Compass and YCLIENTS automations

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

294 scenarios

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