Action Network and Microsoft SharePoint automations

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

55 scenarios

New Action Network land in Microsoft SharePoint by themselves
Data shaped to the table format — prepared automatically before writing
Lead scoring and routing: hot leads straight to sales
Win back abandoned Shopify carts by email and in CRM
Interview tracking: reminders, statuses and emails
A release calendar: new films to chat, chosen ones to your calendar
A study plan, already placed in your calendar
Contacts tagged by role and seniority — automatically
The right offer sent right after the enquiry — with a follow-up reminder
A personal assistant in Telegram — by voice and text
Leads from a post's likes and comments — straight to your CRM
High-value lead alerts — to chat, sheet and calendar
Client onboarding from a single form: folder, contact, channel, tasks
Automatic candidate screening and interview booking
From a meeting — ready tasks, events and notifications
Scoring and routing leads from form submissions
Client renewal reminders — ahead of time
Capture and route leads from every channel
Client onboarding from an intake form — checklist, consultant and kickoff
A personal AI assistant with a personality
A daily productivity read from your calendar and tasks
Intake and routing of service requests with appointment booking
A weekly report: the week against your goals
Score event RSVPs and route them to sales
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
Shipping quotes delivered right in the customer chat
Smart break suggestions for the gaps between your meetings
Automatic follow-ups for prospects who went quiet
Re-engaging quiet clients — weekly, without manual tracking
Campaign and deal analytics — in one table
Invoices from email into accounting, with approval
Meeting summaries and tasks across every channel — automatically
Tell customers their bug is fixed — the moment the issue closes
Taking food orders in your messenger — into a table and calendar
Paid appointment booking: calendar, payment and reminder
Incoming lead sorting and routing — automatically
Auto-booking demos for high-intent leads
Instant replies to messenger leads, with scoring and meeting booking
Lead verification, enrichment and sorting — automatically
Personal emails to new contacts — built from their own socials
Calendar meeting reminders — email and SMS
A timesheet that fills itself
A chatbot that answers from your documents
Application handling: CVs, evaluation, interviews
Feedback triage and customer replies — automatically
Property compliance monitoring with automatic follow-through
Every sale — logged, a ping to you and a thank-you to the buyer
Refinement prep — agenda and task review ready before the meeting
Sprint planning prep — story checks and emails
AI marketing outreach with reply handling — on autopilot
An AI assistant over your CRM in any messenger
Post accounting entries in Microsoft SharePoint with a plain message
Client visit reminders — from your calendar to the whole team
A sales assistant across every messenger
Run your work from one chat — mail, calendar, tasks, clients