Grist and Xero automations

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

30 scenarios

New Xero land in Grist by themselves
Text from chat photos, straight into a sheet
Data shaped to the table format — prepared automatically before writing
Accounting customers — into a spreadsheet every month
Accounting invoices — in a sheet on their own, in real time
Lead scoring and routing: hot leads straight to sales
Win back abandoned Shopify carts by email and in CRM
Contacts tagged by role and seniority — automatically
High-value lead alerts — to chat, sheet and calendar
Scoring and routing leads from form submissions
Client renewal reminders — ahead of time
Capture and route leads from every channel
Score event RSVPs and route them to sales
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
Shipping quotes delivered right in the customer chat
Invoice intake with reading, risk checks and approval
Automatic follow-ups for prospects who went quiet
Re-engaging quiet clients — weekly, without manual tracking
Campaign and deal analytics — in one table
Invoices from email into accounting, with approval
Tell customers their bug is fixed — the moment the issue closes
Incoming lead sorting and routing — automatically
Auto-booking demos for high-intent leads
Lead verification, enrichment and sorting — automatically
Personal emails to new contacts — built from their own socials
Emailed invoices — into your books, automatically
Feedback triage and customer replies — automatically
Invoices from orders and payment reminders — automatically
Every sale — logged, a ping to you and a thank-you to the buyer
AI marketing outreach with reply handling — on autopilot