gmail → sheets, lead copying
3h 10m /wkby hand
A lead emails in. You copy the same 6 fields into a sheet. Seen 14 times across 21 days.
approved
The row gets added for you — tested on last tuesday's 12 emails before it goes live.
WORK WITH WORKLEY · DEMO FIGURES
The jobs it pitches for.
The work you keep doing by hand, and what gets built when you say yes. No customer stories here — pre-release, there are none to tell.
FROM THE BRIEF
Start where the brief does.
The Monday brief lists three loops. What each one is, and what you get.
invoice pdf → rename + filing
1h 20m /wkby hand
Every invoice gets renamed the same way and dragged to the same folder.
approved
A new invoice lands, it's renamed and filed the moment it arrives.
monday status doc assembly
1h 10m /wkby hand
The same doc every monday: last week's numbers under the same headings.
approved
The doc assembles itself and waits for your read before it goes anywhere.
illustrative figures — your brief computes from your own runs.
THE CATALOG
More it can take over.
No hours next to these — the three figures above are the only demo numbers on this site.
FILES & FOLDERS
- invoices and receipts renamed and filed
- downloads sorted into project folders
- image batches resized for upload
- last week's deliverables zipped and archived
DOCUMENTS & DATA
- csv exports merged into one clean sheet
- the same report, assembled from the same sources
- packets built from parts: contract, terms, cover page
- proposals filled from a template
MAIL, CALENDAR & APPS
- attachments pulled out of threads and filed
- calendar holds placed from booking emails
- the recurring ask answered with a drafted reply, left for your review
- tasks created in the apps you already use
WEB SERVICES
Only the automation's own output touches the network — what Workley watched stays on your machine.
- rows added to the sheet your team already uses
- a weekly summary posted to the channel
- invoices raised in the billing tool
- form submissions landed in the crm
WHO IT FITS
Where it works best.
ROLES
- freelance designers and developers
- solo and small agency owners
- consultants and fractional operators
- the ops-of-one who runs everything
INDUSTRIES
- design studios and web agencies
- marketing and creative services
- bookkeeping and back-office services
- recruiting and staffing
The pattern matters more than the title: a Mac, and a week that lives in email, files, and sheets. If your work happens on your feet, on calls, or on Windows, it won't see enough to help — yet.
WHAT IT REFUSES
The jobs it won't take.
Not roadmap gaps — rules.
- passwords It never types a password. You sign in; it works from there.
- a model at the controls No model drives your screen. What runs is the exact code that was dry-run.
- your judgment calls If a step needs your judgment, it stays yours.
- quiet breakage When something might break, the pitch says so up front — and it stops instead of guessing.
Two of the five steps are yours. Nothing goes live before both.
NEXT