Customer.io and Express automations

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

63 scenarios

Email attachments — into storage automatically
Forward only the important emails to your messenger
Support emails, summarized into your messenger
Email attachments saved to the cloud automatically
Important emails — summarized to your messenger
Short email summaries in your messenger
Email attachments filed into express automatically
Daily meeting digest — to your messenger each morning
Upwork messages straight to your work chat
Card spending — straight into a sheet and into chat
Property-tour booking without the back-and-forth
Support email triage: category, priority, a ticket and alerts for the critical ones
Auto-handle lead replies from email — CRM task and sales alert
Shared-inbox emails routed to the right channels by topic
Sales insights and team alerts — from your table
Performance reviews on schedule — reminders, meetings and statuses on their own
Site status alerts with a screenshot — to your messenger
Near-Earth asteroid alerts to your chat and calendar
High-value lead alerts — to chat, sheet and calendar
Cycle tracking with morning insights — automatically
Inbox triage with instant alerts on what matters
Reminders for key employee dates
The attachments you need — filed to a storage folder by themselves
Capture and route leads from every channel
A phone alert the moment a device drops off the network
Catching ad performance dips with same-day alerts
Client onboarding from an intake form — checklist, consultant and kickoff
Resume screening for a vacancy — with a score for each
A daily briefing from your calendar — weather and context per event
Calendar reminders delivered straight to your messenger
Intake and routing of service requests with appointment booking
Resume screening and interview scheduling
Support triage by urgency, done automatically
Customer.io search-term analysis — into express
Money tracking straight from your inbox — with a express alert
Leads: a personal reply, a nudge and a booked call
PDF report data from email, straight into a sheet
Supplier follow-ups on overdue orders — automatically
Events on autopilot: registration, payment, reminders
Daily ad-campaign review with a report
Your agency's real profit — in chat every day
Resumes from your inbox into a scored candidate table
Screen and score incoming deals — automatically
Resume screening with a candidate score — inbox to table
Client onboarding after a won deal
Interviews: invite, reminder and hiring decision in one chain
Email triage and meeting booking — automated
Meeting summaries and tasks across every channel — automatically
Paid appointment booking: calendar, payment and reminder
Client visit booking — the assistant replies and books on its own
From CV to interview invitation, automatically
Emailed invoices — into your books, automatically
Smart inbox sorting with draft replies
A chatbot that answers from your documents
Incoming mail triage — the urgent straight to express
Contract review: risky clauses and a risk score, without reading it cover to cover
Application handling: CVs, evaluation, interviews
Phone assistant: answers calls and books your clients
First-pass CV screening — automated
Refinement prep — agenda and task review ready before the meeting
Sprint planning prep — story checks and emails
Space-station flyover alerts with a weather check
A sales assistant across every messenger