Automation Workflow Blueprints
Browse proven automation workflows. Download configs for n8n and Make.com, then deploy in minutes.
54 blueprints found
Automate Lead Scoring from Forms to CRM
When a form submission comes in via Typeform, automatically score the lead based on responses and create or update the contact in HubSpot. Notify sales on Slack for high-scoring leads.
Sync CRM Contacts Across Platforms
Keep contacts in sync between HubSpot, Google Sheets, and Slack. When a new contact is created or updated in HubSpot, automatically update a master Google Sheet and post a summary in Slack.
Automate Proposal Follow-Up Emails
Track sent proposals in a Google Sheet and automatically send follow-up emails via Gmail at day 2, day 5, and day 10 if no response. Notify the sales rep on Slack when a follow-up is sent.
Deal Stage Change Alerts to Slack
Get instant Slack notifications when a deal moves to a new stage in HubSpot. Include deal value, contact info, and the stage transition so your team always knows the pipeline status.
Weekly Pipeline Report Generator
Every Monday morning, pull all open deals from HubSpot, calculate pipeline totals by stage, write a formatted summary to Google Sheets, and email the report to leadership. Post highlights to Slack.
Automate Client Onboarding
Create project folders in Google Drive, dedicated Slack channels, and welcome emails automatically when a new client is added to Airtable.
Project Kickoff Automation
Automatically set up a kickoff meeting, notify the team in Slack, and populate project pages in Notion when a new project is created.
Automated Weekly Status Report
Collect project updates from Notion every week, compile them into a formatted status report, and distribute it via email and Slack.
Multi-Step Approval Workflow
Route approval requests through a sequential chain of approvers via Slack, log decisions in Google Sheets, and send final confirmation emails.
Inventory Low Stock Alerts
Monitor inventory levels in Google Sheets and automatically send Slack and email alerts when any item drops below its reorder threshold.
Social Media Scheduling Pipeline
Automatically schedule social media posts from a content calendar in Airtable. Each row becomes a scheduled post, and your team gets Slack notifications when posts go live.
UTM Tracking Spreadsheet Sync
Capture UTM parameters from incoming traffic and log each visit to a Google Sheet. Get Slack alerts when high-value campaigns drive new visits so your team can react in real time.
Email Campaign Trigger Workflow
Trigger targeted email campaigns based on user actions captured through Typeform. Responses flow into Google Sheets for segmentation, then personalized emails go out via Gmail automatically.
Content Calendar Automation
Manage your entire content pipeline in Notion with automated reminders via Slack and Google Calendar events for deadlines. Never miss a publish date again.
PTO Request Approval Flow
Employees submit PTO requests through Typeform, managers approve or deny via Slack interactive buttons, and approved dates automatically appear on Google Calendar with a Google Sheets audit log.
New Employee Onboarding Checklist
Trigger a structured onboarding sequence when a new hire is added. Automatically create shared Drive folders, send welcome emails, post introductions in Slack, and track checklist completion in Notion.
Anonymous Feedback Survey Pipeline
Collect anonymous employee feedback via Typeform, log responses in Google Sheets for trend analysis, and notify HR in Slack when new feedback arrives — all without revealing who submitted it.
Interview Scheduling Automation
Coordinate interview scheduling end-to-end: candidates book via Calendly, the event syncs to Google Calendar, interviewers get Slack notifications with candidate details, and confirmation emails go out via Gmail.
Auto-Generate Invoices from Stripe Events
Automatically generate and send invoices when Stripe payment events occur. Logs each invoice to Google Sheets for bookkeeping and emails a PDF copy to the customer via Gmail.
Expense Report Collection & Tracking
Collect expense submissions through Typeform, log them automatically to Google Sheets, and notify finance managers via Slack when new reports arrive.
Payment Received Team Notifications
Instantly notify your team on Slack and send a confirmation email via Gmail whenever a Stripe payment is successfully processed.
Monthly Budget Alert System
Monitor actual spending against monthly budgets tracked in Google Sheets. Sends Slack alerts when spending approaches the limit and email summaries to stakeholders.
Support Ticket Routing Automation
Automatically route incoming support tickets to the right team based on category. Collects tickets via Typeform, logs them in Google Sheets, and sends categorized notifications to dedicated Slack channels.
SLA Breach Alert System
Monitor support ticket response times against SLA thresholds. Escalates breached tickets via Slack alerts and sends email notifications to managers before deadlines are missed.