general_search

news_search

universal_writer

ai_classify

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

download_and_save_file

save_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_by_title

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_by_title

google_sheets_copy_file

google_sheets_insert_rows

google_drive_search

google_drive_copy_file

google_sheets_get_sheet

google_sheets_get_metadata

google_sheets_update_values

google_sheets_delete_values

google_sheets_format

google_sheets_clear_format

google_sheet_cell_compute_offset

google_sheets_add_worksheet

google_calendar_list_calendars

google_calendar_search_events

google_drive_create_folder

google_drive_upload_file

google_drive_read_file

gmail_label_messages

gmail_get_account_labels

google_calendar_add_event

google_drive_get_public_file

google_sheet_id_from_url

google_doc_id_from_url

outlook_create_draft_new

outlook_create_draft_reply

outlook_send_draft

outlook_get_emails_in_folder

outlook_search

outlook_contents

outlook_get_account_categories

outlook_apply_categories_to_email

stock_get_ticker

verify_email

find_email

dalle_generate_image

whisper_speech_to_text

perplexity_query

youtube_get_video_info

youtube_search

reddit_fetch_posts

reddit_fetch_post_comments

reddit_add_comment

twitter_search_tweets

twitter_post_tweet

twitter_repost

map_search

job_search

slack_conversation_replies

slack_conversations_history

slack_send_message_to_channel

slack_send_message_to_self

slack_send_message_to_user

slack_user_lookup

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_memberships

hubspot_merge_companies

hubspot_merge_contacts

Use AI to keep track of news events for companies you care about in a Google sheet.

 Monitor News for Key Companies

Retrieves the latest 10-K reports from SEC Edgar, and use AI to extract specific details. Generates these reports for a large list of companies selected by you. 

Analyze 10-K Reports

Update your Airtable with a summary of your latest email with a contact.

CRM <> Email Sync

Use AI to verify if the email in HubSpot is correct for newly created contacts. Searches databases and known logic for corporate email structure.

Continuous Email Verification for HubSpot

Receive a PDF via email with the latest news about any topic

Daily News Digest

This function classifies the content of unread emails and applies appropriate labels based on the classification.

- label_config: Dict[str, str] with precise class descriptions.
- search_criteria: str with valid Gmail search query operators.

Email Classification

Enrich Indeed Jobs Data

Search job postings on Indeed.com and get the results in a Google Sheet. Schedule this workflow to automatically add new postings to the sheet on a set schedule. 

Get Indeed.com Job Postings

LinkedIn Profile Intelligence

This function lists files in a Google Drive folder and its subfolders, then updates a specified Google Sheet with the file information.

- folder_id: Must be a valid Google Drive folder ID.
- spreadsheet_name: Must be a string representing the name of the Google Sheet.

List all files in GDrive

This function compiles information about directors of revenue operations from LinkedIn profiles, including company details, and populates a Google Sheet.

- max_results: Must be an integer specifying the maximum number of LinkedIn profiles to retrieve.
- linkedin_search_query: Must be a string containing the search query for LinkedIn profiles.

Role-Based Lead Generation

Search for and update HubSpot using contact info stored in Google sheet. If a matching contact was not found in HubSpot, this workflow will create the contacts and companies as necessary.

Sync Google Sheet Contacts to HubSpot

Perform web searches, retrieve content, download files, access RSS feeds, extract YouTube transcripts, find videos, locate places on maps, and search for jobs based on queries.

Create images from text and convert speech into text.

Manage calendars by listing them, retrieving events, and adding new events.

Retrieve the stock ticker symbol for any company quickly and easily.

Manage conversations by sending messages, retrieving history, and associating user IDs with their information.

Parse Airtable website URLs for IDs, create, list, and update records efficiently.

Retrieve a person's enriched profile for detailed insights.

Fetch posts and top comments from a subreddit, and add comments to posts or other comments.

Verify and find verified email addresses efficiently.

Retrieve comments, issues, and pull requests efficiently.

Manage Google Sheets by creating, copying, updating, formatting, and extracting data and IDs efficiently.

Search, copy, create folders, upload, read files, and retrieve data from public Google Drive files.

Explore Query Perplexity AI to quickly find answers, generate insights, and enhance your research with advanced natural language processing.

Create, reply to, and send emails, manage messages in folders, search for emails, access email content, and organize emails with categories.

Classify documents, extract and generate structured data, split text, extract datetime intervals, convert Markdown to PDF, and save bytes to a file.

Create, search, read, edit, and copy documents with ease.

Search for and retrieve public profiles of individuals and companies using specific keywords.

Search, manage, and draft emails, convert them to PDF, and organize with labels.

Manage and associate object IDs, including companies, contacts, and deals, while enabling searches, updates, and merges.

Keep your documents organized using Google Workspace. This workflow archives your PDF document to Google Drive and keep track of them using Google sheets.

What this app does:
1. Save the document to Google Drive.
2. Add a record into a Google spreadsheet to keep track of document.



## 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

upload_pdf_to_google_drive_and_track_pdf_using_google_sheets

google_drive_upload

document_classifier

google_sheets_append

google_sheets_find

A serializable reference to a file, with methods that operate on the
referenced file.

FileReference

Cryptographically-unguessable identifier for a user's file upload. During a file
upload flow, which involves the client, our API server, and the blob store
(currently Azure), the server issues this token to the client along with delegated
authorization (signed URL) to write to the blob store at a corresponding key. Later,
when the client wants to use the file (in a workflow, exported workflow run, etc.)
it sends the token back to the server to verify it is allowed to use the file.

For historical reasons, there is some important context left implicit:
we also need to know the upload store `key` under which this file is saved.
  - `WorkflowFile.upload_store_key` computes the key for the workflow file uploader,
    which includes the workflow ID.
  - In newer file upload contexts, the workflow ID isn't necessarily appropriate
    (the user starting the run may not be the workflow author). We could contrive
    various new contexts, but that also doesn't seem very useful, so we simply use
    `FileUploadToken` (as `str`) as the `key`.
For now, we don't store anything in this object, nor get any type system help, in
keeping track of this context. We'll just carefully handle pre-existing workflow
file upload APIs and `WorkflowBody` storage vs. new file upload contexts.

We also don't record content type, file size, or uploading user associated with the
token. We could add those if we want.
TODO: After deciding exported workflow sharing details, decide if we need additional
file upload-specific protections, in addition to whatever that provides.
Right now, if a user can guess or read an upload token, they can read the
file (by using it in their own exfiltrating workflow).
See: https://github.com/d8e-ai/alda/issues/2186

FileUploadToken

UserUploadedFileReference

A reference to a file in the workflow's current set of uploaded files.

WorkflowUploadedFileReference

Spreadsheet Name

organize_legal_documents

If the task is a query whose answer is best represented as text or formatted
text, return OutputMarkdown. Examples: Summaries, links, tables.

If the task is to perform one or more side effects, return OutputMarkdown
with a concise description of the side effects. Examples: Link(s) to
documents you created, confirmation that you sent a message.

Organize and Track PDFs in Google Drive

O

Organize and Track PDFs in Google Drive

PDF Document Management

Customizing this workflow

Discover more