Template Catalogue

Every ready-made automation in the Library, grouped by area. Install any of these from the dashboard — they arrive as inactive drafts you review and activate.

**Legend:** ⭐ Starter Pack · ★ Popular · *Pack* = the collection it belongs to.

## Leads (9)

| Automation | What it does | Trigger | Pack |

|---|---|---|---|

| **Priority follow-up for high-value leads** ⭐ | When a high-value lead is created, create a priority follow-up task so big opportunities get immediate attention | Lead Created | Revenue Growth |

| **Add a qualification task to every new lead** | Creates a qualification task on each new lead so reps capture budget, authority, need and timing before progressing… | Lead Created | — |

| **Create an intro-call task for every new lead** | When a lead is created, drop a call task on the owner's list straight away so no new lead goes untouched. | Lead Created | — |

| **Email the lead owner when a new lead is created** | Sends an email to the lead's owner the moment a lead is created | Lead Created | — |

| **Email the owner about leads gone stale** | Emails the lead owner about an open lead on a cadence after it was created | Lead Timer | — |

| **New-lead nurture cadence (call, follow-up, check-in over 7 days)** | Lays down a multi-touch follow-up sequence the moment a lead arrives: an intro call today, a follow-up on day 3, an… | Lead Created | Revenue Growth |

| **Nudge the owner when a lead goes quiet** | When a lead has had no activity for exactly the number of days you choose, create a task on the owner so warm leads… | Lead Timer | — |

| **Tailored follow-up task for a specific lead category** | Creates a follow-up task only for leads in a category you choose (e.g | Lead Created | — |

| **Welcome the client when a new lead is created** | Sends a welcome / acknowledgement email to the lead's client the moment a lead is created | Lead Created | Revenue Growth |

## Quotes (6)

| Automation | What it does | Trigger | Pack |

|---|---|---|---|

| **Remind the client about an unanswered quote** ⭐ | When a sent quote still hasn't been accepted, send a polite reminder with the signing link on a cadence | Quote Timer | Revenue Growth |

| **Thank the client when they accept a quote** ★ | Sends a thank-you and next-steps email as soon as a quote is accepted, setting a professional tone for the work ahe… | Quote Accepted | Revenue Growth |

| **Auto-decline a quote after it expires** | Keeps the pipeline clean by automatically declining a quote once it has been expired for the number of days you cho… | Quote Expired Timer | — |

| **Email the client when a quote is issued** | Sends a confirmation email with an online signing link the moment a quote is issued, so clients can review and acce… | Quote Issued | — |

| **Let the client know their quote has expired** | When a quote passes its expiry date, email the client to let them know it has lapsed and invite them to get back in… | Quote Expired Timer | — |

| **Re-engage the client when a quote is declined** | Sends a friendly follow-up when a quote is declined, inviting feedback or a revision | Quote Declined | — |

## Projects & Tasks (19)

| Automation | What it does | Trigger | Pack |

|---|---|---|---|

| **Notify the project manager when a task is overdue** ⭐ | Notifies the project manager (in-app) when an open task's due date passes | Task Timer | Operations Efficiency |

| **Raise a deposit invoice when a project is created** ★ | Automatically generates a percentage deposit invoice the moment a project is created, improving cash flow at the st… | Project Created | Cashflow Accelerator |

| **Invoice actual usage and email it when a project completes** | When a project reaches your completion status, creates an invoice for its actual usage not yet billed (logged time,… | Project Status Updated | — |

| **Invoice actual usage when a project is completed** | Generates an invoice for the project's actual usage not yet billed | Project Status Updated | — |

| **Let the client know when a project goes on hold** | Emails the client a courteous update when a project moves to a holding status you choose (e.g | Project Status Updated | — |

| **Notify the client when a project reaches a chosen status** | Emails the client whenever a project moves into a status you choose (e.g | Project Status Updated | — |

| **Notify the project manager when a project reaches a status** | Sends an in-app notification to the project's manager when it reaches a status you choose | Project Status Updated | Operations Efficiency |

| **Post a chat brief when a task is assigned** | When a task is assigned to a user or team, GuruBot posts a brief in the project's chat channel so the team has cont… | Task Assigned | Operations Efficiency |

| **Post a chat nudge when a task is overdue** | GuruBot posts a nudge in the project's chat channel when an open task's due date passes | Task Timer | — |

| **Post a chat update when a project reaches a status** | GuruBot posts a message to the project's chat channel when it reaches a status you choose | Project Status Updated | — |

| **Raise a progress invoice when a project hits a milestone status** | Generates a percentage progress invoice when a project reaches a status you choose (e.g | Project Status Updated | Cashflow Accelerator |

| **Raise and email a progress invoice at a milestone** | When a project reaches a status you choose, creates a percentage progress invoice and emails it to the client | Project Status Updated | — |

| **Raise and email the deposit invoice when a project is created** | Creates a percentage deposit invoice the moment a project is created and emails it to the client | Project Created | — |

| **Raise and email the final invoice when a project is completed** | Creates the final invoice (the remaining balance against the quote) and emails it to the client when the project re… | Project Status Updated | — |

| **Raise the final invoice when a project is completed** | Bills the remaining balance against the quote | Project Status Updated | Cashflow Accelerator |

| **Raise, approve and email the final invoice when a project completes** | When a project reaches your completion status, creates the final invoice (the remaining balance against the quote),… | Project Status Updated | Cashflow Accelerator |

| **Send a kickoff email when a project is created** ⭐ | Welcomes the client and introduces their main contact as soon as a project is created, so every job starts with a c… | Project Created | Operations Efficiency |

| **Send completion documents when a project is finished** | Generates a completion document from a template and emails the client when the project reaches your completion stat… | Project Status Updated | — |

| **Start the next task when one is completed** | When a chosen task is completed, automatically moves another task in the same project to a status you set (e.g | Task Status Updated | Operations Efficiency |

## To-Dos (4)

| Automation | What it does | Trigger | Pack |

|---|---|---|---|

| **Create a kickoff to-do when a project starts** ★ | Adds a to-do for the project manager to schedule the kickoff when a new project is created, so every job starts on … | Project Created | — |

| **Create a callback to-do when a new lead arrives** | Adds a to-do for the lead's owner to call the new lead, so fresh enquiries never sit untouched. | Lead Created | — |

| **Create a follow-up to-do when a quote is issued** | Adds a to-do for the quote's owner to follow up a few days after a quote is sent, so quotes don't go cold. | Quote Issued | — |

| **Create a review to-do when a project is completed** | Adds a follow-up to-do for the project manager when a project reaches your completion status, so finished jobs get … | Project Status Updated | — |

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**38 templates in total.** Packs: **Revenue Growth**, **Operations Efficiency**, **Cashflow Accelerator**, plus the **Starter Pack** (Priority follow-up for high-value leads · Remind the client about an unanswered quote · Send a kickoff email when a project is created · Notify the project manager when a task is overdue).