Templates
Every one is a complete, working workflow. Open it, connect your accounts, and it runs - no building from scratch.
66 of 66 templates
“Send a voice note, get it done.”
Text or voice-note your business and it gets done. Your CiraIQ agent reads your inbox, checks your calendar, updates your sheets and drafts your replies - then answers on WhatsApp, out loud if you spoke. Anything risky waits for your approval. Every button from the other Special templates lands here as a command.
“Your business, summarised on WhatsApp before your first coffee.”
Your whole day on WhatsApp before your first coffee: meetings, the emails that actually need you, what to watch, and the one thing to do first - as a voice note you can listen to on the way, plus a written brief with one-tap buttons: Draft my replies, Plan my day, Clear my afternoon.
“Every new lead on your phone in seconds, already answered.”
Every lead from your website, landing page or ads gets a personal reply in seconds - written by AI from what they actually asked - while you get a WhatsApp with who they are, what they need, how hot they are, and a one-tap button to continue the conversation on WhatsApp.
“Get paid without the awkward calls.”
Every weekday morning it checks who owes you, sends each person a polite email reminder whose tone matches how late they are - friendly, firm, then final - and sends you a WhatsApp cash report: who owes what, who is late, and who you need to call. Works for invoices, rent, school fees and chama contributions.
DEMO: Webhook → AI Agent (org memory) → fans out to Google Sheets (log), Slack (alert), Email (reply) and Notion (CRM). One memory-aware agent drives four systems and remembers each customer across tickets. Great for a recorded walkthrough — see AGENT_DEMO_TUTORIAL.md.
Talk to it between meetings. It reads your calendar, researches what you ask, and writes your email - then stops and waits for your thumb before anything actually sends. Every weekday at 07:00 it tells you what your day looks like without being asked. Setup is a Telegram bot and one Google connection.
Google Sheets Trigger (new candidate row) → AI Agent (remembers your hiring criteria) → log to Sheets → email the hiring manager. The agent judges each candidate against criteria you stated once, and adapts as your preferences change.
Talk to it and it works for you. Send a voice note and it researches, drafts and reports back out loud - stopping for your approval before anything irreversible leaves the building. It also briefs you every weekday morning on its own, and tells you the moment anything breaks. Three things a business actually needs from an assistant, on one canvas.
A fully automated content pipeline: scrape YouTube and Twitter trends, aggregate them, run AI analysis, then generate platform-optimized posts for LinkedIn, Twitter/X, and Instagram - and publish them automatically.
Schedule Trigger (daily) → AI Agent (remembers brand voice + what was posted) → AI Content Generator → LinkedIn. Proposes a fresh, on-brand post idea each day without repeating itself.
Webhook Trigger (inbound request) → AI Agent (ORG memory of customer history) → email reply. Drafts context-aware support replies that remember each customer across tickets. Requires the workflow assigned to an organization for org-shared memory.
Wake up to your business, summarised. Every morning at 7:00 it pulls yesterday's paid orders from Shopify (revenue, average and biggest order, plus a spreadsheet), checks what is running out of stock, totals your unpaid invoices in Airtable, and searches the web for news in your market. AI turns all of it into a short WhatsApp briefing with your three priorities for the day, and every briefing is saved to Airtable. At the same time, customers with overdue invoices get a polite SMS reminder with their pay link - at most once every 3 days. 19 steps, one message, before your first cup of tea.
A real working agent. Every weekday it searches for roles matching your brief, picks the ones actually worth your time, and emails you a shortlist with its reasoning. Sending the email is queued for your approval the first time, so you see exactly what it wrote before anyone else does.
Google Forms Trigger → AI Agent (ORG memory, shared across your team) → Slack alert + Notion CRM log. Qualifies inbound leads and remembers companies/contacts seen before — shared knowledge for the whole org. Requires the workflow to be assigned to an organization.
Daily Schedule → Google Calendar (today's events) → AI Agent (remembers projects + per-attendee action items) → Google Doc brief + email. Each brief builds on the last meeting instead of starting cold.
