What could AI do at your company?
378 workflows you can hand to an AI teammate, from sales and support to finance and hiring. Run them when you ask, or as Loops on a schedule. Search for the work you're tired of doing.
$149/month per workspace · Unlimited people · AI usage billed by your provider
378 workflows
- Research an account before a call Get a one-page brief on the company and the people you're meeting, without opening ten tabs. Sales · When you ask Works with Google Calendar, Microsoft 365, HubSpot, Salesforce.
- Brief every meeting automatically Every morning, get a short brief for each external meeting on your calendar. Sales · On a schedule Works with Google Calendar, Microsoft 365, HubSpot, Salesforce.
- Draft the follow-up after a sales call Turn the call notes into a follow-up email that covers what was promised. Sales · When something happens Works with Granola, Fireflies, Gmail, Microsoft 365, HubSpot, Salesforce.
- Update the CRM from a Slack thread When deal news comes up in a thread, mention Maito and the CRM gets updated. Nobody types it twice. Sales · When you ask Works with HubSpot, Salesforce.
- Weekly pipeline review See which deals moved, which stalled, and which need you, before the pipeline meeting. Sales · On a schedule Works with HubSpot, Salesforce.
- Score and route inbound leads New sign-ups and form fills get researched and sent to the right rep, or to nurture. Sales · When something happens Works with HubSpot, Salesforce.
- Write personal first emails to a list Give it a list of companies and get a researched first email for each one. Sales · When you ask Works with Airtable, Microsoft 365.
- Answer a security questionnaire Fill in the 200-row security spreadsheet from answers you've given before. Sales · When you ask Works with Box.
- Draft an RFP response Start from your best past proposals instead of a blank page. Sales · When you ask Works with Box.
- Prep a renewal or upsell conversation Know usage, open issues and contract terms before you talk renewal. Sales · When you ask Works with HubSpot, Salesforce, Stripe, PayPal, Intercom, Pylon, Amplitude, Mixpanel.
- Hand over a closed deal When a deal closes, everyone who needs to know gets the full story. Sales · When something happens Works with HubSpot, Salesforce, Gmail, Microsoft 365.
- Find patterns in lost deals Ask why you lose and get an answer from the actual call notes. Sales · When you ask Works with HubSpot, Salesforce, Granola, Fireflies.
- Coach reps from their calls Get feedback on how a call went: talk time, questions asked, objections handled. Sales · When you ask Works with Granola, Fireflies.
- Clean up duplicate and stale CRM records Find duplicates, bounced contacts and dead accounts, and fix them in batches. Sales · On a schedule Works with HubSpot, Salesforce.
- Write a quote or proposal from a call Turn what the customer asked for into a priced proposal using your price list. Sales · When you ask Works with Box, HubSpot, Salesforce.
- Track buying signals on target accounts Hear when a target company hires, raises money or launches something. Sales · On a schedule Works with HubSpot, Salesforce.
- Answer "what's the status of this deal?" in Slack Anyone can ask about a deal and get the answer from the CRM and email history. Sales · When you ask Works with HubSpot, Salesforce, Gmail, Microsoft 365.
- Translate a sales deck for a new market Get a deck and one-pager ready for another language and market. Sales · When you ask Works with Box.
- Weekly competitor roundup Every Monday, see what competitors launched, changed or published. Marketing · On a schedule Works with Slack, Email.
- Daily ad spend check Each morning, see yesterday's spend and anything that looks wrong. Marketing · On a schedule Works with Windsor.ai, Supermetrics.
- Turn one piece into many Turn a webinar, blog post or podcast into social posts, a newsletter and short quotes. Marketing · When you ask Works with Box.
- Write a first draft from a brief Give it a brief and get a draft that follows your style guide. Marketing · When you ask Works with Slack, Email.
- Check copy against brand rules Paste any copy and see what breaks your brand and style rules. Marketing · When you ask Works with Slack, Email.
- Weekly marketing report Traffic, sign-ups and campaign results in one message, with what changed and why. Marketing · On a schedule Works with Amplitude, Mixpanel, Windsor.ai, Supermetrics, HubSpot, Salesforce.
- Find SEO gaps See which searches competitors rank for and you don't, with page ideas. Marketing · When you ask Works with Semrush, Ahrefs.
- Refresh old content Find posts with outdated facts, screenshots or product names and fix them. Marketing · On a schedule Works with Webflow, Wix.
- Plan the content calendar Turn launches, events and themes into a month of planned posts. Marketing · When you ask Works with Box, Google Calendar, Microsoft 365.
- Draft the newsletter Collect what happened this month and draft the customer newsletter. Marketing · On a schedule Works with Webflow, Wix, Box.
- Write customer story drafts from interviews Turn a customer interview into a case study draft with quotes. Marketing · When you ask Works with Box.
- Write a battle card for a competitor Get a one-page sheet on how to win against a competitor, from real calls. Marketing · When you ask Works with Granola, Fireflies.
- Find what people say about you Track mentions of your brand and product across the web and forums. Marketing · On a schedule Works with Slack, Email.
- Localize a campaign Adapt a campaign for another language and market, not just translate it. Marketing · When you ask Works with Box.
- Prepare event follow-up Turn the badge-scan list into sorted leads and personal follow-ups. Marketing · When something happens Works with Airtable, Microsoft 365, HubSpot, Salesforce.
- Write product launch materials From one launch brief, get the announcement, release post, emails and social posts. Marketing · When you ask Works with Box.
- Sort survey and review feedback into themes Group hundreds of survey answers or reviews into themes with quotes. Marketing · When you ask Works with Box, SurveyMonkey.
- Brief designers and agencies Turn a rough idea into a clear brief a designer or agency can work from. Marketing · When you ask Works with Slack, Email.
- Check UTM links and tracking before launch Check every link in a campaign has the right tracking and goes to a live page. Marketing · When you ask Works with Box.
- Answer partner and press requests Draft replies to partner, press and sponsorship requests from approved facts. Marketing · When something happens Works with Gmail, Microsoft 365.
- Draft replies to tickets you've solved before When a question has been answered before, get a draft reply from that answer. Customer support · When something happens Works with Intercom, Pylon, Notion.
- Spot recurring issues early Group tickets by cause so a new problem shows up before it's a flood. Customer support · On a schedule Works with Intercom, Pylon.
- Daily escalations view See every escalated or at-risk ticket in one message each morning. Customer support · On a schedule Works with Intercom, Pylon, HubSpot, Salesforce.
- Reproduce a bug from a customer report Turn "it's broken" into exact steps, a recording and a bug report engineers can use. Customer support · When something happens Works with Linear, Jira.
- Answer "how does this work?" from the code Support gets the real answer from the product, not from an outdated doc. Customer support · When you ask Works with Notion, Confluence.
- Keep help articles current after a release After each release, find help articles that no longer match the product and draft fixes. Customer support · When something happens Works with Intercom, Notion.
- Write a help article from a solved ticket When an answer took effort, turn it into an article so nobody solves it again. Customer support · When you ask Works with Intercom, Pylon, Notion.
- Summarize a long ticket for handoff Get the whole story of a messy ticket in five lines before you take it over. Customer support · When you ask Works with Intercom, Pylon.
- Turn customer feedback into product themes Each week, see what customers asked for, grouped and counted, with links. Customer support · On a schedule Works with Intercom, Pylon, Granola, Fireflies.
- Tag and route incoming tickets Every new ticket gets the right tags, priority and owner. Customer support · When something happens Works with Intercom, Pylon.
- Draft customer updates during an incident Mention Maito in the incident thread and get a status update for customers while engineers keep fixing. Customer support · When you ask Works with incident.io, Better Stack.
- Find out which customers a bug affects Get the list of affected accounts so you can reach out first. Customer support · When you ask Works with BigQuery, Supabase, Amplitude, Mixpanel, Gmail, Microsoft 365.
