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Getting Started: Google Sheets
Get ALL ACTIVE rows from a google sheet in a formatted response
Filter a list of objects by date range
Returns all objects with a specified date within range
Filter List by Nested Value
Returns objects in a list that match the filter. Allows you to filter on NESTED key/values
Remove and Count Line Breaks from Text Block
Remove line breaks with an option for replace AND count the line breaks
Pagination Architecture
Simplified pagination architecture - a key concept for working with API's
Check for new data in Google Sheets
Runs on a constant schedule to check for new content in a google sheet
Extract Salesforce records and email as CSV
Paginates through any number of Salesforce records and emails the resulting CSV
Notify Slack when Salesforce Opportunity is "Closed Won"
Sends a celebratory Slack notification to a chosen channel when an opportunity is successfully closed in Salesforce
Tray Academy Labs
Import this project to complete the Tray Academy Labs
Paginate through Salesforce Records
Processes Salesforce records in batches when a query has returned multiple pages of results
Collect LinkedIn lead-gen form responses
Sends lead-gen form answers from LinkedIn to a destination of your choice
Slack App Agent Orchestration (V2)
Use this project to get started with Slack App Agents
Sync purchased images from Getty to Bynder
Automatically transfers your purchased Getty images to Bynder
Create a CSV file from JSON array
Generates a CSV file from a JSON list of objects then (optionally) sends the CSV via email
Export Leads from a Webhook to Pardot
Intake leads from a Webhook, standardize them, and record in Pardot
AI Gateway with API Management
A simple first step for orgs to safely deploy AI to their teams with governance and observability built in
AI Text Extraction Utility (OpenAI)
Enter your OpenAI credentials and infuse your process with AI in under 5 minutes with this AI quick start template.
Send Slack alert on workflow failure
Sends a notification to a Slack channel each time a given workflow fails
Export leads from an Excel file to Salesforce
Capture leads from an Excel file, then create and update contacts in Salesforce
Send email alert on workflow failure
Sends an html-formatted email notification each time a given workflow fails
Sync Closed Won Salesforce Opportunities to NetSuite as Sales Orders
Create a new NetSuite sales order every time a Salesforce opportunity moves to closed won
AI Text Classification Utility (Anthropic)
Enter your Anthropic credentials and infuse your process with AI in under 5 minutes with this AI quick start template.
Build a RAG pipeline with GitHub, Amazon Bedrock, and Native Vector Tables
Create and store vectors for markdown documentation stored in GitHub, to act as the foundation for AI knowledge agents and AI-powered interfaces
AI Security and Safety Guardrails (OpenAI)
Deploy AI safely across your applications with this AI quick start template.
Export leads from a Webhook to Marketo
Capture leads from a Webhook, then create and update contacts in Marketo
Export leads from an Excel file to Pipedrive
Intake leads from an Excel file, standardize them, and record in Pipedrive
Knowledge Indexing - Jira
Use this project to get started indexing unstructured knowledge from Jira
Knowledge Indexing - Slack
Use this project to get started indexing unstructured knowledge from Slack
Tray Academy: AI Infusion Foundations Course Project
Import this project to complete the AI Infusion Foundations Course in Tray Academy
[Agent] Tray AI Agent
The default template for the Tray AI Agent
[AT] Internal Knowledge Service
Use this workflow to search your internal knowledge base / corpus to ground the AI Agent in trusted data
[AT] Internal Knowledge Service via Google Docs
Use this workflow to refer to a Google Doc as a knowledge corpus
[AT] Lookup Slack User by ID
Use this workflow to find a user email when deploying to slack
AI Knowledge and AI Answer Microservices for RAG
Use the workflows in this project to create a discrete AI service architecture that can be reused for many different use cases
AI Text Classification Utility (Llama 3)
Infuse your process with AI in under 5 minutes with this AI quick start template.
AI Text Extraction Utility (Anthropic)
Enter your Anthropic credentials and infuse your process with AI in under 5 minutes with this AI quick start template.
