news_search

general_search

universal_writer

document_classifier

data_extractor

data_generator

semantic_chunker

datetime_interval_extractor

get_web_content

linkedin_person_lookup

linkedin_get_profile

linkedin_company_page_lookup

linkedin_get_company_info

linkedin_people_search

convert_markdown_to_pdf_file

get_rss_feed

gmail_search

gmail_contents

gmail_create_draft_new

gmail_create_draft_reply

convert_email_body_to_pdf_file

google_docs_create

google_docs_find

google_docs_read_document

google_docs_append_text

google_docs_append_table

google_docs_replace_all_text

google_docs_copy_file

google_sheets_create

google_sheets_find

google_sheets_copy_file

google_sheets_append

google_drive_search

google_drive_copy_file

google_sheets_get_sheet

google_sheets_update_cells

google_calendar_list_calendars

google_calendar_search_events

google_drive_create_folder

google_drive_upload_file

google_drive_get_file

gmail_label_messages

gmail_get_account_labels

google_calendar_add_event

outlook_create_draft_new

outlook_create_draft_reply

outlook_search

outlook_contents

outlook_get_account_categories

outlook_apply_categories_to_email

stock_get_ticker

stock_get_quote

stock_get_company_profile

stock_get_calendar_events

stock_get_institution_ownership

stock_get_fund_ownership

stock_get_upgrades_downgrades

stock_get_analyst_recommendations

slack_conversations_history

slack_send_message_to_channel

slack_send_message_to_self

slack_send_message_to_user

github_comments

github_issues

github_pulls

airtable_parse_ids_from_url

airtable_record_create

airtable_record_list

airtable_record_update_patch

hubspot_create_association_between_object_ids

hubspot_create_companies

hubspot_create_contacts

hubspot_create_deals

hubspot_fetch_associated_object_ids

hubspot_list_companies

hubspot_list_contacts

hubspot_list_deals

hubspot_merge_companies

hubspot_merge_contacts

hubspot_search_companies

hubspot_search_contacts

hubspot_search_deals

hubspot_update_companies

hubspot_update_contacts

hubspot_update_deals

apollo_people_enrichment

## Transform your email workflow with priority-based labeling
This workflow streamlines the process of organizing your inbox by automatically classifying and labeling your emails based on specific criteria you set. It's like having a personal assistant to tidy up your email for you!

## What this workflow does
1. It searches for recent unread emails in your inbox that haven't been labeled.
2. Then, it classifies and labels each email by categories you've defined based on its content.

## Optimize your inbox
To fully leverage the strength of this method of labelling, customize your Gmail inbox to use the "Multiple inboxes" type - now the most important emails will appear at the top.

Automatically Label Emails by Priority

## Stay Updated with Daily News Summaries ##
This workflow keeps you informed by delivering daily news summaries straight to your inbox. Covering topics of your choice, it fetches the latest news articles, summarizes them, and compiles everything into a neatly formatted email. This is perfect for staying up-to-date on specific interests or industry trends without having to sift through multiple news sources yourself.

## What this workflow does ##
1. For each topic you're interested in, the workflow searches for the most recent news articles published in the last 24 hours.
2. It then generates summaries and key takeaways for each article.
3. Finally, it compiles these summaries into a PDF and emails it to you.

Daily News Digest

## Generate a brief before your external meetings
This workflow generates a one-pager brief covering their backgrounds and recent news about their company. This can be incredibly useful when you are meeting new contacts for the first time. You can even modify this workflow and get Lutra to add additional content such as questions you might want to ask them.

## What this workflow does
This will run through the following steps:
1. It begins by seeking out LinkedIn profiles to gather detailed information about your contact.
2. If you provide a company name, it doesn’t just stop there; it further digs into the latest news about the company to keep you updated with recent developments.
3. Finally, all this rich information is neatly packaged and emailed to you.

After kicking off a run of the workflow, it will run in the background - you do not need to stay on this page. The email will arrive in your inbox when it is done! 

Personal Profile & Company Brief

## Stay updated with the latest on any topic ##
This workflow is like having your own digital librarian that fetches the latest articles on any topic you're interested in. It's designed to make staying updated easy and efficient. When you input a subject, this digital assistant scours the web to find the five most recent articles related to your topic of interest.

