Automation Isn't Just for Big Companies
With AI-native platforms, any business can automate repetitive tasks in minutes using natural language — no developers needed.
Sales Automations (1-10)
- Auto-assign new leads based on territory or round-robin
- Send welcome email when a lead is captured
- Follow up automatically if no response in 3 days
- Score leads based on website behavior and engagement
- Alert manager when a high-value deal enters pipeline
- Move stale deals to "At Risk" after 14 days of inactivity
- Generate proposal from discovery call notes
- Send pricing deck when deal moves to "Proposal" stage
- Create task for rep when prospect visits pricing page
- Weekly pipeline digest email to sales managers
Marketing Automations (11-20)
- Drip campaign for new email subscribers
- Birthday/anniversary emails with personalized offers
- Re-engagement campaign for contacts inactive 90+ days
- Post-purchase review request (7 days after delivery)
- Abandoned cart recovery sequence (1hr, 24hr, 72hr)
- Segment contacts by behavior automatically
- A/B test subject lines on every campaign
- Social media post scheduling from content calendar
- Lead magnet delivery + nurture sequence
- Event registration confirmation + reminders
Support Automations (21-30)
- Auto-categorize tickets by topic using AI
- Route tickets to agents by expertise and availability
- Send SLA breach alert 30 minutes before deadline
- Auto-respond to common questions with KB articles
- Satisfaction survey after ticket resolution
- Escalate negative CSAT responses to manager
- Create follow-up ticket 30 days after resolution
- Tag VIP customers for priority routing
- Auto-close tickets with no response after 5 days
- Weekly support performance digest
Operations Automations (31-40)
- Low stock alerts when inventory hits reorder point
- Auto-generate purchase orders from stock alerts
- Invoice creation from closed deals
- Payment reminder at 7, 14, and 30 days overdue
- Expense auto-categorization from bank feed
- Monthly financial report generation
- Employee onboarding checklist trigger
- Contract renewal reminder 60 days before expiry
- Time tracking reminder if no entries logged by 5 PM
- Project milestone notification to stakeholders
Cross-Functional Automations (41-50)
- Customer churns → trigger win-back + alert sales + update forecast
- Support ticket from VIP → alert account manager + prioritize
- Product return → update inventory + process refund + trigger feedback survey
- New customer signed → create project + assign team + send onboarding
- Deal lost to competitor → tag in CRM + add to competitive intelligence report
- High NPS response → trigger referral request + add to testimonial pipeline
- Invoice overdue 30+ days → alert sales rep + pause marketing emails
- Website form fill → enrich contact + score lead + assign + notify
- Customer upgrades plan → trigger success manager assignment + send welcome
- Quarterly business review due → compile data + generate report + schedule meeting
How to Build These in Automo
Automo's natural language automation builder lets you describe any of these in plain English:
"When a deal closes, generate an invoice, assign an onboarding project, and send the welcome email sequence."
The AI handles the rest — no workflow builders, no code, no Zapier.
