reminder of upcoming tax and compliance filing deadlines from a firm-maintained Sheet. Reminds at 30/14/7/3/1-day windows and flags anything already past due. Does NOT calculate due dates from tax rules - the firm enters the dates.
• workflow Gmail Daily Digest — Fetch unread Gmail, categorize with AI, and deliver a styled HTML digest to your InTouch inbox.
• workflow Intake Response Tracker — Finds new client enquiries in Gmail, ages them, and flags any waiting longer than your response threshold. It does not reply, and it does not run a conflict check.
• workflow Invoice Reminder (Sheets-driven, escalating) — Sheet-driven invoice reminder. Reads an InvoiceLog Sheet, sends personalized reminder emails for overdue invoices with escalating tone (friendly → follow-up → final), stamps each row to prevent duplicate chases. Replaces the thin CSV-driven invoice-reminder workflow that sent one generic email regardless of which invoice was overdue.
• workflow invoice-reminder — Check for overdue invoices and send payment reminders
• workflow Lease Renewal Reminder — Daily digest of upcoming tenant lease expirations in 90/60/30-day windows. Reads the Tenants Google Sheet and alerts the landlord/PM in time to negotiate renewal or list the unit.
• workflow Lien Deadline Reminder — Daily reminder of upcoming lien deadlines from a user-maintained Sheet. Reminds at 30/14/7/3/1-day windows. The tool does not calculate deadlines from lien rules — user enters dates from their attorney or lien-service vendor.
• workflow Matter File Check — Checks each open matter's folder against the documents the file is supposed to contain and reports what is missing and who owns it. Presence and naming only - it does not open, verify or assemble anything.
• workflow Month-End Report Pack — Checks each client's month-end pack folder against the expected report list and reports what is present, what is missing, and which packs are late. Presence and naming only - it does not open the files or check the numbers.
• workflow Notion Task Daily Digest — Daily digest of due Notion database items, summarized by AI and sent to contacts.
• workflow Phishing Check — Read one Gmail message via the Google Workspace tool and have AI judge whether it is genuine or phishing — using the real SPF/DKIM/DMARC results, sender/return-path/reply-to mismatches, and link domains in the headers.
• workflow photo-backup-gdrive — Upload new photos from Pictures folder to Google Drive
• workflow RSS Digest → Google Doc Archive — RSS digest that appends each run to a growing Google Doc archive. Each day prepends a new dated section to the Doc; the email contains a link, not the bulk content. Builds a searchable reverse-chronological news archive.
• workflow Sub COI Expiration Tracker — Daily digest of subcontractor Certificate of Insurance expirations in 30/14/7-day windows. Reads the SubsCOI Google Sheet and alerts the office before a sub's coverage lapses.
• workflow Submittal Tracker — Daily digest of pending submittals — aging by 14/21/28 days, plus items past their target return date. Reads SubmittalLog Google Sheet.
• workflow Timesheet Reminder (Sheets-driven, selective) — Sheet-driven timesheet reminder. Reads a Roster + TimesheetLog Sheet, sends a reminder ONLY to people who haven't submitted this week's timesheet and ONLY on their working days. Pairs with the timesheet-collector skill (which writes TimesheetLog rows). Replaces the static workflow that pinged everyone every weekday regardless of submission state.
• workflow timesheet-reminder — Email you every weekday at 8:45am to submit your timesheet
• workflow Trello Card Due Reminder — Remind on Trello cards due soon.
• monitor Listing Change Watcher — Poll Gmail for MLS alert emails (price drops, status changes, new listings on saved searches). Classify each via Claude, log to a Google Sheet, and notify the agent. Inbound automation via Gmail.
• monitor Upcoming Birthdays Reminder — Daily check of a birthday list. Notifies the owner when birthdays fall within the next 7 days.
• skill Change Order Explainer — Plain-English breakdown of a change order — what scope changes, cost impact, time impact, who pays, and hidden clauses that often slip past PMs. For pre-signature review.
• skill CSV Import Validator — Inspect a CSV file's headers and sample rows for schema problems, weird columns, missing required fields, encoding issues, and obvious data quality red flags before loading into a database.
• skill expense-tracker — Process expense receipts from any channel. Extract merchant, amount, date, category from receipt photos/PDFs. Enforce spending policies. Accumulate into expense reports. Submit for approval.
• skill Inbox Summary — Daily summary of unread email, categorized into Action Required, FYI, and Newsletter buckets. AI surfaces what actually needs a reply versus what can wait.
• skill Inbox Triage Judge — Decide whether a message sent to a published contact address is a person trying to reach the business or bulk outreach. Returns REACH, BULK or UNSURE with one line of reasoning, and errs toward letting people through.
• skill Invoice Field Extractor — Extract structured fields (vendor, number, date, line items, total) from invoice text.
• skill invoice-processor — Extract structured data from invoice emails and PDF attachments. Returns vendor, amount, line items, due date, and payment terms. Flags unusual amounts or unknown vendors.
• skill Meeting Notes Summarizer — Turn a raw meeting transcript into structured notes — action items with owners, decisions made, open questions, and key topics. Designed for the kinds of recordings Zoom, Teams, and OBS produce.
• skill Morning Briefing — Daily morning briefing combining today's weather, calendar events, and top news headlines into a single summary delivered at the time of your choosing.
• skill PDF Form Filler — Match structured data against a form template's labeled fields and fill the form. AI handles fuzzy field-name matching ("DOB" ↔ "dateOfBirth") and combines fields when needed (firstName + lastName → "Full Name").
• skill timesheet-collector — Collect employee work hours via any messaging channel. Extract hours per day, project/task notes, and overtime. Validate totals, flag anomalies, and generate weekly summaries for managers.

