Automation Workflow Blueprints
Browse proven automation workflows. Download configs for n8n and Make.com, then deploy in minutes.
8 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.
AI Lead Qualifier & Enrichment
When a new lead comes in, use Claude AI to analyze their company and role, score their fit, and enrich the CRM record automatically. High-scoring leads trigger a Slack notification to your sales team.
AI Personalized Sales Email Drafter
Generate hyper-personalized outreach emails using Claude AI based on prospect data from Google Sheets. Each email is tailored to the prospect's role, company, and pain points before being drafted in Gmail.
AI Deal Intelligence Briefing
Before a sales call, Claude AI pulls prospect info and recent context from Google Sheets, generates a comprehensive prep briefing with talking points, and posts it to Slack so your team walks into every call prepared.