The Zapier Blog

JUNE 15, 2025

To get started, choose from a long list of templates (e.g., And you're not limited to one template: you can add as many as you want to a board, zooming and scrolling with your mouse, trackpad, or touchscreen to navigate through the various templates on the board. FigJam also has one of the more powerful AI implementations.

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The Seraf Compass

JULY 9, 2025

That’s why we created the Follow-on Investment Scorecard—a structured, easy-to-use template that helps you bring clarity and consistency to your reinvestment decisions. Emotions, relationships, and momentum can cloud even the most experienced investor’s judgment.

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David Teten VC

FEBRUARY 17, 2025

See Templates and Resources for Modeling Venture Funds. In the event of a lack of consensus, the partners holding a majority of the carry stake shall make the final decision. Budget Determining the team size, compensation levels, and office policy is essential for budgeting. Its a healthy decision to plan for the downside.

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The Zapier Blog

JUNE 19, 2025

Related reading : How to create a Facebook ad strategy (with template) How to use Meta's Facebook Business Manager How to optimize Facebook ads: 4 ways to cut costs and boost ROI How to automate Facebook Offline Conversions Google Ads vs. Learn more.

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The Zapier Blog

JULY 1, 2025

Brevo's prebuilt segmentation options are limited to a few templates, like Engaged email contacts and New email contacts , and the segmentation builder isn't as impressive as Mailchimp's. Here's a quick overview, but keep reading for a deep dive into my experience with the apps and who they're best for.

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The Zapier Blog

JULY 10, 2025

That's where a meeting minutes template comes in handy—to ensure you track the most actionable and helpful notes that boards and other teams need to get their work done. Check out these eight meeting minutes templates and examples for different types of meetings. " That's the kind of meeting this template is for.

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The Zapier Blog

JUNE 25, 2025

Zapier can connect these AI insights to your inventory management or purchasing systems, for example, by using a Zapier inventory template to trigger a reorder request when an AI predicts stock will fall below a critical level for a popular item. Get started with one of these templates. Ready to try AI automation?

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The Zapier Blog

JULY 11, 2025

Structure: Putting a framework into practice means structuring it around standardized tools and templates. Think project charters, org charts , status reports, risk registers, communication plans, and meeting templates. You could also DIY your own Kanban board using Google Sheets or a template like this one. Learn more.

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The Zapier Blog

JUNE 9, 2025

Learn more about how to automate HubSpot , or get started with one of these pre-made templates. With a dedicated lead prospecting tool, live chat capabilities, human-enabled chatbots, and additional templated webforms, you can use it to funnel leads into your pipeline with dedicated omnichannel marketing campaigns.

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David Teten VC

APRIL 16, 2025

As part of our series on legal and structural issues for new fund managers, we’ve created a template General Partner Entity agreement, which can serve as a checklist for aspiring fund managers. Download here our Template General Partner Entity Agreement for Your New Private Equity or VC Fund. Thanks to my coauthor Dolph M.

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The Zapier Blog

JUNE 18, 2025

But before you commit, there's a whole world of free CRM options out there, including Zapier's simple CRM template that can help you hit the ground running. But if you have a small operation and love the idea of tinkering under the hood, I've built a free spreadsheet CRM template to start you off.

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American Entrepreneurship

MAY 21, 2025

Jasper AI’s high-quality written content capabilities help: Create blog posts, product pages, email campaigns, and ad copy Generate SEO-optimized content such as articles and social posts with built-in keyword tools Build content workflows for sales funnels Use templates for cold outreach, product descriptions, and landing pages If content marketing (..)

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The Zapier Blog

JUNE 11, 2025

Antonio Vidal, Senior Growth Manager at Ashby Hit the ground running with these templates: Zapier is the glue—but it’s also the unlock. Without it, we’re just looking at the surface.

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The Zapier Blog

JULY 11, 2025

Here are some pre-built Zap templates you can use right away to sync your CRM with Google Sheets and start automating your reporting: Need an automated, all-in-one solution for your CRM? Click on the pre-made template below to start automating everything from form submissions to status tracking. Ready to give it a shot?

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The Zapier Blog

JUNE 29, 2025

Canva is a powerful template-based design tool. Its hundreds of thousands of templates, countless resources, images, and other graphic elements, and drag-and-drop editor make it incredibly easy to create almost anything you need. So we should probably quickly address what you're ignoring.

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The Zapier Blog

JUNE 8, 2025

Apps You can start generating content by choosing from over 100 apps (essentially templates) that run the marketing gamut, from email campaigns to product descriptions to blog articles. Learn more about how to automate Jasper and how to automate ChatGPT , or get started with one of these pre-made templates.

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The Zapier Blog

JUNE 17, 2025

You can use Zapier's pre-built simple CRM template or sales CRM template to optimize your sales process with an elegant and personalized CRM tool that fits your business needs. So, let's talk about what a CRM is, why you need one , and what you get out of using it. Try Zapier free 1.

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The Zapier Blog

JUNE 19, 2025

Learn more about how to automate Zoom , or get started with one of these pre-made templates. Even if you're not already a Zoom user, Zoom Phone is still a full-featured and affordable VoIP solution worth considering. Plus, you can connect Zoom to all the other apps you use with its Zapier integration.