- Check support answers for accuracy Review a sample of replies for wrong facts and outdated advice. Customer support · On a schedule Works with Intercom, Pylon, Notion, Confluence.
- Answer questions in a shared customer Slack channel Customers mention Maito in your shared Slack channel and get answers from your docs, with a person close by. Customer support · When you ask Works with Notion, Confluence.
- Flag accounts at risk of leaving Get a weekly list of customers showing signs of churn, with the reason for each. Customer success · On a schedule Works with Amplitude, Mixpanel, Intercom, Pylon, HubSpot, Salesforce, Stripe, PayPal.
- Prep a quarterly business review Get the QBR deck drafted from usage, tickets and goals. Customer success · When you ask Works with Amplitude, Mixpanel, Intercom, Pylon, HubSpot, Salesforce, Stripe, PayPal.
- Write a one-page account plan Goals, blockers, next steps and renewal date on one page. Customer success · When you ask Works with HubSpot, Salesforce, Granola, Fireflies.
- Run onboarding check-ins New customers get the right nudge at the right step of onboarding. Customer success · On a schedule Works with Amplitude, Mixpanel, Gmail, Microsoft 365, HubSpot, Salesforce.
- Weekly update to the customer's executive Send a short progress note to the customer's sponsor without writing it from scratch. Customer success · On a schedule Works with HubSpot, Salesforce, Intercom, Pylon, Gmail, Microsoft 365.
- Catch the meaning of a customer email Know when a customer is unhappy even when the email is polite. Customer success · When something happens Works with Gmail, Microsoft 365.
- Find expansion opportunities Spot accounts that are outgrowing their plan. Customer success · On a schedule Works with Amplitude, Mixpanel, Stripe, PayPal, HubSpot, Salesforce.
- Answer "what did we promise this customer?" Find every commitment made to a customer across emails, calls and contracts. Customer success · When you ask Works with Gmail, Microsoft 365, Granola, Fireflies, Box.
- Summarize renewals coming up See every renewal in the next 90 days with health and risk. Customer success · On a schedule Works with HubSpot, Salesforce, Stripe, PayPal, Amplitude, Mixpanel.
- Turn a customer call into actions After a customer call, the notes become tasks, a recap and CRM updates. Customer success · When something happens Works with Granola, Fireflies, HubSpot, Salesforce, Linear, Asana.
- Turn a ticket into a tested pull request Hand over a well-scoped ticket and get back a pull request with tests. Engineering · When you ask Works with Linear, Jira.
- Review a teammate's pull request Get a first review that catches bugs and missed cases before a person looks. Engineering · When something happens Works with Slack, Email.
- Check a change for security problems Look at a change for injection, leaked secrets and missing permission checks. Engineering · When you ask Works with Slack, Email.
- Write the changelog Twice a week, turn merged pull requests into a changelog people can read. Engineering · On a schedule Works with Slack, Email.
- Nudge stale pull requests Pull requests waiting too long get a polite reminder to the right reviewer. Engineering · On a schedule Works with Slack, Email.
- File a bug from a Slack thread When a bug comes up in chat, mention Maito and it gets filed once, with details and no duplicates. Engineering · When you ask Works with Linear, Jira.
- Draft the incident postmortem Turn the incident channel and logs into a postmortem draft. Engineering · When you ask Works with Datadog, Sentry.
- Investigate an error spike When errors jump, get a first look at the cause before anyone opens a laptop. Engineering · When something happens Works with Datadog, Sentry.
- Update docs when the code changes When an API or setting changes, the docs get a matching update. Engineering · When something happens Works with Notion, Confluence.
- Upgrade a dependency Bump a library, fix what breaks and open a pull request. Engineering · When you ask Works with Slack, Email.
- Answer "where is this in the code?" New engineers and other teams get answers about the codebase in chat. Engineering · When you ask Works with Slack, Email.
- Weekly engineering digest What shipped, what's stuck and what broke, in one message for the team. Engineering · On a schedule Works with Linear, Jira.
- Clean up flaky tests Find tests that fail at random and fix or quarantine them. Engineering · On a schedule Works with Slack, Email.
- Write a technical design draft Turn a feature idea into a design doc that fits how the code works today. Engineering · When you ask Works with Slack, Email.
- Test a branch in a real browser before merge Every change gets clicked through in a real browser, with a video. QA · When something happens Works with Slack, Email.
- Nightly regression run Your key flows get tested every night, with a report in the morning. QA · On a schedule Works with Slack, Email.
- Reproduce a reported bug against the last release Check whether a bug is new, old, or already fixed. QA · When you ask Works with Slack, Email.
- Write test cases from a spec Turn a feature spec into a checklist of test cases, including edge cases. QA · When you ask Works with Box.
- Check the site on many screen sizes See how key pages look on phones, tablets and wide screens. QA · When you ask Works with Slack, Email.
- Check for broken links and pages Crawl your site and docs for broken links, missing images and errors. QA · On a schedule Works with Slack, Email.
- Answer "what happens if we change X?" Know what a change would touch before you put it on the roadmap. Product · When you ask Works with Slack, Email.
- Write a spec with the edge cases Turn a feature idea into a spec that includes the cases the code already handles. Product · When you ask Works with Notion, Confluence.
- Build a quick prototype See an idea working on a branch before committing the team to it. Product · When you ask Works with Slack, Email.
- Group user feedback into themes See what users ask for most, with counts and quotes. Product · On a schedule Works with Intercom, Pylon, Granola, Fireflies, SurveyMonkey.
- Investigate a drop in a metric When sign-ups or activation drop, get a first answer on why. Product · When you ask Works with Amplitude, Mixpanel, Datadog, Sentry.
- Write release notes customers will read Turn the engineering changelog into plain notes for customers. Product · When something happens Works with Slack, Email.
- Prep for a customer interview Know the customer's usage and history before the interview. Product · When you ask Works with Amplitude, Mixpanel, Intercom, Pylon, HubSpot, Salesforce.
- Summarize user interviews Turn interview recordings into findings with quotes. Product · When you ask Works with Box.
- Check how competitors do a feature See how other products handle the feature you're about to build. Product · When you ask Works with Slack, Email.
- Keep the roadmap status current Roadmap items get their status from the real work, not from memory. Product · On a schedule Works with Linear, Jira, Notion, Confluence.
- Answer product questions from sales and support Other teams get product answers without waiting for a PM. Product · When you ask Works with Notion, Confluence.
- Write the weekly product update One message for the company on what product shipped and what's next. Product · On a schedule Works with Linear, Jira.
- Answer data questions in Slack Ask a question in plain words and get the number, with the query behind it. Data · When you ask Works with BigQuery, Supabase.
- Chart a metric Get a chart of any metric over time, ready to paste into a deck. Data · When you ask Works with BigQuery, Supabase.
- Explain a dashboard number Know what a number means and how it's calculated. Data · When you ask Works with BigQuery, Supabase, Notion, Confluence.
- Check data for problems Spot missing data, duplicates and sudden jumps before anyone trusts a bad number. Data · On a schedule Works with BigQuery, Supabase.
- Write and fix SQL Get a working query from a description, or fix a broken one. Data · When you ask Works with BigQuery, Supabase.
- Send a weekly metrics digest Key numbers for the company every Monday, with what changed and why. Data · On a schedule Works with BigQuery, Supabase, Stripe, PayPal.
- Answer policy questions Employees ask about leave, expenses and benefits and get the answer from your handbook. People and HR · When you ask Works with Slack, Email.
- Run a new hire's first weeks New hires get the right accounts, tasks and introductions on the right day. People and HR · When you ask Works with Linear, Asana, Gmail, Microsoft 365.
- Write a job description Get a clear job post from a few notes and similar past roles. People and HR · When you ask Works with Slack, Email.
- Screen applications against the role Get a short summary of each applicant against what the role needs. People and HR · When something happens Works with Slack, Email.
