Abandoned Cart Recovery Sequence
Detects an abandoned checkout in your storefront and sends a staged reminder sequence (reminder, then optional incentive) by email, stopping automatically once the order completes.
ShopifyMailchimp
View templatePractical automation patternsThe Bot Directory
The Bot Directory
of automation templates.
61 automation patterns for sales, marketing, operations, support, personal, and developer workflows. Search by category and integration, then follow the setup guide.
61Automation templates
6Categories
35Integrations covered
Showing 61 of 61 templates
Affiliate Commission Tracker
Logs referred sales against the referring affiliate and compiles a running commission total, so a small affiliate program doesn't need a dedicated platform to track who's owed what.
StripeGoogle Sheets
View templateAI Agent Production Deployment Checklist
How we take an agent from a working laptop demo to production: scoped credentials instead of a master key, a sandboxed execution environment, eval gates before shipping a prompt change, observability on every run, and a rollback path.
n8nGitHub
View templateAI Product Build Pipeline
Our end-to-end process for shipping an AI-native product feature: scoping the real user workflow first, prototyping against production-shaped data, and shipping behind a flag with evals in place before it's exposed to real users.
GitHubVercel
View templateAPI Rate Limit Watchdog
Monitors how close a workflow's API calls are running to a provider's rate limit and throttles or pauses execution before you get hard-blocked, instead of finding out from a stack of failed calls.
Slack
View templateCustomer Birthday/Anniversary Email
Sends a small, genuine touch email on a customer's birthday or account anniversary, pulled from data you already have, instead of a bulk blast that ignores the date entirely.
Mailchimp
View templateResume Screening Summary Generator
Summarizes each incoming resume against the job requirements into a short, structured note for the hiring manager, so screening starts with a summary instead of opening every PDF cold.
Google Sheets
View templateClaude Code Skills System
How we standardize repeatable engineering work as versioned Claude Code skills, so every build starts from a proven playbook — publishing, audits, image pipelines, SEO checks, and deploy safety are all captured as skills, not one-off prompts.
Claude CodeGitHub
View templateDeployment Notification to Slack
Posts a Slack message with the commit, author, and environment whenever a deploy completes, so the team has a running log of what shipped and when without checking a CI dashboard.
GitHubSlack
View templateContent Calendar Deadline Reminders
Checks a content calendar daily for pieces due soon and pings the assigned writer or editor in Slack, so deadlines don't slip because a calendar row went unread.
AirtableSlack
View templateLong-Form Video to Social Clips Log
Logs a finished long-form video into a repurposing queue with timestamps for standout moments, so an editor has a starting point for social clips instead of rewatching the whole recording cold.
Notion
View templateContract E-Signature Status Tracker
Watches a contract sent for e-signature and updates the CRM deal record automatically when it's signed, so sales doesn't have to manually check and update status.
DocuSignHubSpot
View templateTwo-Way CRM Contact Sync
Keeps contact records in sync between a CRM and a second system (spreadsheet, email tool, or support desk) so updates in one place propagate instead of two systems slowly drifting apart.
HubSpotGoogle Sheets
View templateCSV Import Data Cleaning Pipeline
Runs an uploaded CSV through a standard cleaning pass — trimming whitespace, normalizing phone/email formats, dropping exact duplicates — before it's imported anywhere, so bad data doesn't propagate downstream.
Google Sheets
View templateCustom n8n Workflow Build Process
Our own production process for building client n8n workflows: mapped processes, idempotent builds so re-runs don't duplicate data, Slack alerts on failure, and a documented handover instead of a black box.
n8nSlack
View templateNPS Survey Response Routing
Routes NPS survey responses by score: detractors get flagged to a human for follow-up within the day, promoters get a review-request nudge, so the response doesn't just sit in a dashboard unread.
TypeformSlack
View templateProduct Onboarding Email Drip
Sends a staged sequence of onboarding emails after signup, tied to whether the user has completed key setup steps, so onboarding emails stay relevant instead of firing on a blind timer.
Mailchimp
View templateCustomer Support Triage Automation
Support automation built the safe way: every incoming ticket is triaged and categorized, draft replies are generated for FAQ-shaped questions, and nothing sends without a human review until the deflection rate has earned more autonomy.
n8nZendeskSlack
View templateAsync Daily Standup Digest
Collects each team member's async standup update from a form or Slack thread and compiles them into a single digest posted to the team channel each morning, for teams that don't want a live standup call.
Slack
View templateDatabase Backup Verification
Checks daily that a scheduled database backup actually completed and is a reasonable size, then alerts the team if a backup is missing or looks truncated — catching a silent backup failure before it matters.
