Seven worked examples, taken from the automation patterns we build for clients and rewritten as clean templates you can import into your own instance. Every one is documented, uses placeholder credentials, and contains no client data. Swap the YOUR_* values for your own and it runs.
Lead recovery
Missed call text back, automated: when an inbound call goes unanswered an AI agent texts the caller within seconds, logs the attempt on the CRM contact and alerts the team in Slack.
Attribution
Sends Lead and Purchase events straight from your CRM to the Facebook Conversions API, so conversions still report when the browser pixel is blocked.
AI agents
A webhook-driven AI agent that qualifies inbound leads over SMS or web chat, remembers each conversation separately, and hands off to a human at the right moment.
Guardrails
The moment a real team member messages a contact, every automated sequence for that contact stops, so leads never get a human reply and a bot nudge in the same minute.
Operations
A signed client fills in one form and the entire kickoff runs itself: a ClickUp task with the full brief, a Slack alert to delivery, and a welcome email.
Reporting
Every night, pulls the day's calls and appointments out of Airtable, aggregates per rep, and posts one Slack digest with conversion rates.
Reliability
Attach this to every workflow you run. Any failed execution posts to Slack with the failing node, the error and a direct link to the execution.