Customer.io and SendGrid automations

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

55 scenarios

Ad leads delivered by email on schedule
Forward emails to several recipients at once
Interview scheduling and invitations — automatically
Your daily meeting digest, emailed each morning
Property-tour booking without the back-and-forth
A study plan, already placed in your calendar
An invoice to the client — from one status change
A morning brief on your day and meetings
Sales insights and team alerts — from your table
The right offer sent right after the enquiry — with a follow-up reminder
Performance reviews on schedule — reminders, meetings and statuses on their own
A personal chat assistant: email, calendar, contacts
A full lesson pack from one form
Auto-replies to job applicants
Book meetings from chat with an invite
Cycle tracking with morning insights — automatically
From a meeting — ready tasks, events and notifications
Automatic candidate screening and interview booking
Reminders for key employee dates
Client onboarding from an intake form — checklist, consultant and kickoff
Catching ad performance dips with same-day alerts
Auto follow-up that turns leads into meetings — with reminders and sheet logging
Online service booking through an AI chat
Intake and routing of service requests with appointment booking
Resume screening and interview scheduling
Clinic booking with confirmation and reminder
Taking bookings in Telegram with Customer.io entries
Supplier follow-ups on overdue orders — automatically
Daily ad-campaign review with a report
Events on autopilot: registration, payment, reminders
Client onboarding after a won deal
Interviews: invite, reminder and hiring decision in one chain
Call summaries, tasks and follow-ups, automatically
AI screening of meeting requests — only the meetings worth it
Meeting summaries and tasks across every channel — automatically
A daily content plan built from fresh trends
Paid appointment booking: calendar, payment and reminder
Winning back no-shows — follow-ups and rebooking, handled
A team of business assistants — in your messenger
Candidate screening: CV scoring, an invitation and the interview booked
From CV to interview invitation, automatically
Client visit booking — the assistant replies and books on its own
A personal assistant in your messenger — with memory, voice and actions
A personal assistant in Telegram: calendar, email, contacts
The next step, chosen per customer
Application handling: CVs, evaluation, interviews
Property compliance monitoring with automatic follow-through
Lead triage and qualification — with demos and follow-ups
Post-op patient check-ins, with warning signs escalated to the doctor
Refinement prep — agenda and task review ready before the meeting
A personal AI assistant in Telegram: email, calendar, notes
Sprint planning prep — story checks and emails
Appointment booking in chat — without a receptionist
An HR assistant for employees in a messenger
Run your work from one chat — mail, calendar, tasks, clients