> ## Documentation Index
> Fetch the complete documentation index at: https://docs.amy.vc/llms.txt
> Use this file to discover all available pages before exploring further.

# Recipes

> Ready-made workflows you can activate in seconds.

<Frame>
  <img src="https://mintcdn.com/amy-26437e5b/K8A5w3q750reYorA/images/recipes/cover.png?fit=max&auto=format&n=K8A5w3q750reYorA&q=85&s=551d766c97abb45e267661f1d3463af6" alt="Amy recipes" width="2400" height="1260" data-path="images/recipes/cover.png" />
</Frame>

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](/routines) for the full list.

## Inbox

<CardGroup cols={2}>
  <Card title="Daily Inbox Briefing" img="https://mintcdn.com/amy-26437e5b/K8A5w3q750reYorA/images/recipes/daily-inbox-briefing.png?fit=max&auto=format&n=K8A5w3q750reYorA&q=85&s=767b3a197dbd540fe9cca9117893f461" href="/recipes/daily-inbox-briefing" width="2400" height="1260" data-path="images/recipes/daily-inbox-briefing.png">
    Start every day with a prioritised view of what needs your attention.

    **Needs:** Gmail or Outlook · Google Calendar
  </Card>

  <Card title="Inbound Triage" img="https://mintcdn.com/amy-26437e5b/K8A5w3q750reYorA/images/recipes/inbound-triage.png?fit=max&auto=format&n=K8A5w3q750reYorA&q=85&s=33e3f0b9f87a2c8d2e6555b7b3dc821e" href="/recipes/inbound-triage" width="2400" height="1260" data-path="images/recipes/inbound-triage.png">
    Forward any inbound and Amy summarises it, judges fit, drafts a reply, and logs it.

    **Needs:** Gmail or Outlook
  </Card>

  <Card title="Summarise Team Discussions" img="https://mintcdn.com/amy-26437e5b/K8A5w3q750reYorA/images/recipes/summarise-team-discussions.png?fit=max&auto=format&n=K8A5w3q750reYorA&q=85&s=71e6b90c5aabd6c1f8c5bf549a786189" href="/recipes/summarise-team-discussions" width="2400" height="1260" data-path="images/recipes/summarise-team-discussions.png">
    Catch up on a busy channel in one short read.

    **Needs:** Slack
  </Card>

  <Card title="Create a Weekly Team Update" img="https://mintcdn.com/amy-26437e5b/K8A5w3q750reYorA/images/recipes/create-a-weekly-team-update.png?fit=max&auto=format&n=K8A5w3q750reYorA&q=85&s=701017e1497653ad8ff1b7186076be1a" href="/recipes/create-a-weekly-team-update" width="2400" height="1260" data-path="images/recipes/create-a-weekly-team-update.png">
    A ready-to-send summary of the week's key updates for your team.

    **Needs:** Salesforce or HubSpot · Email or Slack
  </Card>
</CardGroup>

## Meetings

<CardGroup cols={2}>
  <Card title="Meeting Prepper" img="https://mintcdn.com/amy-26437e5b/K8A5w3q750reYorA/images/recipes/meeting-prepper.png?fit=max&auto=format&n=K8A5w3q750reYorA&q=85&s=294cfc56120ba0d93eabf787922ce224" href="/recipes/meeting-prepper" width="2400" height="1260" data-path="images/recipes/meeting-prepper.png">
    Walk into every meeting knowing exactly who you're talking to and why.

    **Needs:** Google Calendar · Gmail · Salesforce or HubSpot
  </Card>

  <Card title="Meeting Follow-Up" img="https://mintcdn.com/amy-26437e5b/K8A5w3q750reYorA/images/recipes/meeting-follow-up.png?fit=max&auto=format&n=K8A5w3q750reYorA&q=85&s=c735de725cb2c7139aa5ab84b485830a" href="/recipes/meeting-follow-up" width="2400" height="1260" data-path="images/recipes/meeting-follow-up.png">
    After every meeting, Amy drafts the follow-up, logs notes to your CRM, and sets reminders.

    **Needs:** Google Calendar · Gmail · Salesforce or HubSpot
  </Card>

  <Card title="Action Item Tracking" img="https://mintcdn.com/amy-26437e5b/K8A5w3q750reYorA/images/recipes/action-item-tracking.png?fit=max&auto=format&n=K8A5w3q750reYorA&q=85&s=b0f5f989145250cca08d840692260854" href="/recipes/action-item-tracking" width="2400" height="1260" data-path="images/recipes/action-item-tracking.png">
    Never lose a post-meeting commitment again.