- Prepare interview kits Interviewers get the CV summary, questions and scorecard before the interview. People and HR · When something happens Works with Google Calendar, Microsoft 365.
- Collect interview feedback Chase interviewers for scorecards and summarize them for the debrief. People and HR · On a schedule Works with Slack, Email.
- Draft performance review summaries Pull together a year of feedback, goals and wins before writing a review. People and HR · When you ask Works with Box, Linear, Asana.
- Coach managers on hard conversations Managers get help preparing feedback that follows your guidelines. People and HR · When you ask Works with Slack, Email.
- Run the engagement survey summary Turn survey results into themes and suggested actions. People and HR · When you ask Works with SurveyMonkey.
- Plan an offboarding When someone leaves, every account, device and handover is covered. People and HR · When you ask Works with Linear, Asana.
- Keep the org chart and team pages current Team pages and the org chart stay up to date after every change. People and HR · On a schedule Works with Notion, Confluence.
- Plan team events and offsites Get options for venues, dates and agendas without the back-and-forth. People and HR · When you ask Works with Google Calendar, Microsoft 365.
- Answer benefits and payroll questions Explain payslips, deductions and benefits in plain language. People and HR · When you ask Works with Slack, Email.
- Track training and certifications Know who needs which training and when certificates expire. People and HR · On a schedule Works with Box.
- Log and match every invoice Invoices from email get read, logged and matched to purchase orders. Finance · When something happens Works with Gmail, Microsoft 365, QuickBooks, Xero.
- Review expenses against policy Expenses get checked against the policy before a person approves them. Finance · When something happens Works with Ramp.
- Prep the month-end close checklist Know which close tasks are done, late or blocked. Finance · On a schedule Works with Linear, Asana.
- Explain a budget variance See why spending is over or under budget, line by line. Finance · When you ask Works with QuickBooks, Xero, Airtable, Microsoft 365.
- Chase overdue invoices Customers with overdue invoices get polite, correct reminders. Finance · On a schedule Works with QuickBooks, Xero, Gmail, Microsoft 365.
- Build a forecast scenario Ask "what if" and get the forecast redone with your assumptions. Finance · When you ask Works with Airtable, Microsoft 365.
- Write the monthly finance pack Management accounts, charts and commentary drafted for the leadership team. Finance · On a schedule Works with QuickBooks, Xero, Airtable, Microsoft 365.
- Reconcile two systems Find where billing, payments and the books disagree. Finance · On a schedule Works with Stripe, PayPal, QuickBooks, Xero.
- Track subscriptions and renewals Know what software you pay for, who uses it, and what renews soon. Finance · On a schedule Works with QuickBooks, Xero, Ramp.
- Compare vendors Get a side-by-side on price, features and terms for any purchase. Finance · When you ask Works with Slack, Email.
- Answer "can I spend this?" People ask about budgets and approval rules and get a clear answer. Finance · When you ask Works with Airtable, Microsoft 365.
- Prep for an audit Collect the documents the auditor asked for and track what's missing. Finance · When you ask Works with Box, QuickBooks, Xero.
- Code transactions with a reason Unclear transactions get a suggested category and the reason for it. Finance · On a schedule Works with QuickBooks, Xero.
- Prepare the investor or board finance update Cash, burn, runway and key metrics drafted for investors each month. Finance · On a schedule Works with QuickBooks, Xero, Stripe, PayPal.
- First pass on a contract Get the risky clauses flagged against your standard terms before legal reads it. Legal · When you ask Works with Box.
- Sort incoming NDAs Standard NDAs get approved fast; unusual ones go to legal. Legal · When something happens Works with Gmail, Microsoft 365, Box.
- Answer "can we do this?" from approved guidance Teams get legal answers from your approved policies, with a lawyer on hard ones. Legal · When you ask Works with Slack, Email.
- Draft from approved templates Get a first draft of an agreement from your approved templates and clauses. Legal · When you ask Works with Box.
- Track contract dates Know when contracts renew, expire or need notice. Legal · On a schedule Works with Box.
- Summarize a long agreement Get the key terms of a long agreement on one page. Legal · When you ask Works with Box.
- Watch for rule changes Hear when a law or regulation that affects you changes. Legal · On a schedule Works with Slack, Email.
- Prepare a privacy review Run new features and vendors through your privacy checklist. Legal · When you ask Works with Box.
- Compare redlines See what changed between two versions of a contract, in plain words. Legal · When you ask Works with Box.
- Keep a register of who signed what Every signed agreement gets filed, named and logged. Legal · When something happens Works with Gmail, Microsoft 365, Box.
- Answer IT questions in the help channel People get answers to everyday IT questions without a ticket. IT and admin · When you ask Works with Slack, Email.
- Handle access requests Access requests get collected, approved by the right person and logged. IT and admin · When you ask Works with Jira Service Management, ServiceNow.
- Review who has access Every quarter, check who has access to key tools and flag what looks wrong. IT and admin · On a schedule Works with Slack, Email.
- Guide people through buying something Purchases follow the process without people learning it first. IT and admin · When you ask Works with Slack, Email.
- Check a new vendor's security Get a first pass on a vendor's security docs before you sign. IT and admin · When you ask Works with Box.
- Track laptops and equipment Know who has which device and when warranties end. IT and admin · On a schedule Works with Airtable, Microsoft 365.
- Write IT how-to guides Turn solved IT tickets into short guides. IT and admin · When you ask Works with Jira Service Management, ServiceNow, Notion, Confluence.
- Analyze IT tickets for patterns See which problems come up most, so you fix them for good. IT and admin · On a schedule Works with Jira Service Management, ServiceNow.
- Troubleshoot with your runbooks Admins get step-by-step help that follows your documented procedures. IT and admin · When you ask Works with Slack, Email.
- Watch for outages in your tools Hear when a tool your team depends on is down, before people ask. IT and admin · On a schedule Works with Slack, Email.
- Catch me up on everything I missed Back from a trip or a day of meetings, get one summary of what needs you. Founders and leadership · When you ask Works with Gmail, Microsoft 365, Notion, Confluence.
- Plan my week Turn your calendar, inbox and tasks into a plan for the week. Founders and leadership · On a schedule Works with Google Calendar, Microsoft 365, Gmail, Linear, Asana.
- Triage my inbox Your inbox sorted into reply now, read later and ignore, with drafts ready. Founders and leadership · On a schedule Works with Gmail, Microsoft 365.
- Write the investor update Get the monthly investor update drafted from real numbers and news. Founders and leadership · On a schedule Works with Stripe, PayPal, QuickBooks, Xero.
- Prepare the board deck The board deck drafted from the same numbers the team uses. Founders and leadership · When you ask Works with BigQuery, Supabase, QuickBooks, Xero, Box.
- Close the loop after meetings After a meeting, notes go out, tasks get created and follow-ups are scheduled. Founders and leadership · When something happens Works with Granola, Fireflies, Linear, Asana, Google Calendar, Microsoft 365.
- Find a time across calendars Book a meeting across several people and time zones without the email chain. Founders and leadership · When you ask Works with Google Calendar, Microsoft 365, Gmail.
- Daily company pulse One message each morning with the numbers and news that matter. Founders and leadership · On a schedule Works with BigQuery, Supabase, Stripe, PayPal, Intercom, Pylon.
- Research a decision Get a balanced brief on a decision with options, risks and evidence. Founders and leadership · When you ask Works with Slack, Email.
- Track company goals Goals get their progress from real data, not from a status meeting. Founders and leadership · On a schedule Works with BigQuery, Supabase, Notion, Confluence.
- Write the all-hands update A draft of the company update from what happened this month. Founders and leadership · On a schedule Works with BigQuery, Supabase.
- Summarize a long thread or doc Get what was decided and what needs you, from any long thread or document. Founders and leadership · When you ask Works with Notion, Confluence.
- Find anything someone shared Find a file, link or number someone posted, with its context. Founders and leadership · When you ask Works with Box.
