Category: Automation Ideas

Routes refund requests through approval tiers based on amount, reason, or customer tier before issuing refunds in Shopify or other platforms.

Takes messy data from one system and transforms it through multiple Zapier formatting steps (split, trim, format, combine) before sending it to the destination system in exactly the format needed.

Detects WooCommerce Subscriptions that were paused, enriches them with product usage/purchase history, and launches a personalised win-back sequence that offers aid or incentives to resume.

Analyses Notion database views and filters, then recommends adjustments (properties, rollups, filters, grouping) to improve performance for large workspaces.

Monitors social media mentions and sentiment via Hootsuite, automatically alerting the leadership team via SMS and Slack when potential PR crisis indicators are detected (negative spike, viral criticism, sensitive keywords).

Automatically creates upsell opportunities in Salesforce when customer product usage crosses predefined thresholds, ensuring sales teams engage with expansion opportunities at the perfect moment.

Automatically detects anomalies in Front inbox metrics (response time spikes, unusual volume surges, backlog growth) and alerts team leads immediately, enabling rapid intervention before SLA breaches.

Uses Claude to automatically transform blog posts into multiple content formats (Twitter thread, LinkedIn article, email newsletter, social snippets, video script), maximising content ROI by repurposing core ideas across channels.

It tailors the nurture sequence based on the lead’s behaviour – clicks, replies, survey answers, or page visits – so each person only receives messages that match what they care about.

It automatically assembles a customised package of testimonials, case studies, and examples relevant to a specific prospect’s industry, service need, or challenge. The packet is generated and sent with one click, showing proof that matters to them.

It detects new negative reviews immediately, alerts the team, drafts a professional public response, creates internal recovery tasks, and tracks resolution. The goal is to respond fast, fix the issue, and turn detractors into advocates.

Connects uptime monitoring to Twilio voice calls so on-call staff get instant phone alerts when downtime occurs.