Action Network and Mandrill automations

Ready-made scenarios where Action Network and Mandrill work for you: pick one — a copy appears in your account and runs on its own.

103 scenarios

Website leads greeted — email, CRM, team alert
Each person's daily meeting schedule — by email every morning
Form leads straight into the CRM
Interview scheduling and invitations — automatically
Your daily meeting digest, emailed each morning
Route each new order into your CRM, invoices, and mailing list
A personal assistant in your messenger: schedule, mail, contacts
Property-tour booking without the back-and-forth
Voice appointment reminders for clients
Leads scored and routed to a rep — straight from the form
Lead scoring and routing: hot leads straight to sales
Enriching leads with contacts — drop a sheet, get a filled CRM
Voice support that answers and books appointments
Company news before every meeting
Bookings through a form — into the calendar, with confirmation
Interview tracking: reminders, statuses and emails
A personalized sales proposal from a table row, ready and sent
Win back abandoned Shopify carts by email and in CRM
A prospect list with contacts — automatically
Inbound leads scored, with alerts and draft replies for the hot ones
An assistant that answers clients and books appointments
New-lead handling: CRM entry, team alert and reminder
A study plan, already placed in your calendar
A morning brief on your day and meetings
Sales insights and team alerts — from your table
Lead verification and CRM sync — straight from a JotForm form
The right offer sent right after the enquiry — with a follow-up reminder
Smart auto-replies to routine emails
Pre-visit patient intake with an AI risk summary for the doctor
Performance reviews on schedule — reminders, meetings and statuses on their own
Open-house visitors into your CRM and into an email, right after the visit
AI sales assistant: qualifies leads and books meetings
Client onboarding from a single form: folder, contact, channel, tasks
Properties with owner contacts — daily to your CRM and email
A personal chat assistant: email, calendar, contacts
A personal AI assistant in your messenger
A full lesson pack from one form
Reminders for key employee dates
Cycle tracking with morning insights — automatically
From a meeting — ready tasks, events and notifications
Book meetings from chat with an invite
A daily briefing by email: tasks and meetings in one message
Automatic candidate screening and interview booking
Client onboarding from an intake form — checklist, consultant and kickoff
A brief on the counterpart's company before a call
Client renewal reminders — ahead of time
Morning briefs for your meetings — who and where from
Cold outreach with personal emails and CRM logging
Re-engage stalled leads with a ready-made email
Intake and routing of service requests with appointment booking
Auto follow-up that turns leads into meetings — with reminders and sheet logging
Online service booking through an AI chat
Taking bookings in Telegram with Action Network entries
Resume screening and interview scheduling
A brief on the person and their company before a call
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
Clinic booking with confirmation and reminder
Answering customers and booking appointments — on their own, in DMs
A calendar read-out and a weekly time digest
A week's calendar summary — by email
Meeting notes and delivery to attendees — automatically
No-show risk scoring with reminders matched to the risk
Supplier follow-ups on overdue orders — automatically
Events on autopilot: registration, payment, reminders
A personal chat assistant — calendar, weather, news, email
Automatic meeting booking for new clients
Re-engaging quiet clients — weekly, without manual tracking
Client onboarding after a won deal
Book meetings from a form — with calendar and video call
Interviews: invite, reminder and hiring decision in one chain
Call summaries, tasks and follow-ups, automatically
Meeting summaries and tasks across every channel — automatically
AI screening of meeting requests — only the meetings worth it
Tell customers their bug is fixed — the moment the issue closes
Paid appointment booking: calendar, payment and reminder
Appointment booking without the back-and-forth — slots book themselves
A daily content plan built from fresh trends
Pre-procedure checklists for patients — with confirmation and follow-up
Website enquiries: contact, ticket and reply with no manual entry
Auto-booking demos for high-intent leads
Winning back no-shows — follow-ups and rebooking, handled
A team of business assistants — in your messenger
Lead verification, enrichment and sorting — automatically
Candidate screening: CV scoring, an invitation and the interview booked
Client visit booking — the assistant replies and books on its own
Calendar meeting reminders — email and SMS
From CV to interview invitation, automatically
Personal emails to new contacts — built from their own socials
A personal assistant in your messenger — with memory, voice and actions
A personal assistant in Telegram: calendar, email, contacts
Meeting recording → tasks, a client email and an updated CRM record
Application handling: CVs, evaluation, interviews
Property compliance monitoring with automatic follow-through
Feedback triage and customer replies — automatically
Lead triage and qualification — with demos and follow-ups
Every sale — logged, a ping to you and a thank-you to the buyer
Post-op patient check-ins, with warning signs escalated to the doctor
A personal AI assistant in Telegram: email, calendar, notes
Refinement prep — agenda and task review ready before the meeting
Sprint planning prep — story checks and emails