Export leads from a CSV file to HubSpot
Capture leads from a CSV file, then create and update contacts in HubSpot
Export leads from a Webhook to HubSpot
Capture leads from a Webhook, then create and update contacts in HubSpot
Export leads from a Webhook to Salesforce
Capture leads from a Webhook, then create and update contacts in Salesforce
Export leads from an Excel file to HubSpot
Capture leads from an Excel file, then create and update contacts in HubSpot
Export SuiteQL response to Google Sheets
Executes a SuiteQL query in Netsuite, then sends the response to a Google Sheet
Extract AWS S3 data as JSON
Generates a JSON list of data pulled from a CSV or XLSX file in AWS
Getting started with Retrieval Augmented Generation (RAG) and grounding AI in your data
Ground AI with your business data using Retrieval Augmented Generation in this quick start, composability focused template
Queuing Architecture Builder Workshop
Use this queuing architecture along with the builder workshop to jumpstart your automation practice
Sync Salesloft People to HubSpot Contacts
Syncs any updated or new people in Salesloft over to HubSpot as contacts
Upload list of employees to Bamboo
Adds new employees from a Google Sheet to BambooHR
[AT] Lookup Contact - Salesforce
Find a contact in your instance of Salesforce and return their details
AI Image Extraction Utility (OpenAI)
Enter your OpenAI credentials and infuse your process with AI in under 5 minutes with this AI quick start template.
AI Text Classification Utility (OpenAI)
Enter your OpenAI credentials and infuse your process with AI in under 5 minutes with this AI quick start template.
AI Text Extraction Utility (Llama)
Infuse your process with AI in under 5 minutes with this AI quick start template.
AI Text Summarization Utility (OpenAI)
Infuse your process with AI in under 5 minutes with this AI quick start template.
Auto-upgrade Solution Instances for breaking auth changes
Run this template to re-sync auth slots between dev and prod in your Embedded integrations an auto-upgrade all Solution Instances
Create a centralized data store
Share relevant data within a workflow group and manage the keys / outputs of the parent workflow
Create a Google Sheet from JSON array
Generates a Google Sheet from a JSON array and (optionally) share the sheet with a list of user emails
Create Salesforce accts / opps with Slack modal
Presents users with a referral form in Slack to create a new account / opportunity in Salesforce
Create weekly Salesforce upcoming Renewal notifications with Slack
Sends a Slack notification every week containing all upcoming accounts that are due for renewal soon
Export leads from a Google Sheet to HubSpot
Intake leads from a Google Sheet, standardize them, and record in HubSpot
Export leads from a Google Sheet to Salesforce
Capture leads from a Google Sheet, then create and update contacts in Salesforce
Export Salesforce query to new Google Sheet
Executes a query for specific records, then compiles them into a new Google Sheet
Sync HubSpot contacts to Salesloft people
Syncs any updated or new contacts in Hubspot over to Salesloft as people
Sync HubSpot deals to Ironclad contracts
Creates an Ironclad contract once a HubSpot deal is set to "Contract sent"
Sync NetSuite Invoice data to Salesforce Opportunities
Store NetSuite Invoice data on the relevant Salesforce Opportunity records
Sync Salesloft Accounts to HubSpot Companies
Syncs any updated or new accounts in Salesloft over to HubSpot as companies
[AT] Comment on a Zendesk Ticket
Comment directly on a Zendesk ticket to augment the customer support team with suggested resolutions, resources, and follow-up questions
[AT] Create Jira Ticket for Account Lockout
Create a ticket in Jira that focuses on account lockout issues
[AT] Create Jira Ticket for Hardware Issues
Create a ticket in Jira that focuses on hardware issues
[AT] Create Jira Ticket for software access requests
Create a ticket in Jira that focuses on software access requests
[AT] Evaluate a Zendesk Ticket using AI
Evaluate priority for any new Zendesk tickets using AI Classification, update the ticket, and log a comment with the reasoning
[AT] Find Jira Ticket
Find a Jira ticket using the ticket key
[AT] Google Search
Search google
[AT] JAMF Device Lookup
Lookup Device details via JAMF to help augment tickets related to hardware issues
