Scriptera
Compass and Customer.io automations
Ready-made scenarios where Compass and Customer.io work for you: pick one — a copy appears in your account and runs on its own.
52 scenarios
- Forward only the important emails to your messenger
- Coffee chats: the team keeps meeting itself, every week
- Support emails, summarized into your messenger
- Important emails — summarized to your messenger
- Short email summaries in your messenger
- Upwork messages straight to your work chat
- Daily meeting digest — to your messenger each morning
- Card spending — straight into a sheet and into chat
- Property-tour booking without the back-and-forth
- Support email triage: category, priority, a ticket and alerts for the critical ones
- Auto-handle lead replies from email — CRM task and sales alert
- Sales insights and team alerts — from your table
- Shared-inbox emails routed to the right channels by topic
- Site status alerts with a screenshot — to your messenger
- Near-Earth asteroid alerts to your chat and calendar
- Performance reviews on schedule — reminders, meetings and statuses on their own
- High-value lead alerts — to chat, sheet and calendar
- Reminders for key employee dates
- Inbox triage with instant alerts on what matters
- Cycle tracking with morning insights — automatically
- A phone alert the moment a device drops off the network
- Client onboarding from an intake form — checklist, consultant and kickoff
- Catching ad performance dips with same-day alerts
- Capture and route leads from every channel
- Intake and routing of service requests with appointment booking
- Calendar reminders delivered straight to your messenger
- A daily briefing from your calendar — weather and context per event
- Support triage by urgency, done automatically
- Money tracking straight from your inbox — with a compass alert
- Customer.io search-term analysis — into compass
- Resume screening and interview scheduling
- PDF report data from email, straight into a sheet
- Supplier follow-ups on overdue orders — automatically
- Leads: a personal reply, a nudge and a booked call
- Your agency's real profit — in chat every day
- Daily ad-campaign review with a report
- Screen and score incoming deals — automatically
- Events on autopilot: registration, payment, reminders
- Client onboarding after a won deal
- Interviews: invite, reminder and hiring decision in one chain
- Meeting summaries and tasks across every channel — automatically
- Email triage and meeting booking — automated
- Paid appointment booking: calendar, payment and reminder
- Client visit booking — the assistant replies and books on its own
- From CV to interview invitation, automatically
- Emailed invoices — into your books, automatically
- Smart inbox sorting with draft replies
- Incoming mail triage — the urgent straight to compass
- Contract review: risky clauses and a risk score, without reading it cover to cover
- Phone assistant: answers calls and books your clients
- First-pass CV screening — automated
- Space-station flyover alerts with a weather check
