Marketing automation templates
Content calendars, campaign reports, social posting and audience sync. Pick a brief and Whenever writes it against your accounts.
Publish Instagram posts from a calendarPublishes due rows from your Instagram calendar on the cadence you choose and writes each post link back.
Build this workflowEmail a weekly Meta Ads reportCollects last week's Meta Ads numbers, compares them with the previous week, and emails the write-up.
Build this workflowTurn submitted content ideas into anglesTakes each content idea from a form and saves five suggested angles with headlines and formats to a content base.
Build this workflowLog press mentions with a written summaryChecks the news each morning for mentions of your brand, summarizes each one, and logs them with a Slack digest.
Build this workflowGenerate images from a request formTurns each image request from a form into a generated image emailed straight back to the requester.Build this workflowSend logo concepts to everyone who asksCollects brand name, industry, and style from a form and emails back three generated logo concepts.Build this workflowTrack brand mentions across news and RedditCollects new brand mentions daily, summarizes the tone of each, and logs them with a Slack digest.
Build this workflowShare peer praise in a kudos channelPosts each recognition form entry to a Slack kudos channel and logs it in a sheet for quarterly awards.Build this workflowConfirm event signups and remind attendeesSaves each registration to a sheet, emails the agenda, and emails a reminder the day before the event.Build this workflowFile form contacts in your CRMCreates or updates a CRM contact from each form submission and keeps a tagged copy in a sheet.
Build this workflowCapture campaign signups and confirm themAdds every campaign signup to your email audience, sends a confirmation, and tells marketing in Slack.
Build this workflowTrack NPS scores and flag detractorsRecords every NPS answer in a sheet, recalculates the rolling score, and calls out low scores in Slack.Build this workflowRegister event attendees and send invitesSaves each registration to a sheet, sends a calendar invite and confirmation, and alerts the organizer.
Build this workflowCollect RSVPs and email a daily headcountRecords attendance and dietary needs from your RSVP form and emails the host a daily headcount digest.Build this workflowWelcome new signups and tell the teamCreates a CRM record for each new signup, starts the welcome emails, and posts the signup source to Slack.Build this workflowAnswer website contact requests in minutesAcknowledges each website contact request by email, files it in your CRM, and posts it to your team channel.Build this workflowPublish planned social posts to each networkPublishes due planner rows to each network on the cadence you choose and writes each post link back.
Build this workflowCollect testimonials with consent on fileLogs each text or video testimonial with its consent answer and asks marketing to review it in Slack.Build this workflowBuild tagged campaign links and shorten themTurns a destination URL and campaign details from a form into a tagged link and a short link in a sheet.
Build this workflowCheck new docs against your brand guidelinesReads each new document in a Drive folder against your brand guideline doc and posts any passages that break it to Slack.
Build this workflowTurn this week's Slack chatter into content draftsEvery Monday finds the three topics your team raised most in Slack and drafts a script for each in a Google Doc.Build this workflowWrite a weekly growth report in ConfluenceCombines last week's Google Analytics traffic and HubSpot pipeline into a report with five recommended actions, as a Confluence page.
Build this workflowRun a weekly SEO audit of your key pagesFetches each page on your list, adds its Search Console clicks and impressions, writes SEO notes per page, and flags the weakest five.
Build this workflowAdd new Stripe customers to MailchimpAdds each new Stripe customer to your Mailchimp audience as pending, so Mailchimp asks them to confirm, and never re-subscribes anyone already there. After publishing, you add a Stripe webhook endpoint with its address and paste its signing secret into Whenever.
Build this workflow
All templatesBuild this workflowEmail a weekly Meta Ads reportCollects last week's Meta Ads numbers, compares them with the previous week, and emails the write-up.Build this workflowTurn submitted content ideas into anglesTakes each content idea from a form and saves five suggested angles with headlines and formats to a content base.Build this workflowLog press mentions with a written summaryChecks the news each morning for mentions of your brand, summarizes each one, and logs them with a Slack digest.Build this workflowGenerate images from a request formTurns each image request from a form into a generated image emailed straight back to the requester.Build this workflowSend logo concepts to everyone who asksCollects brand name, industry, and style from a form and emails back three generated logo concepts.Build this workflowTrack brand mentions across news and RedditCollects new brand mentions daily, summarizes the tone of each, and logs them with a Slack digest.Build this workflowShare peer praise in a kudos channelPosts each recognition form entry to a Slack kudos channel and logs it in a sheet for quarterly awards.Build this workflowConfirm event signups and remind attendeesSaves each registration to a sheet, emails the agenda, and emails a reminder the day before the event.Build this workflowFile form contacts in your CRMCreates or updates a CRM contact from each form submission and keeps a tagged copy in a sheet.Build this workflowCapture campaign signups and confirm themAdds every campaign signup to your email audience, sends a confirmation, and tells marketing in Slack.Build this workflowTrack NPS scores and flag detractorsRecords every NPS answer in a sheet, recalculates the rolling score, and calls out low scores in Slack.Build this workflowRegister event attendees and send invitesSaves each registration to a sheet, sends a calendar invite and confirmation, and alerts the organizer.Build this workflowCollect RSVPs and email a daily headcountRecords attendance and dietary needs from your RSVP form and emails the host a daily headcount digest.Build this workflowWelcome new signups and tell the teamCreates a CRM record for each new signup, starts the welcome emails, and posts the signup source to Slack.Build this workflowAnswer website contact requests in minutesAcknowledges each website contact request by email, files it in your CRM, and posts it to your team channel.Build this workflowPublish planned social posts to each networkPublishes due planner rows to each network on the cadence you choose and writes each post link back.Build this workflowCollect testimonials with consent on fileLogs each text or video testimonial with its consent answer and asks marketing to review it in Slack.Build this workflowBuild tagged campaign links and shorten themTurns a destination URL and campaign details from a form into a tagged link and a short link in a sheet.Build this workflowCheck new docs against your brand guidelinesReads each new document in a Drive folder against your brand guideline doc and posts any passages that break it to Slack.Build this workflowTurn this week's Slack chatter into content draftsEvery Monday finds the three topics your team raised most in Slack and drafts a script for each in a Google Doc.Build this workflowWrite a weekly growth report in ConfluenceCombines last week's Google Analytics traffic and HubSpot pipeline into a report with five recommended actions, as a Confluence page.Build this workflowRun a weekly SEO audit of your key pagesFetches each page on your list, adds its Search Console clicks and impressions, writes SEO notes per page, and flags the weakest five.Build this workflowAdd new Stripe customers to MailchimpAdds each new Stripe customer to your Mailchimp audience as pending, so Mailchimp asks them to confirm, and never re-subscribes anyone already there. After publishing, you add a Stripe webhook endpoint with its address and paste its signing secret into Whenever.Build this workflowAgents should build your automations, not be them
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