# SME Automation

https://smeautomation.ai

Specification only. SME Automation does not build, support or troubleshoot implementations; use your own team, an AI agent or an implementer.

This file lists public outlines only. It does not include prompts, settings, data mappings, testing steps, or failure handling.
Each task can have a variant for the AI chat you use, including Grok Bot and Claude where the step is a paste-into-chat draft.
Personal Productivity is for people who do not own a business. Quick wins are tagged and shown on the homepage.
A full build sheet, including setup for each tool, needs a free account. During launch there is no charge and no monthly limit.
Crawlers allowed on public pages: Googlebot, Bingbot, GPTBot, OAI-SearchBot, ChatGPT-User, ClaudeBot, PerplexityBot, Google-Extended.
Disallowed: /api, /account, /settings, /onboarding, /auth, /app, /login.

## Specifications
- [Text back after a missed call](https://smeautomation.ai/recipes/missed-call-text-back): Each missed call becomes one accepted text and one contact with a next step.
- [Follow up a quote that has gone quiet](https://smeautomation.ai/recipes/quote-follow-up): Each quiet quote has one accepted follow-up and a dated next step on the deal.
- [Prepare a call from public sources](https://smeautomation.ai/recipes/research-before-a-call): The caller has a one-page brief that separates public facts from things that were not found.
- [Draft a proposal from call notes](https://smeautomation.ai/recipes/proposal-from-notes): A first draft exists, built only from the notes, and waits for a person to send it.
- [Tidy notes onto the CRM record](https://smeautomation.ai/recipes/tidy-crm-notes): The record carries a short note a colleague can act on without the notebook.
- [Review deals that have stopped moving](https://smeautomation.ai/recipes/stale-deals): Each stale deal is marked keep, close, or ask, with a reason taken from the export.
- [Draft a first email from a list you already have](https://smeautomation.ai/recipes/first-outreach-from-a-list): Each row you choose has one accepted email, and unaccepted rows are not sent.
- [Confirm a booking in your own words](https://smeautomation.ai/recipes/booking-confirmation): The guest receives one confirmation you accepted, with the preparation line from your note.
- [Offer a new time after a no-show](https://smeautomation.ai/recipes/no-show-reschedule): A no-show produces one calm reschedule note and a status on the booking.
- [Compare two options for a buyer](https://smeautomation.ai/recipes/buyer-comparison): The buyer gets a comparison that uses only the two descriptions you pasted.
- [Record why a deal was won or lost](https://smeautomation.ai/recipes/win-loss-note): Each closed deal has a reason note that quotes what the buyer actually said.
- [Ask for a referral after a finished job](https://smeautomation.ai/recipes/referral-note): Finished jobs you choose get one short referral note, sent only if you accept it.
- [Prepare a product photo for the shop](https://smeautomation.ai/recipes/product-photos): The photo is cleaned and the caption uses only the product notes.
- [Follow up people who left a badge scan or a form](https://smeautomation.ai/recipes/event-follow-up): Each scan you keep has a follow-up draft and a contact, and the rest are marked ignore.
- [Qualify an inbound form before it becomes a deal](https://smeautomation.ai/recipes/inbound-qualification): Each submission is marked pursue or decline, with the reason taken from the answers.
- [Write the Monday pipeline note](https://smeautomation.ai/recipes/weekly-pipeline): There is a one-page note of what moved, what stalled, and what you will do this week.
- [Send a document for signature](https://smeautomation.ai/recipes/send-for-signature): An approved document is sent for signature with the signer and the field names checked first.
- [Turn a discovery call into a brief](https://smeautomation.ai/recipes/discovery-brief): The team has a brief of goals, constraints, and open questions, each tied to the transcript.
- [Answer an objection from your own notes](https://smeautomation.ai/recipes/objection-draft): The reply is short, uses only your approved points, and is saved on the thread.
- [List gaps in the job diary](https://smeautomation.ai/recipes/diary-gaps): A list of gaps uses the export, and you book nothing from the list.
- [Score a list you already exported](https://smeautomation.ai/recipes/lead-score-sheet): The sheet has a score and a reason for each row, using only the columns you defined.
- [Draft a studio proposal from the enquiry](https://smeautomation.ai/recipes/studio-proposal): The draft names this project and this deliverable, and leaves fee as not stated unless the enquiry has a number.
- [Turn a finished job into a post](https://smeautomation.ai/recipes/jobs-into-posts): A job you choose produces one accepted caption and one image brief.
