Scriptera
Autopilot and Compass automations
Ready-made scenarios where Autopilot and Compass work for you: pick one — a copy appears in your account and runs on its own.
Autopilot
Compass29 scenarios
- Contacts from Autopilot into Compass audiences
- New Autopilot contacts — into Compass audiences
- Email validation for new CRM contacts
- Validating new contacts for dead addresses
- A daily birthday reminder to your messenger
- New deals routed automatically — to the team, table, and slides
- Lead scoring and routing: hot leads straight to sales
- Inbound leads scored, with alerts and draft replies for the hot ones
- New-lead handling: CRM entry, team alert and reminder
- High-value lead alerts — to chat, sheet and calendar
- Client onboarding from a single form: folder, contact, channel, tasks
- Smart lead routing to reps — instant, with no manual assignment
- Scoring and routing leads from form submissions
- Client renewal reminders — ahead of time
- Capture and route leads from every channel
- Re-engage stalled leads with a ready-made email
- Score event RSVPs and route them to sales
- Client onboarding from a questionnaire: project, tasks, channel, email, CRM
- Website leads — enrichment, scoring and routing to CRM
- Re-engaging quiet clients — weekly, without manual tracking
- Automatic follow-ups for prospects who went quiet
- Invoices from email into accounting, with approval
- Tell customers their bug is fixed — the moment the issue closes
- Morning reminders of birthdays and name days
- Incoming lead sorting and routing — automatically
- Lead verification, enrichment and sorting — automatically
- Meeting recording → tasks, a client email and an updated CRM record
- Feedback triage and customer replies — automatically
- Every sale — logged, a ping to you and a thank-you to the buyer
