Put AI to work with Merge

AI workflow templates built on Merge connectors and skills. Paste one into your AI assistant and run it on demand or on a schedule.

get-started.md

How it works

01

Connect your tools

Give your assistant permissioned access to the HRIS, CRM, ticketing, accounting, docs and chat tools you already use.

02

Add a workflow as a skill

Every use case ships as a ready prompt and a skill file, with the steps, guardrails and connectors it needs.

03

Run it once, then schedule it

Check the first result, then let it run on its own. Approval steps stay in place, so nothing is sent without you.

Find workflows that fit your team

Pick a team, or tick the tools you have connected to see only what you can build today.

Tools
Microsoft Teams

2 workflows

LinkedIn

2 workflows

Coding agant

2 workflows

QuickBooks Online

2 workflows

NetSuite

2 workflows

Zoho Desk

2 workflows

Front

2 workflows

Intercom

2 workflows

Freshdesk

2 workflows

Zendesk

2 workflows

GitLab

2 workflows

Jira

2 workflows

Linear

2 workflows

Asana

2 workflows

Google Meet

2 workflows

Zoom

2 workflows

Granola

2 workflows

Plaud

2 workflows

Gmail

2 workflows

Google Calendar

2 workflows

Lever

2 workflows

Ashby

2 workflows

Greenhouse

2 workflows

Calendly

2 workflows

Outlook

2 workflows

ActiveCampaign

2 workflows

SendGrid

2 workflows

Klaviyo

2 workflows

Wikipedia

2 workflows

ClinicalTrials.gov

2 workflows

bioRxiv

2 workflows

PubMed

2 workflows

Firecrawl

2 workflows

Exa

2 workflows

Canva

2 workflows

Gamma

2 workflows

Google Slides

2 workflows

Fireflies

2 workflows

Google Drive

2 workflows

SharePoint

2 workflows

Confluence

2 workflows

Notion

2 workflows

Pylon

2 workflows

Gong

2 workflows

Salesforce

2 workflows

HubSpot

2 workflows

Okta

2 workflows

Jira Service Management

2 workflows

ServiceNow

2 workflows

Slack

2 workflows

GitHub

2 workflows

Sentry

2 workflows

No tools found

Workflows that use "TAG"

CRM data hygiene audit
RevOps
CRM & marketing
HubSpot
CRM & marketing
Salesforce
Email, calendar & chat
Slack
Vendor bill review
Finance
Accounting
NetSuite
Accounting
QuickBooks Online
Ticket triage
IT
Support & ticketing
Zendesk
Support & ticketing
Freshdesk
Support & ticketing
Intercom
Support & ticketing
Front
Support & ticketing
Zoho Desk
Stale PR nudger
Engineering
Engineering & IT
GitHub
Email, calendar & chat
Slack
Email, calendar & chat
Microsoft Teams
Renewal and usage brief
Sales
CRM & marketing
HubSpot
CRM & marketing
Salesforce
Docs & slides
Google Drive
Docs & slides
Notion
Release notes
Engineering
Engineering & IT
GitHub
Engineering & IT
GitLab
Post call follow-up
Sales
Call recordings
Gong
Call recordings
Fireflies
Call recordings
Granola
Call recordings
Plaud
1:1 prep
Everyone
Email, calendar & chat
Google Calendar
Morning plan
Everyone
Email, calendar & chat
Slack
Email, calendar & chat
Gmail
Email, calendar & chat
Google Calendar
Meeting prep brief
Sales
Email, calendar & chat
Google Calendar
Meeting notes to tasks
Everyone
Call recordings
Plaud
Call recordings
Granola
Call recordings
Fireflies
Call recordings
Zoom
Call recordings
Google Meet
Interview prep
People & HR
Recruiting
Greenhouse
Recruiting
Ashby
Recruiting
Lever
Email, calendar & chat
Google Calendar
Find a time
Everyone
Email, calendar & chat
Google Calendar
Email, calendar & chat
Outlook
Email campaign builder
Marketing
CRM & marketing
HubSpot
CRM & marketing
Klaviyo
CRM & marketing
SendGrid
CRM & marketing
ActiveCampaign
Deep research
Marketing
Research
Exa
Research
Firecrawl
Deck from docs
Everyone
Docs & slides
Google Slides
Docs & slides
Gamma
Docs & slides
Canva
Battlecard refresh
Sales
Docs & slides
Notion
Docs & slides
Confluence
Docs & slides
SharePoint
Docs & slides
Google Drive
CRM & marketing
HubSpot
At-risk deal scan
Sales
CRM & marketing
HubSpot
CRM & marketing
Salesforce
Call recordings
Gong
Access request review
IT
Support & ticketing
ServiceNow
Support & ticketing
Jira Service Management
Engineering & IT
Okta
Alert triage to fix PR
Engineering
Engineering & IT
Sentry
Engineering & IT
GitHub
Email, calendar & chat
Slack

