Compass and Stackby automations

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

220 scenarios

New form responses in Formstack — Sending messages in Compass — variant 3
New leads in LoneScale — Sending messages in Compass — variant 2
New messages in Compass — Records in Stackby
New campaigns in emelia — Sending messages in Compass
New messages in Compass — Records in Stackby
New contacts in Autopilot — Sending messages in Compass
New records in Stackby — Messages in Compass
Updated conversations in helpScout — Sending messages in Compass — variant 2
New notifications in SurveyMonkey — Sending messages in Compass
New orders in GitHub — Sending messages in Compass — variant 2
New messages in Compass — Records in Stackby
Found: contacts in Google Contacts — Sending messages in Compass
New companies in intercom — Sending messages in Compass
New invoices in xero — Sending messages in Compass
Responses from Formstack — a Stackby record, a Gmail email, a Compass alert
New emails in mailgun — Records in Stackby
Form responses into a sheet, with a heads-up to the team
Submissions from Formstack — an email via Gmail and an alert in Compass
A Formstack lead — into Stackby, with a Compass alert and a Gmail email
Website leads land in your list and in the team chat
Gauging callers' mood and personalized texts through twilio
An invoice in Stackby from a Typeform submission
Urgent messages from Telegram — into Compass and Zendesk
Affiliate events — into chat and into a table
Scenario failure alerts — to your messenger, inbox and a log
Collect and verify emails from Compass into Stackby
A website lead: to the team chat, into a sheet, with an email to the client
Sort form feedback by sentiment
Failure alerts: a message in chat and a row in the log
Client onboarding: folder, record and team alert, automatically
New store orders — to chat and a sheet
Booking handling: table, mailing list, notification
A weekly store sales total in a sheet
An hourly rate history in your own sheet, plus messages to your messenger
Daily mention collection with a sentiment read
Store orders — straight into a sheet and your chat
Capturing ideas into your knowledge base
Stuck-task alerts to your messenger
Website inquiries: sheet, alert and one-click reply
Meeting notes and action items in your knowledge base, minutes after the call
New deals routed automatically — to the team, table, and slides
Store buyers become newsletter subscribers automatically
Priority for big-budget leads — straight to the CRM and a team signal
A weekly summary of new records to your messenger
Sorting customer feedback by category with alerts
CRM event alerts across channels — with a log
Daily stock trade ideas, generated automatically
Early churn-risk detection from Zendesk tickets
The day's economic calendar — the big events to your messenger, everything to a sheet
Panic button: an instant alert with your location
Daily duplicate-customer detection in your payment system
Sorting support requests by urgency
Site speed under watch — with history and alerts
Win back leads after missed calls
Quote requests handled — from form to client reply
Support email triage: category, priority, a ticket and alerts for the critical ones
Knowledge-base freshness monitoring — overdue articles come to you
Image posts from X — into your channel on their own
Client risk scoring the moment the form is submitted
One article — posts for every platform, automatically
Stalled leads: a morning nudge to the rep with the next step written out
Public holidays across a distributed team — flagged in advance
Instructions from emails into the ledger — with a confirmation to the client
Real-time sentiment from event feedback
A post with a matching image, from a single topic
Auto-handle lead replies from email — CRM task and sales alert
Company market caps from the market — as a chart in your messenger
Email and form requests in one stream, prioritised and auto-answered
Score inbound leads against your own ideal-client profile
When a payment lands: receipt, CRM update and a team ping
An idea from your notes into a ready plan to approve
Trading signals from email — straight to your messenger and a sheet
Tickets prioritized by importance, tasks created for you
Market pain points — a daily digest of what’s new
Pre-release readiness checks — on autopilot
Automatic comment moderation under your posts
A summary of a new video — into a vk post after approval
A location database for shoots from a simple query — automatically
Recaps of a channel's new videos — with approval before publishing
Shared-inbox emails routed to the right channels by topic
A single-use meeting link — logged in a sheet and announced
Weekly store sales analysis with AI
A voice note becomes a worked-out answer
Shield your AI assistant from malicious incoming messages
Topic news monitoring with a digest to your messenger
Job matches with a ready cover letter
Data-load failure monitoring with tasks and alerts
Invoice data into a sheet — from PDFs automatically
Round-the-clock answers to hotel guests, in their own language
A personal post-purchase message to your customer — automatic
Call analysis: an unhappy client pings the manager immediately
Client meeting prep: the gift, the place, and their preferences
An alert before your SSL certificate expires — in advance
An invoice decision log: who approved what, and when
Website leads: scored and routed — hot ones to sales, the rest to nurture
Product review sentiment analysis with a summary in chat
A wall of love: positive reactions logged and shared with the team
High-value lead alerts — to chat, sheet and calendar
A daily trivia icebreaker in your team chat
Weekly channel performance digest, delivered automatically