## What this workflow does ##
1. It searches the web for websites about the topic you mention.
2. Then, it summarizes the website's content, focusing on the key details about your topic.
3. Lastly, it puts these summaries into a Google Document for you to read.


Automated Research Assistant

## Web scraping tables of information
This workflow reads a website and extracts a list of names from it. This example finds the table of participants accepted to the Vercel Accelerator Program, from their recent announcement at https://vercel.com/blog/ai-accelerator-participants.

## Customizing this workflow
By using this workflow, a copy will be made in your account. You can then customize it by asking Lutra to make modifications to the workflow. You change the website or data that you want to extract.

## Saving to a spreadsheet
You can also have this information be saved to a Google Spreadsheet. To do this, enable the Google Sheet tool and tell Lutra that you would like to "Save this data to a Google Spreadsheet". It will make the necessary changes to the implementation.

Web Scraping Table of Names

## Compile Comprehensive Company Information ##
This workflow is designed to gather and compile a wide range of information about a specific company. It starts by finding the company's stock ticker symbol, which is used to retrieve detailed profile data, current stock price, and recent news articles. The process involves creating a document that includes an executive summary, stock price summary, news summary, a detailed company profile, and the latest news articles.

## What this workflow does ##
1. Retrieves the company's financial information and latest news articles related to the company from the past week.
2. Compiles the financial and news information into a document.
3. Emails a PDF of that document to you.


Company Business Insights

## Stay updated with company news ##
This workflow is your personal assistant for keeping up with the latest news about specific companies. Whether you're tracking your competitors, potential clients, or market trends, this workflow pulls together recent news articles and summarizes them for you. Not just that, it also evaluates the sentiment of each article, helping you grasp the general tone of the news. Finally, it neatly compiles everything into an easy-to-read document and emails it directly to you.

## What this workflow does ##
1. It searches for recent news articles about the companies you're interested in.
2. Summarizes each article to give you the gist without needing to read the full text.
3. Assesses the sentiment of each article, categorizing it as positive, negative, or neutral.
4. Emails you a document with the summaries and sentiment of each article, so you have all the insights in one place.

Company News Tracker

## Sentiment Analysis and Feedback Summarization ##
This workflow involves analyzing the sentiment feedback from a Google Sheet containing product reviews. It categorizes the feedback as positive, negative, unsure, or neutral. The workflow then generates concise summaries of what users enjoyed or found challenging about the product.

## What this workflow does ##
1. Analyzes the sentiment of each review and categorizes it.
2. Summarizes positive feedback, highlighting user preferences.
3. Summarizes negative feedback, detailing encountered issues.
4. Outputs the reviews along with their sentiments to a new Google Sheet.

Process Google spreadsheet with reviews to generate customer insights

## Get prepared for your day ahead ##
This workflow is designed to provide a streamlined overview of your daily calendar events by generating a digest of today's events and sending it to you via email. It's perfect for getting a quick glance at your schedule at the start of the day.

## What this workflow does ##
1. Fetches all events for the next day from your Google calendar.
2. Emails you the summary table of events for your day ahead.

Daily Agenda Assistant

## Stay on top of messages in Slack ##
This workflow is a handy tool for staying on top of the key points from Slack messages across specified channels without having to manually sift through each one. It's particularly useful for those who need to catch up on important discussions that occurred within the last day. You can further customize this workflow to include more channels or adjust the summary detail level.

## What this workflow does ##
1. Retrieves messages sent in the last 24 hours from the specified Slack channels.
2. Summarizes each message to capture its essence, making it easier to grasp the key points at a glance.
3. Compiles these summaries into a structured email and sends it to you, ensuring you're informed without needing to directly access Slack.

Slack channel summarizer

This workflow creates a table of search results in Google Spreadsheet.

What this workflow does:
1. Searches the web using the search query.
2. Save each search result's title, url, and short snippet as a row into Google Spreadsheet.

