Automation recipes

Automations → Recipes. A recipe with nothing left blank installs switched on in one click; one with a blank: a connection, a stage, an email whose wording must be yours: arrives switched off, and its card says beforehand what to fill in, because an automation activated with a hole in it sends empty mail. The list below is generated from the recipe gallery, so it cannot go stale.

Leads (10)

• Welcome email for a new contact: An hour after a contact is created, sends the welcome email.
• Reply after a form is submitted: Thanks the sender at once and books a call-back for the next day.
• Flag a hot lead: Above 50 points, tags them, tells you and books a call.
• Assign new contacts to me: Every new contact gets an owner straight away, and you are told.
• Clicked: interested: Whoever clicks a link in an email is tagged, and following up becomes a task.
• Nurture a lead: did they open it?: A welcome email; if it is not opened within two days, a call becomes a task.
• Webhook lead: list and welcome: A contact arriving from another system joins a list and gets a welcome email.
• Form → owner and Slack: Assigns whoever filled the form to you, and the team sees it on Slack.
• Three-part welcome series: Three emails to a new contact: in an hour, in three days, in a week.
• Take in a lead from a webhook: On a signal from an outside system, tags the contact, assigns it to you and opens a task.

Sales (14)

• Thank you after a won deal: A customer tag, a thank-you email and a task to plan the start.
• Lost deal: check back later: Ninety days after a lost deal, books a task to get back in touch.
• Flag a stalled deal: When a deal has not moved in two weeks, tells you and books a task.
• Ask for a review after two weeks: Two weeks after a won deal, asks how it went.
• Invoice task for a won deal: When a deal is won, issuing the invoice becomes a task at once.
• Follow up a quote: When a deal has not moved in five days, tells you and books a call-back.
• Won deal → customer status and onboarding: The contact becomes a customer, joins the Customers list and gets the "new customer" tag, which starts the onboarding recipe too.
• Lost deal: try again in six months: Tags the contact of a lost deal and books a task six months later.
• A weekly call to key accounts: Every Monday morning, a task for each member of the Key accounts list.
• Three reminders about a deal: For a stalled deal, reminds you weekly, three times, until it moves.
• Lost deal win-back: Emails the contact thirty days after a lost deal: usually just enough time to make it current again.
• Kick off an accepted quote: On an accepted quote, tags the contact, tells you and books a kick-off task.
• Rejected quote follow-up: A polite note after a rejected quote, then a task a week later to listen back.
• Sent quote: waits for a yes: Sends the covering note, then waits up to two weeks for the "accepted" tag; whoever has not got it by then becomes a call task.

Customers (14)

• Birthday greeting: Sends a greeting on the morning of a birthday.
• Onboard a new customer: A welcome, tips three days later, and a check-in task after a week.
• Win back an inactive customer: Sends an email; if it is opened within a week, removes the inactive tag.
• Add customers to a list: After a won deal, the contact joins the Customers list.
• A monthly win-back to inactive customers: On the 15th of each month, writes to the Inactive customers list; whoever opens it leaves the tag.
• Overdue invoice: call and alert: When an invoice falls overdue, tells you and books a call.
• Overdue invoice: reminder email: On the day it falls overdue, sends a polite reminder; a week later, a task.
• An unhappy answer: call at once: When somebody answers a survey unhappily, they are tagged and a call is booked for today.
• A happy answer: ask for a review: Whoever answers happily gets a review request the next day.
• Wake up a dormant contact: Emails the dormant-tagged contact; openers lose the tag, the rest become a task for a person.
• Two-stage payment reminder: A polite reminder on an overdue invoice, a firmer one a week later, then it tells you.
• Thank you for the payment: A short thank-you when an invoice is settled, and a tag on the contact.
• Thank a survey respondent: Whoever answers the survey gets a thank-you and a tag.
• Satisfaction survey after a paid invoice: Two hours after the invoice is paid, sends the CSAT survey.

Shop (9)

• A thank-you after an order: After an order, a thank-you email, and the buyer is tagged "buyer".
• Alert on a paid order: When a card order's payment arrives, tells you it can be packed.
• Confirm a cash-on-delivery order: For a cash-on-delivery order, a call the same day before it ships.
• Ask for a review two weeks after a purchase: Two weeks after a paid order, asks for a review.
• Encourage a repeat purchase after 60 days: Sixty days after an order, writes again; if they open it, you get a task.
• A deal and a task after an order: Opens a deal on the contact and books a fulfilment task when a shop order arrives.
• Win back an abandoned cart: Emails the shopper after they leave a cart, and once more the next day.
• Thank you for a review: Whoever leaves a review gets a thank-you note and a tag.
• Handle a return: On a return request, tells you at once and books a task to process it.

