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Start from what other businesses already use.

Every template below is inside Binee, ready for you to turn on. Each one is a plain sentence you can use as it is, or edit until it suits your own goals. Inside the app, the library filters itself to the tools you have connected.

All automation templates

Type
Tool
19 templates
No templates for this combination yet.Try another tool, or describe it in chat and Binee builds it.

New leads we already know

WATCHER
“When a new lead arrives, check their related email threads and tell me whether we already know them.”
Clio GrowGmailSee the template →

Unpaid legal bills with new asks

WATCHER
“Flag bill activity for a client who still owes money while their emails show them asking for more work.”
Clio ManageGmailSee the template →

Court date changes

WATCHER
“Tell me the moment a court date is added, moved, or removed, with the matter and the new time.”
Clio ManageSee the template →

Unhappy client emails

WATCHER
“Warn me when a client email sounds unhappy, and open a ClickUp task for it.”
GmailOutlook MailClickUpSee the template →

Deadlines slipping

WATCHER
“Warn me when a task delay breaks a date we promised a client by email.”
ClickUpGmailOutlook MailSee the template →

Scope change requests

WATCHER
“Flag it when a client asks for new work while their invoices sit unpaid.”
GmailOutlook MailOdooSee the template →

Out-of-scope requests

WATCHER
“Flag it when a client asks for something outside what we agreed, and open a task to scope it.”
GmailOutlook MailClickUpSee the template →

Meeting commitments

WATCHER
“After my client meetings, send me the commitments we made.”
Fireflies.aiFathomClickUpSee the template →

Invoices going overdue

WATCHER
“Tell me when an invoice goes overdue, with the client's recent emails attached.”
OdooGmailOutlook MailSee the template →

Invoice and payment emails

WATCHER
“Flag emails about invoices and payments so money talk never sits unread.”
GmailOutlook MailSee the template →

Client going quiet

WATCHER
“Warn me when a client goes quiet: no emails, no meetings, and no task activity for two weeks.”
GmailOutlook MailGoogle CalendarClickUpSee the template →

Meeting follow-through

WATCHER
“Warn me when something we promised in a meeting has no task behind it two days later.”
Fireflies.aiFathomClickUpSee the template →

Hot lead waiting

WATCHER
“Warn the sales channel when a hot lead has waited a day for a reply.”
GmailOutlook MailSlackSee the template →

Weekly revenue-at-risk review

SCHEDULED
“Every Monday, list the accounts where money is at risk: overdue invoices, cooling tone, or stalled work.”
OdooGmailOutlook MailClickUpSee the template →

Team overload check

SCHEDULED
“Every Monday morning, show me who is overloaded this week and what can move.”
ClickUpGoogle CalendarOutlook CalendarSee the template →

Morning priorities

SCHEDULED
“Every morning at 8:00, line up today's deadlines with what clients emailed overnight.”
ClickUpGmailGoogle CalendarSee the template →

End-of-day wrap-up

SCHEDULED
“At 5:30, summarize what moved today and what is waiting on me tomorrow.”
ClickUpGmailSee the template →

Daily sales report

SCHEDULED
“Every morning, report yesterday's sales activity to the sales channel.”
OdooGmailSee the template →

Client activity report

SCHEDULED
“Every Friday, summarize what happened on each key account this week.”
ClickUpGmailFireflies.aiSee the template →
FAQ

Common questions

Want help picking the first three? Book a demo and we’ll match templates to your tools.

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Do templates cost anything to turn on?+

Turning one on is free, and so is the watching. Each insight a template finds uses 1.3 credits, and each completed action step adds 1 more (at most 3 per insight), 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.

Automate your first task.

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