Customer.io and Slack automations

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

78 scenarios

A daily weather forecast in your Slack
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
Coffee chats: the team keeps meeting itself, every week
Important emails — summarized to your messenger
Short email summaries in your messenger
Email attachments filed into Slack 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
Book appointments in your calendar by message
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
A release calendar: new films to chat, chosen ones to your calendar
Sales insights and team alerts — from your table
Shared-inbox emails routed to the right channels by topic
Run your calendar with plain messages
Site status alerts with a screenshot — to your messenger
Near-Earth asteroid alerts to your chat and calendar
Performance reviews on schedule — reminders, meetings and statuses on their own
High-value lead alerts — to chat, sheet and calendar
A personal chat assistant: email, calendar, contacts
Cycle tracking with morning insights — automatically
The attachments you need — filed to a storage folder by themselves
Inbox triage with instant alerts on what matters
Reminders for key employee dates
Book meetings from chat with an invite
Requests from messenger and email in one stream — with priority
Client onboarding from an intake form — checklist, consultant and kickoff
Capture and route leads from every channel
Catching ad performance dips with same-day alerts
Intake and routing of service requests with appointment booking
A daily briefing from your calendar — weather and context per event
Resume screening for a vacancy — with a score for each
Calendar reminders delivered straight to your messenger
Support triage by urgency, done automatically
Taking bookings in Slack with Customer.io entries
Resume screening and interview scheduling
Customer.io search-term analysis — into Slack
Money tracking straight from your inbox — with a Slack 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
Client onboarding after a won deal
Your agency's real profit — in chat every day
Screen and score incoming deals — automatically
Daily ad-campaign review with a report
Events on autopilot: registration, payment, reminders
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
Voice-run calendar in your messenger — with reminders
Sort mail from multiple inboxes — important apart, spam aside
Expense tracking from chat and bank emails
From CV to interview invitation, automatically
A personal assistant in your messenger — with memory, voice and actions
Emailed invoices — into your books, automatically
A personal assistant in Slack: calendar, email, contacts
Smart inbox sorting with draft replies
A chatbot that answers from your documents
Incoming mail triage — the urgent straight to Slack
Contract review: risky clauses and a risk score, without reading it cover to cover
The whole client path from enquiry to kickoff — automated
Phone assistant: answers calls and books your clients
Property compliance monitoring with automatic follow-through
Post-op patient check-ins, with warning signs escalated to the doctor
First-pass CV screening — automated
Refinement prep — agenda and task review ready before the meeting
A personal AI assistant in Slack: email, calendar, notes
Sprint planning prep — story checks and emails
Appointment booking in chat — without a receptionist
Space-station flyover alerts with a weather check
A sales assistant across every messenger
Run your work from one chat — mail, calendar, tasks, clients