Customer.io and Grist automations

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

53 scenarios

Labelled Customer.io emails logged into Grist
Emails from Customer.io become items in Grist
New subscribers land in your table on their own
Incoming emails into a spreadsheet, row by row
Collect contacts from emails into a database — automatically
Scoring resumes from your inbox — straight into a table
Every incoming email — as a row in a sheet
Email senders into your database, automatically
Capture and score form leads — into a newsletter and sheet
Customer emails become support tickets with a spreadsheet log
Shipment emissions from emails — into a sheet
Orders from emails — into sheet rows automatically
A carbon report on business trips — from your inbox
Support email triage: category, priority, a ticket and alerts for the critical ones
Auto-handle lead replies from email — CRM task and sales alert
A study plan, already placed in your calendar
Support emails become tickets with a priority attached
A release calendar: new films to chat, chosen ones to your calendar
A short summary of every email — as a list in one sheet
Shared-inbox emails routed to the right channels by topic
The right offer sent right after the enquiry — with a follow-up reminder
Emails from any inbox — into tidy table fields
High-value lead alerts — to chat, sheet and calendar
From a meeting — ready tasks, events and notifications
Automatic candidate screening and interview booking
Requests from messenger and email in one stream — with priority
Stripe invoices from your wholesale orders table
Catching ad performance dips with same-day alerts
Capture and route leads from every channel
Client onboarding from an intake form — checklist, consultant and kickoff
Resume screening for a vacancy — with a score for each
Intake and routing of service requests with appointment booking
Money tracking straight from your inbox — with a Telegram alert
Support triage by urgency, done automatically
Resume screening with a candidate score — inbox to table
Resumes from your inbox into a scored candidate table
Screen and score incoming deals — automatically
Your agency's real profit — in chat every day
Sort invoices from your inbox into a sheet and folders
Daily ad-campaign review with a report
An expense sheet from payment emails — automatically
Meeting summaries and tasks across every channel — automatically
Taking food orders in your messenger — into a table and calendar
Paid appointment booking: calendar, payment and reminder
Expense tracking from chat and bank emails
Instant replies to messenger leads, with scoring and meeting booking
Emailed invoices — into your books, automatically
Incoming mail triage — the urgent straight to Telegram
Property compliance monitoring with automatic follow-through
First-pass CV screening — automated
AI marketing outreach with reply handling — on autopilot
A sales assistant across every messenger
Run your work from one chat — mail, calendar, tasks, clients