Brevo and Customer.io automations

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

70 scenarios

Leads from Customer.io land in Brevo as contacts
Ad leads delivered by email on schedule
New Brevo contacts — into Customer.io audiences
Contacts from Brevo into Customer.io audiences
Deal notes from emails — into your CRM automatically
Meetings from emails — straight into your calendar
Interview scheduling and invitations — automatically
Forward emails to several recipients at once
Your daily meeting digest, emailed each morning
Delivery emails — straight into calendar events
Property-tour booking without the back-and-forth
A morning brief on your day and meetings
A study plan, already placed in your calendar
An invoice to the client — from one status change
Sales insights and team alerts — from your table
The right offer sent right after the enquiry — with a follow-up reminder
Emails from any inbox — into tidy table fields
Performance reviews on schedule — reminders, meetings and statuses on their own
Auto-replies to job applicants
A personal chat assistant: email, calendar, contacts
High-value lead alerts — to chat, sheet and calendar
A full lesson pack from one form
Check suspicious emails for phishing
Cycle tracking with morning insights — automatically
Book meetings from chat with an invite
From a meeting — ready tasks, events and notifications
Reminders for key employee dates
Automatic candidate screening and interview booking
Capture and route leads from every channel
Client onboarding from an intake form — checklist, consultant and kickoff
Catching ad performance dips with same-day alerts
Auto follow-up that turns leads into meetings — with reminders and sheet logging
Online service booking through an AI chat
Intake and routing of service requests with appointment booking
Resume screening and interview scheduling
Clinic booking with confirmation and reminder
Taking bookings in Telegram with Customer.io entries
Supplier follow-ups on overdue orders — automatically
Client onboarding after a won deal
Events on autopilot: registration, payment, reminders
Daily ad-campaign review with a report
Interviews: invite, reminder and hiring decision in one chain
Suspicious email screening for phishing — automatic
Call summaries, tasks and follow-ups, automatically
Email triage and meeting booking — automated
AI screening of meeting requests — only the meetings worth it
Meeting summaries and tasks across every channel — automatically
Paid appointment booking: calendar, payment and reminder
A daily content plan built from fresh trends
Winning back no-shows — follow-ups and rebooking, handled
A team of business assistants — in your messenger
From CV to interview invitation, automatically
Candidate screening: CV scoring, an invitation and the interview booked
Client visit booking — the assistant replies and books on its own
A personal assistant in your messenger — with memory, voice and actions
Smart inbox sorting with draft replies
A personal assistant in Telegram: calendar, email, contacts
The next step, chosen per customer
Application handling: CVs, evaluation, interviews
Property compliance monitoring with automatic follow-through
Card-payment reminders — from your bank statements
Lead triage and qualification — with demos and follow-ups
Post-op patient check-ins, with warning signs escalated to the doctor
A personal AI assistant in Telegram: email, calendar, notes
Refinement prep — agenda and task review ready before the meeting
Sprint planning prep — story checks and emails
Appointment booking in chat — without a receptionist
AI marketing outreach with reply handling — on autopilot
An HR assistant for employees in a messenger
Run your work from one chat — mail, calendar, tasks, clients