Explore the Tray ready-to-use templates library
Get ALL ACTIVE rows from a google sheet in a formatted response
Returns all objects with a specified date within range
Returns objects in a list that match the filter. Allows you to filter on NESTED key/values
Remove line breaks with an option for replace AND count the line breaks
Simplified pagination architecture - a key concept for working with API's
Runs on a constant schedule to check for new content in a google sheet
Paginates through any number of Salesforce records and emails the resulting CSV
Sends a celebratory Slack notification to a chosen channel when an opportunity is successfully closed in Salesforce
Import this project to complete the Tray Academy Labs
Processes Salesforce records in batches when a query has returned multiple pages of results
Sends lead-gen form answers from LinkedIn to a destination of your choice
Use this project to get started with Slack App Agents
Automatically transfers your purchased Getty images to Bynder
Generates a CSV file from a JSON list of objects then (optionally) sends the CSV via email
Intake leads from a Webhook, standardize them, and record in Pardot
A simple first step for orgs to safely deploy AI to their teams with governance and observability built in
Enter your OpenAI credentials and infuse your process with AI in under 5 minutes with this AI quick start template.
Sends a notification to a Slack channel each time a given workflow fails
Capture leads from an Excel file, then create and update contacts in Salesforce
Sends an html-formatted email notification each time a given workflow fails
Create a new NetSuite sales order every time a Salesforce opportunity moves to closed won
Enter your Anthropic credentials and infuse your process with AI in under 5 minutes with this AI quick start template.
Create and store vectors for markdown documentation stored in GitHub, to act as the foundation for AI knowledge agents and AI-powered interfaces
Deploy AI safely across your applications with this AI quick start template.
Capture leads from a Webhook, then create and update contacts in Marketo
Intake leads from an Excel file, standardize them, and record in Pipedrive
Use this project to get started indexing unstructured knowledge from Jira
Use this project to get started indexing unstructured knowledge from Slack
Import this project to complete the AI Infusion Foundations Course in Tray Academy
The default template for the Tray AI Agent
Use this workflow to search your internal knowledge base / corpus to ground the AI Agent in trusted data
Use this workflow to refer to a Google Doc as a knowledge corpus
Use this workflow to find a user email when deploying to slack
Use the workflows in this project to create a discrete AI service architecture that can be reused for many different use cases
Infuse your process with AI in under 5 minutes with this AI quick start template.
Enter your Anthropic credentials and infuse your process with AI in under 5 minutes with this AI quick start template.
Capture leads from a CSV file, then create and update contacts in HubSpot
Capture leads from a Webhook, then create and update contacts in HubSpot
Capture leads from a Webhook, then create and update contacts in Salesforce
Capture leads from an Excel file, then create and update contacts in HubSpot
Executes a SuiteQL query in Netsuite, then sends the response to a Google Sheet
Generates a JSON list of data pulled from a CSV or XLSX file in AWS
Ground AI with your business data using Retrieval Augmented Generation in this quick start, composability focused template
Use this queuing architecture along with the builder workshop to jumpstart your automation practice
Syncs any updated or new people in Salesloft over to HubSpot as contacts
Adds new employees from a Google Sheet to BambooHR
Find a contact in your instance of Salesforce and return their details
Enter your OpenAI credentials and infuse your process with AI in under 5 minutes with this AI quick start template.
Enter your OpenAI credentials and infuse your process with AI in under 5 minutes with this AI quick start template.
Infuse your process with AI in under 5 minutes with this AI quick start template.
Infuse your process with AI in under 5 minutes with this AI quick start template.