Send a product photo to your CiraIQ WhatsApp and say "make a video of this". AI brings your real photo to life as an 8-second vertical clip with music - the product kept exactly as it is - and sends it straight back to your chat. The Facebook post and Instagram Reel are written and wait for your one-tap approval.
A real working agent. It researches what is currently getting attention in your field, drafts a post in your voice, and publishes it. Publishing is irreversible, so it is always queued for your approval first - you approve or reject from Telegram or the app, and nothing goes out until you do.
This workflow picks trends from webhook, creates social media post for varios social media. The Ai also picks up the media posts and generates weekly reports. The AI also goves insights on leads and suggests content in line with leads
Scrape jobs daily, AI-qualify every result, and store ALL of them in Google Sheets (with match score, qualification level, and email flag). Then automatically send email applications for qualified jobs that have a contact email, and receive a Telegram summary of what was applied today.
Update your linked google sheet inventory on Cira Iq to auto request from your suppliers where there is stock low and send daily reports on stock update
This workflow automates requests for company operations to ensure they are timely captured, avoid last-minute approvals rush, and offer visibility for future predictions of the bsuiness. The email requests is captured on Node 1 and the filter picks up important data points such as date, amount, dept., deadline, reason for funds. This data is pushed to the google sheet where it is consolidated and notifications are sent to whatsapp with a summary of the approval. This processs assumes the accountant/finance is the sender of the email after internal checkups and validation of the operation
Made for restaurants, cafés and shops. Send "Today: pilau + juice 450 KES" to your CiraIQ WhatsApp and AI designs a mouth-watering poster with the dish and price spelled exactly, posts it to Facebook and Instagram, and sends the poster back to your chat. Add the word "video" to your message and you also get a short, animated clip of the poster for your Status and Reels.
Runs immediately with no connected accounts. Generates sample records, keeps the high scorers, processes them one at a time with a pause between each, then summarises the result. Use it to see how Code, Filter, Loop, Set Fields and Aggregate fit together.
Runs immediately with no connected accounts. Two branches produce data in parallel, Merge brings them back into one stream and Aggregate summarises it. Also shows the Error Trigger: add a failure anywhere and the handler branch reports it instead of the run failing silently.
This workflow gets appointment scheduled via email to google calendar The owner sends emails to the designated email for scraping with a simple template and the Ai picks the email up, makes a timestamp on google and audit log and picks up the date and time and adds this to the google calendar
Send a photo or PDF of a receipt on WhatsApp. AI reads the vendor, date, amount and category and adds it to your expense sheet. Small expenses are approved automatically; bigger ones wait for your approval, and approving marks them Approved in the sheet. You get a WhatsApp for every receipt.
Cira IQ picks up your google sheet which receives data from a source, a delay logic of 24 hrs is set for periodic notifications. The AI does analysis on the file and makes a report on google docs, this report is stored here and a summary notification of changes sent to whatsapp and email
Never miss Madaraka Day, Christmas or Black Friday again. Every morning it checks whether today is a Kenyan public holiday, a big shopping day, or one of your own dates (your shop's birthday, a launch). When it is, AI designs a greeting in your brand colours with the words spelled exactly and your logo in the corner, writes the posts, and sends the image to your WhatsApp. Nothing posts until you approve it.
Drafts an email and parks it for a person to approve before anything is sent. NOTE: approving performs the action configured ON the approval node - not the nodes after it - so the send lives there. Requires an email connection.
A Google Form application is sorted by age and cover type, and each applicant gets the response that matches their case. Anything that matches no rule goes to a human for review instead of being dropped.
Every weekday morning it reads who owes you from a Google Sheet, emails each person a friendly reminder, and sends an M-Pesa payment prompt to their phone. Pay, and their row is marked Paid and you get a WhatsApp with the receipt number; ignore it, and you get a WhatsApp telling you who to follow up. No code steps.