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The Zapier Blog

JUNE 25, 2025

It also includes a library of hook and ending templates, which are useful for nudging you out of a blank-page moment. It is a single-use tool, though—there's no scheduling, analytics, or templated AI prompts. month (billed annually); Business plan from $12.36/profile/month But for quick, low-effort content, it gets the job done.

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The Zapier Blog

JUNE 10, 2025

Jira offers multiple service management templates to solve different customer satisfaction issues, including ITSM, general service management for IT and business teams, customer service management, and plenty more. There are tons of templates for creating new automation rules within Jira. user/month* Premium: $57.50/user/month*

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The Zapier Blog

JULY 10, 2025

Communication plan templates How to write a communication plan Communication plan essentials What is a communication plan? Communication plan templates A communication plan is that one bookmark every employee clicks at the beginning of their day until they associate its main page with the smell of coffee.

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The Zapier Blog

JUNE 2, 2025

Learn more about how to automate Gmail , or get started with one of these pre-made templates. By connecting Gmail to Zapier, you can do things like create a to-do list from your inbox , automatically save email attachments , or even use AI to automatically label your emails.

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David Teten VC

MAY 11, 2025

Everything to consider to set up your firm for success.

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The Zapier Blog

JULY 3, 2025

Table of contents Share details from team meetings Create detailed meeting summaries with AI Create tasks from meetings and recordings Connect Grain with product and support tools Build a content backlog To get started with a Zap template—what we call our pre-made workflows—just click on the button. It only takes a few minutes to set up.

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NZ Entrepreneur

NOVEMBER 4, 2024

Automation and templates for email and social media will help you manage the follow-up during, and after, the expo. Follow-up process after the event Trade fairs and expos are tiring, especially if they go for more than two days. Managing follow-up can be overwhelming for your team. Plan timely follow-up, ideally on day one.

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The Zapier Blog

JULY 7, 2025

To get started with a Zap template—what we call our pre-made workflows—just click on the button. Instead, CRM automation can create a deal or contact (or both!), depending on your CRM. You can also check your CRM for an existing contact and update it, if it's a lead you've talked to before. It only takes a few minutes to set up.

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The Zapier Blog

JUNE 30, 2025

In that case, you can use an invoice template in Google Docs and just email it off when it's ready. Wave's invoicing features are intuitive to navigate and include several templates, so you can customize the layout and design. Choose from several templates, add a logo, and adjust colors.

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The Zapier Blog

JULY 10, 2025

Grab our free RACI templates , and get started. Free RACI chart templates Benefits of a RACI chart RACI chart examples and use cases How to create a RACI matrix RACI model best practices RACI model alternatives What is the RACI model? Want to jump straight to creating your own RACI chart? Table of contents: What is the RACI model?

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The Zapier Blog

JULY 10, 2025

Connect your project management software to your other apps Make your job easier Even if the most meticulously laid plans are at the mercy of a capricious host with a skinny microphone, starting with a project plan template lays a foundation of order and direction in a world where the rules are made up and the points don't matter.

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The Zapier Blog

JULY 10, 2025

Learn more about how to automate TikTok Lead Generation and Tik Tok Conversions , or get started with one of these pre-made templates. You can even track offline conversions and automatically send CRM events and other ad clicks as conversions.

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The Zapier Blog

JULY 1, 2025

A couple of mediocre templates just doesn't cut it. They all have mind mapping templates, though the experience won't be quite as smooth as with a dedicated mind mapping app. It gets out of the way. Mind mapping with a pen and paper is a joy.

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NZ Entrepreneur

JANUARY 6, 2025

They come with templates that you can customize to suit your business. They can create a custom design that fits your brand perfectly, but for most small businesses, a template is a great starting point. You can design your website yourself with a DIY website builder like WordPress , Wix , or Squarespace , which are all easy to use.

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The Zapier Blog

JULY 1, 2025

Table of contents Create official tasks from your action items Share meeting notes with your team Add meeting attendees and engagements to your CRM Use AI to write the right follow-up message Keep a running log of your meetings To get started with a Zap template—what we call our pre-made workflows—just click on the button.

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The Zapier Blog

JUNE 25, 2025

You can build a similar workflow with this Zapier template that identifies sales opportunities in support tickets and routes them directly to your sales or success team. To get started automating your business's sales process, try this template for a unified lead capture system.

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The Zapier Blog

JULY 16, 2025

With these Zap templates, you can have Grok perform internet research for you on an hourly, daily, or weekly schedule and then deliver any trends to you directly in a Slack channel or dedicated spreadsheet. But you and your team probably can't afford to doomscroll the day away.

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The Zapier Blog

JUNE 18, 2025

Here are a few Zap templates to get you started: But the process is rarely that simple. Steal this template to create your own automated help desk powered with AI-powered responses, automatic ticket prioritization, and knowledge base updates. Want to improve your IT support? Want to build your own fully customizable IT systems?

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The Zapier Blog

JUNE 25, 2025

Table of contents Connect Podio to a spreadsheet Create items from form submissions Get notifications for new tasks in Podio Turn leads into tasks Create tasks from webhooks To get started with a Zap template—what we call our pre-made workflows—just click on the button. It only takes a few minutes to set up.

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