[AT] Knowledge Base Lookup (Demo)
Use this demonstrative knowledge base lookup workflow to get a feel for building Agent Tools
[AT] Log a comment on a Jira ticket
Uses information gathered by the agent to add more context to issues in Jira via comments
[AT] Native Scraping Service
Use this native web scraper to get markdown content from webpages
Add Typeform survey responses to Google Sheets
Every time a Typeform survey is completed, store the result in a new row in Google Sheets
Build a report from saved Netsuite search
Use a saved Netsuite search to build a report in Google Sheets or any other system
Collect HubSpot Form submissions
Sends data from HubSpot Form submissions to a destination of your choosing
Create Google Account
Automatically creates a G-Suite account for new hires
Create new Jira Ticket when 'hired' in Greenhouse
Send a new hire onboarding tasks in the form of a JIRA checklist / ticket
Create O365 account when employee is added to Bamboo
Creates a new user in MS O365 when a new employee is added to Bamboo, and emails their credentials
Employee Directory Callable Lookup
This project includes a set of templates that help you setup an employee directory callable workflow. It includes workflows that help to create the directory, update the directory when employee changes happen, and search the directory
Export Leads from a CSV file to Marketo
Capture leads from a CSV file, then create and update contacts in Marketo
Export leads from a Google Sheet to Freshsales
Capture leads from a Google Sheet, then create and update contacts in Freshsales
Export leads from an Excel file to Marketo
Capture leads from an Excel file, then create and update contacts in Marketo
Export Leads from Facebook to Marketo
Intake leads from Facebook lead generation ads, standardize them, and record in Marketo
Export Leads from Facebook to Salesforce
Capture leads from Facebook Lead Generation Ads, then create and update contacts in Salesforce
Export leads from LinkedIn to HubSpot
Capture leads from a LinkedIn Lead Generation Ad, then create and update contacts in HubSpot
Export leads from LinkedIn to Pardot
Intake leads from LinkedIn Lead generation ad, standardize them, and record in Pardot
Export leads from LinkedIn to Salesforce
Capture leads from a LinkedIn Lead Generation Ad, then create and update contacts in Salesforce
Extract and transform CSV data from AWS S3
Extracts data from a CSV in AWS S3 and prepares the data to be easily interacted with
IT License Optimization Builder Workshop Template
Use this project to build out a license optimization practice
Migrate Google Sheets contacts to Mailchimp
Migrate contacts stored in Google Sheets to a Mailchimp list
Migrate Salesforce contacts to Mailchimp
Migrates contacts from Salesforce to Mailchimp
Netsuite sales order from Ironclad contract
Generates a sales order within Netsuite after an Ironclad contract has been completed
Notify Slack with Zendesk ticket info
When a Zendesk ticket is created or updated, send appropriate info to Slack
Salesforce Opportunity to Slack Notifications
Sends a Slack notification to a chosen channel when an opportunity is created in Salesforce
Slack keyword alert
Monitors Slack channel messages for specific keywords and alerts a dedicated channel
Sync Asana tasks to Nimble EForms
Sync Asana tasks to Nimble EForms
Sync Ironclad contracts to HubSpot deals
Syncs contract changes and updates in Ironclad over to a matched HubSpot deal
Sync NetSuite Payments to Salesforce Opportunities
Store NetSuite payment data on the relevant Salesforce opportunity records
Sync Salesforce files to AWS S3 backups
Performs a daily sync of all files that have been added/updated in Salesforce over to AWS S3
[AT] External Research Service
Use this workflow to search the internet for relevant links to scrape
[AT] Image Analysis
Analyze an image using multimodal large language models
[AT] Internet Search (Demo)
Search the internet - demo tool for workshops
[AT] Long Term Memory Service
Use this workflow to add new sources of data to your trusted internal knowledge base / corpus
[AT] Universal Quickstart Tool
Use this quickstart template to build out a tool from scratch with the core components scaffolded for you
AI Text Summarization Utility (Llama)
Infuse your process with AI in under 5 minutes with this AI quick start template.
