Templates you can use today

Real automations. Real time saved. These plug-and-play workflows were built by EAs who’ve been in your shoes—and wanted their time back.

More Templates

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Slack Thread Summarizer

Create AI-powered summaries of Slack threads with a single emoji reaction. Save time, stay informed, and never miss important details in your team's conversations.

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One-on-one note taker and meeting coach

Automate your exec's meeting summaries, send them personalized coaching feedback, and track their leadership growth—all from their Zoom recordings.

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Meeting Prep Made Easy

Automate both yours and your execs' meeting preparation. This template pulls data from a CRM, scheduling tool, and enrichment services, then uses AI to generate a comprehensive call brief. Delivered to Slack or email the day before each meeting, it saves time, ensures consistent prep, and helps your team enter meetings confidently.

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Expense Tracker

Track and manage all your exec’s expenses in one place—then send them to finance with a single click. This template saves time by automating the reimbursement process and keeps everything organized without switching between tools.

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Swag Order Form

This order form template makes it easy for EAs to collect and track team swag requests in one place—no more chasing down sizes or addresses over Slack and email. With built-in automation, each submission flows directly into your systems, saving time and reducing errors.

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Employee Recognition Form

Capture and share meaningful praise for your team—without it getting lost in Slack threads or DMs. This template makes it easy to collect recognition, post it in a public channel, and track every win in one searchable place.

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From executive assistant to automation leader: How Zapier helped an EA redefine his role and scale impact at Zonos

Connor makes it clear: automation hasn’t eliminated jobs at Zonos, it’s actually created opportunity. Zonos employees who have been able to automate large parts of their role, have gone on to take on new projects or roles that allow them to increase their impact and job satisfaction—just like it did for him.

“Automation isn't about replacing humans. It’s about elevating them to do what only humans can do," said Connor.

That mindset helped him go from EA to operational leader in under three years. And he’s using that same philosophy to empower every team at Zonos to think like an automator.

Zonos’s results, by the numbers:

50% reduction in customer onboarding time
Hundreds of hours saved via internal automations like Inbox Broom
15+ employees across departments actively building Zaps
Improved employee retention and promotions through automation-driven growth

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From executive assistant to automation leader: How Zapier helped an EA redefine his role and scale impact at Zonos

“Automation isn't about replacing humans. It’s about elevating them to do what only humans can do," said Connor.

That mindset helped him go from EA to operational leader in under three years. And he’s using that same philosophy to empower every team at Zonos to think like an automator.

Zonos’s results, by the numbers:

50% reduction in customer onboarding time
Hundreds of hours saved via internal automations like Inbox Broom
15+ employees across departments actively building Zaps
Improved employee retention and promotions through automation-driven growth