Compass and Microsoft Outlook automations

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

427 scenarios

Contacts from Microsoft Outlook into Compass audiences
New Microsoft Outlook contacts — into Compass audiences
Forward only the important emails to your messenger
Website requests — straight to your messenger, a confirmation to the client
An invoice in Google Sheets from a Typeform submission
Support emails — into tickets automatically
Support emails, summarized into your messenger
Coffee chats: the team keeps meeting itself, every week
Meeting notes — right after the call
Tracking food-delivery spending from receipt emails — automatically
A breakdown of client feedback and a ready post from each
Notifications about new invoices from your inbox to your messenger
Emergency alerts — to parents and staff in seconds
Scenario failure alerts — to your messenger, inbox and a log
An exam-prep question — every day to email, messenger, and SMS
Website downtime alerts — to every channel at once
A website lead: to the team chat, into a sheet, with an email to the client
An inbox sorted by topic and urgency
Word of a project's major release — to chat and email
A daily birthday reminder to your messenger
Short email summaries in your messenger
Important emails — summarized to your messenger
High-priority tickets alert every channel at once
New client onboarding — folder, email and team, automatically
Failure alerts across every channel
Prescriptions to patients — by email and compass at once
A warm thought every morning, in your inbox
Failure alerts: an email and a message the moment something breaks
Your day's meetings — in compass each morning
Client onboarding: folder, record and team alert, automatically
Upwork messages straight to your work chat
Customer feedback — logged and answered at once
Someone books a meeting — the guest gets an email, the team gets a heads-up
A personal email assistant — handles your mail and attachments
An instant video-meeting link by command in compass
Post-interview feedback reminders — sent daily, automatically
Daily meeting digest — to your messenger each morning
Warm meeting reminders — right in compass
Card spending — straight into a sheet and into chat
A morning summary of your day's meetings
Incoming invoices: forwarding, archiving and notification — automatic
The gist of every email — in your work chat
AI breakdown of any failure — straight to your inbox and messenger
Website inquiries: sheet, alert and one-click reply
Tasks and a summary from your weekly notes
The forum topics you need — by keywords, with alerts
Interview reminders straight to your messenger
A heads-up when the clocks change in other time zones
Smart alerts for important emails in Telegram
CRM event alerts across channels — with a log
A summary of the day's meetings to your messenger every morning
A daily trend digest from discussions
Sorting customer feedback by category with alerts
Instant failure alerts: urgent ping to chat, full report by email
Payment reminders with a link — by email and messenger
Morning briefing: plans, weather and news — in one message
Email attachments — automatically into Google Drive
Urgent tasks that don't stall
A freed-up domain monitor with alerts
Catch invoices in your inbox, ping your messenger
Every lead: reply, CRM and nurture, instantly
Automated malicious-file triage with threat-intel lookup
Property-tour booking without the back-and-forth
Search-ranking watch — a same-day alert when positions drop
Appointment approvals in one tap, with the client's email written for you
Unpaid-invoice control: task and email — on their own
Lead scoring and routing: hot leads straight to sales
Your day's plan from the calendar — one morning message
The day's meeting plan in compass every morning
Workout journal with AI analysis
Form submissions: triaged, answered and pushed to your team
Installation booking approvals through chat
Order confirmation and a coupon for first-time buyers
An instant reply to every new lead from your sheet
Daily stock market recap — to your messenger and email
A weekly ad report, delivered for you
A morning news digest from your own sources
Pitch an upgrade at the exact moment a customer outgrows their plan
Sorting support requests by urgency
Failure alerts — instantly, in every channel
A receipt to the client and an alert to the team — right after payment
Quote requests handled — from form to client reply
Inbound leads scored, with alerts and draft replies for the hot ones
Medication reminders — by messenger and email
A daily news digest — to your inbox and messenger
Support email triage: category, priority, a ticket and alerts for the critical ones
Real-time sentiment from event feedback
A clear weekly site report — to your email and messenger
Auto-handle lead replies from email — CRM task and sales alert
Score inbound leads against your own ideal-client profile
New-lead handling: CRM entry, team alert and reminder
A morning brief from your inbox and calendar — to your messenger by 8 a.m.
A post with a matching image, from a single topic
Flight fare tracking — an alert when the price drops
A digest of yesterday's email in your chat — every morning
Instructions from emails into the ledger — with a confirmation to the client
Equipment service dates — checked every morning, with alerts
Automatic triage of support emails
Stock price alerts — sent to you the moment it matters
Win back no-shows within the hour