PostgreSQLSlack
View templateDiscord Community Onboarding Flow
Sends a new Discord member a welcome DM with community rules and channel highlights when they join, and assigns a default role, replacing a manual moderator greeting.
Discord
View templateDomain & SSL Expiry Monitor
Checks domain and SSL certificate expiry dates on a schedule and alerts the team weeks in advance, so a site never goes down from a lapsed certificate or domain nobody renewed.
Slack
View templateEvent Registration Confirmation & Reminders
Sends a confirmation email immediately after event signup and a reminder sequence in the days leading up to it, so attendance doesn't drop just because people forgot.
TypeformGmail
View templateExpense Receipt Capture & Categorization
Reads receipt images forwarded to a dedicated inbox, extracts the amount/vendor/date, and logs them into a spreadsheet or accounting tool categorized by expense type — instead of a shoebox of receipts at tax time.
GmailGoogle Sheets
View templateGrounded FAQ Deflection Bot
Answers common support questions using only your help-center content as the source, and hands off to a human for anything it isn't confident about — built to avoid answering from a model's general knowledge.
Intercom
View templateForm-to-CRM Lead Capture
Pushes every website form submission straight into the CRM as a new lead record with the right owner assigned, replacing a spreadsheet or shared inbox as the intake point.
WebflowHubSpot
View templateStale GitHub PR Review Reminder
Pings the assigned reviewer in Slack when a pull request has been open past a set threshold without a review, so PRs don't quietly sit for days.
GitHubSlack
View templateNew Google Review Alert
Checks for new Google Business reviews and posts them to a Slack channel immediately, flagging anything under 4 stars for priority response, so a bad review doesn't sit unanswered for days.
Google Business ProfileSlack
View templateGTM Outreach Personalization Pipeline
An outbound research and personalization pipeline with hard safety rails: every message is human-approved before it sends, daily volume is capped, and sending domains are monitored so deliverability doesn't collapse.
n8nGoogle SheetsSlack
View templateEmail Inbox Triage & Labeling
Reads new inbox mail, classifies it by topic (billing, support, sales, spam), and applies labels or forwards to the right shared inbox, so a shared inbox doesn't turn into an unsorted pile.
Gmail
View templateOverdue Invoice Reminder Automation
Checks accounting software daily for invoices past their due date and sends a polite, staged reminder sequence by email, so collections don't depend on someone remembering to chase.
QuickBooksGmail
View templateJob Application Tracker
Logs new applications received against an open role into a single tracking sheet with status, so a hiring manager isn't hunting across email and a job board for who applied when.
GmailGoogle Sheets
View templateLead Enrichment on Form Submit
Enriches a new form submission with firmographic data (company size, industry, domain) before it lands in the CRM, so reps see context instead of a bare name and email.
TypeformHubSpot
View templateLead Qualification: Scoring & Routing
Automated lead qualification that captures inbound form submissions, scores them against firmographic and behavioral rules, and routes hot leads straight to a rep's calendar while cold leads go into a nurture sequence instead of eating a sales hour.
n8nHubSpotCalendlySlack
View templateLinkedIn Post Scheduler from a Content Queue
Publishes posts from a pre-written content queue (spreadsheet or Notion) on a fixed schedule, so posting cadence doesn't depend on someone remembering to log in that day.
LinkedInAirtable
View templateMeeting Notes to Notion
Takes a finished meeting transcript or recording, summarizes it, and files structured notes (summary, decisions, action items) into a Notion database automatically after the call ends.
FirefliesNotion
View templateMonthly Client Report PDF Generator
Pulls the month's numbers from a data source, drops them into a branded report template, and emails the finished PDF to the client automatically — replacing a manual end-of-month report ritual.
Google SheetsGmail
View templaten8n + Claude Code Agent Coordinator
A Telegram-triggered n8n workflow that routes messages to a LangChain agent (via OpenRouter) with buffered memory, custom tools, and an SSH node that runs commands against a remote Claude Code session — built to coordinate multiple agent tasks from a chat interface.
n8nTelegramOpenRouterClaude Code
View templaten8n Claude Code Terminal Bridge
A minimal n8n workflow that exposes a chat trigger, formats the incoming message with a Set node, and pipes it over SSH into a running Claude Code CLI session — the smallest possible bridge between a chat UI and a real terminal agent.
n8nClaude Code
View templateNew Customer Onboarding Checklist Trigger
Fires when a deal is marked won in the CRM and creates the onboarding checklist, kicks off a welcome email sequence, and notifies the account owner — so onboarding starts the same day a deal closes.
