Cookbook

Production-grade recipes, ready to fork.

Copy-paste recipes for real workflows. Each .swirls file is a complete, runnable workflow you can drop into your project, tweak to taste, and deploy.

56Recipes
8Categories
12Node types
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Client Operations

Client Operations10

Recipes MSPs run for clients: Microsoft 365 mail, SharePoint, and Teams, CRM sync with Attio, and chat agents that broker every tool through one interface.

Schedule

Outlook Inbox Triage

Classifies unread Outlook mail every morning, archives the noise, and emails a digest of what needs a reply.

integrationmapaiemail
Schedule

Outlook to CRM Sync

Extracts the people behind each day's email conversations and upserts them into Attio with a context note.

integrationmapaiswitch
Schedule

SharePoint Industry Brief

Writes a weekly industry brief with AI, saves it to the client's SharePoint library, and emails the link from your own mailbox.

searchaiintegration
Schedule

Meeting Follow-up Drafts

Reads the day's calendar and writes a follow-up draft for every external meeting. Nothing sends until a human hits send.

integrationmapaiemail
Schedule

Teams Uptime Alerts

Checks every client site each 15 minutes and posts to the client's Teams channel the moment one goes down.

maphttpswitchintegration
Schedule

CRM Enrichment

Finds Attio companies missing a description, researches each on the web, and writes the findings back onto the record.

integrationmapsearchai
Form

Client Quote Generator

Drafts a quote from your rate card, holds it for human approval, then sends it from your own mailbox and logs it to a stream.

aiintegrationcode
Chat

MCP Broker Agent

One chat agent brokering Stripe, Notion, and Linear through remote MCP servers. Hand a client one link instead of three tools.

agent
MCP

Service Desk MCP Server

Exposes your service desk agent as an MCP server, so clients file and track requests from inside Claude Desktop.

agentstreamemail
Form

Client Onboarding Packet

One form creates the OneDrive folder, writes the onboarding packet, upserts the company into Attio, and sends the welcome email.

integrationai

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Start with one task. Build the system around it. Run it for one client, then every client.