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Amy recipes
Recipes are pre-built workflows designed for the way high-performing professionals actually work. Browse by category below, subscribe to one, and Amy handles the rest on your schedule. Many of these are better on repeat than on request. Recipes with a Make it a routine section can run on a schedule and deliver themselves, see Routines for the full list.

Inbox

daily-inbox-briefing

Daily Inbox Briefing

Start every day with a prioritised view of what needs your attention.Needs: Gmail or Outlook · Google Calendar
inbound-triage

Inbound Triage

Forward any inbound and Amy summarises it, judges fit, drafts a reply, and logs it.Needs: Gmail or Outlook
summarise-team-discussions

Summarise Team Discussions

Catch up on a busy channel in one short read.Needs: Slack
create-a-weekly-team-update

Create a Weekly Team Update

A ready-to-send summary of the week’s key updates for your team.Needs: Salesforce or HubSpot · Email or Slack

Meetings

meeting-prepper

Meeting Prepper

Walk into every meeting knowing exactly who you’re talking to and why.Needs: Google Calendar · Gmail · Salesforce or HubSpot
meeting-follow-up

Meeting Follow-Up

After every meeting, Amy drafts the follow-up, logs notes to your CRM, and sets reminders.Needs: Google Calendar · Gmail · Salesforce or HubSpot
action-item-tracking

Action Item Tracking

Never lose a post-meeting commitment again.Needs: Google Calendar · Salesforce or HubSpot
call-transcript-analysis

Call Transcript Analysis

Amy mines your call transcripts for the detail you missed live.Needs: Google Calendar
check-my-availability

Check My Availability

Ask Amy when you’re free and get an answer in seconds.Needs: Google Calendar
upload-handwritten-notes

Upload Handwritten Notes

Snap a photo of your notes and Amy transcribes them into your CRM.Needs: Salesforce or HubSpot
schedule-a-meeting

Schedule a Meeting

Tell Amy who and when, and she creates the event and sends the invite.Needs: Google Calendar · Gmail

Pipeline

deal-pipeline-review

Deal Pipeline Review

A weekly snapshot of your pipeline: what’s moved, what’s stalled, what needs a nudge.Needs: Salesforce or HubSpot · Gmail or Outlook
crm-enrichment

CRM Enrichment

Amy identifies contacts with missing data and fills the gaps automatically, on a schedule.Needs: Salesforce or HubSpot · People Data Labs
account-catch-up

Account Catch-Up

Get instantly up to speed on any contact or account before you reach out.Needs: Gmail or Outlook · Google Calendar · Salesforce or HubSpot

Analysis

automated-diligence

Automated Diligence

Run a first-pass diligence on every new opportunity the moment it lands.Needs: Salesforce or HubSpot · Web
analyse-a-pitch-deck

Analyse a Pitch Deck

Forward a deck and Amy tells you whether it’s worth a second look.Needs: Nothing, just forward it
persona-analysis

Persona Analysis

See a founder or company through several expert lenses at once.Needs: Web
sector-deep-dive

Sector Deep Dive

Get fully briefed on a market before you invest or review a portfolio.Needs: Web
generate-an-investment-memo

Generate an Investment Memo

Turn your research into a polished memo in your firm’s format.Needs: Web · Salesforce or HubSpot
key-term-extractor

Key Term Extractor

Forward a document and Amy pulls out the key terms and flags anything unusual.Needs: Nothing, just forward it

Enrichment

company-deep-dive

Company Deep Dive

A complete, cited briefing on any company, pulled together on demand.Needs: Web
company-news-digest

Company News Digest

Daily briefing on news, signals, and leadership moves across your watchlist.Needs: Web
competitor-pulse

Competitor Pulse

Weekly digest of what your competitive set is shipping, hiring for, and saying publicly.Needs: Web
targeted-list-builder

Targeted List Builder

Build an enriched, contact-ready list of companies or people matching your criteria.Needs: Web
enrich-attendees-list

Enrich Attendees List

Turn a raw attendee list into a briefed, prioritised who’s-who before the event.Needs: CRM · Data enrichment · Web
find-contact-details

Find Contact Details

Get verified contact details for almost any professional.Needs: People Data Labs
research-funding-rounds

Research Funding Rounds

A current view of the funding rounds that matter to your firm.Needs: Web

Network

job-change-tracker

Job Change Tracker

Amy watches your key contacts and alerts you the moment someone moves to a new role.Needs: LinkedIn · Salesforce or HubSpot
nurture-network-relationships

Nurture Network Relationships

Amy surfaces who to reconnect with and gives you a reason to reach out.Needs: Gmail or Outlook · Salesforce or HubSpot
query-your-network

Query Your Network

Ask who you know at any company or in any sector.Needs: Salesforce or HubSpot · LinkedIn
source-event-guests

Source Event Guests

Build a shortlist of interesting guests for any event you’re curating.Needs: CRM · Web
candidate-context

Candidate Context

Walk into every candidate conversation with the full history at hand.Needs: Salesforce or HubSpot · Gmail
candidate-profile-generator

Candidate Profile Generator

A clean, shareable brief on any candidate from everything you’ve gathered.Needs: Salesforce or HubSpot · Web
draft-a-job-specification

Draft a Job Specification

Send Amy the brief and get back a polished spec in your house style.Needs: Nothing, just forward it
find-references

Find References

Surface the colleagues who can speak to a candidate’s work.Needs: Web · People Data Labs
map-senior-talent

Map Senior Talent

Map the senior people in any function or sector across your data and the web.Needs: Web · People Data Labs · Salesforce or HubSpot
research-companies-with-scaling-headcount

Research Companies with Scaling Headcount

Spot the companies growing fast enough to need hiring help.Needs: Web
More recipes are added regularly. Want one built for your specific workflow? Email hey@amy.vc.

Book a free expert session →

Not sure where to start? Book a free session with an Amy expert and we’ll help you pick the right recipes for your workflow.