Run this template to re-sync auth slots between dev and prod in your Embedded integrations an auto-upgrade all Solution Instances
Share relevant data within a workflow group and manage the keys / outputs of the parent workflow
Generates a Google Sheet from a JSON array and (optionally) share the sheet with a list of user emails
Presents users with a referral form in Slack to create a new account / opportunity in Salesforce
Sends a Slack notification every week containing all upcoming accounts that are due for renewal soon
Intake leads from a Google Sheet, standardize them, and record in HubSpot
Capture leads from a Google Sheet, then create and update contacts in Salesforce
Executes a query for specific records, then compiles them into a new Google Sheet
Syncs any updated or new contacts in Hubspot over to Salesloft as people
Creates an Ironclad contract once a HubSpot deal is set to "Contract sent"
Store NetSuite Invoice data on the relevant Salesforce Opportunity records
Syncs any updated or new accounts in Salesloft over to HubSpot as companies
Comment directly on a Zendesk ticket to augment the customer support team with suggested resolutions, resources, and follow-up questions
Create a ticket in Jira that focuses on account lockout issues
Create a ticket in Jira that focuses on hardware issues
Create a ticket in Jira that focuses on software access requests
Evaluate priority for any new Zendesk tickets using AI Classification, update the ticket, and log a comment with the reasoning
Find a Jira ticket using the ticket key
Search google
Lookup Device details via JAMF to help augment tickets related to hardware issues
Use this demonstrative knowledge base lookup workflow to get a feel for building Agent Tools
Uses information gathered by the agent to add more context to issues in Jira via comments
Use this native web scraper to get markdown content from webpages
Every time a Typeform survey is completed, store the result in a new row in Google Sheets
Use a saved Netsuite search to build a report in Google Sheets or any other system
Sends data from HubSpot Form submissions to a destination of your choosing
Automatically creates a G-Suite account for new hires
Send a new hire onboarding tasks in the form of a JIRA checklist / ticket
Creates a new user in MS O365 when a new employee is added to Bamboo, and emails their credentials
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
Capture leads from a CSV file, then create and update contacts in Marketo
Capture leads from a Google Sheet, then create and update contacts in Freshsales
Capture leads from an Excel file, then create and update contacts in Marketo
Intake leads from Facebook lead generation ads, standardize them, and record in Marketo
Capture leads from Facebook Lead Generation Ads, then create and update contacts in Salesforce
Capture leads from a LinkedIn Lead Generation Ad, then create and update contacts in HubSpot
Intake leads from LinkedIn Lead generation ad, standardize them, and record in Pardot
Capture leads from a LinkedIn Lead Generation Ad, then create and update contacts in Salesforce
Extracts data from a CSV in AWS S3 and prepares the data to be easily interacted with
Use this project to build out a license optimization practice
Migrate contacts stored in Google Sheets to a Mailchimp list
Migrates contacts from Salesforce to Mailchimp
Generates a sales order within Netsuite after an Ironclad contract has been completed
When a Zendesk ticket is created or updated, send appropriate info to Slack
Sends a Slack notification to a chosen channel when an opportunity is created in Salesforce
Monitors Slack channel messages for specific keywords and alerts a dedicated channel
Sync Asana tasks to Nimble EForms
Syncs contract changes and updates in Ironclad over to a matched HubSpot deal
Store NetSuite payment data on the relevant Salesforce opportunity records
Performs a daily sync of all files that have been added/updated in Salesforce over to AWS S3
Use this workflow to search the internet for relevant links to scrape
Analyze an image using multimodal large language models
Search the internet - demo tool for workshops
Use this workflow to add new sources of data to your trusted internal knowledge base / corpus
Use this quickstart template to build out a tool from scratch with the core components scaffolded for you
Infuse your process with AI in under 5 minutes with this AI quick start template.
Takes Google Form submission data and formats it for use
Intake leads from a CSV file, standardize them, and record in Iterable
Intake leads from a CSV file, standardize them, and record in Pipedrive
Capture leads from a CSV file, then create and update contacts in Salesforce
Capture leads from a Google Sheet, then create and update contacts in Marketo
Intake leads from a Google Sheet, standardize them, and record in Pardot
Intake leads from a Google Sheet, standardize them, and record in Pipedrive
Intake leads from a Google Sheet, standardize them, and record in Zoho CRM
Capture leads from an Excel file, then create and update contacts in Freshsales
Intake leads from Facebook lead generation ads, standardize them, and record in Pardot
Intake leads from LinkedIn lead generation ad, standardize them, and record in Freshsales
Intake leads from LinkedIn Lead generation ad, standardize them, and record in Iterable
Capture leads from a LinkedIn Lead Generation Ad, then create and update contacts in Marketo
Intake leads from LinkedIn Lead generation ad, standardize them, and record in Pipedrive
Intake leads from LinkedIn Lead Generation Ad, standardize them, and record in Zoho CRM
Migrate contacts from a Mailchimp list to a Google Worksheet
Use this template as a generic template to easily capture leads from all LinkedIn campaigns under a given account
Sends an html-formatted email notification each time a solution fails
Synchronize Airtable records with your Nimble EForms
Sync Jira issues to Nimble EForms
Sync tasks, mailings, and calls from Outreach to Hubspot as engagements
Create/update NetSuite customers every time a Salesforce account is created/updated
Find an account in your instance of Salesforce and return their details
Build and deploy an agent in your organization
Infuse your process with AI in under 5 minutes with this AI quick start template.
