Compass and Iterable automations

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

28 scenarios

Coffee chats: the team keeps meeting itself, every week
Daily meeting digest — to your messenger each morning
Property-tour booking without the back-and-forth
Sales insights and team alerts — from your table
Performance reviews on schedule — reminders, meetings and statuses on their own
Near-Earth asteroid alerts to your chat and calendar
High-value lead alerts — to chat, sheet and calendar
Cycle tracking with morning insights — automatically
Reminders for key employee dates
Client onboarding from an intake form — checklist, consultant and kickoff
Calendar reminders delivered straight to your messenger
Intake and routing of service requests with appointment booking
A daily briefing from your calendar — weather and context per event
Resume screening and interview scheduling
Supplier follow-ups on overdue orders — automatically
Leads: a personal reply, a nudge and a booked call
Client onboarding after a won deal
Events on autopilot: registration, payment, reminders
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
Smart inbox sorting with draft replies
Phone assistant: answers calls and books your clients
Space-station flyover alerts with a weather check
Guest-access hygiene — with sponsor warnings and an audit log