WORKFLOW TEMPLATES
Chatbots workflows
Conversational assistants for support and internal Q&A.
381 workflows
Priority IVR callback alert with Slack escalation
Detects high-urgency deflected IVR calls (outage, churn risk, VIP), synthesizes an immediate callback offer.
Enrich and rank chat leads before they reach sales
For each chat-captured email, it pulls company details from a web enrichment lookup, computes a fit-plus-intent priority score with an LLM, writes the ranked lead to Airtable.
Voice IVR sentiment escalation to PagerDuty for at-risk callers
Scores caller sentiment on each ElevenLabs voice call, and when frustration or churn-risk language is detected.
Voice IVR sentiment escalation to PagerDuty for at-risk callers
Scores caller sentiment on each ElevenLabs voice call, and when frustration or churn-risk language is detected.
Discord answerer from ReadMe docs with confidence logging to Airtable
Answers Discord questions from your ReadMe developer docs and logs every interaction with its confidence score to Airtable, opening an Intercom ticket only when confidence is low.
Slack HR Escalation Router
Catches HR questions the concierge bot can't resolve, classifies them by topic and sensitivity, opens a tracked ticket in the HR Postgres.
Slack Shortcut: Personal PTO Balance & Policy Lookup
Gives employees a Slack slash command that returns their current PTO balance from your HR system plus the relevant accrual policy from the handbook, in a private ephemeral reply.
Weekly Low-PTO-Balance Nudge
On a weekly schedule, scans the HRIS for employees carrying high unused PTO balances and DMs each one a personalized Slack nudge encouraging them to book time off.
Slack daily schema-change digest for warehouse columns
Each morning the bot diffs the Snowflake catalog against yesterday's snapshot and posts a Slack digest of new, renamed, dropped, and re-typed columns so the team learns about…
Sync Service Ownership from Confluence to Catalog DB
On a schedule, parses service runbook pages in Confluence and upserts owner, on-call, runbook URL, and SLA into the Postgres service catalog so the ownership bot always answers…
IT Helpdesk Slack Bot: Agentic Multi-Step Request Resolver
An agent assigned to a request handles it end to end in Slack — searching Confluence, asking clarifying questions, filing a Linear ticket when action is needed.
Qualify website chat leads and hand off to sales on buying intent
Listens to your website chatbot, scores each visitor conversation for buying intent.
Agent That Turns Zoom Action Items Into Linear Tickets and Answers Follow-Ups
An agent reviews the Zoom transcript, opens Linear tickets for committed action items with the right owners.
Pre-trip budget estimator from a webhook form
A pre-trip planning form submission triggers a full-trip reimbursement simulation across flights, hotel, meals, and ground transport.
Slack Slash Command: Honeycomb Query to Linear Perf Ticket
A Slack slash command that runs a plain-English Honeycomb latency query, shows the p95 breakdown, and on confirmation files a Linear ticket pre-filled with the slow service.
Self-Service Reschedule Webhook with Live Slot API
Powers a customer-facing reschedule page: a webhook from your portal triggers a free/busy lookup on the shared calendar, returns conflict-free slots for the customer to choose.
Slack Access Bot: Route High-Risk Requests to Approvers with Buttons
Sends access requests that fall outside auto-grant rules to the designated approver as an interactive Slack message, then provisions a GitHub team membership on approval.
Ask-the-Handoff Bot for Current On-Call State
An on-demand chat bot the incoming engineer messages with questions like 'what's still open?'.
Slack Access Bot: Offboarding Revocation Sweep with Confirmation
When an offboarding event fires, the workflow gathers all of a departing employee's entitlements from the matrix, revokes the GitHub-backed ones.
Discord Ban-Recommendation Agent with Human Review Gate
An agent reviews a flagged offender's complete record against your moderation policy, drafts a ban recommendation with reasoning.
Natural-Language Voice IVR with Intent Routing
Transcribes a caller's spoken request, classifies intent with an LLM, and either answers order status by voice from Postgres or routes other intents to a human queue.
Split presales chat questions from support tickets automatically
Reads each incoming Zendesk chat, classifies it as a sales opportunity or a support request, answers product FAQs inline for support.
Onboarding coach with confidence-gated human handoff
Answers onboarding questions from docs, but when the retrieved docs don't confidently cover the question it escalates to a human in Slack instead of guessing.
Intercom-to-HubSpot Sync When an Activation Call Is Booked
When a Zoom activation call gets booked from an Intercom chat, enriches the lead in HubSpot, logs the meeting, and posts an AI-written prep brief to the assigned rep in Slack.
Discord /ask command grounded in a Notion knowledge base
Powers a Discord slash command that answers members from your Notion knowledge base, citing the source pages, and replies privately so the channel stays clean.
Discord Threshold-Breach Escalation to Linear
When a user's strike count crosses a hard threshold, this opens a Linear issue with the full offense history and pings the moderation lead in Discord so a human decision is…
Discord Ban Appeal Intake with Context Pull
Captures ban-appeal form submissions, pulls the appellant's original offense history from Postgres, has an LLM assess whether the appeal addresses the actual violations.
Voice-reply bot with Slack escalation summary for hard questions
Voices answers to accessibility-mode Intercom visitors, but when the LLM is unsure it posts a spoken holding message and sends a Slack summary so a human can take over fast.
Voice-reply bot with Slack escalation summary for hard questions
Voices answers to accessibility-mode Intercom visitors, but when the LLM is unsure it posts a spoken holding message and sends a Slack summary so a human can take over fast.
