Keap and SourceCraft automations

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

58 scenarios

A morning digest: email, news and tasks in one message
A form request into a tracker issue
Support email sorts itself and becomes tasks
A daily overdue-tasks report in your inbox
All work accounts for a new hire from one form
The sprint report — it goes out to stakeholders on its own
Urgent tasks that don't stall
Turn support emails into tracker tickets automatically
Candidate shortlisting, emails and screening tasks
Unpaid-invoice control: task and email — on their own
Meeting notes — into tasks, participant emails and a summary
Requests from Notion — into sourceCraft tasks with a team notice
Tickets prioritized by importance, tasks created for you
Time-based invoices and missing-hours reminders in one run
Stuck tickets, followed up automatically
Release notes — ready the moment a version ships
Data-load failure monitoring with tasks and alerts
A daily sprint and time-tracking report, by email
Bug reports turned into proper tickets
A follow-up email after a canceled meeting — automatically
Team-capacity tracking with over-allocation alerts
Interview bookings — call, task and emails assembled automatically
Polite candidate rejections sent by email, with the task closed
A daily briefing by email: tasks and meetings in one message
New-issue triage: task, notification, reply to the author, and a logged row
A lead replies — the CRM card updates and a task lands on a rep
Smart support triage with sourceCraft
Contract renewal reminders: an email to the client, a task for the rep
Critical bugs from testing escalated straight to tickets and engineering chat
A daily numbers summary — to chat and email
A daily launch digest — with a task for each notable one
Cross-tool task dependencies, reconciled every night
B2B prospect search and personal outreach — on autopilot
Data-quality watch that alerts only on real issues
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
Website lead scoring — a task for the rep only on the strong ones
Incident response — ticket, alert, and report in seconds
Release notes from closed tasks — published everywhere at once
Content ideas from your audience's real pain points
Reorder recommendations from your stock table — automatically
A morning traffic summary for your site — in plain words
Call summaries, tasks and follow-ups, automatically
A daily goals report: what's on plan and what's behind
IT tickets by voice from Telegram — straight into sourceCraft
Change request routing: tickets, audit trail and notifications
Route change requests by the rules — no manual triage
Early warning for a reputation crisis
Daily task summaries and a weekly report by email
Automatic scenario check with an error report
Customer feedback sorted into themes, tasks and a weekly report
Support tickets turned into a prioritized engineering backlog
Tasks from your meeting recording, straight into the tracker
A full new-client welcome after the form
An end-of-day report — written by AI and sent for you
A timesheet that fills itself
Tester feedback triage: tickets, knowledge base and a reply to the author
A sourceCraft project from a feature description — with tasks and sub-tasks
Reminders and escalation for stalled tickets