- Prepare for a hard meeting Get the background, positions and likely questions before a tough meeting. Founders and leadership · When you ask Works with HubSpot, Salesforce, Gmail, Microsoft 365, Box.
- Chase missing inputs Ask people for what's missing, by Slack or email, until it's in. Operations · On a schedule Works with Gmail, Microsoft 365, Airtable.
- Monday report from connected tools The weekly operating report built from the tools you already use. Operations · On a schedule Works with BigQuery, Supabase, Intercom, Pylon, Stripe, PayPal.
- Turn a process into a written guide Describe how something is done and get a clean step-by-step guide. Operations · When you ask Works with Slack, Email.
- Keep a shared spreadsheet clean Fix formats, fill gaps and flag odd rows in a sheet everyone edits. Operations · On a schedule Works with Airtable, Microsoft 365.
- Book travel within policy Get flight and hotel options that fit the travel policy. Operations · When you ask Works with Slack, Email.
- Answer "who owns this?" Find the right person or team for any system, process or question. Operations · When you ask Works with Slack, Email.
- Draft a proposal from past wins Start each proposal from your best past proposals, case studies and rates. Client delivery · When you ask Works with Box.
- Synthesize research into a memo Turn piles of sources and interviews into a memo with references. Client delivery · When you ask Works with Box.
- Summarize stakeholder interviews Turn interview notes into themes and quotes for the client readout. Client delivery · When you ask Works with Box.
- Weekly client status report Each Friday, a status report for every client project. Client delivery · On a schedule Works with Linear, Asana, Box.
- Find who has done this before Find the colleague and past project that match a new client's problem. Client delivery · When you ask Works with Box.
- Turn meeting notes into client follow-ups After client meetings, send a recap and log actions. Client delivery · When something happens Works with Granola, Fireflies, Gmail, Microsoft 365, Linear, Asana.
- Track hours against the budget See when a project is about to go over its budget. Client delivery · On a schedule Works with Airtable, Microsoft 365.
- Write listing descriptions Get a listing description from the property details and photos. Agents and coordinators · When you ask Works with Box.
- Follow up with every lead Every buyer and seller enquiry gets a timely, personal follow-up. Agents and coordinators · When something happens Works with HubSpot, Salesforce, Gmail, Microsoft 365.
- Track deal deadlines Every contract date, inspection and document tracked until closing. Agents and coordinators · On a schedule Works with Box, Gmail, Microsoft 365, Google Calendar.
- Prepare a market report for a client Get a neighborhood market summary for a buyer or seller. Agents and coordinators · When you ask Works with Box.
- Keep past clients warm Past clients hear from you at the right times, not only when you need them. Agents and coordinators · On a schedule Works with HubSpot, Salesforce, Gmail, Microsoft 365.
- Answer questions about a listing Buyers get answers about a property any time, from the listing details. Agents and coordinators · When something happens Works with Gmail, Microsoft 365, Box.
- Prepare for a listing appointment Get a pack on the home and owner before a listing pitch. Agents and coordinators · When you ask Works with Box.
- Draft grant applications Start each grant from your best past applications and program data. Development and programs · When you ask Works with Box.
- Write grant reports Pull program numbers and stories into the funder's report template. Development and programs · On a schedule Works with Airtable, Microsoft 365, Box.
- Thank donors personally Every donor gets a personal thank-you soon after they give. Development and programs · When something happens Works with Gmail, Microsoft 365, Salesforce Nonprofit.
- Coordinate volunteers Volunteers get scheduled, reminded and thanked without endless messages. Development and programs · On a schedule Works with Airtable, Microsoft 365, Gmail.
- Find new grants to apply for Get a list of grants that match your programs and deadlines. Development and programs · On a schedule Works with Slack, Email.
- Prepare the board pack Finance, programs and fundraising summarized for the board. Development and programs · On a schedule Works with Airtable, Microsoft 365, Box.
- Write impact stories Turn program notes into stories for donors and the website. Development and programs · When you ask Works with Box.
- Prep an interview or episode Get research on a guest and suggested questions. Editorial · When you ask Works with Slack, Email.
- Write show notes and clips Turn an episode transcript into show notes, chapters and clip ideas. Editorial · When something happens Works with Box.
- Fact-check an article Check names, numbers and claims before publishing. Editorial · When you ask Works with Slack, Email.
- Track story leads Get a daily list of news and filings on your beats. Editorial · On a schedule Works with Slack, Email.
- Manage the editorial calendar Know what's due, what's late and what's waiting on edits. Editorial · On a schedule Works with Notion, Confluence.
- Draft parent and student communications Newsletters, reminders and updates drafted from the school calendar. School office and teachers · On a schedule Works with Google Calendar, Microsoft 365, Box.
- Answer common parent questions Parents get answers about dates, policies and forms any time. School office and teachers · When something happens Works with Gmail, Microsoft 365.
- Follow up on attendance Spot students missing too often and prepare the follow-up. School office and teachers · On a schedule Works with Slack, Email.
- Turn lesson plans into materials Get worksheets, quizzes and slides from a lesson plan. School office and teachers · When you ask Works with Box.
- Prepare course enrollment reports See enrollments, waitlists and drop-offs for each course. School office and teachers · On a schedule Works with Airtable, Microsoft 365.
- Write project briefs from client calls Turn a kickoff call into a clear brief for the team. Client delivery · When something happens Works with Granola, Fireflies, Box.
- Get client approval on a specific version Clients approve a named version, so nobody argues about what was approved. Client delivery · When something happens Works with Gmail, Microsoft 365, Box.
- Track scope creep Spot requests that go beyond the agreed scope before you do the work. Client delivery · When something happens Works with Gmail, Microsoft 365, Box.
- Write the monthly client report Report on work done and results for each client. Client delivery · On a schedule Works with Linear, Asana, Amplitude, Mixpanel.
- Answer attendee questions Attendees get answers about times, venue and tickets any time. Event team · When something happens Works with Gmail, Microsoft 365, Box.
- Manage speakers Collect bios, photos and slides and remind speakers of deadlines. Event team · On a schedule Works with Gmail, Microsoft 365, Airtable.
- Send the post-event follow-up Thank attendees, share recordings and collect feedback. Event team · When something happens Works with Gmail, Microsoft 365, Box.
- Compare venues and vendors Get options for venues, catering and AV within budget. Event team · When you ask Works with Slack, Email.
- Call back every missed call Missed calls go on a callback list, so no customer slips through while you're on a job. Sales · When something happens Works with Slack, Email.
- Turn enquiry emails into job records A free-text job request becomes one checked enquiry record, without anyone retyping it. Sales · When something happens Works with Gmail, Microsoft 365, HubSpot, Salesforce.
- Check the job address is in our area Every enquiry gets a clear in-area or out-of-area answer from your zone table, not a guess. Sales · When something happens Works with HubSpot, Salesforce, Airtable, Microsoft 365.
- Ask customers only for missing job details Maito checks each request against your checklist and asks only for what's missing. Sales · When something happens Works with Gmail, Microsoft 365, HubSpot, Salesforce.
- Merge duplicate enquiries before they double up When one customer calls and fills in the form, Maito spots it and keeps one case. Sales · When something happens Works with Gmail, Microsoft 365, HubSpot, Salesforce.
- Flag emergency messages to the duty manager Messages that mention gas, flooding or fire reach the duty manager fast, with emergency instructions sent to the tenant. Operations · When something happens Works with Gmail, Microsoft 365.
- Chase enquiries nobody has answered A twice-daily list of enquiries with no owner or reply, with the thread summarized. Sales · On a schedule Works with Gmail, Microsoft 365, HubSpot, Salesforce.
- Report which lead source won the job Each month, see which ads and referrals turned into paid jobs, and which jobs have no known source. Marketing · On a schedule Works with HubSpot, Salesforce, Amplitude, Mixpanel, Airtable, Microsoft 365, Windsor.ai, Supermetrics.