Collect Google Form responses
Takes Google Form submission data and formats it for use
Export leads from a CSV file to Iterable
Intake leads from a CSV file, standardize them, and record in Iterable
Export leads from a CSV file to Pipedrive
Intake leads from a CSV file, standardize them, and record in Pipedrive
Export Leads from a CSV file to Salesforce
Capture leads from a CSV file, then create and update contacts in Salesforce
Export leads from a Google Sheet to Marketo
Capture leads from a Google Sheet, then create and update contacts in Marketo
Export leads from a Google Sheet to Pardot
Intake leads from a Google Sheet, standardize them, and record in Pardot
Export leads from a Google Sheet to Pipedrive
Intake leads from a Google Sheet, standardize them, and record in Pipedrive
Export leads from a Google Sheet to Zoho
Intake leads from a Google Sheet, standardize them, and record in Zoho CRM
Export leads from an Excel file to Freshsales
Capture leads from an Excel file, then create and update contacts in Freshsales
Export leads from Facebook to Pardot
Intake leads from Facebook lead generation ads, standardize them, and record in Pardot
Export leads from Linkedin to Freshsales
Intake leads from LinkedIn lead generation ad, standardize them, and record in Freshsales
Export leads from Linkedin to Iterable
Intake leads from LinkedIn Lead generation ad, standardize them, and record in Iterable
Export leads from LinkedIn to Marketo
Capture leads from a LinkedIn Lead Generation Ad, then create and update contacts in Marketo
Export leads from LinkedIn to Pipedrive
Intake leads from LinkedIn Lead generation ad, standardize them, and record in Pipedrive
Export leads from LinkedIn to Zoho
Intake leads from LinkedIn Lead Generation Ad, standardize them, and record in Zoho CRM
Migrate Mailchimp contacts to Google Sheets
Migrate contacts from a Mailchimp list to a Google Worksheet
On LinkedIn ad form submit, capture and format lead
Use this template as a generic template to easily capture leads from all LinkedIn campaigns under a given account
Send email alert on solution failure
Sends an html-formatted email notification each time a solution fails
Sync Airtable records to Nimble EForms
Synchronize Airtable records with your Nimble EForms
Sync Jira issues to Nimble EForms
Sync Jira issues to Nimble EForms
Sync Outreach activities to Hubspot as engagements
Sync tasks, mailings, and calls from Outreach to Hubspot as engagements
Sync Salesforce Accounts to NetSuite as Customers
Create/update NetSuite customers every time a Salesforce account is created/updated
[AT] Lookup Account - Salesforce
Find an account in your instance of Salesforce and return their details
Agent Quick Start
Build and deploy an agent in your organization
AI Text Summarization Utility (Anthropic)
Infuse your process with AI in under 5 minutes with this AI quick start template.
Create new hire in Bamboo when 'hired' in Greenhouse
Set up new hires in Bamboo when marked as 'hired' in Greenhouse, and alert the team on Slack
Create Quickbooks invoice when Salesforce opp is "Closed Won"
Creates an invoice (and a customer if needed) in Quickbooks when Salesforce marks an Opportunity as "closed won"
CSA
CS Agent
Email AI Sentiment Analysis (Merlin Functions)
Take Actions on Emails based on AI Sentiment Analysis
Export Leads from a CSV file to Freshsales
Capture leads from a CSV file, then create and update contacts in Freshsales
Export leads from a CSV file to Pardot
Intake leads from a CSV file, standardize them, and record in Pardot
Export leads from a CSV file to Zoho
Intake leads from a CSV file, standardize them, and record in Zoho CRM
Export leads from a Google Sheet to Iterable
Intake leads from a Google Sheet, standardize them, and record in Iterable
Export leads from a Webhook to Freshsales
Capture leads from a Webhook, then create and update contacts in Freshsales
Export Leads from a Webhook to Iterable
Intake leads from a Webhook, standardize them, and record in Iterable
Export leads from a Webhook to Pipedrive
Intake leads from a Webhook, standardize them, and record in Pipedrive
Export leads from a Webhook to Zoho
Intake leads from a Webhook, standardize them, and record in Zoho CRM
Export leads from an Excel file to Iterable
Intake leads from an Excel file, standardize them, and record in Iterable
Export leads from an Excel file to Pardot
Intake leads from an Excel file, standardize them, and record in Pardot
Export leads from an Excel file to Zoho
Intake leads from an Excel file, standardize them, and record in Zoho CRM
Export leads from Facebook to Freshsales
Capture leads from a Facebook Lead Generation Ad, then create and update contacts in Freshsales
Export leads from Facebook to HubSpot
Capture leads from Facebook Lead Generation Ads, then create and update contacts in HubSpot
Export Leads from Facebook to Iterable
Intake leads from Facebook lead generation ads, standardize them, and record in Iterable
Export leads from Facebook to Pipedrive
