Demio and Quick Base automations

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

28 scenarios

Moving analytics data into your table
Interview tracking: reminders, statuses and emails
A study plan, already placed in your calendar
Tracked links, QR codes and traffic reports
The right offer sent right after the enquiry — with a follow-up reminder
A personal assistant in Telegram — by voice and text
High-value lead alerts — to chat, sheet and calendar
Automatic candidate screening and interview booking
From a meeting — ready tasks, events and notifications
Client onboarding from an intake form — checklist, consultant and kickoff
A personal AI assistant with a personality
A daily productivity read from your calendar and tasks
Intake and routing of service requests with appointment booking
A weekly report: the week against your goals
Clear takeaways from your site stats — automated weekly
Smart break suggestions for the gaps between your meetings
A morning traffic summary for your site — in plain words
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
Instant replies to messenger leads, with scoring and meeting booking
Calendar meeting reminders — email and SMS
A timesheet that fills itself
Property compliance monitoring with automatic follow-through
AI marketing outreach with reply handling — on autopilot
Post accounting entries in Quick Base with a plain message
Client visit reminders — from your calendar to the whole team
Run your work from one chat — mail, calendar, tasks, clients