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Airtable to Email, invoices sent and marked Sent
Pull Ready invoices from Airtable, generate branded PDF files, email clients via SMTP, then mark…
Client Onboarding & Offboarding Workflows
Browse 458 Client Onboarding & Offboarding automation workflows
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Gumroad to Notion, hands off onboarding and testimonials
New Gumroad buyers log into Notion automatically, then get delivery and follow up emails. Stay…
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Calendly + Google Sheets: clean HR access tracking
Route Calendly access requests into Google Sheets with Gmail approvals. Keep an audit trail, reduce…
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GoHighLevel + Google Drive: onboarding runs itself
When a deal is Won in GoHighLevel, Google Drive creates folders and copies templates. Slack…
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GitHub to Slack, smoother client setup handoffs
Package repeatable client setups and ship them via GitHub, with Slack alerts for failures. Fewer…
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Facebook Messenger + OpenAI: replies with safe handoff
Answer Facebook Messenger questions using OpenAI, then route sensitive chats to a human. Reduce repeat…
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Salesforce + Slack, cleaner leads and faster follow ups
Capture chat leads into Salesforce, dedupe records, and alert Slack with a clear summary. Fewer…
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Telegram + Google Sheets: block spam bots fast
Block Telegram spam with a simple math challenge and clean chat cleanup. Google Sheets logs…
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Gmail + OpenAI: sponsorship replies handled for you
Gmail detects sponsor pitches and OpenAI drafts polite replies. Keep your voice consistent, reduce inbox…
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Teachable to Mautic, clean contacts and tags
Teachable events update Mautic contacts and course tags automatically. Keep lists clean, reduce duplicates, and…
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