Iterable and Keap automations

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

56 scenarios

Contacts from Keap into Iterable audiences
New Keap contacts — into Iterable audiences
Interview scheduling and invitations — automatically
Your daily meeting digest, emailed each morning
Onboarding event attendees — on autopilot
All work accounts for a new hire from one form
Property-tour booking without the back-and-forth
A study plan, already placed in your calendar
A morning brief on your day and meetings
Sales insights and team alerts — from your table
The right offer sent right after the enquiry — with a follow-up reminder
Performance reviews on schedule — reminders, meetings and statuses on their own
A personal chat assistant: email, calendar, contacts
A full lesson pack from one form
High-value lead alerts — to chat, sheet and calendar
From a meeting — ready tasks, events and notifications
Book meetings from chat with an invite
Cycle tracking with morning insights — automatically
Automatic candidate screening and interview booking
Reminders for key employee dates
Client onboarding from an intake form — checklist, consultant and kickoff
Intake and routing of service requests with appointment booking
Auto follow-up that turns leads into meetings — with reminders and sheet logging
Online service booking through an AI chat
Resume screening and interview scheduling
Taking bookings in Telegram with Iterable entries
Clinic booking with confirmation and reminder
Supplier follow-ups on overdue orders — automatically
Client onboarding after a won deal
Events on autopilot: registration, payment, reminders
Interviews: invite, reminder and hiring decision in one chain
AI screening of meeting requests — only the meetings worth it
Meeting summaries and tasks across every channel — automatically
Call summaries, tasks and follow-ups, automatically
Paid appointment booking: calendar, payment and reminder
A daily content plan built from fresh trends
Winning back no-shows — follow-ups and rebooking, handled
A team of business assistants — in your messenger
Candidate screening: CV scoring, an invitation and the interview booked
Client visit booking — the assistant replies and books on its own
From CV to interview invitation, automatically
A personal assistant in your messenger — with memory, voice and actions
A personal assistant in Telegram: calendar, email, contacts
A chatbot that answers from your documents
Application handling: CVs, evaluation, interviews
Property compliance monitoring with automatic follow-through
Lead triage and qualification — with demos and follow-ups
Post-op patient check-ins, with warning signs escalated to the doctor
A personal AI assistant in Telegram: email, calendar, notes
Refinement prep — agenda and task review ready before the meeting
Sprint planning prep — story checks and emails
Appointment booking in chat — without a receptionist
AI marketing outreach with reply handling — on autopilot
An HR assistant for employees in a messenger
A sales assistant across every messenger
Run your work from one chat — mail, calendar, tasks, clients