    **Needs:** Google Calendar · Salesforce or HubSpot
  </Card>

  <Card title="Call Transcript Analysis" img="https://mintcdn.com/amy-26437e5b/K8A5w3q750reYorA/images/recipes/call-transcript-analysis.png?fit=max&auto=format&n=K8A5w3q750reYorA&q=85&s=954de4c0fb3e58b4673d5ac67831de66" href="/recipes/call-transcript-analysis" width="2400" height="1260" data-path="images/recipes/call-transcript-analysis.png">
    Amy mines your call transcripts for the detail you missed live.

    **Needs:** Google Calendar
  </Card>

  <Card title="Check My Availability" img="https://mintcdn.com/amy-26437e5b/K8A5w3q750reYorA/images/recipes/check-my-availability.png?fit=max&auto=format&n=K8A5w3q750reYorA&q=85&s=15ddcde5d2898405b2088801d57f2b3d" href="/recipes/check-my-availability" width="2400" height="1260" data-path="images/recipes/check-my-availability.png">
    Ask Amy when you're free and get an answer in seconds.

    **Needs:** Google Calendar
  </Card>

  <Card title="Upload Handwritten Notes" img="https://mintcdn.com/amy-26437e5b/K8A5w3q750reYorA/images/recipes/upload-handwritten-notes.png?fit=max&auto=format&n=K8A5w3q750reYorA&q=85&s=9e24f2c3eaf52b15ddf9fb7df49d5aa7" href="/recipes/upload-handwritten-notes" width="2400" height="1260" data-path="images/recipes/upload-handwritten-notes.png">
    Snap a photo of your notes and Amy transcribes them into your CRM.

    **Needs:** Salesforce or HubSpot
  </Card>

  <Card title="Schedule a Meeting" img="https://mintcdn.com/amy-26437e5b/K8A5w3q750reYorA/images/recipes/schedule-a-meeting.png?fit=max&auto=format&n=K8A5w3q750reYorA&q=85&s=58e52529ac0d7a758f917b8608995d17" href="/recipes/schedule-a-meeting" width="2400" height="1260" data-path="images/recipes/schedule-a-meeting.png">
    Tell Amy who and when, and she creates the event and sends the invite.

    **Needs:** Google Calendar · Gmail
  </Card>
</CardGroup>

## Pipeline

<CardGroup cols={2}>
  <Card title="Deal Pipeline Review" img="https://mintcdn.com/amy-26437e5b/K8A5w3q750reYorA/images/recipes/deal-pipeline-review.png?fit=max&auto=format&n=K8A5w3q750reYorA&q=85&s=8c83b03f967aeee63b2476d2db3e041f" href="/recipes/deal-pipeline-review" width="2400" height="1260" data-path="images/recipes/deal-pipeline-review.png">
    A weekly snapshot of your pipeline: what's moved, what's stalled, what needs a nudge.

    **Needs:** Salesforce or HubSpot · Gmail or Outlook
  </Card>

  <Card title="CRM Enrichment" img="https://mintcdn.com/amy-26437e5b/K8A5w3q750reYorA/images/recipes/crm-enrichment.png?fit=max&auto=format&n=K8A5w3q750reYorA&q=85&s=062981aeb8886e7a6ec75160a71898a2" href="/recipes/crm-enrichment" width="2400" height="1260" data-path="images/recipes/crm-enrichment.png">
    Amy identifies contacts with missing data and fills the gaps automatically, on a schedule.

    **Needs:** Salesforce or HubSpot · People Data Labs
  </Card>

  <Card title="Account Catch-Up" img="https://mintcdn.com/amy-26437e5b/K8A5w3q750reYorA/images/recipes/account-catch-up.png?fit=max&auto=format&n=K8A5w3q750reYorA&q=85&s=a72711cf4fa719509477fffb924601a5" href="/recipes/account-catch-up" width="2400" height="1260" data-path="images/recipes/account-catch-up.png">
    Get instantly up to speed on any contact or account before you reach out.