- Decide if a job needs a site visit A short brief on each visit request shows whether a remote estimate is enough. Sales · When you ask Works with Google Calendar, Microsoft 365, Gmail.
- Track every partner referral to an outcome Each referral gets an owner, a thank-you to the partner and a logged result. Sales · When something happens Works with Gmail, Microsoft 365, HubSpot, Salesforce.
- Turn site notes into a quote draft Voice memos and notes from a job visit become a priced quote draft by the evening. Sales · When you ask Works with Box.
- Price standard jobs from the price list Standard jobs get the same price every time, from the current rate table. Sales · When you ask Works with Slack, Email.
- Compare supplier quotes by delivered cost Three supplier PDFs become one comparison with freight and units lined up. Operations · When you ask Works with Gmail, Microsoft 365, Airtable, Box.
- Retire old quote versions when one changes When a quote is revised, the old version is marked superseded and any open signature is flagged. Sales · When something happens Works with HubSpot, Salesforce.
- Check margin before approving a discount Before you agree to a discount, see the margin and whether it needs approval. Sales · When you ask Works with HubSpot, Salesforce, Airtable, Microsoft 365.
- Assemble a proposal from approved parts A first-draft proposal built from your approved modules, with the customer's details filled in. Sales · When you ask Works with Notion, Confluence, HubSpot, Salesforce, Box.
- Start the project when a proposal is signed A signed proposal becomes a project with tasks, an owner and kickoff times to choose from. Operations · When something happens Works with HubSpot, Salesforce, Google Calendar, Microsoft 365, Linear, Asana.
- Hold dates until the deposit arrives Dates are held for a day while the deposit request goes out, then released if no payment arrives. Finance · When something happens Works with Calendly, Cal.com, Stripe, PayPal, Gmail, Microsoft 365.
- Ask why a quote was lost Each lost quote gets one polite question, and the reasons are sorted into price, timing and capacity. Sales · On a schedule Works with HubSpot, Salesforce, Gmail, Microsoft 365.
- Follow up on unanswered quotes Quotes that sit unanswered get timely reminders, and real questions go to a person. Sales · On a schedule Works with HubSpot, Salesforce, Gmail, Microsoft 365.
- Offer open lesson times by email Parents who ask for a lesson time get open slots that respect lesson length and buffers. Operations · When something happens Works with Google Calendar, Microsoft 365, Gmail.
- Remind clients about tomorrow's appointments Clients get a short reminder text, and you see who confirmed, cancelled or hasn't replied. Operations · On a schedule Works with Calendly, Cal.com.
- Move an appointment without double-booking A reschedule frees the old slot, cancels old reminders and sends one confirmation. Operations · When you ask Works with Calendly, Cal.com.
- Fill cancelled spots from the waitlist When someone cancels a class spot, the next eligible person is offered it, and nobody is double-offered. Operations · When something happens Works with Calendly, Cal.com.
- Find appointment times that fit staff and room Offers only slots where the practitioner, assistant and room are all free. Operations · When you ask Works with Google Calendar, Microsoft 365.
- Chase missing paperwork before appointments Clients get a reminder about missing documents days before their appointment, and you get the list. Operations · On a schedule Works with Gmail, Microsoft 365, Box.
- Apply the no-show policy fairly A missed appointment comes with the facts and the policy, so you can decide on any fee. Finance · When something happens Works with Calendly, Cal.com, Stripe, PayPal.
- Route accessibility requests to the right person Access and transport requests reach the person who can arrange them, with details kept private. Operations · When something happens Works with Linear, Asana.
- Catch time-zone and clock-change mix-ups Before clocks change, see which students' lesson times shift and need a confirmation. Operations · On a schedule Works with Google Calendar, Microsoft 365, Calendly, Cal.com, Gmail.
- Find which appointments always run long Weekly, see which services overrun their slot and by how much, with a suggested fix for your booking templates. Operations · On a schedule Works with Calendly, Cal.com, Airtable, Microsoft 365.
- Book each customer's next recurring visit When a visit is done, the next one on the customer's cadence is proposed, respecting end dates and cancellations. Operations · On a schedule Works with Google Calendar, Microsoft 365.
- Plan a crew's day by route Give it tomorrow's jobs and crew sizes, and get a sequence that fits travel time and time windows. Operations · When you ask Works with Slack, Email.
- Reschedule jobs when the weather turns When rain or wind blocks outdoor work, get a proposed new schedule and drafted customer notices ready to approve. Operations · When something happens Works with Slack, Email.
- Cover a crew member's absence When someone calls in sick, see which jobs are hit and get swap options with the right skills. Operations · When something happens Works with Google Calendar, Microsoft 365.
- Send each crew tomorrow's access notes Each evening, every crew gets only the gate, parking and pet notes for the jobs they are assigned. Operations · On a schedule Works with Slack, Email.
- Check service plans for unused visits Before a plan ends, see which included visits were never delivered and propose dates to schedule them. Operations · On a schedule Works with Airtable, Microsoft 365.
- Check skills and equipment before dispatch When a job is assigned, confirm the technician has the right certification and the equipment is booked. Operations · When something happens Works with Airtable, Microsoft 365.
- Check jobs have their parts before the visit Each afternoon, see which of tomorrow's visits don't yet have parts, so you can rebook before a truck rolls. Operations · On a schedule Works with Airtable, Gmail, Microsoft 365.
- Update every future visit when a schedule changes When a client changes their cleaning day, see every affected visit and invoice before anything is edited. Operations · When something happens Works with Gmail, Microsoft 365.
- Pause new bookings when you're full When the forward schedule hits your limit, stop offering slots and give enquiries an honest wait time. Operations · On a schedule Works with Calendly, Cal.com, HubSpot, Salesforce, Gmail, Microsoft 365.
- Turn spoken job notes into a job record Dictate what you did on site and get a tidy job record to check and sign, without retyping. Operations · When you ask Works with Box.
- File job photos and check what's missing Photos sent by crews get matched to the right job and checked against the required views. Operations · When something happens Works with Gmail, Microsoft 365, Box.
- Get customers to sign off finished work Customers get a clear summary of finished work to sign, and disputes go to a person. Customer support · When something happens Works with Slack, Email.
- Turn completed jobs into invoice drafts Completed jobs become one invoice draft with labor, parts and approved changes, checked for duplicates. Finance · When something happens Works with QuickBooks, Xero.
- Find finished jobs that were never invoiced Weekly, list completed jobs with no invoice and separate warranty and prepaid work from real gaps. Finance · On a schedule Works with QuickBooks, Xero, Airtable, Microsoft 365.
- Tell customers when a visit is running late When a route slips, draft a short delay message with a realistic arrival window for you to approve. Customer support · When something happens Works with Slack, Email.
- Turn a complaint into a linked rework task A quality complaint becomes one linked issue with evidence, an owner and a rework visit, so nothing floats. Operations · When something happens Works with Gmail, Microsoft 365, Linear, Asana.
- Prepare the facts for a warranty request When a customer asks for a repeat visit, pull the original job and warranty terms so a person can decide. Customer support · When you ask Works with HubSpot, Salesforce, Box.
- Match travel and receipts to the right job When a job closes, tie its receipts and travel to the job, flag missing receipts, and draft billable costs. Finance · When something happens Works with Ramp, QuickBooks, Xero.
- Check visits against what customers are billed Each month, flag customers billed for more or fewer visits than they got, so errors are caught before the statement. Finance · On a schedule Works with Stripe, PayPal, Airtable, Microsoft 365.
- Turn a tenant's repair report into a work order A maintenance report by email becomes a work order with unit, issue, urgency flag and next step. Operations · When something happens Works with Gmail, Microsoft 365.
- Get owner approval for a repair quote When a quote passes the owner's spending limit, collect comparable quotes and get a recorded approval first. Operations · When something happens Works with Gmail, Microsoft 365, Notion, Confluence.