- [Ask for a review after a completed job](https://smeautomation.ai/recipes/ask-for-a-review): Completed jobs you mark get one ask, and you do not write the review for the customer.
- [Write the newsletter from this week's notes](https://smeautomation.ai/recipes/newsletter-from-the-week): One draft exists from the notes you pasted, and it is not scheduled until you accept it.
- [Publish an answer you have already given](https://smeautomation.ai/recipes/answer-page): One accepted answer becomes a draft page, still unpublished.
- [Turn one offer into ad text](https://smeautomation.ai/recipes/offer-into-ads): The offer has a handful of accepted lines, and nothing is published from the draft screen.
- [Draft the welcome emails from the offer](https://smeautomation.ai/recipes/welcome-emails): The welcome sequence is a draft of the emails you accepted, in the order you set.
- [Draft the note after an abandoned checkout](https://smeautomation.ai/recipes/cart-email): The email names the product from the checkout and nothing the customer did not see.
- [Write a week of captions from one offer](https://smeautomation.ai/recipes/caption-set): Five captions exist from the same offer note, and you delete any you do not mean.
- [Cut a recording into clips you might post](https://smeautomation.ai/recipes/recording-into-clips): You have a short list of clip ranges with the words that justify each one.
- [Write this week's local post](https://smeautomation.ai/recipes/local-post): One post draft matches the hours and the offer you pasted, and it is not published yet.
- [Reply to a shop question about an order](https://smeautomation.ai/recipes/shop-order-reply): The reply quotes the order status you pasted.
- [Outline a page from the questions you hear](https://smeautomation.ai/recipes/page-outline): The outline follows the questions you pasted, and the draft page is unpublished.
- [Explain last month's campaign numbers](https://smeautomation.ai/recipes/campaign-note): A note says what the export shows and what it does not show.
- [Check a draft against the voice note](https://smeautomation.ai/recipes/voice-check): The draft is marked line by line against the voice note, and you accept or reject each change.
- [Take notes from a public page](https://smeautomation.ai/recipes/public-competitor-notes): A note exists that quotes the public page and separates quote from comment.
- [Caption a short clip](https://smeautomation.ai/recipes/caption-a-clip): The clip has a caption taken from the words you supply, and it is not published yet.
- [Write a shoot brief from the offer](https://smeautomation.ai/recipes/shoot-brief): The shooter has a brief of shots, each tied to a line in the offer.
- [Draft the seasonal email from the offer sheet](https://smeautomation.ai/recipes/seasonal-email): The draft uses this year's offer sheet, including the dates that are actually on it.
- [Rewrite a policy page in plain language](https://smeautomation.ai/recipes/plain-language-edit): A plain version sits beside the original, and you can see every sentence that changed meaning.
- [Translate a customer reply you must send](https://smeautomation.ai/recipes/translate-a-reply): You have a translation and a note of any word the tool marked as uncertain.
- [Outline a short deck from a brief](https://smeautomation.ai/recipes/slide-outline): A deck outline follows the brief, and empty slides are not filled with decoration.
- [Write variants of an accepted ad](https://smeautomation.ai/recipes/ad-variants): Variants change the opening line only, and every claim still appears in the accepted ad.
- [Lay out a post from an accepted caption](https://smeautomation.ai/recipes/express-post): The layout uses the accepted caption verbatim, or you reject the frame.
- [Describe a concept image before anyone generates one](https://smeautomation.ai/recipes/concept-image): A written prompt lists what must and must not appear, and generation is a separate decision.
- [Draft a field quote from the visit note](https://smeautomation.ai/recipes/field-quote): The quote lines follow the visit note, and missing measures stay missing.
- [Turn an accepted answer into a short audio script](https://smeautomation.ai/recipes/faq-audio): A script matches the accepted answer, and the audio file is not published in this step.
- [Clean tags before a send](https://smeautomation.ai/recipes/tag-cleanup): A proposed tag change list exists, and you apply it yourself.
- [Draft a reminder for an unpaid invoice](https://smeautomation.ai/recipes/invoice-reminder): Each invoice you choose has one accepted reminder, and the ledger itself is unchanged.
- [Suggest a code for a supplier receipt](https://smeautomation.ai/recipes/code-a-receipt): Each receipt has a suggested code taken from your code list, which you accept or change.
- [Ask a colleague for a missing receipt](https://smeautomation.ai/recipes/chase-a-receipt): Each missing receipt has one accepted ask, with the date and the amount from the feed.
