Recipes by topic

Tasks and projects

Recipes that keep track of who is doing what. 2 recipes.

• 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

• 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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