Support and bookings (12)

• Acknowledge a new ticket: For a ticket opened in the portal or by hand, confirms it arrived.
• An urgent ticket: alert at once: For an urgent ticket, tells you and books a task for today.
• Website chat → Slack: A new chat posts to #support so somebody answers quickly.
• After a booking: thanks and a list: Whoever books gets a thank-you and joins the Guests list.
• Thirty days after a booking: again?: A month after a booking, books a task to offer another appointment.
• Resolved ticket: satisfaction check: A day after a ticket is solved, asks whether the fix worked.
• Escalate a missed deadline: When a ticket passes its promised deadline, tells you at once, marks the contact and books a task.
• Handle a cancelled booking: On a cancellation the guest gets a note, and tidying the calendar becomes a task.
• Follow up an inbound call: After an inbound call, opens a note-taking task so nothing agreed is lost.
• An AI-written SMS after a call: After an inbound call the assistant writes the caller a short thank-you SMS: from the brief you give it.
• A spoken confirmation of a booking: On a new booking, speaks the confirmation over the phone: the customer hears it rather than reads it.
• Satisfaction survey after the appointment: Two hours after a completed appointment, sends the CSAT survey.

Marketing (6)

• Welcome a newsletter subscriber: Whoever joins the newsletter list gets a welcome email.
• A lead from another system: Tags a contact that arrives by webhook, and tells you.
• A monthly newsletter to subscribers: On the first of every month at 10, sends the newsletter to subscribers.
• Weekly newsletter to a list: Every Monday at nine the newsletter goes out to the list. Refresh the template each week.
• Drip sequence reacting to opens: Waits three days after the first email: openers get the next part, the rest a different wording.
• A/B tested promotion: Deals the list into two equal arms: one gets wording A, the other wording B.

Connected apps (24)

• New contact → Slack: Posts every new contact to #sales.
• Won deal → Slack: Tells the team on Slack when a deal is won.
• New contact → Google Sheets: Every new contact adds a row to a spreadsheet.
• New contact → HubSpot: New contacts are created in HubSpot too.
• Newsletter list → Mailchimp: Whoever joins the newsletter list is added to a Mailchimp audience.
• Form → Trello card: Every form submission becomes a card on a Trello list.
• Form → Zendesk ticket: A form becomes a Zendesk ticket, with the requester attached.
• Won deal → QuickBooks customer: When a deal is won, the customer is created in QuickBooks.
• New contact → Brevo: New contacts are created in Brevo too.
• Order → Google Sheets: Every order adds a row to a spreadsheet: for the accountant, for the warehouse.
• Won deal → Pipedrive: A won deal is created in Pipedrive too, with its person.
• New contact → Salesforce lead: New contacts are created as leads in Salesforce.
• Won deal → Stripe customer: The customer of a won deal is created in Stripe.
• Form → Asana task: Every form becomes a task in an Asana project.
• Won deal → Notion: A won deal gets a page in a Notion database.
• New contact → Airtable: New contacts create or update an Airtable record, matched on email.
• Happy customer → a one-off coupon (WooCommerce): After a happy survey answer, creates a personal 10% coupon.
• An AI-written thank-you (OpenAI): When a deal is won, OpenAI writes a personal thank-you, and it is sent.
• Summarise a ticket with Claude: For a new ticket, Claude summarises the contact's history and sends it as a notification.
• Urgent ticket → GitHub issue: An urgent ticket becomes an issue for the developers.
• Newsletter list → Brevo list: Whoever joins the newsletter list is added to a Brevo list.
• Hot lead → HubSpot deal: Above 80 points, opens a deal in HubSpot.
• Won deal → a kick-off in Google Calendar: A week after a won deal, puts a kick-off meeting in the calendar and invites the customer.
• An API call on a won deal: Tells an outside system with an HTTP request when a deal is won: rewritable for any service.

Your own automation

A trigger (contact created, stage changed, tag added, form submitted, an order, a ticket, a booking, an overdue invoice, a schedule and more), then steps: wait, send email or SMS, create task, change stage, tag, call a webhook, act in a connected app, compute with a formula, let AI write or sort, and a condition that branches. You build it by dragging on a canvas; every step is logged, and a failed run can be retried from the step that failed.