- Turn inspection notes into an action list After an inspection, turn notes and photos into tasks with severity, deadlines and evidence for you to review. Operations · When you ask Works with Box, Linear, Asana.
- Answer guest questions from your house guide Common guest questions get a sourced draft reply, and anything unusual goes to the host. Customer support · When something happens Works with Gmail, Microsoft 365, Calendly, Cal.com.
- Make sure each rental is ready before check-in When one guest leaves and another arrives, track the cleaning, escalate if it's late, and list what's at risk. Operations · On a schedule Works with Calendly, Cal.com, Google Calendar, Microsoft 365.
- Explain unusual lines in owner statements Before statements go out, get a plain explanation for each unusual transaction so owners don't have to ask. Finance · On a schedule Works with QuickBooks, Xero, Gmail, Microsoft 365.
- Check equipment is free for a rental request A customer's request is checked against stock, buffers and holds, so you can confirm once with no double bookings. Sales · When you ask Works with Airtable, Calendly, Cal.com, Gmail, Microsoft 365.
- Chase expiring insurance certificates Weekly, find certificates nearing expiry, request renewals from tenants and vendors, and flag coverage questions for a specialist. Operations · On a schedule Works with Box, Gmail, Microsoft 365.
- Check returned gear before re-renting it Every return is checked against what went out, and nothing shows as available until someone has looked at it. Operations · When something happens Works with Airtable, Gmail, Microsoft 365.
- Get early warning on lease deadlines Lease dates are pulled from the documents and put in front of you early, with the clause they came from. Operations · On a schedule Works with Box, Linear, Asana.
- Price every change before work starts A customer's change request becomes a priced change order, so extra work never starts on a text message. Operations · When you ask Works with Slack, Email.
- Build a first-draft submittal register Maito reads the spec and drafts the list of required submittals with page references, so you start from a draft, not a blank page. Operations · When you ask Works with Box, Airtable, Microsoft 365, Notion, Confluence.
- Chase late submittals and tell purchasing Waiting submittals are chased on time, and purchasing only hears 'approved' when the project record says so. Operations · On a schedule Works with Gmail, Microsoft 365, Airtable.
- Draft RFIs and keep the answers Spot a drawing conflict and Maito writes a clear question, then links the answer to the tasks it changes. Operations · When you ask Works with Box, Notion, Confluence, Gmail, Microsoft 365.
- Make sure crews have the latest drawings When a new drawing revision arrives, Maito sends it out and tracks who confirmed they've dropped the old one. Operations · When something happens Works with Gmail, Microsoft 365, Box, Linear, Asana.
- Draft the daily site report At day's end Maito assembles the site report from the day's notes, deliveries and time punches. You correct it and sign. Operations · On a schedule Works with Box.
- Check you can prove every progress claim Before a claim goes out, Maito checks each line has approvals and proof of work, and lists what's missing. Finance · On a schedule Works with QuickBooks, Xero, Box, Airtable, Microsoft 365.
- Collect closeout documents from subcontractors Each package gets its own closeout checklist, and Maito chases the missing warranties, manuals and certificates. Operations · On a schedule Works with Gmail, Microsoft 365, Box, Airtable.
- Turn walkthrough notes into a punch list Walkthrough notes become tasks by room and trade, and an item only closes when the inspector accepts it. Operations · When you ask Works with Linear, Asana, Box.
- Warn when a supplier delay hits the schedule A supplier's new delivery date is checked against when the crew needs the material, and conflicts are flagged straight away. Operations · When something happens Works with Gmail, Microsoft 365, Airtable, Box.
- Check every quote request is complete Each request for quote is checked for revision, quantities, material, finish and date, and anything missing is flagged before you start. Sales · When something happens Works with Gmail, Microsoft 365, Box, Airtable.
- Draft the cost worksheet for a quote Maito fills in the costing sheet from your own rates, shows what's missing, and leaves the price to you. Sales · When you ask Works with Airtable, Microsoft 365, Box.
- Assemble the production traveler for a job When an order is released, Maito builds the traveler from the approved revision and routing and checks it before it prints. Operations · When something happens Works with Box, Notion, Confluence.
- Get customer approval for extra repair work When the tech finds more work, the customer gets a clear priced message and their yes is saved with the job. Customer support · When something happens Works with Box.
- See what a long project has cost so far Weekly, Maito adds up hours and parts against the estimate for each long job and points out what doesn't fit. Founders and leadership · On a schedule Works with QuickBooks, Xero, Airtable, Microsoft 365.
- Update customers on late parts honestly Late parts are caught every morning, and customers get verified dates, never guesses. Customer support · On a schedule Works with Gmail, Microsoft 365.
- Get core charges back from suppliers Every refundable core gets a return task and a deadline, so the credit isn't left on a shelf. Finance · When something happens Works with Gmail, Microsoft 365, QuickBooks, Xero, Linear, Asana.
- Schedule machine maintenance before it breaks Machines due for service are listed from real hours and dates, with downtime picked around the work. Operations · On a schedule Works with Airtable, Microsoft 365, Google Calendar, Linear, Asana.
- Open a corrective-action record for a defect A defect report is linked to the lot and order, the investigation is assigned, and nothing is closed until quality decides. Operations · When something happens Works with Airtable, Microsoft 365.
- Keep measuring tools in calibration Calibration dates and certificates are tracked, so an out-of-date gauge is flagged before it's used on a job. Operations · On a schedule Works with Airtable, Microsoft 365, Box, Google Calendar, Gmail.
- Chase clients for monthly documents Each client gets the list of what you still need, reminders stop when it's in, and stuck ones are flagged to you. Operations · On a schedule Works with Gmail, Microsoft 365, Box, Airtable.
- Check a client is ready for the tax preparer Before the preparer starts a return, Maito checks the paperwork against their requirements and lists what's missing. Operations · When something happens Works with Box, Gmail, Microsoft 365.
- Prepare for a new client consultation Before an initial consultation, Maito collects the facts, drafts a sourced timeline and sends conflict review to the lawyer. Legal · When something happens Works with Gmail, Microsoft 365, Notion, Confluence.
- Search past matters for possible conflicts New parties are searched across your matters under every spelling, with the source of each hit for the lawyer. Legal · When something happens Works with Gmail, Microsoft 365.
- Check an engagement is signed and paid Before onboarding starts, Maito checks the right agreement is signed and the retainer is paid, and nudges what's missing. Operations · When something happens Works with QuickBooks, Xero, Gmail, Microsoft 365.
- Get renewals ready early Every renewal gets a prep task, an update request and an assembled pack, so the agent isn't rushing in the last week. Customer success · On a schedule Works with HubSpot, Salesforce, Gmail, Microsoft 365.
- Route client policy requests to the right person Service requests are separated from sales leads, matched to the policy and sent to licensed staff with the facts already gathered. Customer support · When something happens Works with Gmail, Microsoft 365.
- Price the extra work clients ask for Maito tallies work outside each client's package, so you raise a fee before the work is free. Operations · When you ask Works with Box, HubSpot, Salesforce.
- Hand over a departing client's files When a client leaves, Maito builds the handover index and lists what to close, so nothing lingers. Operations · When something happens Works with Box, Linear, Asana.
- Book interviews across candidate and client Maito finds interview times that work for the candidate and the client, and drafts the offer. Operations · When something happens Works with Gmail, Microsoft 365, Google Calendar.
- Chase hiring managers for interview feedback Maito chases overdue interview feedback and shows which decisions are slipping, without ranking candidates. Customer success · On a schedule Works with Gmail, Microsoft 365.
- Collect references with the candidate's permission Maito requests references only after consent, tracks replies and flags details that don't match. Operations · When something happens Works with Gmail, Microsoft 365.
- Confirm candidate details before a submission Maito asks a candidate to confirm current details before submission and updates only what they confirm. Operations · When something happens Works with Gmail, Microsoft 365.
