Category: Automation Ideas

Analyses error logs or monitoring alerts and drafts proactive customer communications explaining the issue, impact, and workaround.

Looks at form responses (type, urgency, department) and creates tasks/projects in the correct Asana team with appropriate assignees and SLAs.

Automatically monitors CRM notes, call transcripts, and email conversations for competitor mentions, sending instant SMS alerts to sales managers with context (which competitor, which deal, what was said) to enable timely competitive strategy.

Analyses the week’s Zendesk tickets using AI to identify emerging trends, common issues, and priority problems, generating an executive summary report for support leadership.

Analyses user feedback, effort estimates, and business impact to produce a weighted prioritisation matrix with recommendations.

Uses AI to generate 10 different caption variations for the same social media image or video, posts them as A/B tests across platforms or schedules them over time, then analyses engagement data to identify the highest-performing caption style.

Monitors emails and call notes for commitments made to clients (“I’ll send that by Friday”, “We can include that”), creates tasks with deadlines, and reminds you before promises are broken.

Automatically routes Xero purchase orders to appropriate approvers based on amount thresholds and department budgets, tracking approval status and preventing unauthorised spending.

Uses AI to convert rough policy notes and bullet points into polished, comprehensive employee handbook sections with legal considerations, examples, and proper formatting, saving to Confluence or similar knowledge base.

Pulls transcript highlights, feature interests, and objections from the demo, then drafts a tailored follow-up with resources and CTA.

Analyses lost deal reasons in your CRM using Claude AI, then automatically generates objection handling scripts and talking points to help sales reps overcome the most common deal-killing objections.

When a Cal.com meeting attendee fails to appear, the workflow creates a recovery task in your CRM, triggers a personalised SMS/email sequence, and alerts the rep so the prospect can instantly rebook without playing inbox tag.