    **Needs:** Gmail or Outlook · Google Calendar · Salesforce or HubSpot
  </Card>
</CardGroup>

## Analysis

<CardGroup cols={2}>
  <Card title="Automated Diligence" img="https://mintcdn.com/amy-26437e5b/K8A5w3q750reYorA/images/recipes/automated-diligence.png?fit=max&auto=format&n=K8A5w3q750reYorA&q=85&s=c92a6f25f4f0157c5fa24c30755d5877" href="/recipes/automated-diligence" width="2400" height="1260" data-path="images/recipes/automated-diligence.png">
    Run a first-pass diligence on every new opportunity the moment it lands.

    **Needs:** Salesforce or HubSpot · Web
  </Card>

  <Card title="Analyse a Pitch Deck" img="https://mintcdn.com/amy-26437e5b/K8A5w3q750reYorA/images/recipes/analyse-a-pitch-deck.png?fit=max&auto=format&n=K8A5w3q750reYorA&q=85&s=985aea008400f13440f59a492b8c0aab" href="/recipes/analyse-a-pitch-deck" width="2400" height="1260" data-path="images/recipes/analyse-a-pitch-deck.png">
    Forward a deck and Amy tells you whether it's worth a second look.

    **Needs:** Nothing, just forward it
  </Card>

  <Card title="Persona Analysis" img="https://mintcdn.com/amy-26437e5b/K8A5w3q750reYorA/images/recipes/persona-analysis.png?fit=max&auto=format&n=K8A5w3q750reYorA&q=85&s=aecc8a45f690d0c14375bf264a3910f8" href="/recipes/persona-analysis" width="2400" height="1260" data-path="images/recipes/persona-analysis.png">
    See a founder or company through several expert lenses at once.

    **Needs:** Web
  </Card>

  <Card title="Sector Deep Dive" img="https://mintcdn.com/amy-26437e5b/K8A5w3q750reYorA/images/recipes/sector-deep-dive.png?fit=max&auto=format&n=K8A5w3q750reYorA&q=85&s=b5b4f143b264dcc4176df7681d2412e6" href="/recipes/sector-deep-dive" width="2400" height="1260" data-path="images/recipes/sector-deep-dive.png">
    Get fully briefed on a market before you invest or review a portfolio.

    **Needs:** Web
  </Card>

  <Card title="Generate an Investment Memo" img="https://mintcdn.com/amy-26437e5b/K8A5w3q750reYorA/images/recipes/generate-an-investment-memo.png?fit=max&auto=format&n=K8A5w3q750reYorA&q=85&s=387f7aa61b0ff960e6aa8d05ca7fdc33" href="/recipes/generate-an-investment-memo" width="2400" height="1260" data-path="images/recipes/generate-an-investment-memo.png">
    Turn your research into a polished memo in your firm's format.

    **Needs:** Web · Salesforce or HubSpot
  </Card>

  <Card title="Key Term Extractor" img="https://mintcdn.com/amy-26437e5b/K8A5w3q750reYorA/images/recipes/key-term-extractor.png?fit=max&auto=format&n=K8A5w3q750reYorA&q=85&s=711953417bf87b2d080b3a9f808a7cf1" href="/recipes/key-term-extractor" width="2400" height="1260" data-path="images/recipes/key-term-extractor.png">
    Forward a document and Amy pulls out the key terms and flags anything unusual.

    **Needs:** Nothing, just forward it
  </Card>
</CardGroup>

## Enrichment

<CardGroup cols={2}>
  <Card title="Company Deep Dive" img="https://mintcdn.com/amy-26437e5b/K8A5w3q750reYorA/images/recipes/company-deep-dive.png?fit=max&auto=format&n=K8A5w3q750reYorA&q=85&s=2eda66653321085fd1a0820f605a6725" href="/recipes/company-deep-dive" width="2400" height="1260" data-path="images/recipes/company-deep-dive.png">
    A complete, cited briefing on any company, pulled together on demand.

    **Needs:** Web
  </Card>

  <Card title="Company News Digest" img="https://mintcdn.com/amy-26437e5b/K8A5w3q750reYorA/images/recipes/company-news-digest.png?fit=max&auto=format&n=K8A5w3q750reYorA&q=85&s=a4196cfc5319b9edadb726d4100bc4d3" href="/recipes/company-news-digest" width="2400" height="1260" data-path="images/recipes/company-news-digest.png">
    Daily briefing on news, signals, and leadership moves across your watchlist.