Set up new hires in Bamboo when marked as 'hired' in Greenhouse, and alert the team on Slack
Creates an invoice (and a customer if needed) in Quickbooks when Salesforce marks an Opportunity as "closed won"
CS Agent
Take Actions on Emails based on AI Sentiment Analysis
Capture leads from a CSV file, then create and update contacts in Freshsales
Intake leads from a CSV file, standardize them, and record in Pardot
Intake leads from a CSV file, standardize them, and record in Zoho CRM
Intake leads from a Google Sheet, standardize them, and record in Iterable
Capture leads from a Webhook, then create and update contacts in Freshsales
Intake leads from a Webhook, standardize them, and record in Iterable
Intake leads from a Webhook, standardize them, and record in Pipedrive
Intake leads from a Webhook, standardize them, and record in Zoho CRM
Intake leads from an Excel file, standardize them, and record in Iterable
Intake leads from an Excel file, standardize them, and record in Pardot
Intake leads from an Excel file, standardize them, and record in Zoho CRM
Capture leads from a Facebook Lead Generation Ad, then create and update contacts in Freshsales
Capture leads from Facebook Lead Generation Ads, then create and update contacts in HubSpot
Intake leads from Facebook lead generation ads, standardize them, and record in Iterable
Intake leads from Facebook lead generation ads, standardize them, and record in Pipedrive
Intake leads from Facebook lead generation ads, standardize them, and record in Zoho CRM
Executes a query for specific records, then compiles them into an existing Google Sheet
IT Agent
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
Use this project to get started with Slack Apps and Interactivity
Leverage the power of data tables to take your static lookup tables to the next level
Syncs any updated or new companies in HubSpot over to Salesloft as accounts
Updates Quickbooks Online items on Salesforce products changes
Every time a Typeform survey is submitted the answers are stored in a Google Sheet
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
Build and deploy a knowledge agent in your organization
Import this project to complete the Lead Routing Certification Course in Tray Academy
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
Three core architectural components working together in one snippet
Use this AI step with prompt engineering preconfigured to get well-formed JSON compositions
Use this AI step with prompt engineering preconfigured to get well-formed JSON compositions
Use this AI step with prompt engineering preconfigured to get well-formed JSON compositions
Working to make AI automations more trustworthy? Use this pre-prompt-engineered snippet to set up your AI Self-Evaluation.
Working to make AI automations more trustworthy? Use this pre-prompt-engineered snippet to set up your AI Self-Evaluation.
Working to make AI automations more trustworthy? Use this pre-prompt-engineered snippet to set up your AI Self-Evaluation.
Use this chain of AI steps with prompt engineering templates for generating high quality text outputs in your automations.
Use this chain of AI steps with prompt engineering templates for generating high quality text outputs in your automations.
Use this chain of AI steps with prompt engineering templates for generating high quality text outputs in your automations.
Use this snippet to call an Agent on Tray
Take an example object and generate an input or output schema from that object for updating callable workflow schemas
Runs against values where the path exists but the value is null or empty
Use this simple to use script for your Retrieval Augmented Generation Pipelines
Use this simple to use script for your Retrieval Augmented Generation Pipelines
Use this simple to use script for your Retrieval Augmented Generation Pipelines
Use this snippet to test if two schemas are the exact same or not
Convert standard markdown to Slack Markdown
Reformat a Salesforce ID to the full 18 character id
Pull a list of emails and formats them for sending a message
Quickest way to get started with a Slack modal
Use our universal connector to create a User Alias in Google Workspaces
Universal connectivity for Job Nimbus
Get a CSV download link for any Google sheet
Preformatted GraphQL snippet - a key Tray API building block