Pipelines for every team
Each template is a complete pipeline you can import into Jimothy and adapt: the prompts, the approval gates and the hand-off to your other tools. Copy the JSON, paste it under Pipelines → New pipeline, fill in a few variables and add a trigger.
Month-end variance commentary
Compares this month’s trial balance with last month’s, explains every material swing, and files the write-up after you sign off.
Accounting & financeExpense policy check
Checks each submitted expense against your written policy. Clean ones go straight through; only the flagged ones wait for you.
Accounting & financeInvoice intake and GL coding
Reads each incoming vendor invoice, extracts the details, suggests GL codes from your chart of accounts, and sends it to your AP tool after you check it.
Accounting & financeOverdue invoice reminders
Reads your AR aging report every week, drafts a reminder for each overdue customer in the right tone for how late they are, and sends the ones you pick.
Accounting & financeCard statement reconciliation
Matches each cardholder’s monthly card spend against the expenses they submitted and sends everyone their own statement, with the unmatched charges to clear.
MarketingBlog post from a brief
Turns a one-paragraph brief into three researched angles. You pick one, it’s written and edited, and the approved draft lands in your CMS.
MarketingWeekly competitor watch
Checks your competitors’ sites, pricing and changelogs every Monday and posts only what changed since last week.
MarketingSocial posts from a launch
Reads a blog post, release or landing page and drafts posts for LinkedIn, X and your newsletter. You pick the ones to schedule.
MarketingMonthly website content audit
Checks your key pages every month for broken links, outdated claims, stale pricing and weak titles, and posts a prioritised fix list.
SalesDiscovery call prep
When someone books a call, researches the company and the person and posts a one-page call brief to Slack before the meeting.
SalesCall notes → CRM and follow-up
Turns a call transcript into structured CRM fields and a follow-up email. You approve the email; both go to your CRM.
SalesSecurity questionnaire answers
Answers an RFP or security questionnaire from your library of past answers and policies, cites the source for each, and marks what needs an expert.
SalesClosed-lost debrief
When a deal is marked lost, works out why from the notes and emails, files the reason in your CRM and sets a date to try again.
ExecutivesWeekly executive briefing
Reads the week’s team updates and metrics from a shared folder and writes a one-page briefing: progress on priorities, risks and decisions needed.
ExecutivesDecision red team
Pressure-tests a proposal from three angles at once (financial, customer, execution) and writes a decision memo with a recommendation.
ExecutivesQuarterly investor update
Drafts the quarterly investor or board update from your metrics exports and weekly briefings, then has a skeptical board member read it first.
ExecutivesLeadership meeting decisions
Turns a leadership meeting transcript into decisions, owners and deadlines, and posts them once you’ve checked them.
EngineeringIncident postmortem draft
Turns an incident timeline into a blameless postmortem, traced to the commits that caused it, and opens it as a pull request.
EngineeringFlaky test hunter
Runs your test suite several times overnight. If some runs fail and others pass, an agent finds the cause, fixes it properly and opens a PR.
EngineeringRelease notes from a tag
When you push a release tag, writes release notes from the commits since the last one and publishes them to the GitHub release.
EngineeringSecurity advisory triage
Runs your dependency audit weekly, works out which advisories actually affect your code, and opens a PR fixing the ones that do.
SupportBug report → engineering ticket
Turns a customer’s bug report into an engineering-ready GitHub issue: reproduction steps, the code likely involved and possible duplicates.
SupportHelp article from a solved ticket
When an agent tags a solved ticket for the knowledge base, drafts a help article from the conversation, or an update to the existing one.
SupportWeekly support trends
Reads the week’s ticket export and reports the top themes, what’s rising, and which docs or bugs would cut volume most.
SupportAt-risk customer alert
Scores every new ticket or bad CSAT rating for churn risk and alerts the account owner, with a suggested save play, only when it’s high.
Don’t see your process?
Describe it in a sentence and Jimothy drafts the pipeline for you, or build one from agent, shell, approval and condition steps.