Compass and Quick Base automations

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

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