- [Check an invoice against the quote](https://smeautomation.ai/recipes/invoice-from-quote): A checklist shows lines on the quote that are missing on the invoice, and lines that were not on the quote.
- [Write the week note on cash](https://smeautomation.ai/recipes/cash-week): A short note states the balances you pasted and does not forecast beyond them.
- [Draft a late-payment email](https://smeautomation.ai/recipes/late-payment-email): The email names the invoice and the due date from the ledger, and you send it yourself.
- [Check a supplier bill against the order](https://smeautomation.ai/recipes/supplier-bill-check): The bill is marked match or query, with the line that disagrees.
- [List what the month-end pack is missing](https://smeautomation.ai/recipes/month-end-pack): A list names which pack items you have and which are absent, based on the checklist you pasted.
- [List questions for the accountant](https://smeautomation.ai/recipes/questions-for-the-accountant): You walk in with a list of questions taken from the exceptions you pasted.
- [Match a payout to the invoices it covers](https://smeautomation.ai/recipes/payout-match): A table maps the payout to the invoice numbers in the source, or says the source does not balance.
- [List subscriptions worth a decision](https://smeautomation.ai/recipes/subscription-list): Each line is marked keep, cancel, or ask, using only the note you added.
- [Write the end-of-day note from the takings](https://smeautomation.ai/recipes/square-day): A note states the totals you pasted and the exceptions you typed.
- [Turn a report into questions](https://smeautomation.ai/recipes/report-questions): Each odd row you flagged becomes a question, and unflagged rows are left alone.
- [Sort the support inbox into a short list](https://smeautomation.ai/recipes/sort-the-inbox): Each thread you paste is marked reply, wait, or ignore, with the sentence that decided it.
- [Draft a refund reply from the policy](https://smeautomation.ai/recipes/refund-reply): The reply follows the policy text you pasted and says not stated where the policy is silent.
- [Add an accepted answer to the help page](https://smeautomation.ai/recipes/faq-from-tickets): The accepted answer is on the help page, in the words you approved.
- [Load an approved answer into chat](https://smeautomation.ai/recipes/approved-chat-answers): The saved reply matches the approved answer, and the bot is still off until you enable it yourself.
- [Hand a customer issue to a colleague](https://smeautomation.ai/recipes/handoff-in-slack): The handoff has the facts you pasted and a named owner.
- [Save a reply you are willing to reuse](https://smeautomation.ai/recipes/saved-reply): The saved reply includes the conditions from the original, or it is rejected.
- [Qualify a chat before it becomes a job](https://smeautomation.ai/recipes/chat-qualification): The chat is marked book, ask, or decline from the answers already given.
- [Draft the reply to an order problem](https://smeautomation.ai/recipes/order-problem): The reply uses the order status you pasted and does not invent a delivery date.
- [Reply to a warranty question](https://smeautomation.ai/recipes/warranty-reply): The reply quotes the terms you pasted and stops where the terms stop.
- [File an internal article from a solved ticket](https://smeautomation.ai/recipes/help-article): An internal article exists in the words of the solved ticket, marked internal.
- [Prepare answers for a messenger flow](https://smeautomation.ai/recipes/messenger-answers): Each button has an approved answer, and the flow stays unpublished.
- [Escalate a case in Teams](https://smeautomation.ai/recipes/escalate-in-teams): The Teams message carries the case number, the ask, and the owner.
- [Write the note when a job is finished](https://smeautomation.ai/recipes/job-note): The job has a completion note taken from what the tech typed.
- [Turn a screen recording into steps](https://smeautomation.ai/recipes/video-into-steps): A step list quotes what the recording shows, and you delete steps you cannot see.
- [Chase a supplier for a date](https://smeautomation.ai/recipes/chase-a-supplier): The chase names the order and asks for a date, and it does not threaten.
- [Write the kickoff list for a project](https://smeautomation.ai/recipes/project-kickoff): A kickoff list names the inputs from the brief and the person who owns each one.
- [Turn a meeting into notes and owners](https://smeautomation.ai/recipes/meeting-notes): Notes list decisions and owners that were actually said.
- [Pull actions out of a recorded call](https://smeautomation.ai/recipes/call-actions): An action list quotes the recording and names an owner only if one was said.
- [Write the project status from the board](https://smeautomation.ai/recipes/status-digest): The digest uses the board export and does not add a cause.
- [Propose a cleanup of an old board](https://smeautomation.ai/recipes/board-cleanup): A proposal lists cards to archive or keep, and you move them yourself.
