Roistat and SendGrid automations

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

214 scenarios

An invoice in roistat 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
Website enquiry intake — a ticket log and an instant reply
Birthday greetings and a promo code — automatic, right on the day
Failure alerts for your scenarios: log and email
Cold emails from company profiles — automatically
Applicant screening with a candidate rating
Construction site attendance with geofencing
A morning portfolio summary by email — automated
Application screening: the CV read, the candidate scored and answered
A meaningful reply to every website lead — by email, within a minute
Products from any website — collected into a spreadsheet
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
A daily news roundup on your topic — automatically
Auto-qualifying inbound leads from a form
A daily digest of fresh freelance jobs — to your inbox
Win back abandoned Shopify carts by email and in CRM
A monthly AI-spend report — emailed automatically
AI-driven application review with instant replies
A weekly report on how much traffic AI sends you
Form-feedback analysis with sentiment and a report
Route leads by budget and source — automatically
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
Quote requests handled — from form to client reply
Routing incoming requests to the right department
Real-time sentiment from event feedback
Scoring and routing inbound leads — automatically
Website data into a sheet and your inbox
A contract risk breakdown right after upload
A post with a matching image, from a single topic
Instant property answers in the messenger — with hot buyers passed to an agent
Track changes on a web page
A clear weekly site report — to your email and messenger
Automated appointment booking with calendar and email confirmations
Score inbound leads against your own ideal-client profile
Data at once into online sheet roistat and as a file to SendGrid
Cutting YouTube videos into captioned clips
Employee onboarding from a single form
Track your brand's mentions in AI answers
Comment giveaways — random pick and a winner's email
A study plan, already placed in your calendar
Tickets prioritized by importance, tasks created for you
Vendor proposal risk checks straight from the PDF
Resume screening and candidate replies — automatically
Video ideas from viewer comments — on a schedule
Data from pages linked in emails — into a table
Weekly store sales analysis with AI
Voice notes into a finished result — emailed to you
A site-analytics breakdown, routed by how urgent the news is
A daily competitor briefing in your inbox
A form submission: scored, enriched with company data, answered personally
Personalised welcome emails right after payment
Three platform video scripts from one topic
When a payment lands: receipt, CRM update and a team ping
A morning HR summary with risks, emailed for you
One article, repurposed into ready-to-publish posts
Text from images — into a table, automatically
A social carousel from a single topic
A personal post-purchase message to your customer — automatic
Deal-matched materials — sent automatically by CRM stage
Invoices from email into a sheet — automatically
Course applications are evaluated and answered automatically
Auto-publishing fresh topic news to vk
Abandoned-cart recovery by email — automatically
Data-load failure monitoring with tasks and alerts
Inbound call triage: substance, urgency and a row in your sheet
Standardized daily construction reports from free text
Website leads: scored and routed — hot ones to sales, the rest to nurture
Daily data quality checks with an email report
A daily task-board summary in your chat — automatically
Landing page audit with a score and a fix list
Competitor reviews into an ad creative
Weekly channel performance digest, delivered automatically
Team-capacity tracking with over-allocation alerts
Reply to new leads with a quick approval step
Data-privacy complaint handling: register, reply, notify
Document review — summary and risks, automatically
From a meeting — ready tasks, events and notifications
Ad copy from a competitor's weak spots — via their reviews
Cut the moments you need out of long recordings — with a library and an email
New-issue triage: task, notification, reply to the author, and a logged row
Incoming mail screened for risk — with an audit log and alerts
Daily video ideas from fresh news
Watch your sites from one list — with an emailed summary
Finding businesses on the map and emailing them
A card photo becomes a contact in your sheet
Access audit of your Google Drive files — as a report by email
Onboard a new client in one move
Form leads triaged: priority email for hot ones, a gentle one for the rest
Employee expense reimbursement — automatically
Tracking construction progress from site photos
Your morning AI brief from newsletters