HubSpotSlack
View templateNew Hire IT Provisioning Checklist
Fires when HR marks a new hire as confirmed and creates the account-provisioning tasks (email, tools access, hardware request) so IT gets a checklist instead of a Slack message to remember.
SlackGoogle Workspace
View templatePersonal Daily Briefing
Compiles today's calendar, top unread emails, and a couple of headlines from chosen sources into a single morning message, so the day starts with one summary instead of five apps.
Google CalendarGmail
View templateRead-Later Digest Compiler
Compiles articles saved to a read-later list over the week into a single digest email, so saved links actually get read instead of accumulating unread forever.
Notion
View templatePodcast Episode to Blog Draft
Takes a finished podcast episode's transcript and turns it into a structured blog post draft (intro, key points, quotes) for an editor to refine, instead of starting the writeup from scratch.
Notion
View templatePodcast Guest Follow-Up Sequence
Sends a thank-you and asset-request email to a podcast guest right after recording, then a second email once the episode is live with links to share, replacing manual guest-relations emails.
GmailNotion
View templateProduct Feedback Auto-Tagging
Reads incoming product feedback from support tickets or a feedback form and tags it by theme (bug, feature request, pricing, UX), so a product team can filter a backlog instead of reading every message individually.
ZendeskNotion
View templatePost-Purchase Review Request
Sends a review request email a set number of days after delivery, timed so the customer has actually used the product, instead of asking at checkout when they haven't yet.
ShopifyGmail
View templateRSS-to-Slack Digest
Polls a set of RSS feeds on a schedule and posts a formatted digest of new items into a Slack channel, so a team gets industry news without anyone checking feeds manually.
RSSSlack
View templateSEO/GEO Content System
The system behind how we plan, draft, and ship SEO and generative-engine-optimized content: keyword and citation-gap research feeds a queue, drafts go through an anti-slop editorial pass, and nothing publishes without a human check on factual claims.
Google Search ConsoleNotion
View templateSlack Error Alerting for Automations
A wrapper pattern that catches failures in any workflow and posts a formatted alert to Slack with the error message and the run link, so a broken automation gets noticed the same day instead of silently failing for weeks.
Slackn8n
View templateSocial Media Cross-Posting
Publishes one piece of content to multiple social platforms from a single source (e.g. a content calendar in Notion or Airtable), reformatted per platform instead of manually copy-pasting to each.
NotionBuffer
View templateSubscription Churn Risk Flagging
Watches for subscription signals that correlate with churn (failed payment, usage drop, downgrade) and flags the account to customer success before cancellation, instead of finding out after the fact.
StripeSlack
View templateSupport Ticket Alerts to Slack
Posts new and urgent support tickets to a Slack channel in real time with a link to the ticket, so the team sees new issues immediately instead of only when someone checks the helpdesk.
ZendeskSlack
View templateTeam PTO to Shared Calendar Sync
Adds approved time-off requests to a shared team calendar automatically, so managers and teammates see who's out without checking a separate HR tool.
Google Calendar
View templateTrello Card Move Notifications
Posts a Slack message whenever a card moves into a key list (e.g. 'In Review' or 'Done') so the team sees progress in the channel they already watch, instead of needing to open the board.
TrelloSlack
View templateTwo-Way Calendar Sync
Mirrors busy blocks between two calendars (e.g. a work and a client-facing scheduling calendar) so double-booking stops without manually checking both every time.
Google CalendarCalendly
View templateVoicemail Transcription to CRM Note
Transcribes an incoming voicemail and logs it as a note on the matching CRM contact automatically, so a missed call doesn't mean lost context about what the caller needed.
TwilioHubSpot
View templateLow Stock Inventory Alert
Checks inventory levels against a reorder threshold per SKU and alerts the ops team when it's time to reorder, instead of finding out a product is out of stock from a customer complaint.
ShopifySlack
View templateWebsite Uptime Alerting
Pings a set of URLs on a schedule and alerts the team in Slack the moment one returns an error or times out, instead of finding out from a customer that the site is down.
Slack
View templateWeekly KPI Report Compiler
Pulls numbers from several sources (analytics, CRM, ad platforms) into one spreadsheet and posts a formatted summary to a team channel every Monday, replacing a manual copy-paste ritual.
Google SheetsSlack
View templateWhatsApp Order Status Lookup
Lets a customer text an order number on WhatsApp and get a real-time status pulled from the order system, cutting down repetitive 'where's my order' support tickets.
WhatsAppShopify
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