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Ready-made recipes for sales, support, marketing, engineering, operations and finance. Adapt any of them in minutes.
Recipe library: 15 ready-made automations
15ready-made recipes across 6 teams
All recipes
- Sales New lead, straight into SlackPing the right channel the moment a new lead arrives. Salesforce, Slack 3 steps
- Sales Won deal to a sent invoiceCreate and send the invoice as soon as a deal is marked won. Salesforce, Stripe 5 steps
- Sales Booked call to CRM contactAdd the contact and set a follow-up for every new booking. Calendly, HubSpot 4 steps
- Support New ticket to the triage channelEvery new ticket lands in the right channel with a summary. Zendesk, Slack 3 steps
- Support First replies written by a modelA draft answer waits on common tickets before an agent opens them. Zendesk, OpenAI 6 steps
- Marketing Signup to list and a helloEvery signup is tagged, welcomed and announced to the team. Typeform, Mailchimp, Slack 4 steps
- Marketing One line to a full briefTurn a short prompt into a complete content brief in Notion. Notion, OpenAI 6 steps
- Engineering Pull request to review and issueReviewers get pinged and the linked issue updates itself. GitHub, Slack, Linear 4 steps
- Engineering Red build pages on callA failed build reaches the engineer on call within seconds. GitHub, PagerDuty 5 steps
- Engineering Bug reports sorted by a modelNew issues are labelled, ranked and assigned without a meeting. Sentry, OpenAI 7 steps
- Operations First-day kit for new hiresA Slack channel and a Notion checklist, ready on day one. Notion, Slack 5 steps
- Operations Expenses to the right approverRequests go to the right person and the answer is posted back. Airtable, Slack 5 steps
- Finance Every payment logged and sharedEach payment is written to the ledger and announced as it lands. Stripe, Slack 3 steps
- Finance Failed charge, retry, then alertRetries fire on their own and finance hears if one fails twice. Stripe, Twilio 5 steps
- Finance Polite reminders for late invoicesOverdue invoices get a friendly text without anyone typing it. Stripe, Twilio 3 steps
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