Hand-built tools (41)

• hand-built licensed ADP — Read ADP Workforce Now workers and pay statements via the ADP HR & Payroll REST APIs.
• hand-built Airtable — List, create, and update records in an Airtable base via the Airtable Web API.
• hand-built Asana — Read and create Asana tasks, projects, and workspaces via the Asana REST API.
• hand-built BambooHR — Read the BambooHR employee directory, individual employee records, who is out today, and time-off requests through the BambooHR API.
• hand-built Birthday Checker — Check a CSV birthday list for upcoming birthdays within a lookahead window
• hand-built Calendly — List Calendly scheduled events and their invitees, and cancel events, via the Calendly API v2.
• hand-built Document to Text — Extract text from PDF, Word (.docx), OpenDocument (.odt), RTF, and plain text files. Pure-Python where possible — no LibreOffice required. Single file or batch directory mode.
• hand-built DocuSign — Send, sign, and track sales contracts and envelopes via the DocuSign eSignature REST API.
• hand-built Dropbox Sign — Request signatures and track signed sales documents via the Dropbox Sign (HelloSign) REST API. Sends signature requests from a file URL or a template, reads a signature request's status, and lists signature requests and templates.
• hand-built Dynamics 365 — Read and create Microsoft Dynamics 365 records — accounts, contacts, leads and opportunities — through the Dataverse Web API.
• hand-built Email Authenticity Check — Judge whether a Gmail message is genuine or phishing from its SPF/DKIM/DMARC results, From/Return-Path/Reply-To/DKIM alignment, and link domains. Deterministic — no AI.
• hand-built Excel — Read and write Microsoft Excel workbooks (.xlsx and .xls), list sheets, and convert between Excel and CSV.
• hand-built GitHub Repository Admin — Administer GitHub repositories — create, describe, set topics, rename, archive, list and delete. Needs an API Key credential holding a personal access token.
• hand-built HaloITSM — Read HaloITSM service desk tickets, actions, users, clients and reference data, and raise tickets from automation, through the HaloITSM REST API.
• hand-built HaloITSM Knowledge Base — Read HaloITSM knowledge base articles through the HaloITSM REST API.
• hand-built HaloITSM Services — Read the HaloITSM service catalogue — services, their categories and per-service status history — through the HaloITSM REST API.
• hand-built iCal Events — Parse an .ics (iCalendar) file or URL and list upcoming events within a lookahead window.
• hand-built LDAP — Search, read, modify and count entries in LDAP or Active Directory.
• hand-built ManageEngine ServiceDesk Plus — Create and update IT helpdesk requests and assets in ManageEngine ServiceDesk Plus via the SDP Cloud REST API v3.
• hand-built Markdown to HTML — Convert Markdown to HTML. Useful for prettier emails, reports, and rendering AI output. Stdlib only, no pip install. Raw HTML in the input is escaped by default (safe for email bodies).
• hand-built Microsoft 365 Licences — Read Microsoft 365 subscriptions, seat counts and per-user licence assignment through Microsoft Graph.
• hand-built Microsoft Entra Identity — Read Microsoft Entra (Azure AD) users, groups and group membership through Microsoft Graph.
• hand-built Microsoft Exchange Mail — Read Exchange Online mailboxes, folders and attachments, and send mail as a mailbox, through Microsoft Graph.
• hand-built Microsoft Graph — Microsoft Graph tenant check, and the shared credential for every msgraph-* connector. Reports which Entra tenant a credential actually points at.
• hand-built Microsoft Intune Devices — Read Microsoft Intune enrolled devices, compliance state, configuration profiles and detected apps through Microsoft Graph. Requires an Intune licence.
• hand-built Microsoft OneDrive & SharePoint — Browse OneDrive and SharePoint sites, libraries, folders and file metadata through Microsoft Graph.
• hand-built Microsoft Outlook Calendar — Read Outlook calendars and scheduled occurrences, create events and find meeting times, through Microsoft Graph.
• hand-built Microsoft Teams — Read Microsoft Teams teams, channels and channel messages, and post to a channel, through Microsoft Graph.
• hand-built Monday — Query and create monday.com items via the monday.com GraphQL API.
• hand-built Moodle — Read Moodle courses, enrolments, assignment submissions and grades through the Moodle web services REST API.
• hand-built Notion — Read and write Notion pages and databases via the official Notion API.
• hand-built Okta — Read Okta identity data — users, groups and assigned applications — through the Okta Management API.
• hand-built licensed Oracle Fusion Cloud HCM — Read Oracle Fusion Cloud HCM worker, assignment and organisation data over its REST API.
• hand-built PDF — Generate PDFs, extract their text, read their metadata, and merge documents.
• hand-built licensed PeopleSoft HCM — Read Oracle PeopleSoft HCM human-resources data — workers, jobs and organisations — over JDBC.
• hand-built licensed SAP Concur — Read SAP Concur expense data — reports, entries, and users.
• hand-built licensed SAP SuccessFactors — Read SAP SuccessFactors HRIS data — users, persons, departments — via the OData v2 API.
• hand-built ServiceNow — Create and update ITSM incidents, requests, and CMDB records via the ServiceNow Table API.
• hand-built Slack — Call the Slack Web API to post messages, list channels, read history, and look up users.
• hand-built Trello — Read and create Trello boards, lists, and cards via the Trello REST API.
• hand-built licensed Workday — Read Workday HCM workers, supervisory organizations, and job profiles via the Workday REST API.

Other tools (178)

Transcribed from each vendor’s published API specification — check the operations before you rely on one.

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