Microsoft To Do and SendGrid automations

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

60 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
Candidate shortlisting, emails and screening tasks
Unpaid-invoice control: task and email — on their own
Turn support emails into tracker tickets automatically
Meeting notes — into tasks, participant emails and a summary
Requests from Notion — into Microsoft To Do tasks with a team notice
Time-based invoices and missing-hours reminders in one run
Tickets prioritized by importance, tasks created for you
Data-load failure monitoring with tasks and alerts
Bug reports turned into proper tickets
Stuck tickets, followed up automatically
Release notes — ready the moment a version ships
A daily sprint and time-tracking report, by email
A follow-up email after a canceled meeting — automatically
Team-capacity tracking with over-allocation alerts
Interview bookings — call, task and emails assembled automatically
New-issue triage: task, notification, reply to the author, and a logged row
Polite candidate rejections sent by email, with the task closed
A daily briefing by email: tasks and meetings in one message
Smart support triage with Microsoft To Do
Contract renewal reminders: an email to the client, a task for the rep
New client onboarding — folder, tasks, channel, and email in a minute
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
End-to-end client onboarding from one form
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
Cross-tool task dependencies, reconciled every night
Tasks and a recap email after a meeting — from one yes
Website lead scoring — a task for the rep only on the strong ones
Release notes from closed tasks — published everywhere at once
Content ideas from your audience's real pain points
A daily goals report: what's on plan and what's behind
A morning traffic summary for your site — in plain words
Change request routing: tickets, audit trail and notifications
A personal assistant in your messenger: email, calendar and tasks by voice
Reorder recommendations from your stock table — automatically
Route change requests by the rules — no manual triage
Call summaries, tasks and follow-ups, automatically
Daily task summaries and a weekly report by email
Early warning for a reputation crisis
Customer feedback sorted into themes, tasks and a weekly report
A morning task brief — delivered to messenger and email
A full new-client welcome after the form
A project task structure from a description — in your tracker automatically
Support tickets turned into a prioritized engineering backlog
An end-of-day report — written by AI and sent for you
Tester feedback triage: tickets, knowledge base and a reply to the author
Action-emails — straight onto your to-do list
Kick off a client project the moment they pay
A Microsoft To Do project from a feature description — with tasks and sub-tasks
Reminders and escalation for stalled tickets