Pre-built workflow recipes

GPT or Claude reads each new ticket and tags it with intent (bug, billing, feature-request, account). Routes to the right group automatically.

After a Calendly meeting ends, AI drafts a follow-up email referencing what was discussed (from Zoom transcript). Saves as Gmail draft for human review.

GPT or Claude reads every email and posts a 3-bullet summary to a Slack channel. Stop reading every thread.

When you add or update a row in Airtable, push the email + merge fields to Mailchimp. Respects consent and avoids duplicates.

Combine Calendly + HubSpot + AI to send the meeting host a one-page brief in Slack 15 minutes before each call.

Every Calendly booking creates a Zoom meeting. After the call, the recording is auto-saved to Google Drive with an AI summary as the file description.

When someone joins your Discord server, send a personalized welcome DM, add them to your Mailchimp audience (with consent), and notify mods of high-value joins.

When you cut a release in GitHub, list all PRs since the last release. AI rewrites them as user-facing bullets. Publish to your docs site + email subscribers.

Keep your eng tracker in lockstep with your repo. Every PR opens a Linear issue and pings the right Slack channel.

A real-time bridge from your inbox to your team channel — filtered to only the messages that matter.

When a file is added to a Drive folder, create a Notion page with title, file URL, and AI-generated summary. Useful for content libraries.

When a HubSpot deal closes won, create a row in Airtable's Customers table + sub-rows in Onboarding Tasks. CSM works the project from Airtable.

When support tags an Intercom conversation as 'bug', create a Linear issue with full chat history + customer tier. Notify reporter when fix ships.

When a Jira sprint closes, AI summarizes completed work, flagged issues, and team highlights. Emails to stakeholders + posts to Slack.

New leads get enriched with company data, then routed to the right CRM list, sales rep, or onboarding flow based on size.

When a ticket gets the 'needs-engineering' tag, create a Linear issue with full context. Notify the customer (via Zendesk) when fix ships.

When a customer is created or updated in Shopify, push to Mailchimp with the right tag (first-time buyer, repeat, VIP). Drives lifecycle campaigns.

When a Zoom recording finishes, Whisper transcribes, Claude summarizes with sections (decisions, action items), and the result lands in Notion.

Run analytics in Airtable, present in Notion. Records stay in sync without copy-paste.

When a page in your Notion Changelog database flips to Published status, post the content to a target Slack channel with formatting preserved.

Form submission with a brief triggers: AI outline → AI draft → AI title variants → save to Notion for human review. Cuts first-draft time from 4 hours to 4 minutes.

Compute weekly MRR from Stripe. When you cross a milestone ($10K, $100K, $1M), post a celebratory message to your team Slack.

When a Zoom recording is ready, post the link + AI summary in the same Slack channel that scheduled the meeting. Async-team workflow.

During launch day, every comment, upvote, and ranking change posts to a Slack channel so the team can engage in real time.

When a PR opens, fetch the diff. AI reviews for bugs, security issues, and clarity. Posts findings as PR comments. Humans still own merge decisions.

When a Salesforce Opportunity hits Closed Won, create an Asana project from a template with CSM assigned. Mirror project progress back to SFDC.

When inventory for a tracked SKU drops below reorder threshold, alert Slack + create a Trello card on the reorder board.

Run your shop with a celebratory channel. Every Shopify order posts to Discord with the customer, total, and product list.

Every morning at 9am, an AI composes a 3-sentence summary of yesterday's signups, sales, and tickets — posted to a team channel.

When a Stripe charge fails, AI drafts a recovery email referencing the customer's history. Sends via Gmail with the payment-update link. Logs to ops dashboard.

Replace Stripe's default receipt with a branded Gmail message that includes a personal note and your team's signature.

When a form is submitted, append a row in Airtable with each answer mapped to a column. AI-enrich free-text answers (sentiment, theme).

Stop pasting form responses. Every Typeform submission upserts a HubSpot contact tagged with the form name.

Every Friday, aggregate the week's shipped GitHub releases, AI-rewrite as user-facing, and send via Mailchimp to your changelog subscribers.

When you publish a new YouTube video, AI drafts platform-specific social posts (LinkedIn, X, Discord) and queues them for human review + send.