Intake leads from Facebook lead generation ads, standardize them, and record in Pipedrive
Export leads from Facebook to Zoho
Intake leads from Facebook lead generation ads, standardize them, and record in Zoho CRM
Export Salesforce query to existing Google Sheet
Executes a query for specific records, then compiles them into an existing Google Sheet
ITA
IT Agent
Left join array of objects using 1 or more shared properties | List helper callable
Callable workflow utility that will left join a list to another list using one or more shared properties between the two lists
Secure your Tray form submissions with email verification
Secure your Tray form submissions with email verification
Slack App Interactivity Orchestration (V1)
Use this project to get started with Slack Apps and Interactivity
Static Lookup Tables using Data Tables
Leverage the power of data tables to take your static lookup tables to the next level
Sync HubSpot companies to Salesloft accounts
Syncs any updated or new companies in HubSpot over to Salesloft as accounts
Sync Salesforce products to Quickbooks items
Updates Quickbooks Online items on Salesforce products changes
Sync Typeform responses to Google Sheets (Embedded quickstart tutorial)
Every time a Typeform survey is submitted the answers are stored in a Google Sheet
The Employee Slack Notices Project
The main workflow allows you to quickly build and send Slack messages as direct or channel messages using a callable workflow. You can embed Salesforce record IDs in messages and it will replace the IDs with the name and link to the record in Salesforce
TKA
Build and deploy a knowledge agent in your organization
Tray Academy: Lead Routing Certification Course Project
Import this project to complete the Lead Routing Certification Course in Tray Academy
Venn list compare: Compare two arrays of objects and return shared and exclusive items
This workflow takes two lists (arrays) and returns three arrays that show which items are shared which are exclusive to each list. You can do a simple comparison of exact matches or use a share key for lists of objects
Advanced Architecture Example: Polling with Pagination with Graceful Failure
Three core architectural components working together in one snippet
AI JSON Composition - Anthropic
Use this AI step with prompt engineering preconfigured to get well-formed JSON compositions
AI JSON Composition - AWS Bedrock
Use this AI step with prompt engineering preconfigured to get well-formed JSON compositions
AI JSON Composition - OpenAI
Use this AI step with prompt engineering preconfigured to get well-formed JSON compositions
AI Self Evaluation - Anthropic
Working to make AI automations more trustworthy? Use this pre-prompt-engineered snippet to set up your AI Self-Evaluation.
AI Self Evaluation - AWS Bedrock
Working to make AI automations more trustworthy? Use this pre-prompt-engineered snippet to set up your AI Self-Evaluation.
AI Self Evaluation - OpenAI
Working to make AI automations more trustworthy? Use this pre-prompt-engineered snippet to set up your AI Self-Evaluation.
AI Text Composition - Anthropic
Use this chain of AI steps with prompt engineering templates for generating high quality text outputs in your automations.
AI Text Composition - AWS Bedrock
Use this chain of AI steps with prompt engineering templates for generating high quality text outputs in your automations.
AI Text Composition - OpenAI
Use this chain of AI steps with prompt engineering templates for generating high quality text outputs in your automations.
Call Agent with HTTP
Use this snippet to call an Agent on Tray
Callable Workflow Input and Output Schema Generator
Take an example object and generate an input or output schema from that object for updating callable workflow schemas
Check for NULL or BLANK values
Runs against values where the path exists but the value is null or empty
Chunking by Character Count Script
Use this simple to use script for your Retrieval Augmented Generation Pipelines
Chunking by Markdown Headers Script
Use this simple to use script for your Retrieval Augmented Generation Pipelines
Chunking by Sentences Script
Use this simple to use script for your Retrieval Augmented Generation Pipelines
Compare the Schema of Two Objects
Use this snippet to test if two schemas are the exact same or not
Convert Markdown to Slack Markdown
Convert standard markdown to Slack Markdown
Convert Salesforce 15 character ID to 18 characters
Reformat a Salesforce ID to the full 18 character id
Create a list of dynamic emails for sending a message
Pull a list of emails and formats them for sending a message
Create a Slack Modal
Quickest way to get started with a Slack modal
Create a User Alias in Google Workspaces
Use our universal connector to create a User Alias in Google Workspaces
Create Contact in Job Nimbus
Universal connectivity for Job Nimbus
Create Google Sheet CSV Download Link
Get a CSV download link for any Google sheet
Create User Token
Preformatted GraphQL snippet - a key Tray API building block