Search Result Organizer

## PDF Document Management
This workflow automates the upload and tracking of documents in Google Workspace. It streamlines the process by saving each document to Google Drive and logging its details: including a summary of the first page, in a Google Spreadsheet. This can be ideal for managing multiple contracts, this method ensures documents are easily accessible and organized.

This example workflow shows a sample rental agreement being uploaded and tracked, you can easily extend to other types of documents. 

## Customizing this workflow
You can ask Lutra to make customizations to this workflow. For example, you may want to extract other structured data from the PDF (such as names, contact information, contract details, etc), and add that to the spreadsheet as well. 

Just Lutra to do so in English, and it will make the appropriate modifications to the implementation.

Organize and Track PDFs in Google Drive

Keep your response time below an hour for important clients you communicate with.

What this app does:
1. Retrieves unread emails received from a VIP in the past hour.
2. If there are any unread emails, the app will send you a Slack message with the summary of the email.


Email Response Time Alert

## Extract and Log Receipt Data to a Spreadsheet ##
This workflow simplifies the process of managing expense receipts by automatically extracting data from them and logging this information into a Google Spreadsheet. Ideal for tracking expenses without manually entering data, it's a time-saver for both personal and professional finance management.

## What this workflow does ##
1. Extracts the date, vendor name, and amount spent from the provided receipt image.
2. Logs the extracted information into the spreadsheet, adding a new entry for each receipt processed.

Process Receipt And Update Expense Sheet

Help your team stay on top of code reviews by identifying Github pull requests that need attention.

When you run this workflow:
It will go through pull requests that have not been updated for more than a week and send you a message on Slack with the list.


Stale Pull Request Monitor

## Keep up to date with recent pull requests ##
This function retrieves recent GitHub Pull Requests from a specified repository. It then classifies each pull request into predefined categories and generates a summary for each one. The final output is a markdown document that includes the title, category, and summary for each pull request.

What this workflow does
1. Fetch the three most recent GitHub Pull Requests from the specified repository.
2. Classify each pull request into categories such as New Feature, Bug Fix, Refactoring, Documentation, or Testing.
3. Generate a summary for each pull request based on its content.
4. Compile all the summaries and return it as the output.

Summarize Github Pull Requests

## Compile prospects efficiently ##
This workflow helps you find people holding a specific role at a particular company on LinkedIn. It gathers information from their LinkedIn profiles and compiles it into a Google Spreadsheet for easy access and reference.

## What this workflow does ##
1. Searches LinkedIn for profiles matching the specified role and company.
2. Organizes the collected information into a structured format and appends it to a Google Spreadsheet.

Profile Finder

## Personalized sales outreach emails
This workflow is designed to create personalized sales outreach emails that stand out. By leveraging LinkedIn profiles, it crafts tailored messages that are more likely to resonate with the recipient. This approach is perfect for sales professionals looking to make a meaningful first impression on potential leads.

## What this workflow does
1. It fetches the recipient's professional background from the provided LinkedIn profile Url, ensuring that the information is current and relevant.
2. By combining the recipient's LinkedIn info with a compelling narrative about your company, it transforms your email template into a personalized pitch that speaks directly to the recipient's needs.
3. The workflow produces a persuasive and carefully tailored draft, prepared for your review and ready to be sent out.

Draft Personalized Sales Outreach Email

## Automating Invoice Data Extraction and Formatting ##
This workflow simplifies the process of extracting detailed data from invoices and presenting it in a clean, organized markdown format. It's especially beneficial for individuals or businesses looking to streamline their financial documentation processes.

## What this workflow does ##
1. Extract invoice details like invoice number, date of issue, due date, subtotal, taxes, total amount, and all lines items.
2. Display the information in a well-formatted markdown table.

Invoice Data Extractor

## Pre-qualify leads you've collected
This workflow is designed to streamline the process of evaluating leads, which are generated using the [Role-Based Lead Generation](https://lutra.ai/shared/linkedin-data-compilation/XzjUIyECNkI) workflow, against specific criteria to see if they match your Ideal Customer Profile (ICP).  It extracts information from a spreadsheet containing leads, assesses each one based on predefined qualifications, and saves the results in a new spreadsheet. This can be especially helpful in identifying and focusing efforts on the most promising contacts.

