40 automations your team will actually use
Not demo scenarios. Not hypotheticals. These are the workflows that save real teams real hours every single week. Pick one. We'll build it.
AI Prospect Research Brief
Your reps are winging every call. No prep, no context, no edge.
Apollo → LinkedIn → OpenAI → +2 more
AI-Powered Email Personalisation
Your outreach says {firstName} and nothing else. Prospects can smell templates.
Apollo → LinkedIn → OpenAI → +2 more
Stale Sequence Rescue
Hundreds of prospects finished your sequence and just... disappeared. Nobody follows up.
Apollo → Outreach → Lemlist → +2 more
Hot Lead Priority Alert
A prospect visited your pricing page three times today. Your SDR has no idea.
HubSpot → Salesforce → Slack
Monday Morning Call List
Your reps spend the first hour of Monday building a list instead of calling it.
Salesforce → HubSpot → Apollo → +1 more
LinkedIn → CRM Lead List
Your Sales Nav searches are great. Then someone has to manually copy 200 profiles into the CRM.
PhantomBuster → Apollo → Clearbit → +2 more
Round Robin Lead Assignment
Leads pile up unassigned. Or the same rep gets everything. Nobody trusts the distribution.
Salesforce → HubSpot → Pipedrive → +1 more
Deal Gone Quiet Alert
Your champion went quiet 14 days ago — by the time you notice, the deal is dead.
Salesforce → HubSpot → Gmail → +1 more
Meeting Prep Autopilot
You walk into meetings having skimmed the CRM for 30 seconds. The prospect can tell.
Salesforce → HubSpot → Gong → +4 more
+2Proposal Chase Sequence
You sent the proposal a week ago. You've heard nothing. You don't know if they even opened it.
PandaDoc → DocuSign → Gmail → +2 more
Multi-Thread Intelligence
Your deal has one contact. If they leave or go quiet, the deal dies with them.
HubSpot → Salesforce → Clearbit → +1 more
Competitor Mention → Battle Card
The prospect just mentioned a competitor on a call. Your rep froze because they didn't have the data.
Gong → Gmail → Salesforce → +2 more
Contract Signed → Full Onboarding Kickoff
Deal closes on Friday. Nobody tells CS until Tuesday. The customer's first experience is silence.
DocuSign → PandaDoc → Salesforce → +5 more
+3AI Call Summary to CRM
Your reps take 15 minutes after every call to type notes. Half the time they don't bother.
Gong → Zoom → OpenAI → +2 more
Churn Signal Early Warning
By the time the CSM notices usage dropped, the customer is already talking to competitors.
Intercom → Salesforce → HubSpot → +2 more
Renewal Prep Autopilot
Renewal is in 30 days. The CSM hasn't started preparing. Now it's a scramble.
Salesforce → HubSpot → Stripe → +3 more
+1Support Ticket Escalation Bridge
A VIP customer has had a critical ticket open for 3 days. Their CSM doesn't even know.
Zendesk → Intercom → Freshdesk → +2 more
Expansion Signal Detector
Your customer just doubled their team. Your CSM found out two months later on a QBR.
Salesforce → HubSpot → Intercom → +1 more
QBR Prep Autopilot
It's 10pm the night before the QBR. The CSM is still pulling data from four different tools.
Salesforce → HubSpot → Stripe → +3 more
+1Failed Payment → Smart Dunning
A payment failed 3 weeks ago. Nobody noticed. Now it's awkward to chase.
Stripe → Chargebee → Gmail → +3 more
+1NPS Response → Intelligent Routing
You collect NPS scores. They go into a spreadsheet. Nobody acts on them.
Typeform → Salesforce → Gmail → +2 more
Auto Lead Enrichment + Scoring
Reps waste hours researching leads that were never going to buy.
Clearbit → Apollo → ZoomInfo → +2 more
Duplicate Lead Detection + Merge
Two reps are working the same account. Neither knows. The prospect is getting double-contacted.
Salesforce → HubSpot → Slack
Daily Pipeline Intelligence
Your pipeline is a mess and you only find out at Friday's forecast call. Too late to fix anything.
Salesforce → HubSpot → Pipedrive → +2 more
Weekly Performance Scorecard
Manager asks 'how's the team doing?' and nobody has a straight answer without pulling 3 reports.
Salesforce → HubSpot → Google Sheets → +1 more
Multi-System Data Sync
Your CRM says one thing. Your billing says another. Your spreadsheet says a third. Nobody trusts any of them.
Salesforce → HubSpot → Zendesk → +3 more
+1CV Screening + Ranking
You've got 80 CVs in your inbox for one role. Reading them all takes half a day.
Bullhorn → Vincere → Gmail → +2 more
Candidate Sourcing Pipeline
New role lands. Your consultant spends 3 hours searching LinkedIn before making a single call.
PhantomBuster → LinkedIn → Apollo → +2 more
Interview Scheduling Automation
Booking a three-way interview takes 14 emails and a prayer. Someone always double-books.
Bullhorn → Google Calendar → Calendly → +2 more
Client Reporting Autopilot
Clients keep asking 'where are we?' and your consultant spends Friday afternoon making a spreadsheet.
Bullhorn → Vincere → Google Sheets → +1 more
Compliance Document Chaser
Your candidate starts Monday. Nobody checked if their right-to-work docs are in. Panic.
Bullhorn → Gmail → Google Sheets → +1 more
Candidate Re-engagement
You placed someone 11 months ago. Their contract ends next week. Nobody remembered.
Bullhorn → Vincere → Gmail → +2 more
Job Board Multi-posting
New role? That'll be 45 minutes copy-pasting the same ad into five different portals.
Bullhorn → Vincere → LinkedIn → +1 more
Instant Enquiry Response + Viewing Booking
A buyer enquired on Rightmove at 9pm. Your office replies at 10am. They've already booked with another agent.
Rightmove → Gmail → Calendly → +1 more
Viewing Feedback Chaser
Viewings happen. Nobody chases feedback. Vendors ring you asking 'how did it go?' and you don't know.
Gmail → Twilio → Google Sheets → +1 more
Vendor Update Autopilot
Your vendor hasn't heard from you in 3 weeks. They're about to call another agent.
Google Sheets → Gmail → Slack
Chain Progress Tracker
The chain fell through because the buyer's mortgage was declined 2 weeks ago and nobody flagged it.
Google Sheets → Gmail → Slack → +1 more
Valuation Follow-up Sequence
You did 10 valuations last month. Only 3 listed. Nobody followed up with the other 7.
Gmail → OpenAI → Slack
Portal Listing Sync
You reduced the price yesterday. Rightmove still shows the old one. Zoopla has the wrong photos.
Rightmove → OnTheMarket → Slack
Market Appraisal Report Generator
You're going to a valuation tomorrow. You'll spend tonight Googling sold prices and assembling a Word doc.
OpenAI → Google Slides → Gmail
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