Automation Template Hub

Pre-built workflows ready to deploy in your business. Browse by industry, use case, or integration.

Filter Templates

Showing 6 of 6 templates
🎯
Medium

Lead Qualification Bot

Automatically screen and score inbound leads based on custom criteria

2-3 daysSales
HubSpotSalesforcePipedrive+1
DeployManaged Setup
💬
Easy

24/7 Customer Support Agent

AI agent that handles common customer inquiries and escalates complex issues

1-2 daysCustomer Service
ZendeskIntercomFreshdesk+1
DeployManaged Setup
📅
Easy

Smart Appointment Scheduler

Automates meeting scheduling based on availability and preferences

1 dayOperations
Google CalendarOutlookCalendly+1
DeployManaged Setup
📊
Medium

Automated Data Entry Bot

Extracts and enters data across multiple platforms automatically

2-3 daysOperations
AirtableGoogle SheetsExcel+1
DeployManaged Setup
📦
Easy

Order Tracking & Notifications

Proactively updates customers on order status via SMS and email

1-2 daysE-commerce
ShopifyWooCommerceShipStation+1
DeployManaged Setup
💰
Advanced

Invoice Processing Automation

Automatically processes, approves, and tracks invoices

3-4 daysFinance
QuickBooksXeroFreshBooks+1
DeployManaged Setup

Need a Custom Template?

Our team can build a tailored automation workflow for your specific use case

Request Custom Build