Мегаплан automations

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

87 scenarios

A list of all your spreadsheets — in one run
Abandoned carts from Shopify into your Megaplan audience
CRM contacts pushed into ad audiences
Customers from Shopify into Megaplan customer lists
Push Salesforce leads into Megaplan audiences
Export a board from megaplan
New Shopify customers go straight into your Megaplan lists
New subscribers pushed into your ad audience
Pipedrive people feed your Megaplan audiences
Daily Megaplan forecast logged into Google Sheets
New contacts from a sheet — straight into your mailing list
A daily weather forecast in your Slack
New Amo Crm contacts — into Megaplan audiences
Contacts from a table — straight into outreach
SMS blast to a contact list from a table
Contacts from Amo Crm into Megaplan audiences
Your best submissions — with artwork and a card on the board
New playlist videos from megaplan into raindrop bookmarks
A nightly backup of your sheet to the cloud
A daily sales summary to your messenger — automatically
Birthday greetings and a promo code — automatic, right on the day
Sync an Excel sheet with a Postgres database
A morning portfolio summary by email — automated
Daily task snapshots from your board into a sheet
Stuck-task alerts to your messenger
Tasks from your email into one base
Personalized replies to incoming messages, with routing
A personal offer to a buyer 10 days after their order
A per-user request limit for your service — holds on its own
A photo from a folder into a ready post card
A weekly summary of new records to your messenger
A chat helper whose skills are configured in a plain spreadsheet
A personal campaign to a contact list from a sheet
Links between table records — set on their own
Unfolding a project into dated tasks from a template
Playlist sync between platforms
AI that sorts and labels your incoming email
Batch photo enhancement — sharper and larger, automatically
A PDF pricing proposal from your sheet — sent to the client
Knowledge-base freshness monitoring — overdue articles come to you
Ask your task board in plain words — an answer from real data
The follow-up after a meeting — written for you
Product photo backgrounds — removed automatically
Stalled leads: a morning nudge to the rep with the next step written out
Supplier orders from low stock — out of megaplan, automatically
Video ideas from viewer comments — on a schedule
A morning HR summary with risks, emailed for you
Reconcile invoices against your bank statement — automatically
Client meeting prep: the gift, the place, and their preferences
Your post analytics, emailed on a schedule
A meaning-search base over your video transcripts
Monitor repository access and push events
Decisions and action items pulled from threads into a register and tasks
Answer student questions from your materials in chat
Presenter video replies to comments — on a conveyor
An alert before your SSL certificate expires — in advance
Urgent emails from key clients, turned straight into tasks
Export companies from megaplan on request — JSON or Excel
Export megaplan customers to data or Excel on request
A symptom-question assistant with an urgency check
Stripe invoices from your wholesale orders table
Your channel's videos and stats — in one table
File to the cloud — with a direct download link right away
A weekly delivery report with an AI breakdown
Bot access for your people only
A news digest on your topic — assembles itself in your base
A weekly report: the week against your goals
Stock reconciliation across two systems — automatic
Smart break suggestions for the gaps between your meetings
Archiving email attachments to your storage
Automatic resume scoring against your job profile
IoT compliance monitoring and ESG reporting on autopilot
Appointment reminders 3 days and 1 day before — by email and message
Short digests of the videos in your playlist
Personal team reminders about open tasks
Sign-up and sign-in for your app — on a plain table
A weekly reminder of tasks with deadlines
Customer feedback sorted into themes, tasks and a weekly report
Inbox sorted by topic and importance, automatically
A pre-meeting brief: last notes, open tickets, recent changes
Role-based access to your work bot
An AI knowledge base from a spreadsheet of questions and answers
A daily digest to subscribers by their topics — hands-off
Every sale — logged, a ping to you and a thank-you to the buyer
Financial digests in your messenger: daily, weekly, monthly
One video — published to nine platforms at once
Finding companies and their staff's work contacts — with AI