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For consulting firms

52 items on the hub serve consulting firms. Ready-to-run automations first, then the tools they build on.

Ready to run (21)

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

• 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 Calendly Booking Notify — Notify contacts of upcoming Calendly bookings.
• workflow Deliverable Pack Check — Checks each engagement's deliverable folder against what the client is owed, and reports what is missing, who owns it, and which packs are late - broken out by owner so each person sees their own list.
• workflow Document Request Chaser — Daily digest of outstanding client documents, aged and tiered into nudge / follow-up / escalate, with a draft request per client. Drafts go to staff for review - nothing is sent to a client automatically.
• workflow Engagement Status Digest — Daily check of every active engagement - which are overdue a client update, which are blocked or at risk, and which milestones are near. Produces a draft per engagement for the lead to review; nothing is sent to a client.
• 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 Milestone Deadline Watcher — Daily reminder of open project milestones - submittal dates, review windows, permit deadlines - at 30/14/7/3/1-day windows, flagging anything past due or at risk. It does not read your schedule file or recalculate a critical path.
• 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 Proposal Drafter — Prices a scope from your rate card in code, then has the AI write the SOW prose around the computed figures and the discovery notes. The model never prices anything and never sees a rate it can change.
• 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 Unbilled Time Digest — Weekly worklist of time recorded but not billed, and invoices past due in 30/60/90 buckets. Arithmetic only - it does not issue invoices, contact clients, or touch a trust account.
• workflow Utilization Tracker — Weekly utilization and realized revenue per person from a logged-time Sheet. Flags anyone under the target or over capacity, and rolls hours up by client. Arithmetic only - no AI, no estimate.
• workflow Utilization Tracker (Harvest) — Weekly utilization and realized revenue per person, read straight from Harvest instead of a Sheet. Flags anyone under target or over capacity and rolls hours up by client. Arithmetic only - no AI.
• monitor News Sentiment Check — Uses an AI-driven structured check to read recent headlines and classify them; arms branch on the structured outputs.
• skill Contract Clause Extractor — Extract key clauses (term, renewal, liability, termination) from contract text.
• 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 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 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 (10)

• hand-built Affinity — Sync relationships, organizations, and deal lists in Affinity CRM via its REST API.
• hand-built licensed Anaplan — Discover Anaplan workspaces, models, lists, exports and actions via the Anaplan Integration API v2.
• hand-built Calendly — List Calendly scheduled events and their invitees, and cancel events, via the Calendly API v2.
• hand-built Clockify — Read time entries, projects, clients and users from Clockify. Paginates everything (Clockify defaults to 50 per page) and converts ISO-8601 durations to hours.
• hand-built licensed Essbase — Automate Oracle Essbase OLAP cubes — run calculations, load and extract data, build dimensions, and manage applications through the Essbase JAPI.
• hand-built Harvest — Read time entries, projects, clients, tasks and users from Harvest time tracking via the Harvest API v2. Follows pagination and reports when a result is incomplete.
• hand-built licensed SAP Ariba — Run SAP Ariba sourcing operational-reporting jobs and fetch their results.
• hand-built Tableau — List workbooks, views, data sources and projects on a Tableau site via the Tableau REST API.
• hand-built licensed TM1 — Run IBM Planning Analytics (TM1) TurboIntegrator processes, read and write cube data, and query dimensions through the TM1 REST API.
• hand-built Toggl Track — Read time entries, projects and clients from Toggl Track. Separates the current-user endpoint from the workspace-wide reports endpoint so a firm report cannot silently cover one person.

Other tools (21)

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

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