Gmail playbooks
Gmail is both a trigger and an output in these playbooks: forwarding receipt emails to be parsed into an expense log, logging sent intro requests to a sheet, and sending escalating invoice payment reminders, all through Zapier.
- OutboundBeginner
Track Warm Intro Requests Across Your Network
AEs lose track of warm intro requests sent via email and LinkedIn. Follow-ups fall through the cracks.
Google SheetsZapierGmailEstimate: 3 hrs/week - Finance/FP&AIntermediate
Parse Receipt Emails and Auto-Create Expense Reports
Employees manually forward receipts to finance. Someone re-keys them into expense software.
ZapierGmailGoogle Sheets+1Estimate: 5 hrs/week - Finance/FP&ABeginner
Send Automated Invoice Payment Reminders
AR team manually checks which invoices are overdue and sends canned reminder emails. Pure busywork.
QuickBooksZapierGmailEstimate: 4 hrs/week - InboundAdvanced
Answer Demo Requests Within Minutes, Even After Hours
Demo requests that come in at night or over the weekend wait until a rep logs on, so the buyer who was ready to talk on Friday evening gets a first reply on Monday, often after they have booked with someone else.
HubSpot or SalesforceClayOpenAI API+3Estimate: 3 hrs/week
Need help implementing a playbook?
Our team builds custom Clay workflows and AI automations for revenue teams.
Get it built for you