Copper and Grist automations

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

68 scenarios

Tasks from one Grist land on the other board
New Copper land in Grist by themselves
A new contact — instantly a card on your task board
Move tasks from Copper to Grist
Data shaped to the table format — prepared automatically before writing
New deals routed automatically — to the team, table, and slides
CRM deals into a sheet — a pipeline snapshot
Lead scoring and routing: hot leads straight to sales
Win back abandoned Shopify carts by email and in CRM
Form feedback turned into tasks across your trackers
CRM company and task from a form submission
Tickets prioritized by importance, tasks created for you
An idea from your notes into a ready plan to approve
Contacts tagged by role and seniority — automatically
Feedback sorted by sentiment — and every complaint becomes a ticket
Resumes from a folder into a candidate card and a hiring task
Data-load failure monitoring with tasks and alerts
Stuck tickets, followed up automatically
Team-capacity tracking with over-allocation alerts
Urgent emails from key clients, turned straight into tasks
Topic legislation tracker with tasks
High-value lead alerts — to chat, sheet and calendar
New-issue triage: task, notification, reply to the author, and a logged row
Scoring and routing leads from form submissions
Capture and route leads from every channel
Client renewal reminders — ahead of time
Meeting attendance: a log, the late list and a summary in your chat
Collect client reviews and summarize them to chat automatically
Jira epic health tracking with risk alerts
Failed-login detection with tickets and alerts
Cross-tool task dependencies, reconciled every night
A sales leaderboard with a personal word to the team — automatically
Score event RSVPs and route them to sales
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
CRM deals synced to a sheet, with a daily email summary
Welcome new clients and assign managers — right after the deal closes
Shipping quotes delivered right in the customer chat
Re-engaging quiet clients — weekly, without manual tracking
Campaign and deal analytics — in one table
Automatic follow-ups for prospects who went quiet
Turn security-scanner findings into tasks — no duplicates
Incident response — ticket, alert, and report in seconds
Release notes from closed tasks — published everywhere at once
Content ideas from your audience's real pain points
Client onboarding from a single form: project, tasks, contract, channel
Invoices from email into accounting, with approval
Reorder recommendations from your stock table — automatically
Route change requests by the rules — no manual triage
A morning traffic summary for your site — in plain words
Change request routing: tickets, audit trail and notifications
Tell customers their bug is fixed — the moment the issue closes
Incoming lead sorting and routing — automatically
Customer feedback sorted into themes, tasks and a weekly report
Lead gathering and drafted emails for approval, sending the approved
Automatic scenario check with an error report
A satisfaction survey after every deal, with replies sorted
A full new-client welcome after the form
Auto-booking demos for high-intent leads
Lead verification, enrichment and sorting — automatically
Personal emails to new contacts — built from their own socials
Tester feedback triage: tickets, knowledge base and a reply to the author
Action-emails — straight onto your to-do list
Sort email leads and file them into the CRM — by importance
Feedback triage and customer replies — automatically
Every sale — logged, a ping to you and a thank-you to the buyer
AI marketing outreach with reply handling — on autopilot
Two-way task sync between your knowledge base and Todoist
BANT call qualification and CRM handling — on autopilot