IVR callback offer with deflected-intent summary
When a caller hangs up or asks for a callback in the voice IVR, ElevenLabs speaks a callback offer and the call's intent is summarized and logged to the support queue so an agent…
Slack /docs command: cited answer from ReadMe knowledge base
A Slack slash command that searches your ReadMe docs, answers the question in the channel with inline source links, and quietly logs a suggestion when the matched docs were thin.
/docs with low-confidence escalation to an expert
Answers a Slack /docs question from ReadMe, and when confidence is low, escalates by @-mentioning the on-call subject expert in the thread with a pre-drafted summary instead…
Answer in Slack, then file a Linear doc-gap ticket on miss
Answers a Slack /askdocs question from ReadMe, and when no page adequately covers the topic.
Weekly digest of unanswered ReadMe questions to Slack
On a schedule, reviews the week's logged docs questions, clusters the ones ReadMe couldn't answer well.
After-hours voice IVR with morning callback queue
Lets the ElevenLabs voice agent answer FAQs around the clock, and for calls received outside business hours that need a human.
/improvedocs: draft a ReadMe edit and open a GitHub PR
When a teammate runs /improvedocs in Slack with a correction, the agent finds the relevant ReadMe page, drafts the revised Markdown.
Autonomous Discord concierge agent with live docs and escalation
An agent-driven concierge that holds multi-turn Discord conversations, fetches and re-checks Notion docs as needed, and decides on its own when to resolve, ask a follow-up.
Turn Repeated Onboarding Confusion into Linear Product Issues
When the onboarding bot repeatedly fails to confidently answer questions about the same setup step, it files a deduplicated Linear issue so the product team can fix…
Flag Missing Onboarding Docs When the Bot Can't Find an Answer
When the concierge has to escalate because no help-center article covered the user's onboarding question, it logs the documentation gap and files a Linear task to write…
Nightly IVR callback queue rollup and digest
On a schedule, reads the day's deflected IVR callbacks from Postgres, clusters them by intent into a summary, synthesizes a spoken daily briefing.
Voice-Note Field Report Intake to Airtable
Transcribes a field worker's voice memo, extracts the structured details, and files a new field report row in Airtable matched to the right site record.
Slack /deploystatus Read-Only Deploy and Flag Auditor
Ask /deploystatus <project> in Slack to get the current live Vercel deployment, the commit it points to, and every recent flag toggle and rollback from the audit log.
Datadog Alert Explainer with Linear Follow-Up
An on-call engineer asks the bot to explain a Datadog alert; the bot replies with metric context and suspect deploys.
Auto-Context Reply on Every Datadog Alert
When a Datadog monitor fires, this workflow automatically posts a context-rich reply in the alert's Slack thread with the metric graph, the owning team, and the last three deploys.
Outlook Concierge: Bridge Outlook and Google Calendars
When an external guest replies that a proposed time doesn't work, the bot reconciles Outlook and Google Calendar availability to find a slot both sides can take.
Voice Hotline to Salesforce Case Routing
Accepts a recorded voicemail via webhook, transcribes it, matches the caller to a Salesforce account.
Voice Inspection Notes to Notion Knowledge Base
Turns a recorded site inspection walkthrough into a structured Notion page filed under the correct property, with findings broken into a checklist and flagged items surfaced.
Discord FAQ Escalation Router to Linear
Triages Discord questions, auto-answers the easy ones from Coda, and routes anything the doc can't resolve or that looks like a bug into a Linear issue with full context…
Personalized Benefits Answers Using Employee Eligibility Data
Answers benefits questions in Teams by combining policy text from Confluence with the asker's own eligibility and plan tier stored in Postgres, so responses are specific to them.
Agentic Benefits Concierge Across Confluence and Past Tickets
An agent in Teams resolves multi-step benefits questions by reasoning over the HR Confluence space and prior resolved questions in Postgres.
Triage Discord access requests by risk and auto-route to approval or ticket
Handles /access slash-command requests in Discord by classifying the resource's risk level.
Discord IT helpdesk bot with doc-grounded answers and Linear ticket fallback
Answers employee IT and policy questions in Discord from your indexed Confluence docs, and opens a Linear ticket automatically when it can't find a confident answer.
Nightly Confluence freshness audit for the IT helpdesk knowledge base
Runs every night to find IT policy pages that are stale or contradict recent answers, then posts a digest to Discord and opens Linear tickets to get them updated.
Shift Handoff to a Notion Runbook Page
On a schedule near the end of each on-call shift, this bot compiles open alerts and in-flight incidents into a structured Notion handoff page so the next engineer has a durable.
Proactive onboarding nudge for users stuck on a step
On a schedule, finds users who started but stalled on an onboarding step in Postgres and sends each a proactive Intercom message with the exact doc walkthrough for that step.
Auto-Post Failed Pipeline Root Cause to Discord
When a GitLab pipeline fails, this workflow automatically parses the failing job log and posts the root cause to a Discord channel, pinging the commit author so nobody has to ask.
PII Request Capture: Ticket and Human Handoff
When an employee's HR question requires personal data, this flow opens a tracked HR ticket, redacts sensitive details from logs.
PII Request Capture: Ticket and Human Handoff
When an employee's HR question requires personal data, this flow opens a tracked HR ticket, redacts sensitive details from logs.
Escalate Unanswered Benefits Questions to HR with Logging
When the benefits bot can't ground an answer in Confluence, it opens a tracked escalation to HR in Teams and logs the gap in Postgres so the knowledge base can be improved.
New-Hire Onboarding HR Concierge over Confluence
When a new hire joins, an agent-driven concierge in Teams proactively walks them through key HR policies from Confluence, answers their questions in context.

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