- Set up a new hire's first week Maito builds the new hire's checklist, sends the forms and tells you what is at risk. People and HR · When something happens Works with Linear, Asana, Gmail, Microsoft 365.
- Close out a departing employee's access Maito lists accounts, keys and equipment to recover, assigns owners and shows what is still open. IT and admin · When something happens Works with Linear, Asana, Gmail, Microsoft 365.
- Chase missing weekly timesheets Maito finds missing and doubtful timesheets before payroll, and asks each person to fix their own. People and HR · On a schedule Works with Slack, Email.
- Turn approved timesheets into a client bill Maito turns client-approved hours into a draft invoice using your rate table, and shows revisions. Finance · When something happens Works with Gmail, Microsoft 365, QuickBooks, Xero.
- Fill an open shift without double-booking Maito offers an open shift to eligible staff, reserves it on the first yes and stops the other offers. Operations · When something happens Works with Airtable, Microsoft 365, Gmail.
- Warn before staff credentials expire Maito watches renewal dates, reminds staff and flags shifts at risk, so no certificate lapses unnoticed. People and HR · On a schedule Works with Box, Gmail, Microsoft 365.
- Turn emailed purchase orders into order drafts Maito reads customer purchase orders and prepares a checked sales order, so staff stop retyping them. Operations · When something happens Works with Gmail, Microsoft 365, Box.
- Tell a revised order from a new one Maito compares a customer's revised PO with the original and shows what changed and what already shipped. Operations · When something happens Works with Gmail, Microsoft 365, Box.
- Fix shipping addresses before orders go out Maito holds orders with bad or changed addresses, asks the customer to confirm and releases once. Operations · When something happens Works with Gmail, Microsoft 365.
- Answer where-is-my-order emails Maito checks the order and carrier history and drafts a reply that says only what the data shows. Customer support · When you ask Works with Intercom, Pylon.
- Gather facts on orders flagged as risky Maito pulls history and flags for a flagged order, so a person can decide without searching. Operations · When something happens Works with Gmail, Microsoft 365.
- Offer options when stock runs short Maito spots short orders, drafts split-shipment and substitute options, and updates the order after the customer chooses. Customer support · When something happens Works with Gmail, Microsoft 365.
- Check return requests against your policy Maito checks each return request against the order and your policy and drafts the authorization. Customer support · When something happens Works with Intercom, Pylon.
- Match returned parcels to refunds Maito reconciles each returned parcel with the inspection and refund, and updates stock once. Operations · When something happens Works with Gmail, Microsoft 365.
- Build the evidence file for a chargeback Maito gathers order, delivery and message evidence before the deadline, so you submit one clean file. Finance · When something happens Works with Gmail, Microsoft 365, Box.
- Check product listings before they go live Maito checks new and changed listings for contradictions and proposes fixes before you publish. Operations · When something happens Works with Airtable, Microsoft 365, Box.
- Route purchase requests to the right approver Maito turns a purchase request into a structured one, routes it by amount, and checks it against the job budget. Finance · When something happens Works with QuickBooks, Xero, Gmail, Microsoft 365.
- Reorder low stock with a draft purchase Maito checks stock against sales and drafts the supplier order before you run out. Operations · On a schedule Works with Airtable, Microsoft 365, Gmail.
- Compare supplier confirmations with your orders Maito compares each supplier confirmation line by line with your PO and flags price, quantity and date changes. Operations · When something happens Works with Gmail, Microsoft 365, Box.
- Write the shortage claim at the dock Maito turns a receiving form into a supplier claim with quantities, photos and the deadline. Operations · When something happens Works with Gmail, Microsoft 365, Box.
- Match supplier credits to the right bills Maito matches a supplier's credit note to the right bill and keeps you from paying the full amount. Finance · When something happens Works with Gmail, Microsoft 365, QuickBooks, Xero, Box.
- Check pick lists before orders ship Maito checks scanned picks against the order and flags a mismatch while the truck is still at the dock. Operations · When something happens Works with Airtable, Gmail, Microsoft 365.
- Release invoices once deliveries are signed Maito matches signed delivery slips to orders and prepares invoices, holding any with shortages for review. Finance · When something happens Works with QuickBooks, Xero, Gmail, Microsoft 365.
- Flag stock nearing expiry and trace lots Aging lots get flagged early, with the customers who received them, so a person can decide before dates pass. Operations · On a schedule Works with Airtable, Microsoft 365.
- Find why the stock count is off Compare a count with the ledger, check recent movements and list likely causes before anyone adjusts a number. Operations · When you ask Works with Airtable, Microsoft 365.
- Match stock transfers between shops Every transfer between shops is tracked until the receiving shop confirms, so units stop vanishing between sites. Operations · On a schedule Works with Airtable.
- Sort out clashing client feedback Collect every comment on a design version, show where stakeholders disagree and get the lead approver to decide. Customer support · When you ask Works with Gmail, Microsoft 365, Box.
- Collect client assets before kickoff Every new project gets a checklist of what the client owes, who owns each item and a reminder until it arrives. Operations · When something happens Works with Linear, Asana, Gmail, Microsoft 365, Box.
- Track every customer complaint to resolution Each complaint gets one owner, a deadline and a recorded remedy, so none sit unanswered or get promised inconsistently. Customer support · When something happens Works with Gmail, Microsoft 365, HubSpot, Salesforce.
- Hand off to a person with full context When a customer asks for a human, the case moves to a person with the history attached and nobody repeats themselves. Customer support · When something happens Works with Intercom, Pylon.
- Invite customers back for repeat service Customers due for their next visit get an invitation with a booking link, and the owner sees who replied. Sales · On a schedule Works with HubSpot, Salesforce, Calendly, Cal.com.
- Review inactive customers before a win-back Lapsed clients are sorted by why they left, so the win-back offer only goes to people who would welcome it. Marketing · On a schedule Works with HubSpot, Salesforce, Calendly, Cal.com, Gmail, Microsoft 365.
- Ask for a review after each finished job Each finished job gets the same neutral review request, and unhappy customers are routed to support first. Customer success · When something happens Works with Slack, Email.
- Track promises made to clients Candidate promises in email and call notes become tasks with an owner and date, so nothing gets buried. Customer success · When something happens Works with Gmail, Microsoft 365, Granola, Fireflies, Linear, Asana.
- Prepare monthly client reports Pull the month's numbers from each platform, check they line up and draft the commentary for the strategist to review. Customer success · On a schedule Works with Amplitude, Mixpanel, Windsor.ai, Supermetrics, Airtable, Microsoft 365.
- Send a weekly list of what's late One Monday message lists late jobs, unpaid invoices and open quotes with owners, so you stop opening five apps. Founders and leadership · On a schedule Works with QuickBooks, Xero, Airtable, Microsoft 365.
- Review profit on each finished job Once a job closes, compare what it earned with labor, materials and extras, and flag the ones that missed. Finance · When something happens Works with QuickBooks, Xero, Airtable, Microsoft 365.
- Show how much cash is really free Combine what's owed, what's due and payroll dates so you see spendable cash, not just the bank balance. Finance · When you ask Works with QuickBooks, Xero, Airtable, Microsoft 365.
- Check which marketing leads became jobs Match ad leads to quotes and won jobs, so you see which campaigns bring work worth doing. Marketing · On a schedule Works with HubSpot, Salesforce, Windsor.ai, Supermetrics, Airtable, Microsoft 365.
- Compare booked work to crew capacity Turn the next weeks of booked jobs into hours needed against hours available, before you promise more. Operations · On a schedule Works with Google Calendar, Microsoft 365, Airtable.
- Score suppliers on delivery and price See on-time, in-full and price changes by supplier, with valid claims separated from your own changes. Operations · When you ask Works with Airtable, Microsoft 365.
- Review automations that failed or double-ran A weekly log of failed and duplicate automation runs, with the time spent fixing them, so problems surface before customers find them. IT and admin · On a schedule Works with Datadog, Sentry, Linear, Asana.
