Compass and Grist automations

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

271 scenarios

Form responses into a sheet, with a heads-up to the team
Website leads land in your list and in the team chat
An invoice in Grist from a Typeform submission
Website leads to your messenger and a sheet
Sort form feedback by sentiment
Affiliate events — into chat and into a table
A website lead: to the team chat, into a sheet, with an email to the client
Scenario failure alerts — to your messenger, inbox and a log
Failure alerts: a message in chat and a row in the log
Team alerts for new support tickets
Client onboarding: folder, record and team alert, automatically
New store orders — to chat and a sheet
A weekly store sales total in a sheet
Store orders — straight into a sheet and your chat
An hourly rate history in your own sheet, plus messages to your messenger
Daily mention collection with a sentiment read
Capturing ideas into your knowledge base
Booking handling: table, mailing list, notification
Website inquiries: sheet, alert and one-click reply
Meeting notes and action items in your knowledge base, minutes after the call
Bug reports from a form — into repository issues with an alert
Store buyers become newsletter subscribers automatically
New deals routed automatically — to the team, table, and slides
Ad copy and CTAs for a product — from a short form
CRM event alerts across channels — with a log
Priority for big-budget leads — straight to the CRM and a team signal
Auto-saving reels to storage, with a log and an alert
Daily stock trade ideas, generated automatically
Sorting customer feedback by category with alerts
Lead capture with a multi-step form
Contract risk review from a PDF, logged and alerted
Appointment approvals in one tap, with the client's email written for you
Early churn-risk detection from Zendesk tickets
Workout journal with AI analysis
The day's economic calendar — the big events to your messenger, everything to a sheet
Lead scoring and routing: hot leads straight to sales
Support email triage: category, priority, a ticket and alerts for the critical ones
Quote requests handled — from form to client reply
Site speed under watch — with history and alerts
Knowledge-base freshness monitoring — overdue articles come to you
Sorting support requests by urgency
Panic button: an instant alert with your location
The follow-up after a meeting — written for you
Daily duplicate-customer detection in your payment system
Win back leads after missed calls
Real-time sentiment from event feedback
Daily matchup breakdown — every morning in your messenger
Auto-handle lead replies from email — CRM task and sales alert
Client risk scoring the moment the form is submitted
Company market caps from the market — as a chart in your messenger
One article — posts for every platform, automatically
Fresh remote jobs in compass and a sheet
Watch a third-party service for changes — get warned before it breaks
Email and form requests in one stream, prioritised and auto-answered
Instructions from emails into the ledger — with a confirmation to the client
Score inbound leads against your own ideal-client profile
Image posts from X — into your channel on their own
Public holidays across a distributed team — flagged in advance
A post with a matching image, from a single topic
Pre-release readiness checks — on autopilot
Automatic comment moderation under your posts
When a payment lands: receipt, CRM update and a team ping
A summary of a new video — into a vk post after approval
A daily store sales snapshot — in your chat and in your sheet
All customer inquiries in one place — from email and web forms
Recaps of a channel's new videos — with approval before publishing
Market pain points — a daily digest of what’s new
An idea from your notes into a ready plan to approve
One article, repurposed into ready-to-publish posts
A single-use meeting link — logged in a sheet and announced
Influencer brand-safety check — automated
Weekly store sales analysis with AI
A location database for shoots from a simple query — automatically
Shared-inbox emails routed to the right channels by topic
Trading signals from email — straight to your messenger and a sheet
Tickets prioritized by importance, tasks created for you
Topic news monitoring with a digest to your messenger
Data-load failure monitoring with tasks and alerts
Mining leads from your inbox into a sheet
Call analysis: an unhappy client pings the manager immediately
Invoice data into a sheet — from PDFs automatically
Shield your AI assistant from malicious incoming messages
A hands-free compass channel: feed news, rewritten by AI
Round-the-clock answers to hotel guests, in their own language
Page SEO check with advice, into a spreadsheet
Invoice bookkeeping from PDFs: drop the file, the data appears
A personal post-purchase message to your customer — automatic
A voice note becomes a worked-out answer
Monitor repository access and push events
Job matches with a ready cover letter
A form lead: analysed in a sheet, answered by email, flagged in your chat
Weekly channel performance digest, delivered automatically
A wall of love: positive reactions logged and shared with the team
An invoice decision log: who approved what, and when
Fresh podcast topic ideas, every day
Website leads: scored and routed — hot ones to sales, the rest to nurture
Product review sentiment analysis with a summary in chat
High-value lead alerts — to chat, sheet and calendar
Alerts for matching freelance jobs — straight to your messenger
A daily trivia icebreaker in your team chat