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OpenAI + Airtable: qualify leads, email the best
OpenAI scores new inquiries and only qualified ones land in Airtable and Gmail. Less triage,…
Client Onboarding & Offboarding Workflows
Browse 152 Client Onboarding & Offboarding automation workflows
n8n
Slack to Google Sheets, business cards logged fast
Post a business card photo in Slack and capture contacts in Google Sheets. No retyping,…
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Gemini + Google Sheets: chat leads logged clean
Gemini qualifies website chat leads and logs them to Google Sheets. Fewer missed follow ups…
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Telegram + Google Gemini, faster support replies
Route Telegram chats to Google Gemini for instant, consistent first replies with session memory. Cut…
n8n
Google Sheets + Airtable: leads logged, emails sent
Send new leads to Google Sheets and Airtable, then reply with Gmail automatically. Keep records…
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WordPress to WhatsApp, faster lead follow ups
New WordPress leads log to Google Sheets and get a WhatsApp welcome plus email. No…
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Calendly + Google Calendar: tours booked, confirmed
Send a Calendly booking link as soon as a tour form comes in, then add…
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Zoom + Mailchimp: clean webinar leads, no exports
Send Zoom webinar registrants straight into Mailchimp. Filter internal emails, prevent duplicates, and trigger double…
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Airtable to telli, calls scheduled for every new lead
New Airtable leads get added to telli and queued for AI calls automatically. No copy…
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Typeform to ClickUp, tasks created and routed
Turn Typeform requests into ClickUp tasks with smart routing. Notify your team in Microsoft Teams…
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