Business processes AnnE builds

“Every Monday at 8am, put last week's unpaid Shopify orders in an Excel file and send it to me on Slack.”

“When someone fills in our Typeform, add them to HubSpot as a contact.”

“At 9pm, total today's Square sales by item into our Google Sheet.”

“Tell #support in Teams whenever a Zendesk ticket is marked urgent.”

“When someone books a Calendly meeting, log it on their Pipedrive deal.”

“Every night, add WooCommerce customers who opted in to our Mailchimp list.”

“When a receipt lands in our Dropbox receipts folder, read it and create a bill in QuickBooks.”

“Text the customer their tracking link when a ShipStation order ships.”

“Every morning, put everyone who is out today in BambooHR on the team's Google Calendar.”

“Every hour, post new Google reviews below 4 stars to #customer-care.”

“Give me a form for event sign-ups, keep the answers in a table and send a confirmation.”

“Every 15 minutes, turn the emails I flagged in Outlook into Asana tasks.”

“Every evening, tell #finance how much Stripe took today.”

“Every morning, email a welcome to anyone starting today in Gusto.”

“Every hour, open a Freshdesk ticket for Intercom conversations closed without an answer.”

“Every 15 minutes, send new Facebook lead ad sign-ups to Zoho CRM.”

“Every morning, tell me in Teams which products have fewer than 10 left.”

“On the 1st, create a retainer invoice in Xero for each client in our retainer table.”

“Give our website a URL that creates a Salesforce lead from the contact form.”

“Every hour, summarise new Zoom recordings and save the notes to Notion.”

“Every Friday at 3pm, remind anyone with fewer than 30 hours in Harvest this week, on Slack.”

“Every morning, share yesterday's WordPress posts on our LinkedIn page.”

“Every hour, post SurveyMonkey responses scoring 6 or lower to #cx in Teams.”

“Every morning, remind managers in Slack about Concur expense reports waiting for them.”

“Every 15 minutes, move new files in our Box inbox to the client's folder named at the start of the file.”

“Every Monday, remind customers whose Xero invoices are 14 or more days overdue, once each, and tell me who was reminded.”

“Each morning, match yesterday's Stripe payments to QuickBooks payments and post anything that doesn't match to Teams.”

“Every 5 minutes, when a new Freshdesk ticket mentions an order number, look it up in Shopify and add its status as a private note.”

“When someone requests a demo, add them to HubSpot, assign the rep for their state and tell the rep in Slack.”

“Every morning, for anyone who joined yesterday in BambooHR, create their Google Drive folder, send the offer pack by DocuSign and tell the manager in Slack.”

“Every 15 minutes, send NetSuite purchase orders over $5,000 to the budget owner in Teams and record their answer.”

“Every Monday, send customers who haven't ordered in 90 days a 10% code, once per person, through our Klaviyo win-back flow.”

“Every evening, invoice today's completed ServiceTitan jobs in QuickBooks and text each customer a payment link.”

“When a PandaDoc proposal is signed, mark the deal won in Pipedrive and create the project in Asana.”

“Every 15 minutes, read PDF invoices sent to bills@, create the bill in QuickBooks and send large ones for approval first.”

“The day after a Zoom webinar, email attendees the recording and no-shows the replay link.”

“Every 15 minutes, push Shopify stock levels to our eBay listings by SKU.”

“Every hour, for candidates moved to onsite in Greenhouse, find a time the interviewers are free and book it.”

“Give customers a refund form; refund under $50 automatically in Stripe, and ask the support lead above that.”

“Every Monday, find contracts renewing in 90 days in Salesforce, create renewal opportunities and tell each owner.”

“At month end, total Shopify sales and tax collected by state into a workbook for our accountant.”

“At 6am, send each technician today's Housecall Pro jobs in route order on WhatsApp.”

“When someone asks in #it-help for access to an app group, ask their manager, add them to the Microsoft Entra ID group, and log it in Jira.”

“After each Eventbrite event, tag the people who checked in, in ActiveCampaign.”

