Business Automation Examples

When a new video is published to a channel (e.g., YouTube) or a file is dropped in Google Drive, this workflow sends the audio to a transcription service (like Otter.ai or OpenAI Whisper). The transcript is then passed to an LLM (like ChatGPT or Claude) with a prompt to 'Write a detailed blog post based on this transcript'. The draft is automatically created in your CMS (WordPress/Webflow) or Google Docs, ready for a final human polish.

In high-value B2B sales, this workflow triggers when a target account reaches a specific stage (e.g., 'Champion Identified' or 'Demo Completed'). It connects the CRM to a gifting platform (like Sendoso or Reachdesk) to automatically ship a coffee voucher, swag pack, or handwritten note to the prospect. This tangible touchpoint significantly increases conversion rates in late-stage deals.

Triggered by a new high-rating review (e.g., 5 stars on G2, Google Reviews, or Yotpo), this workflow sends the review text and reviewer name to an image generation tool (like Bannerbear or Canva). It places the text onto a branded template and saves the new image to a content calendar (e.g., Buffer or AirTable) or alerts the social media manager in Slack with the 'Ready-to-Post' asset.

The workflow is triggered when a new post is published on the blog platform (e.g., WordPress or via an RSS feed update). It pulls the post title, URL, and featured image. It may include a formatter step to adjust the text length for different platforms (e.g., shortening for X/Twitter). Finally, it posts the content to the company's designated accounts on platforms like LinkedIn, X/Twitter, and Facebook, ensuring consistent promotion immediately upon publishing.

This workflow connects to your product usage data (e.g., Mixpanel, Intercom). If a key user hasn't logged in for 14 days, or usage drops below a defined threshold, it triggers a 'Churn Risk' alert. This enrolls the user in a 'Re-engagement' email sequence offering help or a strategy call, and simultaneously assigns a 'Check-in' task to the Customer Success Manager to prevent the cancellation before it happens.

Using a social listening tool or RSS feed (e.g., Google Alerts, Reddit), this workflow captures new mentions. It runs the text through an AI Sentiment Analysis step. If the sentiment is 'Negative' (for your brand) or 'Trending' (for a competitor), it posts a digest to a specific Slack channel. This allows marketing teams to react instantly to PR crises or capitalize on a competitor's bad press.

The workflow is triggered on a scheduled time interval (e.g., every morning at 8:00 AM). It executes multiple steps to pull specific metrics, such as total leads from the CRM, total transactions from the e-commerce platform, and key website statistics. It then logs this data by inserting a new row into a master spreadsheet (e.g., Google Sheets or Airtable), recording the current date alongside the retrieved metrics to create a continuous historical record.

This workflow monitors changes in your CRM. When a lead moves to 'Customer', 'Negotiation', or 'Disqualified', the workflow automatically adds their hashed email to a 'Suppression List' or a specific 'Retargeting Audience' in Facebook/LinkedIn Ads. This ensures you aren't paying to show 'Sign Up Now' ads to people who already bought, and allows you to serve hyper-relevant 'Case Study' ads to people in the decision phase.

The workflow is triggered when a new invoice is generated, marked as 'Paid', or a payment is recorded in an accounting application (e.g., QuickBooks, Stripe, Xero). The workflow then takes the PDF or link for the invoice, uploads the file to a designated folder in a cloud storage service (e.g., Google Drive or Dropbox), and often uses dynamic logic to create folder structures based on the client name or the fiscal year/month, maintaining a well-organized archive.

This workflow is triggered when a visitor submits a form on the website (e.g., from Typeform, Facebook Lead Ads, or WordPress). It performs two crucial actions: first, it automatically creates a new contact and lead record in the CRM (e.g., HubSpot or Salesforce). Second, it sends a real-time notification with the lead details (name, email, product of interest) to a specific channel in the team's communication app (e.g., Slack or Microsoft Teams), ensuring the sales representative can follow up immediately.

When a new lead arrives with just an email address, this workflow calls an enrichment API (like Clearbit or Apollo) to fetch public data about the person and their company. It updates the CRM record with these details and then calculates a 'Lead Score' based on fit (e.g., matches target industry) and intent. If the score exceeds a threshold, it marks the lead as 'MQL' (Marketing Qualified Lead) and fast-tracks it to Sales.

This workflow is triggered when a deal status is changed to 'Closed/Won' in the Customer Relationship Management (CRM) system (e.g., Pipedrive or Salesforce). The workflow's action is to automatically create a new project or duplicate a standard 'Client Onboarding' template in the project management tool (e.g., Trello, Asana, ClickUp). It also automatically assigns the initial introductory tasks to the appropriate account manager and sets preliminary due dates.

Standard ad tracking only sees the initial form fill. This workflow triggers when a lead reaches a 'Closed/Won' status in your CRM (e.g., Salesforce, HubSpot). It instantly formats this data and pushes it back to the Google Ads Offline Conversion API or Meta Conversions API. This tells the ad platform exactly which clicks resulted in real revenue, allowing their AI to optimize your ad spend toward paying customers rather than just window shoppers.

Triggered X days after a purchase or service delivery, this workflow sends a simple 'How was your experience?' email. If the user clicks 'Good/5 Stars', they are redirected to Google Reviews/Trustpilot to post publicly. If they click 'Bad/1-3 Stars', they are redirected to a private feedback form that creates a support ticket. This protects public reputation while still capturing valuable feedback.

The workflow is triggered when a transaction or invoice is marked as 'Paid' in the payment or accounting system (e.g., Stripe or PayPal). It often includes a step to look up the associated sales representative's name in the CRM. The final action is to insert a new row into a dedicated spreadsheet (e.g., Google Sheets or an internal database), recording the deal value, the sales representative's name, and the calculated commission amount based on predefined rules.

When a new support ticket is created in the helpdesk platform (e.g., Zendesk, Freshdesk, Intercom), the workflow uses conditional logic (a Filter or Router) to check the ticket's priority level or analyze the subject line for specific high-alert keywords (e.g., 'URGENT' or 'System Down'). If the criteria are met, the workflow bypasses standard protocol and sends an immediate, highly visible alert, such as an SMS message or a @channel notification in Slack, to the management or engineering team.

When a user unsubscribes from the main email marketing software (e.g., Mailchimp or ActiveCampaign), the workflow is triggered. It first updates the contact's status in the CRM to 'Do Not Contact'. Crucially, it then pushes the user's email address to a custom audience list in an advertising platform (e.g., Facebook Ads or Google Ads) and specifies the action as 'Remove from Audience', preventing the user from being targeted with future paid advertisements.

Triggered by a webinar platform (e.g., Zoom, GoToWebinar), this workflow waits until the event concludes. It checks the attendee report and splits users into two paths: 'Attended' and 'Absent'. Attendees receive a recording link and a specific Call-to-Action (CTA) relevant to the live Q&A. Absentees receive a 'Sorry we missed you' email with a recap. Both groups are tagged appropriately in the CRM for future segmentation, ensuring no hot lead from the event is ignored.