- Route invoices for payment approval Each valid invoice reaches the right approver with its due date, and the decision is recorded before anyone pays it. Finance · When something happens Works with Gmail, Microsoft 365, QuickBooks, Xero.
- Remind late payers, skipping disputed invoices Overdue reminders go only to invoices nobody is disputing and that haven't just been paid. Finance · On a schedule Works with QuickBooks, Xero, Gmail, Microsoft 365.
- Log payment promises and invoice disputes A reply like I'll pay Friday or this was damaged becomes a dated case, and the chase pauses until it's checked. Finance · When something happens Works with Gmail, Microsoft 365, QuickBooks, Xero, Linear, Asana.
- Match unlabeled bank payments to invoices When a payment arrives with no clear reference, Maito suggests which invoice it covers and flags part payments. Finance · When you ask Works with QuickBooks, Xero, Airtable, Microsoft 365.
- Reconcile refunds across payment and books Before a refund is issued, Maito checks the original sale and approval, then records it once in the books. Finance · When something happens Works with QuickBooks, Xero.
- Track close blockers until sign-off A month-end checklist with owners, workpapers and blockers, so close finishes only when every item is signed off. Finance · On a schedule Works with Linear, Asana, QuickBooks, Xero.
- Match sales-channel payouts to orders Each payout is broken into orders, fees and refunds, so deposits match sales and gaps get explained. Finance · On a schedule Works with QuickBooks, Xero, Airtable, Microsoft 365.
- Sort incoming documents to the right folder Each file that arrives is identified and sent to a suggested folder and owner, and uncertain ones wait for a person. IT and admin · When something happens Works with Gmail, Microsoft 365, Box.
- Answer how-do-we questions from our SOPs Staff get the step-by-step answer from the approved procedure, with the source, instead of asking a colleague. Operations · When you ask Works with Box.
- Draft a procedure from a recorded walkthrough Record the owner showing a task once, and get a draft procedure with checks and exceptions to test and approve. Operations · When you ask Works with Granola, Fireflies, Notion, Confluence.
- Flag outdated procedures before staff use them Old instructions get flagged for review before a tech follows them, so the current way is the only way. Operations · On a schedule Works with Notion, Confluence, Linear, Asana.
- Review possible duplicate customers before merging See why two customer records might be the same person, then decide. Nothing merges on a shared name. Data · When something happens Works with HubSpot, Salesforce, Airtable, Microsoft 365.
- Prefill forms from documents for review Names, dates and addresses get filled in from the documents you already have, so staff only check and fix. Operations · When you ask Works with Box.
- Check a data export before importing it Find the broken rows in your spreadsheet before they land in the new system, not after. Data · When you ask Works with Airtable, Microsoft 365, Box.
- Queue old files for retention review Files that reach their review date go to the right person with holds checked. Nothing gets deleted on its own. IT and admin · On a schedule Works with Box, Notion, Confluence, Linear, Asana.
- Explain CRM and accounting sync conflicts When the CRM and accounting disagree, see both values and who owns the field, then fix it once. Data · When something happens Works with HubSpot, Salesforce, QuickBooks, Xero, Datadog, Sentry.
- Update ingredient costs from supplier invoices Supplier invoices become checked ingredient costs, with big price jumps and pack-size changes flagged. Finance · When something happens Works with Gmail, Microsoft 365, Airtable.
- Propose a reorder from a weekly count Count the costly items, see par versus on-hand and on-order, and get an order to approve. Operations · On a schedule Works with Airtable, Microsoft 365.
- Reprice recipes when ingredients change When an ingredient or portion changes, see every recipe it touches and what the new margin is. Operations · When something happens Works with Airtable, Microsoft 365.
- Lock final catering counts before the event Final guest counts, allergies and delivery details get confirmed in one sheet a week before each event. Operations · On a schedule Works with Google Calendar, Microsoft 365, Gmail.
- Count salon bookings by person, not account Group bookings stop distorting your no-show numbers because every chair and service is counted on its own. Founders and leadership · On a schedule Works with Calendly, Cal.com, Airtable, Microsoft 365.
- Verify dental coverage before appointments Every upcoming patient shows as verified or not, with the date and source, so the front desk works from a list. Operations · On a schedule Works with Gmail, Microsoft 365.
- Track unpaid therapy claims Every claim that hasn't paid shows its status, age and next step, so nothing sits for 90 days. Finance · On a schedule Works with Airtable, Microsoft 365.
- Prepare therapy invoices and superbills for approval Paid sessions become invoices and superbills in the practice system, with exceptions held for a person to check. Finance · On a schedule Works with Gmail, Microsoft 365.
- Turn pet booking messages into one booking A booking email with two dogs becomes the right pets, the right services and one valid time to offer. Operations · When something happens Works with Gmail, Microsoft 365, Calendly, Cal.com, Google Calendar.
- Remind pet clients when a groom is due Households get a rebooking reminder at the right time for the right pet, not one blanket message. Customer support · On a schedule Works with Calendly, Cal.com, Gmail, Microsoft 365.
- Set up a term of tutoring lessons A recurring lesson series is created for the whole term, with school breaks and holidays already left out. Operations · When you ask Works with Google Calendar, Microsoft 365, Airtable.
- Collect lesson reports after every session Each finished lesson gets attendance and a short report from the tutor, and the missing ones are chased. Operations · When something happens Works with Google Calendar, Microsoft 365, Gmail.
- Draft tuition invoices from taught lessons Completed lessons, rates and cancellation rules turn into invoice drafts, with disputes set aside for you. Finance · On a schedule Works with Calendly, Cal.com, QuickBooks, Xero, Airtable, Microsoft 365.
- Show how many lessons a family has left Ask for a family's balance and get every lesson used, credited and charged, so there is nothing to argue about. Customer support · When you ask Works with Airtable, Microsoft 365, Stripe, PayPal, Calendly, Cal.com.
- Draft parent progress updates from tutor notes Tutor notes become a clear parent update the tutor can correct, with no progress made up. Customer support · On a schedule Works with Notion, Confluence, Gmail, Microsoft 365.
- Follow up on failed membership payments Every failed gym payment gets a polite message and an owner, and frozen members are left alone. Finance · On a schedule Works with Stripe, PayPal.
- Handle membership freeze requests Ask for a freeze and see the billing and class effects before anything changes. Customer support · When you ask Works with Gmail, Microsoft 365.
- Reconcile class bookings with check-ins Booked, cancelled and checked-in numbers get compared after each class, so credits and capacity are right. Operations · On a schedule Works with Airtable, Microsoft 365.
- Thank donors and record what the gift is for Each gift gets a matched donor, a recorded purpose and a thank-you draft, checked before it goes out. Finance · When something happens Works with HubSpot, Salesforce, QuickBooks, Xero, Gmail, Microsoft 365.
- Track laundromat machine complaints to a refund Each failed-machine report gets the machine, time and payment, so repeat faults and refunds are easy to see. Customer support · When something happens Works with Airtable, Microsoft 365.
Questions.
A job you hand to an AI teammate that it does the same careful way each time: research before a call, the Monday report, chasing missing invoices. In Maito you ask for it in Slack or by email, or set it up as a Loop that runs on its own.
A recurring assignment for your agent. It runs on a schedule, from a webhook, or when you start it, and posts its results to Slack, email or a channel. You can pause or change it any time.
Any tool with an MCP server, such as HubSpot, Salesforce, Gmail, Notion, Linear and Stripe. For a tool without one, save a skill with the steps and keep the login or API key in the Vault.
Minutes for the workspace: create it, connect your AI provider and connect Slack. Each workflow then takes one request to your agent, plus signing in to any tool it needs.
No. You set up each workflow by asking your agent in plain words. A repository is only needed for coding work.
$149 per workspace per month, with unlimited people and $20 in cloud credits each month. Your AI provider bills its usage separately.