“After each Gusto payroll, total it by department into our payroll workbook and send it to the accountant.”

“When a Help Scout conversation is tagged bug, create a Linear issue and link them both ways.”

“When a supplier's CSV price list lands on our SFTP server, update product costs in our table and flag changes over 10%.”

“Give our configurator a URL that saves the quote, makes a PDF, emails it and creates a HubSpot deal.”

“Every evening, for people leaving today in Rippling, deactivate their Okta account, suspend Google, and open IT tasks in Jira.”

“Every hour, send new BambooHR time-off requests to the manager in Slack, record the decision, and put approved days on the team calendar.”

“Every night, match NetSuite purchase orders, receipts and vendor bills; approve exact matches, approve small differences within tolerance, and send the rest to AP with the differences.”

“Every 5 minutes, map new SAP sales orders to Salesforce opportunities, field by field, and send records that fail validation to a reject queue.”

“On the last working day, find received-but-not-billed purchase orders in NetSuite, draft accrual journals, and post them once the controller approves.”

“When retailers drop EDI 850 orders on our SFTP server, validate them, create Dynamics sales orders, and send back the 855 acknowledgement or a rejection.”

“Every 5 minutes, classify new Zendesk tickets by topic and urgency, route them to the right group, and draft a reply for the agent.”

“Every 15 minutes, score new Marketo leads on fit and activity, enrich from ZoomInfo, and send hot ones to Salesforce owners right away.”

“On the 5th, compute last month's commissions from closed-won deals with our tier rates, generate a PDF statement per rep, and have finance approve before it goes out.”

“When a PagerDuty incident resolves, collect the Slack channel and Datadog alerts, draft the postmortem in Confluence and open follow-ups in Jira.”

“Every hour, check FedEx and UPS tracking for open shipments; email customers about delays and alert ops for lost parcels.”

“When a new account is created in Salesforce, pull its D&B data, set a credit limit by our policy in NetSuite, and send big or risky ones to the credit manager.”

“Every night, load yesterday's Google Ads and Meta Ads spend into one BigQuery table with the same columns, in US dollars, and check the load.”

“When a worker's job changes in Workday, update their Entra ID groups and Salesforce role by our role table, and log each change.”

“Give customers a warranty form with photos; check the purchase date in Odoo, approve claims under 2 years, send the rest to a manager, and ship a replacement.”

“At month end, pull trial balances from three QuickBooks companies, convert to USD at month-end rates, map to our chart of accounts and build the consolidated workbook.”

“Every morning, take new critical findings from Snyk and Wiz, deduplicate by asset and CVE, open Jira tickets for owners and chase breaches of the fix deadline.”

“Give staff a purchase request form; route by amount to one or two approvers, then create the requisition in Coupa.”

“Each week, combine product usage from Mixpanel, open tickets from Zendesk and NPS from AskNicely into a health score, save it in Gainsight and alert CSMs on drops.”

“Every night, check new Concur expenses against policy - duplicates, weekend spend, meals over the limit - and send violators back with the reason.”

“Every morning, read open Shopify orders and wholesale orders from NetSuite, net them against stock, and create work orders in Odoo for what we need to make.”

“When someone unsubscribes anywhere, apply it in HubSpot, Mailchimp, Klaviyo and Braze within a minute and keep a consent log.”

“Every hour, check new Lever applicants against the must-haves, move qualified ones forward, start a Checkr background check for finalists, and tell the manager for the role.”

“Read pump telemetry from MQTT; when temperature passes 75C, open a ServiceNow work order once per pump per hour and page the technician.”

“When a contract is signed in DocuSign, read its lines from Salesforce, build the monthly revenue schedule and save it for the ledger.”

“Every morning, for SuccessFactors new starters this week, create the Entra ID account, add the role's groups, and message the manager in Teams.”

“Every 15 minutes, bring paid Shopify orders into NetSuite as sales orders - creating the customer if new - and send orders with unknown items to the team.”