    **Needs:** Web
  </Card>

  <Card title="Competitor Pulse" img="https://mintcdn.com/amy-26437e5b/K8A5w3q750reYorA/images/recipes/competitor-pulse.png?fit=max&auto=format&n=K8A5w3q750reYorA&q=85&s=7e02c5227c0a6aeadd5958f19cc15812" href="/recipes/competitor-pulse" width="2400" height="1260" data-path="images/recipes/competitor-pulse.png">
    Weekly digest of what your competitive set is shipping, hiring for, and saying publicly.

    **Needs:** Web
  </Card>

  <Card title="Targeted List Builder" img="https://mintcdn.com/amy-26437e5b/K8A5w3q750reYorA/images/recipes/targeted-list-builder.png?fit=max&auto=format&n=K8A5w3q750reYorA&q=85&s=bba6de181dfca13679e1167718b6b7a2" href="/recipes/targeted-list-builder" width="2400" height="1260" data-path="images/recipes/targeted-list-builder.png">
    Build an enriched, contact-ready list of companies or people matching your criteria.

    **Needs:** Web
  </Card>

  <Card title="Enrich Attendees List" img="https://mintcdn.com/amy-26437e5b/K8A5w3q750reYorA/images/recipes/enrich-attendees-list.png?fit=max&auto=format&n=K8A5w3q750reYorA&q=85&s=1ae8c4c2f6bf5c8387d54397ddf65644" href="/recipes/enrich-attendees-list" width="2400" height="1260" data-path="images/recipes/enrich-attendees-list.png">
    Turn a raw attendee list into a briefed, prioritised who's-who before the event.

    **Needs:** CRM · Data enrichment · Web
  </Card>

  <Card title="Find Contact Details" img="https://mintcdn.com/amy-26437e5b/K8A5w3q750reYorA/images/recipes/find-contact-details.png?fit=max&auto=format&n=K8A5w3q750reYorA&q=85&s=dbab2f9ab97627c2f5605ff05efd86e3" href="/recipes/find-contact-details" width="2400" height="1260" data-path="images/recipes/find-contact-details.png">
    Get verified contact details for almost any professional.

    **Needs:** People Data Labs
  </Card>

  <Card title="Research Funding Rounds" img="https://mintcdn.com/amy-26437e5b/K8A5w3q750reYorA/images/recipes/research-funding-rounds.png?fit=max&auto=format&n=K8A5w3q750reYorA&q=85&s=31e6c430cf3de75582b39b801cb0378a" href="/recipes/research-funding-rounds" width="2400" height="1260" data-path="images/recipes/research-funding-rounds.png">
    A current view of the funding rounds that matter to your firm.

    **Needs:** Web
  </Card>
</CardGroup>

## Network

<CardGroup cols={2}>
  <Card title="Job Change Tracker" img="https://mintcdn.com/amy-26437e5b/K8A5w3q750reYorA/images/recipes/job-change-tracker.png?fit=max&auto=format&n=K8A5w3q750reYorA&q=85&s=09b6308c6c5e1f3c26986cd2ecf7f4d1" href="/recipes/job-change-tracker" width="2400" height="1260" data-path="images/recipes/job-change-tracker.png">
    Amy watches your key contacts and alerts you the moment someone moves to a new role.

    **Needs:** LinkedIn · Salesforce or HubSpot
  </Card>

  <Card title="Nurture Network Relationships" img="https://mintcdn.com/amy-26437e5b/K8A5w3q750reYorA/images/recipes/nurture-network-relationships.png?fit=max&auto=format&n=K8A5w3q750reYorA&q=85&s=5d7bf791d30cb9e10bd6a792c6d1a87c" href="/recipes/nurture-network-relationships" width="2400" height="1260" data-path="images/recipes/nurture-network-relationships.png">
    Amy surfaces who to reconnect with and gives you a reason to reach out.

    **Needs:** Gmail or Outlook · Salesforce or HubSpot
  </Card>

  <Card title="Query Your Network" img="https://mintcdn.com/amy-26437e5b/K8A5w3q750reYorA/images/recipes/query-your-network.png?fit=max&auto=format&n=K8A5w3q750reYorA&q=85&s=448f92312f1d9f3de10f70c74e720115" href="/recipes/query-your-network" width="2400" height="1260" data-path="images/recipes/query-your-network.png">
    Ask who you know at any company or in any sector.

