InSales and Microsoft Outlook automations

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

238 scenarios

Incoming emails into a spreadsheet, row by row
An invoice in inSales from a Typeform submission
A website lead: to the team chat, into a sheet, with an email to the client
Scenario failure alerts — to your messenger, inbox and a log
Contacts from CSV — as cards in inSales
Failure alerts for your scenarios: log and email
Applicant screening with a candidate rating
Monthly PDF report from your database, delivered by email
Cold emails from company profiles — automatically
Scoring resumes from your inbox — straight into a table
Website enquiry intake — a ticket log and an instant reply
Client onboarding: folder, record and team alert, automatically
Capture and score form leads — into a newsletter and sheet
Automatic follow-ups on unpaid invoices
Construction site attendance with geofencing
Products from any website — collected into a spreadsheet
A meaningful reply to every website lead — by email, within a minute
Application screening: the CV read, the candidate scored and answered
Emails to found companies — from list to sent
Website inquiries: sheet, alert and one-click reply
Expense tracking from receipt photos, automatically
Form submissions straight into a table — with an automatic reply
CRM event alerts across channels — with a log
Sorting customer feedback by category with alerts
A daily news roundup on your topic — automatically
Orders from emails — into sheet rows automatically
Auto-qualifying inbound leads from a form
Multi-tab Excel report in one run
Form-feedback analysis with sentiment and a report
Quote requests handled — from form to client reply
A monthly AI-spend report — emailed automatically
Order tracking in a table with an evening email summary
A daily digest of fresh freelance jobs — to your inbox
Track construction progress from site photos
Instant replies to inbound leads, with lead scoring
Business leads from Google Maps with auto-emails
Sorting support requests by urgency
Route leads by budget and source — automatically
Support email triage: category, priority, a ticket and alerts for the critical ones
AI-driven application review with instant replies
Win back abandoned Shopify carts by email and in CRM
Employee onboarding from a single form
Routing incoming requests to the right department
Track changes on a web page
Cutting YouTube videos into captioned clips
Website data into a sheet and your inbox
Scoring and routing inbound leads — automatically
Track your brand's mentions in AI answers
A post with a matching image, from a single topic
Automated appointment booking with calendar and email confirmations
A study plan, already placed in your calendar
A contract risk breakdown right after upload
Auto-handle lead replies from email — CRM task and sales alert
Data at once into online sheet inSales and as a file to Microsoft Outlook
Email and form requests in one stream, prioritised and auto-answered
Instant property answers in the messenger — with hot buyers passed to an agent
Real-time sentiment from event feedback
Comment giveaways — random pick and a winner's email
Instructions from emails into the ledger — with a confirmation to the client
Score inbound leads against your own ideal-client profile
Tickets prioritized by importance, tasks created for you
Three platform video scripts from one topic
Voice notes into a finished result — emailed to you
When a payment lands: receipt, CRM update and a team ping
Data from pages linked in emails — into a table
Vendor proposal risk checks straight from the PDF
Personalised welcome emails right after payment
A form submission: scored, enriched with company data, answered personally
Shared-inbox emails routed to the right channels by topic
Refunds from your inbox: parse the email, check the order, answer the customer
Text from images — into a table, automatically
A daily competitor briefing in your inbox
Resume screening and candidate replies — automatically
A social carousel from a single topic
Weekly store sales analysis with AI
Video ideas from viewer comments — on a schedule
Abandoned-cart recovery by email — automatically
Auto-publishing fresh topic news to vk
A personal post-purchase message to your customer — automatic
Job applications — scored against the role
Course applications are evaluated and answered automatically
Data-load failure monitoring with tasks and alerts
Inbound call triage: substance, urgency and a row in your sheet
Invoices from email into a sheet — automatically
Matching properties to a client in budget — right on the request
A daily task-board summary in your chat — automatically
High-value lead alerts — to chat, sheet and calendar
Daily data quality checks with an email report
Reply to new leads with a quick approval step
Team-capacity tracking with over-allocation alerts
Standardized daily construction reports from free text
Website leads: scored and routed — hot ones to sales, the rest to nurture
Competitor reviews into an ad creative
Landing page audit with a score and a fix list
Weekly channel performance digest, delivered automatically
PDF invoice processing with approval — automatically
Incoming mail screened for risk — with an audit log and alerts
Document review — summary and risks, automatically
Route purchase requests by amount, with a department budget check
Requests from messenger and email in one stream — with priority