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The automations ops teams describe most on day one

Order Management
Order shipped — Slack notify + Sheet log

When a new Shopify order ships, send an instant Slack message to your warehouse channel with order details, and log the shipment to a Google Sheet — automatically, every time.

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Finance & Reporting
Weekly report email to manager

Every Monday morning, pull data from your Airtable base, compile a summary, and email it to your manager — formatted, consistent, and zero manual effort on your part.

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Customer Support
New support ticket → assign to team

When a support ticket arrives in Zendesk, create a Jira task, assign it to the on-call agent, and send an alert to your #support Slack channel — priority tickets never sit in a queue.

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60+ starting points across every ops function

Order Management
New order → warehouse Slack alert
Notify warehouse team instantly on every new order
Order Management
Refund processed → customer email
Automatically confirm refunds to customers
Order Management
Low stock alert → Slack + email
Alert procurement when inventory drops below threshold
Order Management
Order delay → customer update email
Proactively notify customers of shipping delays
Order Management
Returns request → returns Sheet log
Log every return request with reason and date
HR & People
New hire → Notion workspace + IT ticket
Auto-create onboarding docs and IT access request
HR & People
Offer accepted → HR Airtable record
Create a new hire record automatically on offer acceptance
HR & People
Anniversary reminder → manager Slack
Alert managers to work anniversaries ahead of date
HR & People
Leaver checklist → IT offboarding ticket
Trigger access revocation and equipment return
HR & People
Probation review reminder
Remind managers 7 days before 3-month reviews
Customer Support
High-priority ticket → escalation Slack
Immediately escalate P1 tickets to team lead
Customer Support
Unassigned ticket after 1h → Slack alert
Chase unassigned tickets before SLA breaches
Customer Support
CSAT below 3 → manager email
Flag poor CSAT scores for immediate review
Customer Support
Ticket resolved → NPS survey email
Send follow-up NPS survey 24h after resolution
Finance & Reporting
Invoice paid → Xero + Slack confirm
Log payment and notify finance team instantly
Finance & Reporting
Overdue invoice → reminder email
Auto-send payment reminders at 7 and 30 days overdue
Finance & Reporting
Monthly P&L summary email
Compile and send monthly financials to leadership
Finance & Reporting
Expense submitted → approval Slack
Route expense approvals to the right manager
Finance & Reporting
Budget threshold alert
Notify team when spending reaches 80% of budget
Marketing Ops
New form lead → HubSpot contact
Add Typeform leads to HubSpot instantly
Marketing Ops
Demo booked → welcome email sequence
Trigger onboarding emails on Calendly booking
Marketing Ops
New subscriber → Mailchimp + Sheet
Sync new signups across marketing tools
Marketing Ops
Campaign went live → team Slack
Notify team when scheduled campaigns activate
Marketing Ops
Trial signup → CRM record + SDR alert
Route trial signups to the right sales rep
Admin & Office
Meeting notes → Notion page
Auto-create meeting pages in Notion from calendar events
Admin & Office
Visitor expected → reception Slack
Alert reception when a visitor is due to arrive
Admin & Office
Contract signed → folder creation
Create a client folder in Drive on contract signature
Admin & Office
PO approval → supplier email
Notify suppliers automatically on purchase order approval
Admin & Office
Weekly team standup reminder
Send a Slack message every Monday at 8:30am
Admin & Office
Policy update → team acknowledgement
Distribute policy docs and collect read receipts

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