Affinity and Compass automations

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

Affinity Compass

241 scenarios

CRM contacts pushed into ad audiences
CRM changes announced in your messenger
Affinity people feed your Compass audiences
New rows in Affinity arrive as a message in Compass
New deals announced to your team
New Affinity contacts — into Compass audiences
Contacts from Affinity into Compass audiences
Form responses into a sheet, with a heads-up to the team
Website check for new HubSpot companies
Email validation for new CRM contacts
Website leads land in your list and in the team chat
An invoice in Affinity from a Typeform submission
A website lead: to the team chat, into a sheet, with an email to the client
Sort form feedback by sentiment
Validating new contacts for dead addresses
Scenario failure alerts — to your messenger, inbox and a log
Affiliate events — into chat and into a table
A daily birthday reminder to your messenger
Failure alerts: a message in chat and a row in the log
Client onboarding: folder, record and team alert, automatically
New store orders — to chat and a sheet
New client onboarding — folder, email and team, automatically
An hourly rate history in your own sheet, plus messages to your messenger
A weekly store sales total in a sheet
Daily mention collection with a sentiment read
Capturing ideas into your knowledge base
Store orders — straight into a sheet and your chat
Booking handling: table, mailing list, notification
Stuck-task alerts to your messenger
Meeting notes and action items in your knowledge base, minutes after the call
New deals routed automatically — to the team, table, and slides
Store buyers become newsletter subscribers automatically
Website inquiries: sheet, alert and one-click reply
CRM event alerts across channels — with a log
Daily stock trade ideas, generated automatically
A weekly summary of new records to your messenger
Priority for big-budget leads — straight to the CRM and a team signal
Sorting customer feedback by category with alerts
A post to all socials from one table row
Early churn-risk detection from Zendesk tickets
The day's economic calendar — the big events to your messenger, everything to a sheet
Lead scoring and routing: hot leads straight to sales
Win back leads after missed calls
Knowledge-base freshness monitoring — overdue articles come to you
Support email triage: category, priority, a ticket and alerts for the critical ones
Quote requests handled — from form to client reply
Inbound leads scored, with alerts and draft replies for the hot ones
Panic button: an instant alert with your location
Sorting support requests by urgency
Daily duplicate-customer detection in your payment system
Site speed under watch — with history and alerts
The follow-up after a meeting — written for you
Score inbound leads against your own ideal-client profile
Company market caps from the market — as a chart in your messenger
Instructions from emails into the ledger — with a confirmation to the client
Stalled leads: a morning nudge to the rep with the next step written out
Client risk scoring the moment the form is submitted
Public holidays across a distributed team — flagged in advance
A post with a matching image, from a single topic
Real-time sentiment from event feedback
One article — posts for every platform, automatically
Email and form requests in one stream, prioritised and auto-answered
Auto-handle lead replies from email — CRM task and sales alert
Image posts from X — into your channel on their own
New-lead handling: CRM entry, team alert and reminder
When a payment lands: receipt, CRM update and a team ping
Trading signals from email — straight to your messenger and a sheet
Tickets prioritized by importance, tasks created for you
Weekly store sales analysis with AI
Market pain points — a daily digest of what’s new
Recaps of a channel's new videos — with approval before publishing
Shared-inbox emails routed to the right channels by topic
An idea from your notes into a ready plan to approve
A summary of a new video — into a vk post after approval
Pre-release readiness checks — on autopilot
A single-use meeting link — logged in a sheet and announced
Automatic comment moderation under your posts
A location database for shoots from a simple query — automatically
One article, repurposed into ready-to-publish posts
Data-load failure monitoring with tasks and alerts
Client meeting prep: the gift, the place, and their preferences
Job matches with a ready cover letter
Invoice data into a sheet — from PDFs automatically
Call analysis: an unhappy client pings the manager immediately
A hands-free compass channel: feed news, rewritten by AI
Round-the-clock answers to hotel guests, in their own language
Topic news monitoring with a digest to your messenger
A voice note becomes a worked-out answer
Instant replies to leads — day and night
Shield your AI assistant from malicious incoming messages
A personal post-purchase message to your customer — automatic
Monitor repository access and push events
An alert before your SSL certificate expires — in advance
Website leads: scored and routed — hot ones to sales, the rest to nurture
Weekly channel performance digest, delivered automatically
A wall of love: positive reactions logged and shared with the team
High-value lead alerts — to chat, sheet and calendar
Personalized video-pitch scripts for job posts
Fresh podcast topic ideas, every day
Product review sentiment analysis with a summary in chat