- [File a form response into the base](https://smeautomation.ai/recipes/intake-to-base): Each response you accept becomes one record, and duplicates are pointed out first.
- [Explain a failed Zap](https://smeautomation.ai/recipes/failed-zap): The note quotes the Zap error and names the field that was missing.
- [Turn a workshop board into decisions](https://smeautomation.ai/recipes/workshop-notes): Decisions are written only where the board text supports them.
- [Update the ops page from the week's changes](https://smeautomation.ai/recipes/ops-doc): A proposed edit lists what would change on the page, and you paste it yourself.
- [Summarise design comments](https://smeautomation.ai/recipes/design-comments): A list groups comments that say the same thing and drops none of the words.
- [Turn a booking form into an intake note](https://smeautomation.ai/recipes/booking-intake): An intake note lists the answers, and blank answers stay blank.
- [Draft the reminder for tomorrow's bookings](https://smeautomation.ai/recipes/reminder-text): The reminder uses your bring-list and the booking time, and it is not sent automatically.
- [Draft a job ad from the work you need done](https://smeautomation.ai/recipes/job-ad): The ad describes the work in your note and leaves out traits the note does not mention.
- [Turn interview notes into a comparable page](https://smeautomation.ai/recipes/interview-notes): A page lists what was asked and what was answered, without a hire recommendation unless you wrote one.
- [Check an offer letter against the agreed points](https://smeautomation.ai/recipes/offer-checklist): A checklist marks each agreed point as present or missing in the draft. It does not give legal advice.
- [List the first-week tasks from the role note](https://smeautomation.ai/recipes/first-week): A first-week list comes from the role note and names an owner for each task.
- [Ask about a timesheet line](https://smeautomation.ai/recipes/timesheet-question): Each odd line has one question, and payroll is not changed in this step.
- [Reply to a leave request](https://smeautomation.ai/recipes/leave-reply): The reply states the dates from the request and the balance you pasted, or says the balance was not pasted.
- [Answer a policy question from the handbook](https://smeautomation.ai/recipes/policy-plain): The answer quotes the handbook and stops when the handbook stops.
- [Check a contractor pack is complete](https://smeautomation.ai/recipes/contractor-pack): A checklist shows which of those three are in the draft and which are missing.
- [Describe project hours for the client note](https://smeautomation.ai/recipes/project-hours): The note lists hours by project from the export and does not explain them away.
- [Write the time note a client was promised](https://smeautomation.ai/recipes/client-time-note): The note is in sentences, and every number comes from the export.
- [Draft a clinic admin reminder](https://smeautomation.ai/recipes/clinic-reminder): The reminder is administrative: time, place, and what to bring from your note.
- [Draft a rebook message](https://smeautomation.ai/recipes/rebook-a-client): The message offers a rebook and uses the last visit date you pasted.
- [Confirm a session booking](https://smeautomation.ai/recipes/session-booking): The confirmation includes the preparation line you wrote and no clinical content.
- [List onboarding items from the signed proposal](https://smeautomation.ai/recipes/client-onboarding): The list is the deliverables and the files from the proposal, each with an owner.
- [Draft an agenda from the last actions](https://smeautomation.ai/recipes/zoom-agenda): The agenda is the open actions you pasted, plus the meeting title.
- [Flag messy rows in a working sheet](https://smeautomation.ai/recipes/sheet-cleanup): A list flags blank required cells and duplicate keys, and you fix the sheet yourself.
- [Draft an order-status text](https://smeautomation.ai/recipes/wa-order-status): The text quotes the status you pasted and nothing more.
- [Draft a reply to a public review](https://smeautomation.ai/recipes/review-response): The reply thanks them and sticks to what the review actually said.
- [File a web form into the CRM](https://smeautomation.ai/recipes/form-to-crm): The contact fields are filled only from the form, and a duplicate email is flagged.
- [Queue an accepted layout](https://smeautomation.ai/recipes/buffer-from-canva): The queue holds a draft post whose words match the accepted layout.
- [Explain a budget tab to the owner](https://smeautomation.ai/recipes/excel-budget-note): A note cites the cells you named and does not add a story.
- [Draft the standup from yesterday's notes](https://smeautomation.ai/recipes/slack-standup): The standup text uses yesterday's notes and marks anything unfinished.
- [File a Teams meeting note](https://smeautomation.ai/recipes/teams-meeting-note): A note has the subject, the decisions, and the people who were named.
