Gmail and Microsoft Outlook automations

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

238 scenarios

Gmail attachments saved to Microsoft Outlook
Deal notes from emails — into your CRM automatically
Website leads greeted — email, CRM, team alert
A contract from a form — filled in and sent to the client automatically
Website requests — straight to your messenger, a confirmation to the client
A proposal right after the call — automatically
Meetings from emails — straight into your calendar
Each person's daily meeting schedule — by email every morning
Form leads straight into the CRM
Forward emails to several recipients at once
Personalized quotes — delivered as PDF at once
Interview scheduling and invitations — automatically
Your daily meeting digest, emailed each morning
A proposal from a form lead — as a ready document and email
Route each new order into your CRM, invoices, and mailing list
Delivery emails — straight into calendar events
A weekly digest of document changes to your inbox
Onboarding event attendees — on autopilot
A personal assistant in your messenger: schedule, mail, contacts
Leads scored and routed to a rep — straight from the form
Bookings through a form — into the calendar, with confirmation
Enriching leads with contacts — drop a sheet, get a filled CRM
Lead scoring and routing: hot leads straight to sales
Voice support that answers and books appointments
Company news before every meeting
Property-tour booking without the back-and-forth
Voice appointment reminders for clients
Send emails down a sheet list, one by one with pauses
A proposal and payment link right after the meeting
Win back abandoned Shopify carts by email and in CRM
Inbound leads scored, with alerts and draft replies for the hot ones
A prospect list with contacts — automatically
Interview tracking: reminders, statuses and emails
Track construction progress from site photos
Manage meetings from chat
A personalized sales proposal from a table row, ready and sent
Voice appointment booking — the calendar fills itself
Tasks into your calendar without clashes — availability checked, everything logged
One assistant for mail, social, calendar and news
A morning brief on your day and meetings
A morning brief from your inbox and calendar — to your messenger by 8 a.m.
Automated appointment booking with calendar and email confirmations
New-lead handling: CRM entry, team alert and reminder
A chat assistant for your calendar and email
An assistant that answers clients and books appointments
Auto out-of-office reply with a return date from your calendar
Smart inbox triage with on-point replies
A study plan, already placed in your calendar
Meeting booking on your approval — without clashes
Nightly file transfer between servers
A personal assistant in Telegram — by voice and text
Lead verification and CRM sync — straight from a JotForm form
A weekly ad report, delivered as a deck to your inbox
Move files from cloud to server, with a report
Publishing posts from a spreadsheet — with confirmations and failure alerts
AI coach on your Strava data — a breakdown of every workout
Sales insights and team alerts — from your table
The right offer sent right after the enquiry — with a follow-up reminder
Store lead emails turned into CRM contacts and deals automatically
Email and calendar by a plain-word request
Emails from any inbox — into tidy table fields
Pre-visit patient intake with an AI risk summary for the doctor
Performance reviews on schedule — reminders, meetings and statuses on their own
Open-house visitors into your CRM and into an email, right after the visit
Leave requests — approval and calendar entry on their own
Smart auto-replies to routine emails
Course applications are evaluated and answered automatically
A briefing from all your newsletters — in one email
Client onboarding from a single form: folder, contact, channel, tasks
A full lesson pack from one form
AI email replies with approval before sending
A newsletter to your subscribers — written for you, on your yes
Properties with owner contacts — daily to your CRM and email
Instant replies to listing-portal leads — in the messenger
Expense tracking from receipts with monthly reports
A personal chat assistant: email, calendar, contacts
Auto-replies to job applicants
A personal AI assistant in your messenger
AI sales assistant: qualifies leads and books meetings
Personalized certificates after a test, straight to email
Reminders for key employee dates
Check suspicious emails for phishing
Book meetings from chat with an invite
Smart support triage with amoCrm
New client onboarding — folder, tasks, channel, and email in a minute
From a meeting — ready tasks, events and notifications
Voice assistant: calendar and mail by voice
A daily briefing by email: tasks and meetings in one message
Draft email replies — ready in advance
Automatic candidate screening and interview booking
Cycle tracking with morning insights — automatically
A client proposal — assembled for you
Client onboarding from an intake form — checklist, consultant and kickoff
A brief on the counterpart's company before a call
An email-and-calendar assistant — from a message in words
Inbox sorting and draft replies — automatically
A personal AI assistant with a personality
Capture and route leads from every channel
Cold outreach with personal emails and CRM logging
Client renewal reminders — ahead of time