Gmail and Keap automations

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

155 scenarios

Videos from mail — into storage with a link
Email attachments — into storage automatically
PDF invoices generated from a form and emailed automatically
Website leads greeted — email, CRM, team alert
Website requests — straight to your messenger, a confirmation to the client
Deal notes from emails — into your CRM automatically
Email attachments saved to the cloud automatically
Forward emails to several recipients at once
Form leads straight into the CRM
Email attachments filed into Keap automatically
New client onboarding — folder, email and team, automatically
Save email attachments to your storage
Audit evidence package — assembled for you
Route each new order into your CRM, invoices, and mailing list
Website shots to Keap and to email
Clear names for email attachments, saved to storage
Auto-reply to 'where's my order' with live store status
Security questionnaire answers — filled automatically
Lead scoring and routing: hot leads straight to sales
Enriching leads with contacts — drop a sheet, get a filled CRM
Email attachments — automatically into Keap
Leads scored and routed to a rep — straight from the form
Send emails down a sheet list, one by one with pauses
A weekly consumption report — as a file in your inbox
Invoices from email — to storage and a log automatically
A prospect list with contacts — automatically
Win back abandoned Shopify carts by email and in CRM
A personalized sales proposal from a table row, ready and sent
Handwritten Kindle notes — saved to your cloud automatically
Track construction progress from site photos
Inbound leads scored, with alerts and draft replies for the hot ones
Export emails to the cloud as files
Track promised loyalty points and receipts with a weekly digest
Orders from a table into your store — with customer confirmation
Smart inbox triage with on-point replies
New-lead handling: CRM entry, team alert and reminder
Receipts from your inbox — into a spreadsheet and storage
Recover abandoned carts with a coupon email
Publishing posts from a spreadsheet — with confirmations and failure alerts
Weekly store sales analysis with AI
A social carousel from a single topic
A client newsletter from one topic — with your approval
Lead verification and CRM sync — straight from a JotForm form
Refunds from your inbox: parse the email, check the order, answer the customer
AI coach on your Strava data — a breakdown of every workout
Open-house visitors into your CRM and into an email, right after the visit
Store lead emails turned into CRM contacts and deals automatically
Smart auto-replies to routine emails
Daily SEO check of your sites with a report and alert
Candidate interview briefs generated from CVs
A social post with an image from a single topic, automatically
The customer's order right inside the support ticket — no manual lookup
Personalized certificates — from spreadsheet to inbox
A briefing from all your newsletters — in one email
Client onboarding from a single form: folder, contact, channel, tasks
AI email replies with approval before sending
Properties with owner contacts — daily to your CRM and email
Expense tracking from receipts with monthly reports
Auto-replies to job applicants
CV review and cover-letter draft — from a single form
A newsletter to your subscribers — written for you, on your yes
A landing page from one form: AI builds it, the scenario publishes it
Automatic resume screening from your inbox
Offer letters: PDF generation, delivery and notifications
Smart lead routing to reps — instant, with no manual assignment
Low-stock warnings based on real sales velocity
The attachments you need — filed to a storage folder by themselves
Cut the moments you need out of long recordings — with a library and an email
Client renewal reminders — ahead of time
Cold outreach with personal emails and CRM logging
Screening leads by criteria — with a reply to each
Personalized pet-care tips — every week
A quiz-question bank from a PDF
A card photo becomes a contact in your sheet
Capture and route leads from every channel
A weekly report on your scenarios — to your inbox
A press release from an email into a finished article
Resume screening for a vacancy — with a score for each
An expense claim — from receipts
Re-engage stalled leads with a ready-made email
A daily topic news digest — to your inbox
Stockout forecasts and automatic supplier emails
Payment receipts: sending, archive and ledger — automatically
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
Monthly business tax calculation — prepared automatically
Quality checks: the log and the paperwork, handled
Alerts for customers losing interest: to the rep, into a task, and by email
Review sentiment analysis and an AI report to your inbox
Email attachments — straight into storage, by your rules
Blog articles from store products — a draft for each
Document photos into a spreadsheet — from chat or email
Automatic follow-ups for prospects who went quiet
Customer feedback from every channel, turned into themes and tasks
Re-engaging quiet clients — weekly, without manual tracking
Shipment validation and freight documents
SSL certificate expiry reports — weekly to chat and email
Low-stock monitoring for your store, with priority alerts
Invoices from email into accounting, with approval
Flat search and applications — on autopilot
Receipts sort themselves by category — personal, business, shared