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Give recurring work a schedule

Start with a practical job, tailor the instructions, and let OpenTag deliver each sourced result to a Slack channel or DM.

Slack Marketplace approvedBacked byY Combinator

Three routines that show how scheduled work can span metrics, meetings, and engineering.

Browse all routines
  • MarketingEvery Monday

    Monday growth report

    Compare signups, activation, churn, and revenue with the previous week, then explain the changes worth discussing.

    • PostHog
    • Stripe· Read only
    • Slack
    Example request

    “Every Monday at 09:00 [timezone], compare last week's signups and activation in PostHog with subscription and revenue changes in Stripe. Post a sourced summary in #growth.”

    View routine
  • Product & engineeringEvery weekday

    Stale pull request report

    Find pull requests waiting for review for more than a week and group them by likely blocker.

    • GitHub· Read only
    • Slack
    Example request

    “Every weekday at 09:30 [timezone], list pull requests in the app repository that have waited for review for more than seven days. Group them by blocker and post links in #engineering.”

    View routine
  • Operations45 minutes before

    Meeting prep briefing

    Receive a private brief with who you are meeting, your history, open commitments, and source links.

    • Google Calendar
    • Granola· Read only
    • Slack
    Example request

    “Before my external meetings, send me a private Slack brief with the attendees, our history from Granola, open commitments, useful questions, and links to every source.”

    View routine

Browse routines by team

Start with a real job, then change the source, timing, and output to fit your team.

3 routines

  • SalesEvery Monday

    Monday pipeline review

    List open Attio deals, flag records with no next step, and link the ones that need attention.

    • Attio
    • Slack
    Example request

    “Every Monday at 09:00 [timezone], review open deals in Attio, flag any without a next step, and post a sourced summary with links in #sales.”

    View routine
  • SalesEvery weekday

    Close-risk list

    Find deals expected to close this month that have no recent activity or next step.

    • HubSpot
    • Slack
    Example request

    “Every weekday at 08:30 [timezone], find HubSpot deals due to close this month with no recent activity or next step. Post the owner, amount, and deal link in #sales.”

    View routine
  • SalesBefore sales meetings

    Pre-call account brief

    Prepare the people, company context, and open questions before a sales meeting.

    • Google Calendar
    • Apollo
    • Slack
    Example request

    “Before each sales meeting on my Google Calendar, research the company and attendees in Apollo and send me a private Slack brief with sources and open questions.”

    View routine

Describe the job. OpenTag builds the routine.

Name what to read, the period to cover, the result you need, when it should run, and where it should go. Run it once and check the result before relying on the schedule.

  • Sources
  • Time window
  • Output
  • Schedule
  • Destination