AUTOMATION TEMPLATES

Start from what other businesses already watch

Every template below ships inside the product, ready to turn on. Each one is a plain sentence you can use as it is, or edit until it sounds like your business. Inside the app, the library filters itself to the tools you have connected.

Unhappy client emailsWatcher

"Warn me when a client email sounds unhappy, and open a ClickUp task for it."

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Deadlines slippingWatcher

"Warn me when a task delay breaks a date we promised a client by email."

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Scope change requestsWatcher

"Flag it when a client asks for new work while their invoices sit unpaid."

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Out-of-scope requestsWatcher

"Flag it when a client asks for something outside what we agreed, and open a task to scope it."

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Meeting commitmentsWatcher

"After my client meetings, send me the commitments we made."

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Invoices going overdueWatcher

"Tell me when an invoice goes overdue, with the client's recent emails attached."

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Invoice and payment emailsWatcher

"Flag emails about invoices and payments so money talk never sits unread."

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Client going quietWatcher

"Warn me when a client goes quiet: no emails, no meetings, and no task activity for two weeks."

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Meeting follow-throughWatcher

"Warn me when something we promised in a meeting has no task behind it two days later."

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Hot lead waitingWatcher

"Warn the sales channel when a hot lead has waited a day for a reply."

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Weekly revenue-at-risk reviewScheduled

"Every Monday, list the accounts where money is at risk: overdue invoices, cooling tone, or stalled work."

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Team overload checkScheduled

"Every Monday morning, show me who is overloaded this week and what can move."

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Morning prioritiesScheduled

"Every morning at 8:00, line up today's deadlines with what clients emailed overnight."

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End-of-day wrap-upScheduled

"At 5:30, summarize what moved today and what is waiting on me tomorrow."

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Daily sales reportScheduled

"Every morning, report yesterday's sales activity to the sales channel."

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Client activity reportScheduled

"Every Friday, summarize what happened on each key account this week."

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Common questions

Do templates cost anything to turn on?

Turning one on is free, and so is the watching. Each insight a template finds uses credits (a little over one), and a completed action step adds about one more, all capped by your daily budget.

Can I change what a template watches?

Yes, and you should: a template is a starting sentence, not a contract. Edit the wording in the builder or just tell Binee in chat, like "only watch promises made to our top five clients".

What if my tool isn't in a template?

Inside the app the library only offers templates your connected tools can power, so nothing you turn on can silently do nothing. If a tool you rely on is missing from Binee entirely, request it: most integrations ship within days.

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Connect your tools, pick a template, and the first insight finds you. Free plan included, no credit card required.

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