Recipes
Recipes for XataWorks.
One job, start to finish.
In the words of the work you already do.
XataWorks is one office for many kinds of work, which makes it hard to see where to begin with yours. Each recipe takes one real job — spreadsheets that should be a database, a channel you missed, a weekly report for a shop — and walks it from the first request to the finished result, including where it stops. Find one by the apps you use or the job you have. For what each part of the application does in general, see the user guide.
Every recipe
All recipes
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A game to share with your friends
Describe a game, the agent builds it with a shared high-score table, and your friends play it in their browsers.
The Builder
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A monthly finance pack from Zoho Books
Profit and loss, balance sheet, bank and overdue invoices as a report, made again every month.
Zoho Books · Reports
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A monthly sales report from your invoices
Invoice by asking, then get a report of what was billed, paid and owed every month.
Databases · Reports
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A weekly pipeline review from Zoho CRM
Deals closing this week by stage and owner, plus the overdue ones, made again every Monday.
Zoho CRM · Reports
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A weekly report from your Shopify store
A report of your recent orders from your own admin, exported as a PDF and made again every week.
Shopify · Reports
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Ask Zoho Books questions in plain words
Profit and loss, who owes you, what you spent and what is in the bank, asked in your own words.
Zoho Books
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Bring your Zoho apps into XataWorks
Region, Zoho Mail, Books, CRM and Calendar connected, and a Zoho assistant that knows them.
Zoho Mail · Zoho Books · Zoho CRM · Zoho Calendar · Mail
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Catch up on a Slack channel
What was decided, what is waiting on you and where it was said, read out of a channel you missed.
Slack · Documents
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Chase overdue invoices from Zoho Books
Overdue invoices from Zoho Books, and a personalised reminder for each saved to Drafts in one go.
Zoho Books · Zoho Mail · Mail
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Clean up duplicates in Zoho CRM
Likely duplicate leads and contacts, with the reason for each, as a worklist to merge.
Zoho CRM · Spreadsheets
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File the receipts in your inbox into Zoho Books
Receipts in your inbox checked against Zoho Books, and the missing ones recorded with their PDFs.
Zoho Books · Zoho Mail · Mail
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Let an agent sort your inbox
An agent that files, stars and drafts replies to new mail by your own rules, and never sends.
Mail · Gmail · Zoho Mail
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Log a meeting in Zoho CRM
Rough notes in, a clean CRM note, follow-up tasks and a deal update out, each approved.
Zoho CRM · Mail
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Plan an event: guests, replies and budget
Import the guest list, let the agent read the replies into RSVPs, track the budget and print the list.
Databases · Mail · Spreadsheets
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Prepare for a sales call with Zoho CRM
The CRM record, recent emails and unpaid invoices in one brief before the call.
Zoho CRM · Zoho Books · Zoho Mail · Mail · Documents
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Run a lending library for your club
Lend tools or kit by asking, see what is overdue, draft reminders and share the desk with volunteers.
Databases · Mail
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Score little league games from your phone
A database of games, an API with the rules, and a phone page: each game is scored only by the parent it is given to.
The Builder · Databases
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Tidy a contact list and import it into Zoho CRM
Split names, tidy phone numbers and find duplicates in a spreadsheet, then export a CSV file for Zoho CRM’s import.
Zoho CRM · Spreadsheets · Microsoft Excel
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Track expenses from the receipts in your inbox
The agent files each emailed receipt as a record, and a monthly report by category comes from the database.
Mail · Databases · Reports
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Turn Slack requests into a task list
Requests made in Slack become tasks in a shared database, each linked to its message, collected every week.
Slack · Databases
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Turn your spreadsheets into a database you can ask questions
Attach your spreadsheets and ask: the agent designs and fills a database, and anyone you share it with can ask it questions.
Spreadsheets · Databases · Microsoft Excel
Browse
By app
Apps you already use
In XataWorks
Browse
By topic
- Asking questions of your data 2
- Catching up 1
- Cleaning up data 3
- Clubs and communities 3
- Contacts and CRM 4
- Email management 5
- Games and fun 1
- Keeping records 4
- Money and invoicing 6
- Reports and numbers 6
- Sales and pipeline 4
- Selling online 1
- Getting set up 1
- Sharing with others 4
- Tasks and projects 2
- Team chat 2
- Work on a schedule 7