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Report workflows

1,152 ready-to-run report workflows, each linked to the integrations it uses.

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1,152 workflows

Weekly Merge Reconciliation Health Report for Leadership

Compiles the past week of dedupe activity from the Coda queue and both CRMs into a leadership-ready report covering pairs found, merged, rejected, and still pending.

CodaHubSpotConfluence+1
Sim · 6 steps

Assemble a Takedown Evidence Pack on Demand

On request, gathers Brave Search and live-page evidence for a confirmed impersonation domain, compiles a structured evidence document into Google Drive.

BraveGoogle Drive+1
Sim + Paperclip · 6 steps

Reference Check Collector at Offer Stage

When a candidate reaches the offer stage, it emails their listed references a structured questionnaire, collects responses via webhook, summarizes them with an LLM.

AirtableGmail
Sim · 6 steps

Weekly Shadow-IT Posture Report for Leadership

Aggregates the week's shadow-IT findings and review outcomes from Snowflake and Linear into a single rollup with trends.

SnowflakeLinearNotion
Sim + Paperclip · 6 steps

Triage negative mentions and route each to the right team

Classifies every negative mention by intent — support issue, bug report, PR risk, or sales objection — and files it into the correct queue: Zendesk for support, Linear for bugs.

ZendeskLinear
Sim · 6 steps

Weekly runbook coverage gap reporter

Each week, reviews recently resolved PagerDuty incidents against the postmortem knowledge base and reports which incident types have no remediation precedent.

PagerDutyPostgreSQLConfluence
Sim · 6 steps

Voice Field-Report Incident Triage to Slack and PagerDuty

Transcribes a field voice report, classifies severity, and routes routine notes to a Slack channel while escalating anything flagged critical to PagerDuty.

ElevenLabsPagerDuty
Sim · 6 steps

Agentic Phishing Investigation & Case Builder

An autonomous agent picks up each reported phishing email, detonates links in a sandbox, enriches indicators via web research, decides quarantine and escalation actions.

GmailPerplexityCloudflareNotion+1
Paperclip · 6 steps

Phishing Campaign Blast-Radius Sweep

Webhook-triggered when an analyst confirms a phishing case; searches the Gmail tenant for other copies of the same malicious URL or sender, tallies every recipient.

GmailPostgreSQLPagerDuty
Sim · 6 steps

Compile a post-webinar attendance and pipeline recap for stakeholders

After a Zoom webinar, aggregates registration, attendance, and engagement stats with HubSpot pipeline impact, has OpenAI write a plain-English recap.

ZoomHubSpotNotion
Sim · 6 steps

Quarterly Retention Audit Report Across the Signed-Doc Vault

On a quarterly schedule, inventories every contract in the Dropbox vault, summarizes counts by retention status into a Notion audit page.

DropboxAirtableNotionGmail
Sim · 6 steps

Agent-Driven CSV Schema Drift Triage and Partner Outreach

When a partner CSV fails validation, an agent diagnoses whether the failures are schema drift or dirty data, files a Linear issue with the analysis.

LinearGmail
Paperclip · 6 steps

Daily multi-deploy release-health roundup

Every morning, gathers all the previous day's production deploys and their Sentry error groups, clusters regressions by root cause across deploys.

VercelSentryNotion
Sim · 7 steps

Draft board narrative from KPI deltas and prior commentary

On request, an agent compares current KPIs against last quarter, reads the prior board narrative, and writes a draft narrative section explaining the changes.

SnowflakeCodaGoogle Drive
Paperclip · 6 steps

Dropbox Quota Overflow Emergency Artifact Prune

When a webhook reports Dropbox usage crossing a quota threshold, prunes the oldest non-release artifacts until usage drops under target and pages on-call via PagerDuty if it can't.

DropboxGitHubPagerDuty
Sim · 6 steps

Weekly Review Theme Digest to Airtable and Slack

Aggregates a week of App Store and G2 reviews, clusters them into recurring themes with sentiment trends, logs the breakdown to Airtable.

Airtable
Sim · 6 steps

Agent-authored license-change impact report to Confluence

When a HuggingFace model's license changes, an agent researches the new terms, assesses commercial-use and redistribution impact across every dependent repo.

Hugging FaceGitHubConfluence
Paperclip · 6 steps

Weekly Flaky-Test Scorecard to Confluence with Per-Owner Linear Tickets

Every Monday aggregates the week's flaky-test data from GitHub and Honeycomb, publishes a ranked scorecard to Confluence.

GitHubConfluenceLinear
Sim · 6 steps

Weekly critical-path risk report across boards, written to Notion

Each week an agent traces dependency chains across Linear, ClickUp, and Asana, identifies the longest at-risk critical paths.