No workflows found

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Team
Tools I have connected
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20 workflows across 2 teams

CRM data hygiene audit

Missing fields and stale deals, one nudge per owner

CRM & marketing
HubSpot
CRM & marketing
Salesforce
Email, calendar & chat
Slack
RevOps

Vendor bill review

Bills due, overdue, and possible duplicates

Accounting
NetSuite
Accounting
QuickBooks Online
Email, calendar & chat
Slack
Email, calendar & chat
Gmail
Finance

Ticket triage

New tickets sorted by severity, topic and owner

Support & ticketing
Zendesk
Support & ticketing
Freshdesk
Support & ticketing
Intercom
Support & ticketing
Front
Support & ticketing
Zoho Desk
IT

Stale PR nudger

PRs waiting on review, one nudge per reviewer

Engineering & IT
GitHub
Email, calendar & chat
Slack
Email, calendar & chat
Microsoft Teams
Engineering

Renewal and usage brief

Contract history next to usage: expand, hold or at risk

CRM & marketing
HubSpot
CRM & marketing
Salesforce
Docs & slides
Google Drive
Docs & slides
Notion
Support & ticketing
Pylon
Sales

Release notes

Release notes from merged PRs between two releases

Engineering & IT
GitHub
Engineering & IT
GitLab
Engineering & IT
Linear
Engineering & IT
Jira
Engineering

Post call follow-up

Call summary, CRM note and follow-up email draft

Call recordings
Gong
Call recordings
Fireflies
Call recordings
Granola
Call recordings
Plaud
CRM & marketing
HubSpot
CRM & marketing
Salesforce
Email, calendar & chat
Gmail
Sales

1:1 prep

Before each 1:1, what happened and one move to make

Email, calendar & chat
Google Calendar
Docs & slides
Notion
Engineering & IT
Asana
Engineering & IT
Jira
Engineering & IT
Linear
CRM & marketing
HubSpot
Everyone

Morning plan

One-screen briefing of what needs you today

Email, calendar & chat
Slack
Email, calendar & chat
Gmail
Email, calendar & chat
Google Calendar
Engineering & IT
Asana
Engineering & IT
Linear
Everyone

Meeting prep brief

Brief on the people in your next external meeting

Email, calendar & chat
Google Calendar
CRM & marketing
HubSpot
CRM & marketing
Salesforce
CRM & marketing
LinkedIn
Call recordings
Gong
Call recordings
Granola
Sales

Meeting notes to tasks

Decisions and action items from a recording, filed as tasks

Call recordings
Plaud
Call recordings
Granola
Call recordings
Fireflies
Call recordings
Zoom
Call recordings
Google Meet
Everyone

Interview prep

A brief on today's candidates, aimed at gaps in earlier feedback

Recruiting
Greenhouse
Recruiting
Ashby
Recruiting
Lever
Email, calendar & chat
Google Calendar
Email, calendar & chat
Gmail
People & HR

Find a time

Slots that work for everyone, booked once you pick

Email, calendar & chat
Google Calendar
Email, calendar & chat
Outlook
Email, calendar & chat
Calendly
Everyone

Email campaign builder

A campaign built, segmented and scheduled

CRM & marketing
HubSpot
CRM & marketing
Klaviyo
CRM & marketing
SendGrid
CRM & marketing
ActiveCampaign
Marketing

Deep research

A cited report across many sources

Research
Exa
Research
Firecrawl
Research
PubMed
Research
bioRxiv
Research
ClinicalTrials.gov
Research
Wikipedia
Marketing

Deck from docs

An approved outline turned into a slide deck

Docs & slides
Google Slides
Docs & slides
Gamma
Docs & slides
Canva
Everyone

Battlecard refresh

New dated battlecard version from won and lost deals

Docs & slides
Notion
Docs & slides
Confluence
Docs & slides
SharePoint
Docs & slides
Google Drive
CRM & marketing
HubSpot
Sales

At-risk deal scan

Open deals ranked by risk, with evidence

CRM & marketing
HubSpot
CRM & marketing
Salesforce
Call recordings
Gong
Support & ticketing
Pylon
Sales

Access request review

Access requests checked against role and peers

Support & ticketing
ServiceNow
Support & ticketing
Jira Service Management
Engineering & IT
Okta
Email, calendar & chat
Slack
IT

Alert triage to fix PR

Impact of a Sentry alert, plus a draft fix PR

Engineering & IT
Sentry
Engineering & IT
GitHub
Email, calendar & chat
Slack
Engineering

No workflows match "zapier"

Search by workflow name, team, or a tool like Slack, Salesforce or Jira.

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Put AI to work across your company

See how Merge for Workforce connects your assistant to the tools your teams already use, with the permissions and audit trail IT needs

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