Paid orders become invoices
“When a customer pays for a Shopify order over $50, find their contact in Salesforce, create the QuickBooks invoice with sales tax added, and post the order number and total in Slack.”
The books keep up with the shop. Watch AnnE build this one in the demo. See the demo →
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New buyers in your CRM
“When someone places their first Shopify order, add them to HubSpot as a contact with what they bought.”
Sales and support see every new customer without copying a thing.
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Opted-in buyers on your list
“Every evening, add today's Shopify customers who agreed to marketing to our Mailchimp audience.”
Your list grows with the shop, and only with people who said yes.
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Won deals, invoiced
“When a Salesforce opportunity is closed won, create the invoice in QuickBooks for that account.”
No deal waits for someone to raise the invoice.
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Yesterday's sales, ready for reports
“Every night, load yesterday's Shopify orders into Snowflake, without duplicates.”
Morning reports run on yesterday's numbers.
The weekly orders file, filed
“Every Monday, save last week's Shopify orders as an Excel file in our Dropbox Finance folder.”
A tidy weekly file, in the folder finance already uses.
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Overdue invoices, chased
“Every Monday, find QuickBooks invoices more than 30 days overdue and post the list, with customer and amount, to our accounts team in Slack.”
Late payers get followed up every week, and no one has to keep a list.
Every lead to the right team
“When someone answers our Typeform, check company size and budget, send large leads to Salesforce with a priority alert in Slack, and put smaller ones on our Mailchimp campaign.”
The biggest leads get attention first, and the rest still hear from you.
New leads, completed and scored
“When a new row lands in our Google Sheet, add company details from Lusha, score the lead, and update the HubSpot contact or add a new deal.”
Sales works from complete records, without duplicates.
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Unhappy customers escalated
“Have AI read each new Zendesk ticket, turn urgent or unhappy ones into high-priority Jira issues, and reply to the customer with a suggested fix.”
The tickets that matter most reach engineering first.
Failed payments, followed up
“When a Stripe payment fails, check the customer in PostgreSQL, email a billing link with SendGrid after a first or second failure, and after a third suspend the account and open a Jira issue.”
Customers get a chance to pay, and the team sees the ones who don't.
Your best customers rewarded
“With each WooCommerce order, add up what the buyer has spent, and when they pass $1,000, tag them VIP in ActiveCampaign and send a thank-you offer through Mailgun.”
Loyal customers hear from you at the moment they earn it.
“Find Reddit posts that mention us, have AI judge the tone, add the positive ones to a Google Sheet, and send the negative ones to support in Mattermost.”
Support sees the complaints first, and marketing keeps the praise.
“When we publish a YouTube video, have AI summarize it, share a LinkedIn post, create a WordPress draft, and tell marketing in Teams.”
One upload reaches every channel, and you still review the blog draft.
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Supplier orders, confirmed
“When an order arrives from Odoo, send each supplier its purchase order through their API, wait for their confirmation, update the order in Odoo, and tell purchasing in Slack if a supplier has not answered in two days.”
Every order is sent, followed and closed without anyone chasing suppliers by hand.
Models rebuilt after every load
“When the nightly Snowflake load finishes, start our dbt Cloud job and tell the data team in Slack if the run fails.”
Models refresh after the data arrives, and a failure doesn't wait until morning.
Sales data checked before reports
“Every night, load Salesforce opportunities into Snowflake without duplicates, check the data quality, and open a ServiceNow incident if a check fails.”
Bad data is caught and owned before anyone reports on it.
Events and files into the lakehouse
“Land the hourly Parquet files from Azure Blob and the order events from Kafka in Databricks, checked against the schema.”
Files and streams land together, and bad rows are set aside, not dropped.
Service desk numbers in Power BI
“Every morning, sync changed ServiceNow incidents into Microsoft Fabric and refresh the Power BI dataset for the service desk.”
Service managers open today's numbers without asking for an export.
“Every night, load Google Ads spend and Salesforce closed-won revenue into BigQuery so marketing can compare them.”
Cost and revenue sit in one table, updated every day.
New starters set up from Workday
“When a new worker appears in Workday, order their laptop and accounts in ServiceNow, and add them to Salesforce if they join the sales team.”
IT gets the request as soon as a new person is added.
Major incidents reach engineering
“When a priority 1 incident opens in ServiceNow, create a Jira issue for engineering and post the incident link in Slack.”
Engineering hears about an outage without anyone forwarding a ticket.
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Closed deals into the ERP
“When a Salesforce opportunity is closed won, ask finance to approve it, then create the sales order in NetSuite.”
Orders reach NetSuite the same way every time, and finance still signs off.
Company knowledge kept current
“Every day, gather new pages from Notion, Confluence and Google Drive, store them in Pinecone with OpenAI for AI search, and post a summary to Discord.”
AI search answers from this morning's documents, not last quarter's.