Scriptera
Action Network and Compass automations
Ready-made scenarios where Action Network and Compass work for you: pick one — a copy appears in your account and runs on its own.
Action Network
Compass77 scenarios
- New Action Network contacts — into Compass audiences
- Contacts from Action Network into Compass audiences
- Coffee chats: the team keeps meeting itself, every week
- A daily birthday reminder to your messenger
- Your day's meetings — in compass each morning
- Warm meeting reminders — right in compass
- Daily meeting digest — to your messenger each morning
- A morning summary of your day's meetings
- Interview reminders straight to your messenger
- A summary of the day's meetings to your messenger every morning
- The day's meeting plan in compass every morning
- Your day's plan from the calendar — one morning message
- Morning briefing: plans, weather and news — in one message
- Property-tour booking without the back-and-forth
- Lead scoring and routing: hot leads straight to sales
- Inbound leads scored, with alerts and draft replies for the hot ones
- A morning brief from your inbox and calendar — to your messenger by 8 a.m.
- New-lead handling: CRM entry, team alert and reminder
- Sales insights and team alerts — from your table
- Near-Earth asteroid alerts to your chat and calendar
- Performance reviews on schedule — reminders, meetings and statuses on their own
- Pre-visit patient intake with an AI risk summary for the doctor
- High-value lead alerts — to chat, sheet and calendar
- Client onboarding from a single form: folder, contact, channel, tasks
- Scoring and routing leads from form submissions
- Cycle tracking with morning insights — automatically
- Reminders for key employee dates
- Client onboarding from an intake form — checklist, consultant and kickoff
- Client renewal reminders — ahead of time
- Capture and route leads from every channel
- Morning briefs for your meetings — who and where from
- A daily briefing from your calendar — weather and context per event
- Intake and routing of service requests with appointment booking
- Re-engage stalled leads with a ready-made email
- A morning day digest — key mail and meetings in one message
- Calendar reminders delivered straight to your messenger
- Client onboarding from a questionnaire: project, tasks, channel, email, CRM
- Score event RSVPs and route them to sales
- Resume screening and interview scheduling
- Smart break suggestions for the gaps between your meetings
- No-show risk scoring with reminders matched to the risk
- Website leads — enrichment, scoring and routing to CRM
- Leads: a personal reply, a nudge and a booked call
- Supplier follow-ups on overdue orders — automatically
- Meeting notes and delivery to attendees — automatically
- Client onboarding after a won deal
- Events on autopilot: registration, payment, reminders
- Automatic follow-ups for prospects who went quiet
- Book meetings from a form — with calendar and video call
- Meetings that clash with holidays, caught early — with reschedule options
- Re-engaging quiet clients — weekly, without manual tracking
- Invoices from email into accounting, with approval
- Interviews: invite, reminder and hiring decision in one chain
- What to do in the gap between meetings — a nudge to your chat
- Attendee briefings before every meeting
- Meeting summaries and tasks across every channel — automatically
- Email triage and meeting booking — automated
- Meeting summaries and tasks from the recording — automatically
- Pre-procedure checklists for patients — with confirmation and follow-up
- Morning reminders of birthdays and name days
- Tell customers their bug is fixed — the moment the issue closes
- Paid appointment booking: calendar, payment and reminder
- Incoming lead sorting and routing — automatically
- A pre-meeting brief: past agreements and what changed, sent to every attendee
- Lead verification, enrichment and sorting — automatically
- From CV to interview invitation, automatically
- Client visit booking — the assistant replies and books on its own
- Daily meeting brief with attendee research
- Smart inbox sorting with draft replies
- Meeting recording → tasks, a client email and an updated CRM record
- Phone assistant: answers calls and books your clients
- Feedback triage and customer replies — automatically
- A brief for every external meeting — in the morning, before your day starts
- An AI helper for your inbox
- Every sale — logged, a ping to you and a thank-you to the buyer
- Space-station flyover alerts with a weather check
- Meeting prep — a briefing on each attendee, sent ahead of time