LinearClickUpAsanaNotion
Paperclip · 5 steps

Archive every field voice transcript to Postgres, then route open items to Trello

Transcribes each field voice note, stores the full transcript and metadata in Postgres for the record.

ElevenLabsPostgreSQLTrello
Sim · 6 steps

Daily re-hash audit of the contract archive for silent drift

Runs nightly across the archived contracts in S3, re-hashes every PDF against its registered baseline.

PostgreSQLNotion
Sim · 5 steps

Weekly Outdated-Dependency Risk Digest

On a weekly schedule, list every outdated dependency, score each by changelog severity and how many internal modules import it.

GitHubPostgreSQL
Sim · 6 steps

Weekly Sprint Health Report from Linear to Notion + Slack

Every Friday, pulls the active Linear sprint's issue data, has an LLM write a plain-English health summary, publishes it as a Notion page.

LinearNotion
Sim · 6 steps

Weekly Expense Violation Digest with Category Trends

Each week, aggregates resolved and pending policy violations from Postgres, summarizes the top offending categories and repeat employees.

PostgreSQLNotion
Sim · 5 steps

Real-Time Spend Spike Alert for Procurement

When a finance system webhook reports a new large invoice, it checks the vendor's spend history in BigQuery and pings procurement in Slack only when the charge is an outlier…

Google BigQuery
Sim · 5 steps

Coda Knowledge Gap Filler with Source-Verified Research

When the answer bot can't find a grounded answer in Coda, an agent researches the question against approved web sources, drafts a citation-backed new knowledge row.

PerplexityCoda
Sim + Paperclip · 6 steps

Snowflake Freshness Breach RCA Agent: Investigate and Draft Incident Report

On a freshness breach, an agent investigates likely causes across the warehouse, orchestration logs, and recent code changes.

SnowflakeGitHubConfluence
Paperclip · 6 steps

Monthly KB Deflection Impact Report

Each month, correlates the prior month's Confluence KB edits with closed Front conversations to estimate how many would now be self-served.

ConfluenceGoogle Drive
Sim · 6 steps

Morning digest of today's Outlook meetings with Coda prep links

Every weekday morning, compiles all of today's Outlook meetings into one Coda dashboard page with attendee context and direct links to each meeting's prep one-pager.

Coda
Sim · 6 steps

Flag at-risk renewals before the Outlook renewal call

Before a meeting tagged as a renewal, checks Attio deal health and usage signals, and if the account looks at risk.

Coda
Paperclip · 6 steps

Weekly community sentiment rollup to Slack and ClickUp

Each week it merges Discord and Intercom conversations, measures the shift in community sentiment, posts a trend report to Slack.

DiscordIntercomClickUp
Sim · 7 steps

Competitor Lexicon Drift Monitor

Crawls a set of competitor sites and blogs, extracts the distinctive terminology they use, and reports newly adopted words against last month's baseline in a Coda tracker.

BraveCoda
Sim · 6 steps

Observability Cost Allocation Report

Monthly, an agent pulls Datadog and Honeycomb usage, allocates spend to teams and services by tags, writes the breakdown to Snowflake, and posts a chargeback summary to Slack.

DatadogSnowflake
Sim + Paperclip · 6 steps

On-demand competitor review topic-shift report via webhook

Accepts a webhook request naming a competitor app and version range, scrapes those reviews, classifies and loads them into BigQuery, runs the topic-shift comparison.

Google BigQueryGoogle Drive
Sim · 6 steps

Audit Figma color tokens for contrast, then gate the style-guide deploy on a passing report

On file change, evaluates every text/background color-token pairing for WCAG contrast, blocks the style-guide deploy if any required pair fails.

FigmaLinearVercel
Sim · 7 steps

Agent-driven voice report enrichment to Monday and Airtable

An agent transcribes a field voice memo, cross-references the open jobs in Monday to find the right match even from a fuzzy spoken reference.

Google DriveElevenLabsAirtable
Sim + Paperclip · 6 steps

Monthly Narrative-Shift Executive Brief

Monthly, aggregates the term-level signals collected over the period into a category-narrative report — which framings are rising or fading — and emails a one-page exec brief.

CodaBraveGmail
Sim + Paperclip · 7 steps

Earnings Theme Shift Detector

Compares a competitor's newest earnings themes against their prior-quarter themes stored in Snowflake, and reports only the narrative shifts — newly emphasized, dropped…

SnowflakeNotion
Sim · 6 steps

Policy conflict and contradiction detector

On a schedule, scans your Confluence and Drive policy library for statements that contradict each other (e.g. two different PTO rules) and posts a triage report to Slack so doc…

SupabaseConfluenceGoogle Drive
Sim · 5 steps

Triage field voice reports: urgent ones page on-call, rest go to Trello

Transcribes an inbound field voice report, classifies its urgency with OpenAI, and either pages the on-call responder via PagerDuty for emergencies or files a standard Trello…

ElevenLabsTrelloPagerDuty
Sim · 6 steps

Answer internal support questions in Slack from Confluence and tickets

Lets staff ask support or product questions in a Slack channel and replies in-thread with an answer grounded in Confluence docs and historical Zendesk tickets, with citations.

