Keap automations — AI Infrastructure

Ready-made scenarios where Keap works for you (ai infrastructure): pick one — a copy appears in your account and runs on its own.

62 scenarios

A new project in Keap — an instant trigger for any scenario
Export all contacts from Keap
Sending an email — as a scenario step
Counting the number of records a step returned
Posting a file to a messenger channel
Contacts in your client base — created, completed, verified
One shared alert-email template for all your scenarios
Auto-export a table to a file in storage
Transform data and upload the file to storage
Pack files into an archive and upload to the cloud
Email sending for your AI agent — a ready tool
Voice memos from your phone, as text in your notes
Refining the instructions for an AI helper
Process a big list without hitting service limits
Very quick start: your first scenario in minutes
One combined list instead of scattered pieces
Example: joining data across steps
A personal email assistant — handles your mail and attachments
Route records by rules — a ready building block
Check email fonts against a reference sheet
Check email copy against the approved version in your sheet
A ready report from your records, emailed
An assistant's reply with your approval before sending
Paced sending with a wait-for-approval step
An assistant that answers clients and books appointments
Human approval for AI text, with escalation
An assistant that answers from your cloud documents
One text in five tones — a document in storage and a preview in chat
Instant email replies, with an alert to your messenger
Self-updating images and links in materials — automatically
A personal assistant: meetings, emails, and a sheet — from one phrase
Document-search configuration picked from a short form and emailed to you
An assistant that works by your instructions
Address validation with a street-level photo
Smart task routing between AI assistants with a safety check
Run your CRM in plain words
Route tasks between assistants — and hand off to a human when confidence is low
A personal chat assistant — calendar, weather, news, email
Full Keap access for your AI assistant — all 17 operations ready
A safe gateway for AI assistant calls into your services
Testing your helper's safeguards: a test suite and an accuracy report
Device measurement intake: validation, sheets, email and reports
A weekly post: the finished draft lands in your inbox
The basics in 3 easy steps
Full Keap access for your AI assistant
An AI answer vetted by a council of models
Document analysis and recommendations — right in your team chat
A chat assistant with memory and answers from your documents
A team of business assistants — in your messenger
A smart chat over your documents with a daily summary
Manage your Pipedrive CRM from a messenger via an AI assistant
A chatbot that answers from your documents
A CV assistant for your portfolio site
Ask your document folder — get a real answer
A knowledge base built from your document folder: ask, get an answer
Full Keap CRM control for your AI assistant
A chat over your documents with answers from the source
A top-creators ranking in a ready report
An answer cross-checked by several AIs
An AI assistant over your CRM in any messenger
Monica CRM as a toolset for your AI assistant — all 52 operations
An AI assistant that knows your documents and answers in any channel