Workflows and automations

    One instruction becomes coordinated, governed work

    Tell Linkence what you need once, or put it on a schedule. It retrieves context across your tools, prepares the work, asks for approval where it matters, executes, and logs every step.

    Put recurring work on autopilot.

    Save any prompt as an automation. Linkence runs it on your schedule and delivers the finished output for review.

    Linkence

    I want to automatically report on our deal pipeline every Monday morning and share it with our team in #sales-pipeline

    I'll create a reliable and repeatable workflow that runs every Monday at 8:00 AM. We will find all open deals in your CRM. We will create a summary that analyzes all deals, flags all slipping ones, @-mention the deal owners and share this as a summary in #sales-pipeline.

    What do you want to automate?
    Trigger
    1

    Every Monday at 8:00 AM

    On
    Pull & analyze
    2

    Get open issues from Jira

    3

    Analyze Pipeline with Claude

    Draft & review
    4

    Draft Slack summary with Claude

    5

    Human-in-the-loop: review draft & approve before sending

    Post
    6

    Post summary to #sales-pipeline

    How every workflow runs

    The same six steps govern every run, whether it is a one-off instruction in chat or a scheduled automation.

    1. Retrieve context

    Linkence pulls the relevant emails, documents, tickets, pages, and messages from your connected sources before it does anything else.

    2. Check permissions

    Retrieval is permission-aware. A workflow only ever sees what the person running it is allowed to see in the source systems.

    3. Prepare the output

    Drafts, reports, spreadsheets, tickets, and events are prepared with the retrieved context, so the result is grounded instead of guessed.

    4. Request approval

    Sensitive writes such as external emails, ticket updates, and channel posts pause for a human to review the exact payload first.

    5. Execute the action

    Once approved, Linkence executes across your tools: sends the draft, creates the issue, posts the update, or schedules the event.

    6. Log the audit trail

    Every run records source, user, action, and timestamp, so admins can trace exactly what happened and why.

    Workflows teams run every week

    Grounded in the connectors your workspace already has. Each one ends in a reviewable output, not an unattended send.

    Support

    Escalation handling

    Summarise the customer issue from Gmail, find matching Jira tickets and policy docs, draft the reply, create a follow-up ticket, and route the send through a manager.

    Operations

    Weekly status report

    Every Monday morning, compile open Jira issues, Drive documents, and Gmail threads into a status report and share the summary with the team after review.

    Legal and finance

    Contract obligations

    Find obligations across Drive and SharePoint contracts, extract dates, and add tracked deadlines and calendar events so nothing slips.

    Engineering

    Incident follow-up

    Summarise the incident channel, create Jira action items, and draft a status update that posts only after the incident lead approves it.

    Sales

    Renewal follow-up

    Read the account email history, pull the proposal and pricing docs, draft a personalised follow-up, and create a renewal deadline for the owner.

    HR and internal ops

    Policy answers with tickets

    Answer employee questions from Confluence and Drive with citations, and open a Jira ticket when the request needs real work behind it.

    Put your first workflow on autopilot this week

    Start with one recurring report, one inbox, or one escalation path. Expand once your team trusts the output.