Workflow Library

50 pre-built workflow templates powered by AI. Click to import and customize.

All workflows include AI-generated descriptions and best practices

Showing 50 of 50 workflows

Email to Slack Notifications

AI

Forward important emails to Slack channels instantly

BeginnerCommunicationGeneral
1,243 uses

Lead Capture to CRM

AI

Automatically add form submissions to your CRM with enrichment

IntermediateSalesSaaS
987 uses

Invoice Creation & Email

AI

Generate invoices from Stripe and email to customers

AdvancedFinanceE-commerce
756 uses

Weekly Report Generator

AI

Pull data from Google Sheets and generate PDF reports

IntermediateReportingGeneral
654 uses

Social Media Scheduler

AI

Schedule posts across Twitter, LinkedIn, Facebook

BeginnerMarketingMarketing
892 uses

Customer Support Ticket Router

AI

Automatically assign support tickets based on keywords

AdvancedSupportSaaS
534 uses

Meeting Notes to Notion

AI

Transcribe meeting notes and sync to Notion database

IntermediateProductivityGeneral
721 uses

Payment Reminder Automation

AI

Send automated payment reminders for overdue invoices

BeginnerFinanceE-commerce
445 uses

Onboarding Email Sequence

AI

Multi-step email campaign for new user onboarding

IntermediateMarketingSaaS
823 uses

Data Backup to Cloud

AI

Automated daily backups of critical data to cloud storage

AdvancedOperationsGeneral
612 uses

Product Launch Checklist

AI

Coordinate tasks across teams for product launches

IntermediateProject ManagementSaaS
398 uses

Blog Post to Social Media

AI

Auto-share new blog posts to all social channels

BeginnerMarketingMarketing
956 uses

E-commerce Order Fulfillment

AI

Trigger fulfillment workflows when orders are placed

AdvancedOperationsE-commerce
678 uses

Employee Onboarding Automation

AI

Automated task creation for HR onboarding process

IntermediateHRGeneral
445 uses

Calendar Event Reminder

AI

Send customized reminders before important events

BeginnerProductivityGeneral
1,102 uses

Competitor Price Monitoring

AI

Track competitor pricing and alert on changes

AdvancedSalesE-commerce
387 uses

Survey Response Analysis

AI

Aggregate and analyze survey responses automatically

IntermediateReportingMarketing
524 uses

GitHub to Slack Integration

AI

Post GitHub activity updates to Slack channels

BeginnerDevelopmentTech
843 uses

Contract Renewal Reminders

AI

Alert teams 30/60/90 days before contract renewals

IntermediateSalesSaaS
456 uses

Customer Feedback Loop

AI

Collect, categorize, and route customer feedback

AdvancedSupportGeneral
598 uses

Lead Scoring System

AI

Score and qualify leads based on engagement data

AdvancedSalesSaaS
421 uses

Expense Report Submission

AI

Automated expense tracking and approval workflows

IntermediateFinanceGeneral
512 uses

Content Approval Pipeline

AI

Multi-stage review process for marketing content

IntermediateMarketingMarketing
367 uses

Website Health Monitor

AI

Monitor website uptime and performance metrics

AdvancedOperationsTech
689 uses

Newsletter Subscriber Sync

AI

Sync newsletter subscribers across multiple platforms

BeginnerMarketingMarketing
734 uses

Sales Pipeline Automation

AI

Move deals through pipeline stages automatically

AdvancedSalesSaaS
543 uses

Document Version Control

AI

Track and manage document versions automatically

IntermediateProductivityGeneral
398 uses

Event Registration Workflow

AI

Handle event registrations and confirmations

BeginnerEventsGeneral
476 uses

Churn Prevention System

AI

Identify and engage at-risk customers proactively

AdvancedSupportSaaS
612 uses

Time Tracking Integration

AI

Sync time entries across project management tools

IntermediateProductivityGeneral
445 uses

Affiliate Commission Tracker

AI

Calculate and notify affiliates of commissions

AdvancedFinanceE-commerce
356 uses

Inventory Alert System

AI

Get notified when inventory drops below threshold

BeginnerOperationsE-commerce
523 uses

Customer Journey Tracking

AI

Map and analyze customer interaction touchpoints

AdvancedMarketingSaaS
478 uses

Multi-Channel Support Routing

AI

Route support requests from email, chat, and social

AdvancedSupportGeneral
589 uses

Referral Program Automation

AI

Track referrals and reward customers automatically

IntermediateMarketingSaaS
423 uses

Compliance Document Generator

AI

Generate compliance reports on schedule

AdvancedLegalFinance
287 uses

Team Performance Dashboard

AI

Aggregate team metrics into a real-time dashboard

IntermediateReportingGeneral
512 uses

Birthday & Anniversary Emails

AI

Send personalized greetings to customers

BeginnerMarketingGeneral
876 uses

API Rate Limit Manager

AI

Monitor and manage API usage across services

AdvancedDevelopmentTech
356 uses

Quality Assurance Checklist

AI

Automated QA workflows for product releases

IntermediateOperationsTech
445 uses

Webinar Follow-Up Sequence

AI

Automated follow-up emails after webinar attendance

BeginnerMarketingMarketing
623 uses

Security Alert System

AI

Monitor and alert on security events across systems

AdvancedSecurityTech
498 uses

Task Delegation Workflow

AI

Automatically assign tasks based on team capacity

IntermediateProject ManagementGeneral
534 uses

Customer Review Aggregator

AI

Collect reviews from multiple platforms

BeginnerMarketingE-commerce
687 uses

Budget Tracking & Alerts

AI

Monitor department budgets and send alerts

IntermediateFinanceGeneral
398 uses

Abandoned Cart Recovery

AI

Send automated reminders for abandoned shopping carts

IntermediateSalesE-commerce
723 uses

Knowledge Base Sync

AI

Keep knowledge base articles synchronized across platforms

AdvancedSupportSaaS
412 uses

Recruitment Pipeline

AI

Automate candidate tracking and communication

AdvancedHRGeneral
498 uses

Product Recommendation Engine

AI

Generate personalized product recommendations

AdvancedSalesE-commerce
567 uses

Crisis Communication Plan

AI

Automated incident response and communication

AdvancedOperationsGeneral
312 uses

Share with your team

Invite team members to collaborate on workflow automation.

Note: This is a courtesy invitation system. No discounts or credits are automatically applied. Pricing and trial terms remain as published on our pricing page.

Need a Custom Workflow?

Use our AI-powered natural language builder to create workflows in plain English.

Create with AI