ConfluenceSupabaseZendesk
Sim · 5 steps

End-of-day voice debrief into a Salesforce manager digest

On a daily schedule, collects each rep's voice debrief, transcribes and summarizes them, logs activities per account in Salesforce, and emails the manager a rolled-up team digest.

DropboxElevenLabs
Sim · 6 steps

Webhook-Triggered Deep Dive to Google Docs

Accepts a topic via webhook from any internal tool, runs a multi-pass deep research dive, and produces a long-form, sectioned report in Google Docs.

PerplexityGoogle Drive
Sim · 6 steps

Agentic Cross-Source Insight Digest to Confluence

An agent rolls up the week's call themes, cross-references them against open support tickets and recent CRM notes.

Google DriveZendeskHubSpotConfluence
Paperclip · 6 steps

On-demand deep dive on a trending repo

Triggered by a webhook with a repo name, an agent gathers GitHub stats, web reputation, and historical velocity from BigQuery.

GitHubGoogle BigQueryBraveCoda
Paperclip · 6 steps

Build the Error-to-Report Correlation Store From Front and Intercom

On a schedule, this scans recent Front and Intercom conversations, fingerprints any errors they mention, matches them to Sentry issues.

IntercomSentryPostgreSQL
Sim · 5 steps

Weekly Coda OKR rollup to narrated Loom executive brief

Every Monday, pulls the latest OKR scores from a Coda doc, drafts a spoken executive summary, narrates it with ElevenLabs.

CodaElevenLabsLoom
Sim · 6 steps

Reverse-ETL Multi-Destination Coverage Check

Verifies that a single warehouse audience landed completely across multiple destinations (Salesforce, HubSpot.

Google BigQueryHubSpotIntercomNotion
Sim · 7 steps

Weekly Dropbox link exposure digest from Cloudflare logs

Once a week, summarizes which public Dropbox links saw access from new geos or anonymized sources, quantifies the riskiest links.

CloudflareDropboxGitLab
Sim · 5 steps

New-entrant watch that profiles emerging players into Attio

Weekly, scans Brave for companies newly entering a category, scrapes each one's site with Firecrawl to build a profile, drafts a one-pager in Coda.

BraveCoda
Sim · 6 steps

Phishing Webhook Intake and Investigation Log

Accepts phishing reports from a mail-gateway or browser-extension webhook, enriches the IOCs, has an agent draft an investigation writeup.

Notion
Paperclip · 6 steps

Weekly audit of Loom SOP coverage gaps and stale walkthroughs

On a schedule, compare your process registry against the indexed Loom library to find procedures with no walkthrough and videos that are outdated or rarely retrieved.

AirtablePostgreSQL
Sim · 6 steps

Compile a weekly exposed-secret audit report to Notion

Each week, aggregates all secret-scan findings and rotation events from the audit database, summarizes trends, and publishes a reviewable report page to Notion.

PostgreSQLNotion
Sim + Paperclip · 6 steps

Weekly Brand-Mention Provenance Digest to Notion

Aggregates the week's tracked mentions from Airtable into a single summarized report covering new opportunities, authority distribution, and outreach progress.

AirtableNotion
Sim + Paperclip · 6 steps

Auto-draft RFP responses from your answer library

For each requirement line-item in an Airtable matrix, an agent searches your past-answer library and drafts a tailored compliance response.

AirtableNotion
Paperclip · 6 steps

Phishing Mailbox Triage with IOC Enrichment

Watches a shared phishing-report inbox, extracts URLs, domains, and sender details from each reported email, enriches them with reputation data.

Gmail
Sim · 6 steps

Weekly Loom secret-exposure report to leadership

Every week, aggregates the org's Loom secret findings into a Notion report with trends, repeat offenders, and mean time to revoke, then posts the summary to a leadership channel.

PostgreSQLNotion
Sim · 5 steps

Weekly Landing-Page Experiment Results Digest

Every Monday this rolls up all landing-page tests from the prior week — winners promoted, losers archived, lift gained.

PostgreSQLNotion
Sim · 5 steps

Weekly report on Front draft acceptance and tone drift

Each week compares the AI-suggested Front drafts against what agents actually sent, scores edit distance and tone drift.

PostgreSQLNotion
Sim · 5 steps

Weekly bug-report repro quality report from logged ticket scores

On a weekly schedule, reads all bug-ticket repro scores logged to Postgres, computes completeness trends and the most common missing fields.

PostgreSQLLinear
Sim · 5 steps

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