## What this workflow does
1. It starts by retrieving LinkedIn profiles from a given spreadsheet. This spreadsheet should list potential leads along with relevant information that helps in qualifying them.
2. Each lead is then evaluated against the set lead qualification requirement. The process classifies each profile as either a "Match" or "No Match" based on how well they align with your Ideal Customer Profile.
3. The results, along with the original lead information, are saved in a new Google Spreadsheet. This includes not just the classification, but also detailed reasons and the likelihood of each lead being a match, providing clear insights into the lead qualification process.

## Related workflows
- [Role-Based Lead Generation](https://lutra.ai/shared/linkedin-data-compilation/XzjUIyECNkI)



Lead Pre-Qualification

Understand who you need to engage with by keeping your Airtable in sync with your most recent email communications with each client.

This updates a demo Airtable with columns: Email, Last Message Date, Last Message Summary.
https://airtable.com/apptpbyiHjjfPecFw/tbl03LUx3JnvfWSaW/viwSSAzadUqpLNvEp

What this app does:

Retrieve the list of email addresses from your CRM Airtable.
Fetch the most recent email with these addresses from your Gmail.
Update the Airtable CRM with the date and summary of the email.
To use this with your own Airtable, click on "Make a Copy to Customize" (top right) and update the description to use the names of the columns in your Airtable.



Sync your Airtable CRM with recent email communication

## Simplify expense tracking ##
This workflow simplifies tracking your online expenses by saving receipt emails to Google Drive. It streamlines the process of archiving and organizing crucial documents received via email, aiding in efficient expense management.

## What this function does ##
1. Searches for emails matching specific criteria related to expenses.
2. Saves the PDF receipts to a Google Drive folder for you.

Receipt Archiver

This workflow helps you backup emails matching certain characteristics to Google Spreadsheet.

What this workflow does:
1. Search your inbox to find emails that match the search criteria.
2. For each email that matches, add the link and subject for that email to a Google Spreadsheet.

Organize Emails in Google Spreadsheet

## Streamline your lead identification efforts
This workflow automates the process of gathering detailed professional information from LinkedIn and compiling it into a Google Sheet. Ideal for those looking to streamline their research on potential candidates or business contacts, it saves time by searching for LinkedIn profiles based on your specified query and neatly organizing the findings.

## What this workflow does
1. It begins by searching for LinkedIn profiles that match your query, aiming to gather a comprehensive list of professionals.
2. For each profile found, it extracts crucial information such as their full name, job title, company, experience summary, and education, among other details.
3. It then digs deeper into each professional's current company, pulling in data like company size, description, and any available funding rounds information.
4. The gathered information is then systematically added to a new Google Sheet, creating a structured database of professional profiles for your convenience.

## Related workflow
- [Lead Pre-Qualification](https://lutra.ai/shared/lead-pre-qualification/3njc3oRGG28)

Role-Based Lead Generation

Retrieve a person's comprehensive profile with enriched data.

Search, access, draft, reply, convert, and manage labels for emails.

Manage and manipulate object associations, companies, contacts, and deals through various operations such as creation, fetching, listing, merging, searching, and updating.

Retrieve conversation history, send messages to channels, users, and yourself.

Retrieve public profiles for individuals and companies based on specified keywords.

Manage spreadsheets with ease: create, search, copy, add, retrieve, and update data effortlessly.

Manage calendars, events, and scheduling.

Retrieve and access the latest news, website content, and RSS feed items based on a specific query or URL.

Manage emails efficiently with the ability to create, search, retrieve, and categorize email drafts.

Retrieve stock information, market prices, company details, calendar events, ownership data, analyst upgrades/downgrades, and recommendation trends.

Classify, extract, generate, split, convert, and extract datetime intervals from texts/documents.

Retrieve comments, issues, and pull requests.

Parse, create, list, and update records in Airtable using website URLs.

Search, copy, create, upload, and retrieve files.

Manage documents with ease: create, search, read, edit, add tables, replace text, and make copies.

All Capabilities

Lutra integrates with:

Airtable

Airtable

Example Workflows

S

Sync Your Airtable CRM With Recent Email Communication