Workflow Templates Gallery
Pre-built, battle-tested automated routines you can clone with one click.
Autonomous B2B Lead Qualifier
Prompts visitor for company email, queries Clearbit API for revenue data, and scores the opportunity into HubSpot pipeline.
After-Hours Emergency Escalation
When sentiment detects frustration after 6 PM, pings the on-call engineer via PagerDuty and sends WhatsApp status to the customer.
Meeting Booking & Reminder Sequence
Generates Google Meet link, creates calendar invitation, and sends automated WhatsApp reminder 1 hour before scheduled call.
Stripe Failed Invoice Recovery
Listens for failed recurring subscriptions, triggers friendly live chat modal on their next visit with 1-click update link.
Negative Sentiment Churn Intervention
Detects keywords ("cancel", "unacceptable", "too expensive") and notifies Customer Success Director with executive discount authorization.
Post-Resolution CSAT Survey
Sends 1-click star rating micro-survey upon conversation resolution. Ratings below 3 stars route to Quality Assurance queue.