Autopilot and Microsoft Teams automations

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

39 scenarios

Autopilot submissions become tasks in Microsoft Teams
New lead in Autopilot becomes a task in Microsoft Teams
Deal moves a stage in Autopilot — a task appears in Microsoft Teams
New CRM deal, task in your task manager
New Autopilot projects become tasks in Microsoft Teams
Contacts from Autopilot into Microsoft Teams audiences
New Autopilot contacts — into Microsoft Teams 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
Client onboarding from a single form: folder, contact, channel, tasks
High-value lead alerts — to chat, sheet and calendar
Scoring and routing leads from form submissions
A lead replies — the CRM card updates and a task lands on a rep
Smart lead routing to reps — instant, with no manual assignment
Capture and route leads from every channel
Client renewal reminders — ahead of time
Re-engage stalled leads with a ready-made email
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
Score event RSVPs and route them to sales
Website leads — enrichment, scoring and routing to CRM
Automatic follow-ups for prospects who went quiet
Re-engaging quiet clients — weekly, without manual tracking
Invoices from email into accounting, with approval
Morning reminders of birthdays and name days
Tell customers their bug is fixed — the moment the issue closes
Incoming lead sorting and routing — automatically
Auto-booking demos for high-intent leads
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
A client quote right from your chat — describe the order in words
An AI assistant over your CRM in any messenger
A personal assistant in your messenger: email, calendar, tasks, expenses