Cira IQ helps you pick up emails from your supplier, check for settled invoices everyday and update your catalogues on Excel sheets. You then get a notification on whatsapp with the change that has happened
Message your WhatsApp bot with a job search query (e.g. "Find me React developer jobs in Nairobi") and get a formatted list of matching jobs with AI match scores. Requires a connected WhatsApp number.
Ask your WhatsApp bot to find LinkedIn leads (e.g. "Find 10 restaurant owners in Nairobi") and receive a numbered list of profiles with name, title, company, and location. Requires a RapidAPI key for LinkedIn scraping.
Cira IQ takes up linkedin posts or from a webhook plugged website for a company over the set period of time i.e 3 months, 6 months, 1Year and generates a newsletter style summary and puts it on a google docs ready for sending. If accurate the workflow allows for the Ai to post this to an email and gives a notication
Every Friday it pays everyone marked Approved in your Airtable payouts table - riders, suppliers, agents, commissions - straight to M-Pesa, writes Paid and the M-Pesa receipt back on each row, and sends you a summary. Each row can only ever be paid once, and daily and per-person limits stop mistakes.
Every payment to your Paybill or Till gets a branded PDF receipt, sent to the customer by SMS within seconds, and a row in your Airtable payments log. No more "please send me a receipt" calls, and month-end reconciliation is a filter, not a phone scroll.
A customer says they paid the wrong amount or paid twice. Send their M-Pesa receipt from your support form, and the workflow checks the transaction with Safaricom. If it is genuine and the amount matches, it reverses the payment (within your limits) and texts the customer; if not, it tells you why so you can reply. It ships as a dry run, so nothing is reversed until you switch that off.
When a customer places an unpaid order on your WooCommerce store, their phone gets an M-Pesa payment prompt for the exact total. Pay, and the order moves to Processing with the M-Pesa receipt on it and you get a WhatsApp. Ignore it, and the order gets a note so you know to follow up.
The moment a Paystack payment succeeds, the matching invoice in Airtable is marked Paid, the customer gets a PDF receipt by email, and you get a WhatsApp. Works with "Send an Invoice with a Paystack Payment Link" or any Paystack payment.
Social Media posting is a hectic task for many companies. With CiraIQ, we have created automation for your social media, from LinkedIn, Facebook, X, Instagram, and many more platforms
Send a product photo to your CiraIQ WhatsApp with a few words - "new mango juice, KES 350". AI turns it into a polished, studio-quality image, writes the posts, and publishes them to LinkedIn and Facebook. The finished image comes back to your WhatsApp.
This is an HR recruitment system that shortens the recruitment process,
Every Monday, Wednesday and Friday at 8:00, AI comes up with a post idea for your business, designs the image in your brand colours, writes the posts and publishes them to LinkedIn and Facebook. The image lands on your WhatsApp so you see what went out.
Send the invoice details from your website form, CRM or another workflow, and the customer gets one email with a PDF invoice and a Paystack link to pay by card, M-Pesa or bank. The invoice is logged in Airtable as Sent. Pair it with "Paystack Webhook: Mark Invoices Paid and Send Receipts" to close the loop.
Every evening you get a WhatsApp with today's paid orders and revenue, plus a link to the full list as a spreadsheet (opens in Excel or Google Sheets) - order numbers, customers and totals.
Every paid Shopify order creates or updates the customer in HubSpot, logs the order as a won deal, and texts the customer a thank-you with their order-status link. Your CRM stays complete without anyone copying orders across.
Every Friday it finds the product that sold the most in your Shopify store this week and turns its real product photo into an 8-second vertical video with music. The video is saved to your Google Drive, AI writes the Instagram Reel and Facebook captions, the posts wait for your one-tap approval, and the video lands on your WhatsApp. Your best-seller, promoted every week while it is hot.
Every morning it checks every product in your Shopify store and, only if something is running low, sends you one WhatsApp listing what to restock and how many are left. Quiet days stay quiet.