    **Needs:** Salesforce or HubSpot · LinkedIn
  </Card>

  <Card title="Source Event Guests" img="https://mintcdn.com/amy-26437e5b/K8A5w3q750reYorA/images/recipes/source-event-guests.png?fit=max&auto=format&n=K8A5w3q750reYorA&q=85&s=e86b22c345d5fe2821b9e0ed307b6863" href="/recipes/source-event-guests" width="2400" height="1260" data-path="images/recipes/source-event-guests.png">
    Build a shortlist of interesting guests for any event you're curating.

    **Needs:** CRM · Web
  </Card>
</CardGroup>

## Talent Search

<CardGroup cols={2}>
  <Card title="Candidate Context" img="https://mintcdn.com/amy-26437e5b/K8A5w3q750reYorA/images/recipes/candidate-context.png?fit=max&auto=format&n=K8A5w3q750reYorA&q=85&s=42e3d8a4d125873ccdee085ca93b4b11" href="/recipes/candidate-context" width="2400" height="1260" data-path="images/recipes/candidate-context.png">
    Walk into every candidate conversation with the full history at hand.

    **Needs:** Salesforce or HubSpot · Gmail
  </Card>

  <Card title="Candidate Profile Generator" img="https://mintcdn.com/amy-26437e5b/K8A5w3q750reYorA/images/recipes/candidate-profile-generator.png?fit=max&auto=format&n=K8A5w3q750reYorA&q=85&s=a1fab2fac6e8aa73d420c8a14337d799" href="/recipes/candidate-profile-generator" width="2400" height="1260" data-path="images/recipes/candidate-profile-generator.png">
    A clean, shareable brief on any candidate from everything you've gathered.

    **Needs:** Salesforce or HubSpot · Web
  </Card>

  <Card title="Draft a Job Specification" img="https://mintcdn.com/amy-26437e5b/K8A5w3q750reYorA/images/recipes/draft-a-job-specification.png?fit=max&auto=format&n=K8A5w3q750reYorA&q=85&s=af6293d5c2ff53c3790436f485ea2db6" href="/recipes/draft-a-job-specification" width="2400" height="1260" data-path="images/recipes/draft-a-job-specification.png">
    Send Amy the brief and get back a polished spec in your house style.

    **Needs:** Nothing, just forward it
  </Card>

  <Card title="Find References" img="https://mintcdn.com/amy-26437e5b/K8A5w3q750reYorA/images/recipes/find-references.png?fit=max&auto=format&n=K8A5w3q750reYorA&q=85&s=92e0cb94b96ce5638858311359ae4de2" href="/recipes/find-references" width="2400" height="1260" data-path="images/recipes/find-references.png">
    Surface the colleagues who can speak to a candidate's work.

    **Needs:** Web · People Data Labs
  </Card>

  <Card title="Map Senior Talent" img="https://mintcdn.com/amy-26437e5b/K8A5w3q750reYorA/images/recipes/map-senior-talent.png?fit=max&auto=format&n=K8A5w3q750reYorA&q=85&s=41ccb5425c8b2e8be6324ffddd1db9cb" href="/recipes/map-senior-talent" width="2400" height="1260" data-path="images/recipes/map-senior-talent.png">
    Map the senior people in any function or sector across your data and the web.

    **Needs:** Web · People Data Labs · Salesforce or HubSpot
  </Card>

  <Card title="Research Companies with Scaling Headcount" img="https://mintcdn.com/amy-26437e5b/K8A5w3q750reYorA/images/recipes/research-companies-with-scaling-headcount.png?fit=max&auto=format&n=K8A5w3q750reYorA&q=85&s=5aa951ec9b6e2264242a121bb196e6d1" href="/recipes/research-companies-with-scaling-headcount" width="2400" height="1260" data-path="images/recipes/research-companies-with-scaling-headcount.png">
    Spot the companies growing fast enough to need hiring help.

    **Needs:** Web
  </Card>
</CardGroup>

<Note>
  More recipes are added regularly. Want one built for your specific workflow? Email [hey@amy.vc](mailto:hey@amy.vc).
</Note>

***

<Card title="Book a free expert session →" icon="calendar-check" href="https://cal.com/team/amy/amy-expert-session" color="#2A2C24" horizontal>
  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.
</Card>
