Automation Examples Library

Real automation patterns: workflow diagram, systems involved, trigger → logic → actions, and business value. Use these to scope and prioritise with your team.

HubSpot Lead Routing Automation

Lead inEnrichScoreRouteNotify
Systems involved
HubSpot, enrichment API, Slack, CRM
Trigger
New lead captured (form, ad, inbound)
Logic
Enrich lead data, score/qualify, assign owner by rules
Actions
Create/update contact in HubSpot, notify sales in Slack, create follow-up task

Business value: Faster response time, consistent routing, no leads dropped.

Zendesk Ticket Classification

TicketClassifyKB lookupDraftRoute
Systems involved
Zendesk, internal KB, Slack
Trigger
New support ticket created
Logic
Classify category and priority, search KB for answers, draft suggested response
Actions
Tag ticket, attach draft reply, route to correct team or auto-respond where safe

Business value: Lower handle time, consistent triage, clear escalation paths.

Xero Invoice Processing

InvoiceExtractValidateApproveSync
Systems involved
Email, Xero, approval workflow, accounting
Trigger
Invoice received (email or upload)
Logic
Extract line items and totals, validate against PO/budget, apply approval rules
Actions
Create bill in Xero, route for approval, post once approved, sync to accounting

Business value: Fewer manual data entry errors, full audit trail, faster close.

Sales Pipeline Automation

EventUpdateCheckTaskReport
Systems involved
CRM (HubSpot/Salesforce), email, calendar, reporting
Trigger
Stage change, new opportunity, or activity (call/email)
Logic
Update pipeline fields, check compliance (calls logged, next steps), recalc forecast
Actions
Sync fields, create tasks, send internal alerts, update pipeline report

Business value: Pipeline hygiene, accurate forecasting, no silent stall.

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