The Automation Workflow Library
Browse our collection of pre-built workflows designed to solve your most common business challenges. Start with a template and customize it to fit your exact needs.
Automated Lead Management & Sales CRM Sync
Never miss a lead. This workflow instantly captures new leads from your web forms, enriches the contact data, creates a new deal in your CRM (like Salesforce or HubSpot), and notifies your sales team on Slack.
Use Cases
Sales, MarketingBenefits
+40% faster lead response timeNew Client Onboarding & Project Setup
Create a seamless client experience from day one. When a contract is signed, this workflow automatically creates a new project in Asana, sends a welcome email with next steps, and schedules a kickoff meeting.
Use Cases
Client Services, AgenciesBenefits
-10 hours of admin per clientSocial Media Content Scheduling & Approval
Streamline your content pipeline. When a new content idea is added to your Airtable base and marked "Approved," this workflow automatically schedules it to be posted on Twitter and LinkedIn at the optimal time.
Use Cases
Marketing, Social MediaBenefits
Consistent posting scheduleE-commerce Order Fulfillment & Customer Comms
Keep customers happy with proactive communication. When a new order is placed in Shopify, this workflow sends the order to ShipStation, and then sends a confirmation email to the customer via Mailchimp with tracking info.