Harvest and Slack automations

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

83 scenarios

Messages from Slack become Harvest tasks
Saved chat messages become tasks
Chat messages turned into tasks
Turn Slack messages into Harvest tasks
Completed Harvest tasks — posted to Slack
A daily weather forecast in your Slack
Text from chat photos, straight into a sheet
Cutting a release with a chat command
Incident alerts — to everyone, everywhere at once
A form request — a tracker task and a team alert
An invoice archive from your accounting in the cloud — automatically
New invoice alerts — straight into your team chat
All work accounts for a new hire from one form
Dead feature flags, found for you
A landing-page lead — into CRM, a task and chat at once
Urgent tasks that don't stall
Lead scoring and routing: hot leads straight to sales
Automatic bug triage: priority, ticket, team alert
Unpaid-invoice control: task and email — on their own
A task and an alert on every deal move in your CRM
Meeting notes turned into tasks and a summary
Onboarding a hire from a form: chats, a task and access
Inbound leads scored, with alerts and draft replies for the hot ones
To-dos in your task list by voice from your messenger
Incoming messages routed to the right team
Fast-track VIP support tickets — instant task and alert
New-lead handling: CRM entry, team alert and reminder
Outage alerts routed to the on-call person who's actually online
Tickets prioritized by importance, tasks created for you
Data-load failure monitoring with tasks and alerts
Bug reports turned into proper tickets
Urgent tickets become tasks and an instant team alert
Machine failure to ticket and an available technician in a minute
Client onboarding from a single form: folder, contact, channel, tasks
Business card into your address book with one photo
Payment dispute alerts with automatic task creation
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
Scoring and routing leads from form submissions
Capture and route leads from every channel
Release notes, a QA task and team alerts — straight from a version tag
Meeting attendance: a log, the late list and a summary in your chat
Critical bugs from testing escalated straight to tickets and engineering chat
Stock sentiment from social media — into tasks and alerts
Ticket triage and escalation with response-time control
Failed-login detection with tickets and alerts
Error-log watch with automatic tickets
A daily launch digest — with a task for each notable one
Score event RSVPs and route them to sales
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
Data-quality watch that alerts only on real issues
Website leads — enrichment, scoring and routing to CRM
Invoice intake with reading, risk checks and approval
Your agency's real profit — in chat every day
Automated market reports for your clients
Website lead scoring — a task for the rep only on the strong ones
Catch churning customers early: record updated, task created, team alerted
Incident response — ticket, alert, and report in seconds
Tasks and a recap email after a meeting — from one yes
Content ideas from your audience's real pain points
Release notes from closed tasks — published everywhere at once
Reorder recommendations from your stock table — automatically
A daily goals report: what's on plan and what's behind
Change request routing: tickets, audit trail and notifications
IT tickets by voice from Telegram — straight into Harvest
A morning traffic summary for your site — in plain words
Route change requests by the rules — no manual triage
Tell customers their bug is fixed — the moment the issue closes
Early warning for a reputation crisis
Incoming lead sorting and routing — automatically
Automatic scenario check with an error report
Support tickets turned into a prioritized engineering backlog
Tasks from your meeting recording, straight into the tracker
Auto-booking demos for high-intent leads
A full new-client welcome after the form
Feedback from every channel into a prioritized queue
Lead verification, enrichment and sorting — automatically
Emailed invoices — into your books, automatically
Tester feedback triage: tickets, knowledge base and a reply to the author
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
Guest-access hygiene — with sponsor warnings and an audit log