Automation use cases, step by step

When a new lead lands in your CRM, an AI step reads their company + role + intake answers and tags them with a segment, lead score, and recommended owner — before a human ever sees the record.

Stop reading every thread. Tiny Command summarizes inbound Gmail with OpenAI or Claude and posts the summary to Slack or saves it to a sheet.

When a support ticket, Intercom conversation, or email mentions "we wish you had…", AI detects it's a feature request and creates a Linear/Notion entry — looping the original customer in when it ships.

Celebrate wins, catch refunds, and watch revenue in real time. Every Stripe charge — successful or failed — lands in the channel you pick with the customer and amount.

When a Zoom recording finishes, download it and upload to a structured Drive folder — organized by host, customer, or topic — with searchable metadata.

Slack's free tier loses messages after 90 days; even paid tiers can be hard to search. Mirror important channels into Notion for permanent, searchable history.

Bugs arrive via support email, Intercom, Twitter, internal Slack, and a public form. AI classifies them, dedupes against existing issues, and files in Linear with full context.

When a support ticket has a tag like "needs-engineering", auto-create a Jira issue with full ticket context + customer tier, and notify the original Zendesk reporter when the fix ships.

Every morning at 8am, pull Salesforce/HubSpot deal data, AI-summarize movements (advanced, closed-won, closed-lost), and email or Slack to the sales leadership team.

When a customer hits a lifetime-value threshold or 5th order, auto-tag them as "VIP" in Shopify, add to a Klaviyo VIP segment, and alert your CSM team in Slack.

When a new lead arrives in HubSpot or Salesforce, hit an enrichment API (Clearbit, Apollo, ZoomInfo) to fill in company size, industry, revenue, and tech stack. Reps see qualified leads with full context.

When a ticket comes from a Pro or Enterprise customer, immediately route to the senior agent queue with a Slack ping — don't let it sit in general triage.

When someone submits your form, write the response to Airtable for record-keeping, post in Slack for team awareness, and email an auto-confirmation to the submitter — all from one trigger.

Pull this week's feedback from NPS, support tickets, and reviews. GPT clusters them into 5-10 themes with example quotes. Send the digest to the product team weekly.

When a dispute fires, AI classifies type (fraud, friendly-fraud, product issue), pulls relevant evidence (order info, communication history), drafts a Stripe dispute response, and creates an Asana task for human review.

A universal audit log. Pipe events from any Tiny Command trigger into Google Sheets to build dashboards, archives and reports without a data warehouse.

When a calendar event with an external attendee ends, log it as a meeting activity on the contact's CRM record — including AI-summarized recording notes from Zoom.

Build a real-time order log without exporting CSVs. Every new Shopify order appends to a Google Sheet you can pivot, share and analyze.

Run analytics in Airtable, present in Notion. Every Airtable record change updates the matching Notion database item — keeping both in sync without copy-paste.

When a HubSpot deal hits "Closed Won" stage, auto-create an Asana project from your onboarding template with the customer name, kickoff tasks, and the CSM assigned.

For creator/brand communities on Discord, posting new orders (anonymized) celebrates buyers and creates social proof. Useful for drop launches and limited-edition runs.

When a SKU drops below your re-order threshold, get a Slack DM and a Trello card so you can reorder before stocking out.

Keep sales and ops in the loop on every deal that moves. Slack messages fire the moment a deal hits a new pipeline stage.

Keep your engineering tracker in lockstep with your repo. Every PR opens a Linear issue, linked back to the PR for one-click navigation.

When marketing publishes a new article in WordPress/Webflow/Ghost, auto-post to your internal #marketing Slack and draft a LinkedIn post for the company page.

Stop pasting form responses into your CRM. Every new Typeform submission creates or updates a HubSpot contact with the right tags and source attribution.

Post the event with reaction-RSVP. Track attendees in Airtable. Send reminder DMs 24h before. Post a recap after the event.

When a Zendesk ticket is resolved, email a one-question Typeform CSAT survey to the customer. Log responses back to the ticket and aggregate weekly for team review.

Stop hopping tabs. Pipe inbound Gmail straight into a Slack channel — with subject, sender and a deep link — so the right person sees it without checking email.

When a new user signs up (Stripe, Auth0, your custom event), AI drafts a personalized welcome based on their plan, signup source, and stated goals.

When a ticket's next-reply SLA is within 30 minutes of breach, Slack-alert the assigned agent and their manager. Aggregate breaches weekly for team review.

Every morning at 9am, post a digest of the prior day's signups, sales, and support tickets — composed by AI — to a Slack channel.

When a Zoom recording finishes, Whisper transcribes the audio, Claude summarizes with sections (decisions, action items, open questions), and the summary lands in the meeting's Notion page + emails to attendees.

Mirror Asana tasks (with assignee, status, due date) into a Notion database. Non-Asana users see project state without buying Asana seats.

Turn every booked demo into a tracked pipeline opportunity. Calendly bookings auto-create HubSpot deals with the right amount, stage and owner.

One workflow, any CRM. Capture leads from forms, chat, email, or any other source and create or update records in HubSpot, Salesforce, Pipedrive, or Attio.

When subscriptions are created, upgraded, or cancelled in Stripe, post an MRR-delta message in Slack. Daily roll-up of total MRR change for the team.