- [Log a scenario error on a sheet](https://smeautomation.ai/recipes/make-error-to-sheet): The log row has the time, the scenario, and the error quote.
- [Log a Zap error on a sheet](https://smeautomation.ai/recipes/zapier-to-sheet): The log row is clearly a Zap, with the task id if it was in the source.
- [File an n8n failure on a page](https://smeautomation.ai/recipes/n8n-to-notion): The page has the workflow name, the execution id, and the error quote.
- [Compare a click guide with the way you do it](https://smeautomation.ai/recipes/scribe-steps): A list shows steps in the guide that you cannot find in the recording.
- [Prepare hours for an invoice conversation](https://smeautomation.ai/recipes/clockify-client): The note has the tracker total and the project names, and it is not an invoice.
- [Show where time was rounded](https://smeautomation.ai/recipes/toggl-rounding): A list shows entries where the rounded figure differs from the raw one.
- [Draft next week's shift note](https://smeautomation.ai/recipes/homebase-shift): The note lists names and start times from the schedule you pasted.
- [List what is still missing for a new hire](https://smeautomation.ai/recipes/gusto-new-hire-checklist): A checklist shows which items you pasted are still missing.
- [Draft the onboarding email](https://smeautomation.ai/recipes/bamboohr-onboarding): The email uses this hire's name and the start date you pasted.
- [Note a Wave payment against the job](https://smeautomation.ai/recipes/person-hours-wave): A note says which job the payment belongs to, using the reference you can see.
- [Write the note before a refund](https://smeautomation.ai/recipes/square-refund-note): The reason is written from the customer's message before anyone presses refund.
- [Draft a failed-payment note](https://smeautomation.ai/recipes/stripe-failed-payment): The note names the invoice and the failure reason you pasted.
- [Ask a supplier about a bill](https://smeautomation.ai/recipes/xero-receipt-question): The question names the bill and the line you do not understand.
- [Ask what an expense was for](https://smeautomation.ai/recipes/quickbooks-expense-question): The question names the date, the merchant, and the amount from the feed.
- [Draft a statement cover note](https://smeautomation.ai/recipes/freshbooks-statement): The note lists the invoice numbers in the statement you pasted.
- [Check a repeating invoice is still right](https://smeautomation.ai/recipes/zoho-books-repeat): A check compares the repeating profile with the note of what they should be billed.
- [Flag a possible duplicate bill](https://smeautomation.ai/recipes/dex-duplicate): A pair is flagged when the supplier and the amount match, and you decide.
- [Summarise an expense report before approval](https://smeautomation.ai/recipes/expensify-report): The summary lists merchants and amounts and repeats any note the employee wrote.
- [Find headings that the new note contradicts](https://smeautomation.ai/recipes/confluence-outdated): A list shows headings that contradict the new note you pasted.
- [List overdue tasks without a comment](https://smeautomation.ai/recipes/asana-overdue): The list is overdue tasks whose comment field you marked empty.
- [Draft a client update from done tasks](https://smeautomation.ai/recipes/clickup-client-update): The update names the done tasks and does not mention tasks that are not done.
- [Write a handover for a card](https://smeautomation.ai/recipes/trello-handover): The handover has the card title, the last comment, and what is still open.
- [Flag duplicate records in a base](https://smeautomation.ai/recipes/airtable-duplicate): Pairs are flagged only when the key you chose matches, and you merge nothing in this step.
- [Pull actions out of a Coda doc](https://smeautomation.ai/recipes/coda-action-list): A list of lines that were written as actions, and nothing that was only discussion.
- [Report what the board voted for](https://smeautomation.ai/recipes/miro-votes): The note lists items and the vote counts you typed.
- [Say what changed between two comments](https://smeautomation.ai/recipes/figma-version): A list pairs an old comment with the later one when they are about the same thing.
- [Organise your email and unsubscribe from spam](https://smeautomation.ai/recipes/organise-email-unsubscribe): Tidy Gmail with an assistant that can open it, or sort a pasted list when the chat cannot.
- [Turn a messy note into a to-do list](https://smeautomation.ai/recipes/messy-note-to-list): One brain dump becomes a short list with a first step on each line.
- [Draft a polite reply you have not sent](https://smeautomation.ai/recipes/polite-reply-draft): A reply sits in a note until you decide to send it yourself.
- [Plan your week from a brain dump](https://smeautomation.ai/recipes/week-from-brain-dump): A list of what is on your mind becomes a week with a few blocks, not a packed timetable.
