Automation Recipes
Battle-tested automations you can fork and ship today.
AI Content Topic Classifier
Automate ai content topic classifier end-to-end. Trigger on new blog draft saved, deliver topics tagged and routed for review.
Lead ManagementAI Lead Scoring and Routing
Automate ai lead scoring and routing end-to-end. Trigger on new lead in hubspot, deliver routed to ae in under 60 seconds.
AI WorkflowsAI Meeting Prep Brief
Automate ai meeting prep brief end-to-end. Trigger on 30 min before customer meeting, deliver ai brief generated from crm, calls, tickets.
Marketing OperationsAI Social Post Scheduler
Automate ai social post scheduler end-to-end. Trigger on new blog post published, deliver 3 social posts drafted and scheduled.
Customer SupportAI Support Ticket Triage
Automate ai support ticket triage end-to-end. Trigger on new zendesk ticket, deliver triaged, tagged, routed.
Customer LifecycleChurn Risk Alerting
Automate churn risk alerting end-to-end. Trigger on mixpanel anomaly detected, deliver csm notified and task created.
Customer LifecycleChurn Saver Discount Trigger
Automate churn saver discount trigger end-to-end. Trigger on cancel request submitted, deliver discount offer sent and csm notified.
Marketing OperationsContent Publishing Pipeline
Automate content publishing pipeline end-to-end. Trigger on article approved in notion, deliver published to cms and announced.
Data SyncCRM to Data Warehouse Sync
Automate crm to data warehouse sync end-to-end. Trigger on salesforce record updated, deliver snowflake table updated within 2 minutes.
AI WorkflowsCustomer Feedback Classifier
Automate customer feedback classifier end-to-end. Trigger on new survey response, deliver tagged and routed to product, cs, or sales.
Internal ToolsDatabase Backup Monitor
Automate database backup monitor end-to-end. Trigger on daily at 6am, deliver backup verified or team alerted.
Marketing OperationsDemand Gen Attribution
Automate demand gen attribution end-to-end. Trigger on closed-won deal, deliver first-touch attribution computed and logged.
AI WorkflowsDocument Extraction Pipeline
Automate document extraction pipeline end-to-end. Trigger on new pdf in drive folder, deliver fields extracted and pushed to airtable.
Customer LifecycleDunning Management
Automate dunning management end-to-end. Trigger on failed payment in stripe, deliver email sent and csm tagged.
Marketing OperationsEvent Follow-Up Sequence
Automate event follow-up sequence end-to-end. Trigger on event attendee list uploaded, deliver personalized follow-up sequence sent.
Data SyncEvent-Led Warehouse Streaming
Automate event-led warehouse streaming end-to-end. Trigger on webhook from app, deliver event written to warehouse fact table.
Internal ToolsGitHub PR Summary to Slack
Automate github pr summary to slack end-to-end. Trigger on new pull request opened, deliver ai summary posted to team channel.
Customer LifecycleInactive Trial Nudge
Automate inactive trial nudge end-to-end. Trigger on trial user inactive 3 days, deliver personalized nudge email sent.
Lead ManagementInbound Form Enrichment
Automate inbound form enrichment end-to-end. Trigger on new form submission in typeform, deliver enriched lead pushed to crm.
Internal ToolsInvoice Follow-Up Reminders
Automate invoice follow-up reminders end-to-end. Trigger on invoice 7 days overdue, deliver reminder email sent and slack pinged.
Data SyncLead List Deduper
Automate lead list deduper end-to-end. Trigger on manual upload, deliver deduped list pushed to crm.
Marketing OperationsLead Magnet Fulfillment
Automate lead magnet fulfillment end-to-end. Trigger on form submission for ebook, deliver pdf emailed and lead added to nurture.
Sales OperationsMeeting Follow-Up Summarization
Automate meeting follow-up summarization end-to-end. Trigger on gong call ended, deliver summary added to crm and slack.
Lead ManagementMQL to SQL Handoff
Automate mql to sql handoff end-to-end. Trigger on marketo mql status set, deliver sql created in salesforce with notes.
Customer LifecycleNew Customer Onboarding
Automate new customer onboarding end-to-end. Trigger on stripe subscription created, deliver welcome email, slack channel, crm update.
NotificationsOn-Call Rotation Pinger
Automate on-call rotation pinger end-to-end. Trigger on critical alert, deliver current on-call paged with full context.
Sales OperationsPartner Deal Registration
Automate partner deal registration end-to-end. Trigger on new partner deal submission, deliver routed to partner manager and crm.
Sales OperationsPricing Experiment Rollout
Automate pricing experiment rollout end-to-end. Trigger on new pricing variant approved, deliver stripe products updated and crm tagged.
Customer LifecycleQBR Prep Automation
Automate qbr prep automation end-to-end. Trigger on weekly cron, deliver qbr deck prepped with usage data.
Marketing OperationsRelease Notes Distribution
Automate release notes distribution end-to-end. Trigger on changelog item published, deliver posted to linkedin, slack, and email list.
AI WorkflowsRFP Response Drafting
Automate rfp response drafting end-to-end. Trigger on new rfp uploaded to drive, deliver first-draft response generated.
NotificationsSecurity Alert Routing
Automate security alert routing end-to-end. Trigger on security event from siem, deliver routed to on-call and ticket created.
Customer SupportSupport CSAT Survey Sweep
Automate support csat survey sweep end-to-end. Trigger on ticket closed, deliver csat survey sent and response logged.
Internal ToolsWebhook Dead-Letter Replay
Automate webhook dead-letter replay end-to-end. Trigger on failed run lands in dlq, deliver bulk replay after fix.
NotificationsWebsite Uptime Pager
Automate website uptime pager end-to-end. Trigger on uptime check fails, deliver on-call paged and ticket created.
Data SyncWeekly CRM Data Cleanup
Automate weekly crm data cleanup end-to-end. Trigger on weekly cron, deliver duplicates merged and stale records archived.
ReportingWeekly Feedback Roundup
Automate weekly feedback roundup end-to-end. Trigger on weekly cron, deliver summarized digest sent to product team.
Sales OperationsWin/Loss Analysis
Automate win/loss analysis end-to-end. Trigger on deal closed in salesforce, deliver reasons logged and quarterly report.