Action Network and WhatsApp Business Cloud automations

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

107 scenarios

A daily birthday reminder to your messenger
Your day's meetings — in WhatsApp Business Cloud each morning
A morning summary of your day's meetings
Daily meeting digest — to your messenger each morning
Warm meeting reminders — right in WhatsApp Business Cloud
Interview reminders straight to your messenger
A personal assistant in your messenger: schedule, mail, contacts
Your calendar from a chat — in plain words
Book appointments in your calendar by message
A summary of the day's meetings to your messenger every morning
Property-tour booking without the back-and-forth
Your day's plan from the calendar — one morning message
The day's meeting plan in WhatsApp Business Cloud every morning
Lead scoring and routing: hot leads straight to sales
Morning briefing: plans, weather and news — in one message
Inbound leads scored, with alerts and draft replies for the hot ones
One assistant for mail, social, calendar and news
New-lead handling: CRM entry, team alert and reminder
A morning brief from your inbox and calendar — to your messenger by 8 a.m.
A release calendar: new films to chat, chosen ones to your calendar
Sales insights and team alerts — from your table
A personal assistant in WhatsApp Business Cloud — by voice and text
Near-Earth asteroid alerts to your chat and calendar
Performance reviews on schedule — reminders, meetings and statuses on their own
Run your calendar with plain messages
Pre-visit patient intake with an AI risk summary for the doctor
Lead intake and client booking — on autopilot
Run your calendar in plain words — from your messenger
A personal AI assistant in your messenger
High-value lead alerts — to chat, sheet and calendar
Client onboarding from a single form: folder, contact, channel, tasks
A personal chat assistant: email, calendar, contacts
Scoring and routing leads from form submissions
Business card into your address book with one photo
Reminders for key employee dates
Cycle tracking with morning insights — automatically
Book meetings from chat with an invite
A personal AI assistant with a personality
Morning briefs for your meetings — who and where from
Client renewal reminders — ahead of time
Client onboarding from an intake form — checklist, consultant and kickoff
Capture and route leads from every channel
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
A daily briefing from your calendar — weather and context per event
Intake and routing of service requests with appointment booking
Score event RSVPs and route them to sales
Taking bookings in WhatsApp Business Cloud with Action Network entries
Resume screening and interview scheduling
Supplier follow-ups on overdue orders — automatically
Smart break suggestions for the gaps between your meetings
Website leads — enrichment, scoring and routing to CRM
Event notes into a ready social post — automatically
Meeting notes and delivery to attendees — automatically
No-show risk scoring with reminders matched to the risk
Shipping quotes delivered right in the customer chat
Leads: a personal reply, a nudge and a booked call
Automatic follow-ups for prospects who went quiet
Client onboarding after a won deal
Re-engaging quiet clients — weekly, without manual tracking
Book meetings from a form — with calendar and video call
Meetings that clash with holidays, caught early — with reschedule options
Messenger support: voice, questions and booking — AI-powered
Events on autopilot: registration, payment, reminders
A personal assistant in your messenger: calendar, mail and notes by voice
Invoices from email into accounting, with approval
Interviews: invite, reminder and hiring decision in one chain
A personal assistant in your messenger: email, calendar and tasks by voice
What to do in the gap between meetings — a nudge to your chat
Meeting summaries and tasks across every channel — automatically
Attendee briefings before every meeting
Email triage and meeting booking — automated
Meeting summaries and tasks from the recording — automatically
Paid appointment booking: calendar, payment and reminder
Morning reminders of birthdays and name days
Pre-procedure checklists for patients — with confirmation and follow-up
Tell customers their bug is fixed — the moment the issue closes
Voice-run calendar in your messenger — with reminders
Incoming lead sorting and routing — automatically
A voice assistant for bookings that writes to your calendar
Instant replies to messenger leads, with scoring and meeting booking
Lead verification, enrichment and sorting — automatically
A team of business assistants — in your messenger
A pre-meeting brief: past agreements and what changed, sent to every attendee
From CV to interview invitation, automatically
Daily meeting brief with attendee research
A personal assistant in your messenger — with memory, voice and actions
A personal assistant in WhatsApp Business Cloud: calendar, email, contacts
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
Property compliance monitoring with automatic follow-through
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
Post-op patient check-ins, with warning signs escalated to the doctor
A client quote right from your chat — describe the order in words
A personal AI assistant in WhatsApp Business Cloud: email, calendar, notes