- [Compare two options you are choosing](https://smeautomation.ai/recipes/compare-two-options): Two choices you describe are set side by side, with gaps marked not stated.
- [Rewrite a message so someone else can follow it](https://smeautomation.ai/recipes/explain-it-simply): A dense message becomes a shorter one, still saying only what the original said.
- [Make a checklist from a goal](https://smeautomation.ai/recipes/checklist-from-a-goal): One goal you wrote becomes a checklist of steps that goal actually names.
- [Summarise a page you paste in](https://smeautomation.ai/recipes/summarise-a-page-you-paste): A page you copied becomes a few sentences, with gaps marked not stated.
- [Draft a polite payment reminder](https://smeautomation.ai/recipes/polite-payment-reminder): One reminder email from the invoice facts you paste, which you send yourself.
- [Summarise a long PDF you paste](https://smeautomation.ai/recipes/summarise-a-long-pdf): A PDF you copied becomes a few sentences, with anything missing marked not stated.
- [Write a job ad from the work you need done](https://smeautomation.ai/recipes/quick-job-ad): A job ad uses only the duties and limits you typed, and you post it yourself.
- [Turn meeting notes into actions](https://smeautomation.ai/recipes/notes-into-actions): Notes you paste become a list of actions with an owner only when the notes name one.
- [Plan a weekly schedule from your list](https://smeautomation.ai/recipes/weekly-schedule-blocks): Your list becomes a light week, and empty days stay empty.
- [Write product descriptions from your facts](https://smeautomation.ai/recipes/product-descriptions): Each product gets a short description that uses only the facts you typed.
- [Reply to a review from the words they used](https://smeautomation.ai/recipes/reply-to-a-review): A public reply uses the review you pasted and does not argue with a fact that is not there.
- [Shorten a long email before you send it](https://smeautomation.ai/recipes/shorten-a-long-email): A long draft becomes a shorter one that still says only what you wrote.
- [Write an out-of-office note](https://smeautomation.ai/recipes/out-of-office-note): A short away note uses the dates you typed and does not invent a deputy.
- [Write a thank-you note after a piece of work](https://smeautomation.ai/recipes/thank-you-after-work): A thank-you uses the job you described and does not add a review you did not write.
- [Reply to a complaint from their message](https://smeautomation.ai/recipes/reply-to-a-complaint): A reply acknowledges the words they used and does not admit a fault they did not describe.
- [Write a caption from product notes](https://smeautomation.ai/recipes/caption-from-product-notes): A caption for one post uses the notes you typed and no claim you left out.
- [List questions before you call someone](https://smeautomation.ai/recipes/questions-before-you-call): A call list comes from the reason you typed, not from a script for a different business.
- [Rewrite your bio from facts you list](https://smeautomation.ai/recipes/rewrite-your-bio): A short bio uses the jobs and facts you typed and does not add awards.
- [Ask someone for a missing document](https://smeautomation.ai/recipes/chase-for-a-document): A short ask names the document and the date you typed, without a lecture.
- [Pull the dates out of a message](https://smeautomation.ai/recipes/pull-dates-from-a-message): Dates and times in a message you paste are listed, and anything unclear says not stated.
- [Make a tiny FAQ from answers you already give](https://smeautomation.ai/recipes/faq-from-three-answers): Three answers you typed become three questions and answers, with nothing extra.
- [Make a packing list from a plan](https://smeautomation.ai/recipes/packing-list-from-a-plan): A packing list follows the trip or job you described and does not add gear you did not mention.
- [Draft a refund reply from your policy](https://smeautomation.ai/recipes/refund-reply-from-policy): A refund reply quotes the policy line you pasted and does not invent a new rule.
- [Pull actions from a transcript you paste](https://smeautomation.ai/recipes/actions-from-a-transcript): A transcript you paste becomes actions, and small talk stays out of the list.
- [Write an intro email from your notes](https://smeautomation.ai/recipes/intro-email-from-notes): A first email uses the reason and the name you typed, and you send it yourself.
- [Turn your return rule into steps a customer can follow](https://smeautomation.ai/recipes/plain-return-steps): Your return rule becomes numbered steps, and a missing step says not stated.
- [Make study notes from a page you paste](https://smeautomation.ai/recipes/study-notes-from-a-page): A page you copied becomes a few notes, and examples stay the page's examples.
- [Propose file names from a list of contents](https://smeautomation.ai/recipes/name-files-from-a-list): Each file gets a name from the description you typed, which you rename yourself.