Gmail, Salesforce and Slack automations

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

72 scenarios

High-priority tickets alert every channel at once
All work accounts for a new hire from one form
Urgent tasks that don't stall
Lead scoring and routing: hot leads straight to sales
Unpaid-invoice control: task and email — on their own
Inbound leads scored, with alerts and draft replies for the hot ones
New-lead handling: CRM entry, team alert and reminder
Cold deals close themselves — and bring back feedback
Tickets prioritized by importance, tasks created for you
Data-load failure monitoring with tasks and alerts
Site status alerts with a screenshot — to your messenger
Stalled deals bring themselves back to life
Instant calling and booking of new ad leads
Bug reports turned into proper tickets
Client onboarding from a single form: folder, contact, channel, tasks
Contract renewal reminders: an email to the client, a task for the rep
New-issue triage: task, notification, reply to the author, and a logged row
Smart lead routing to reps — instant, with no manual assignment
Client renewal reminders — ahead of time
Critical bugs from testing escalated straight to tickets and engineering chat
Capture and route leads from every channel
Release notes from closed tasks — into oneC and Slack on their own
Re-engage stalled leads with a ready-made email
A daily launch digest — with a task for each notable one
A daily numbers summary — to chat and email
Automatic follow-ups on stalled deals
Collect client reviews and summarize them to chat automatically
Data-quality watch that alerts only on real issues
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
Cross-tool task dependencies, reconciled every night
Turn website chat into qualified leads in your CRM
Meeting prep that arrives on its own — contact, deals, company and talking points
Alerts for customers losing interest: to the rep, into a task, and by email
Website lead scoring — a task for the rep only on the strong ones
Customer feedback from every channel, turned into themes and tasks
Automatic follow-ups for prospects who went quiet
Re-engaging quiet clients — weekly, without manual tracking
A summary of support tickets — topics and customer mood
Tasks and a recap email after a meeting — from one yes
Client onboarding after a won deal
Content ideas from your audience's real pain points
Support metrics from two systems — in one weekly report
Release notes from closed tasks — published everywhere at once
Invoices from email into accounting, with approval
A daily goals report: what's on plan and what's behind
A chat that captures the lead and books the demo
Route change requests by the rules — no manual triage
Change request routing: tickets, audit trail and notifications
A morning traffic summary for your site — in plain words
A personal assistant in your messenger: email, calendar and tasks by voice
Reorder recommendations from your stock table — automatically
Tell customers their bug is fixed — the moment the issue closes
Early warning for a reputation crisis
Website leads straight into CRM deals, with a team alert
Payment issue handling: a reply to the customer, an escalation to the team
Voice of the customer from every channel: collected, clustered, acted on
Auto-booking demos for high-intent leads
Support tickets turned into a prioritized engineering backlog
A full new-client welcome after the form
An end-of-day report — written by AI and sent for you
Feedback from every channel into a prioritized queue
Lead verification, enrichment and sorting — automatically
Tester feedback triage: tickets, knowledge base and a reply to the author
Meeting recording → tasks, a client email and an updated CRM record
Sort email leads and file them into the CRM — by importance
Leads from target companies' job posts — with the email ready
Feedback triage and customer replies — automatically
Every sale — logged, a ping to you and a thank-you to the buyer
An AI assistant over your CRM in any messenger
AI support across every channel, grounded in your docs
A personal assistant in your messenger: mail, tasks, calendar
A personal assistant in Slack: tasks, mail, calendar