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For professional services

37 items on the hub serve professional services. Ready-to-run automations first, then the tools they build on.

Ready to run (16)

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

• 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 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 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 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 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.
• 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 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.

Hand-built tools (8)

• hand-built Affinity — Sync relationships, organizations, and deal lists in Affinity CRM via its REST API.
• 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 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 Keap — Manage contacts, orders, and campaigns in Keap (Infusionsoft) via its REST API.
• hand-built Microsoft Outlook Calendar — Read Outlook calendars and scheduled occurrences, create events and find meeting times, through Microsoft Graph.
• hand-built PandaDoc — Generate, send, and track quotes and proposals via the PandaDoc REST API. Lists documents, reads document status/details, creates a document from a template, and sends a document for signature.
• hand-built Teamwork Desk — Manage helpdesk tickets, customers, and inboxes in Teamwork Desk via the v2 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 (13)

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

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