Every Monday it picks a product from your Shopify store - a different one each week, only ones in stock - and AI designs a promo image from your real product photo: your brand colours, the product name and price spelled exactly, shaped 4:5 for the Instagram and Facebook feed, with your logo placed perfectly. AI then writes the Facebook and Instagram captions, the posts wait for your one-tap approval, and the image lands on your WhatsApp so you see it first. A designer and a social media manager, every week, for a few credits.
A real working agent with a low-risk brief. It reviews the week and posts a short digest to Slack. Posting to a channel you own is reversible, so this one usually runs without stopping for approval - a good first agent to watch work end to end.
Aggregate YouTube, Twitter/X, and Instagram data into a single intelligence report. Deduplicates posts across platforms, runs deep AI analysis on all 6 trend modules, and posts a rich Markdown summary to Slack.
This automation checks your social media analytics like Facebook, Instagram, Twitter/X analyses leads, reach, and creates recommendations for change.
For international card sales: when a Stripe Checkout completes, the buyer gets a branded PDF receipt by email and is added to (or updated in) your Airtable customer list with what they bought.
A simple always-on Telegram chatbot that understands any message and replies with a helpful AI-generated response. Maintains conversation history for multi-turn context. Great starting point for any Telegram automation.
Text your Telegram bot a company name (e.g. "what's trending at microsoft") and get an AI summary of their LinkedIn activity plus content ideas - replied right in Telegram. Intent extraction runs first so the message drives the scrape. Requires a Telegram bot connection, your own RapidAPI key for LinkedIn, and an AI provider key.
Telegram Trigger → AI Agent (user memory) → Telegram reply. Same memory-aware assistant on Telegram. Requires a connected Telegram bot.
Send your agent a voice note on Telegram and it answers out loud. Ask it to look something up and it does it and tells you. Ask it to email someone and the draft comes to you for approval first - you hear what it wrote before anyone else does. Works with typed messages too.
When a customer leaves a review on your Google Form, AI turns it into a beautiful quote card in your brand colours - their words spelled exactly, their first name, your logo - and writes the posts for Facebook, Instagram and LinkedIn. Glowing reviews (4 stars and up) wait for your approval; anything lower comes to your WhatsApp instead so you can reply to that customer personally.
Discover trending hashtags before your competitors do. Scrapes Instagram and Twitter hashtag feeds daily, filters for high-engagement posts from the past 7 days, and sends a concise Slack alert with the top opportunities.
WhatsApp Trigger → AI Agent (user memory) → WhatsApp reply. A personal assistant that remembers your preferences, tasks and context across messages and days. Requires a connected WhatsApp number.
A lead AI agent answers your customers on WhatsApp, and hands the hard parts to two specialists: a Billing expert for prices, M-Pesa payments and invoices, and a Swahili writer who words replies naturally when a customer writes in Swahili or Sheng. The lead puts their answers together into one reply. It searches your own documents for facts, never invents prices, and the reply is retried if WhatsApp is busy.
Your whole order process, hands-free. A customer orders on your WooCommerce store and their phone gets an M-Pesa prompt for the exact total. Once they pay, the order is marked paid with the M-Pesa receipt, they get a PDF receipt by SMS, they go into HubSpot with a won deal, and the sale lands in your Airtable sales log. Then every customer gets the right thank-you: big orders get a personal note written by AI and you get a VIP alert, returning customers get a welcome-back SMS with a discount code, and first-timers get you a WhatsApp ping. If they do not pay, they are texted a card payment link and the order is flagged for follow-up. 23 steps, zero manual work.
Send a message to your Telegram bot and receive trending Twitter/X topics, viral hashtags, and 3 ready-to-post content ideas — all formatted for Telegram. Requires a Telegram bot connection and the webhook registered in the trigger node.
Automatically monitor YouTube trends daily and receive a formatted HTML report by email. Scrapes top videos for your keywords, runs AI trend analysis, and delivers a branded report straight to your inbox.
The marketplace has automations built and sold by other people - or start from a blank canvas and build your own.