Email workflows

On a low Zendesk CSAT rating, routes the recovery by account value: high-value accounts get a CSM Slack alert and a calendar call.

Every weekday morning, Hive finds discovery calls closed the prior day, generates a Loom recap for each, sends them to prospects.

Scores each closed discovery call's notes for completeness; if rich enough, auto-builds and sends a Loom recap.

Watches a policy@ inbox, drafts a cited answer from your Confluence and Drive knowledge base, and either auto-sends it or routes low-confidence questions to a human for review.

When a QBR is scheduled on the calendar, an agent compiles account metrics from HubSpot and Snowflake usage data into a finished slide deck saved to the customer's Google Drive…

Transcribes a dictated note, classifies whether it is a CRM update, a task, or a meeting to book, then routes each item to HubSpot, Asana, or Google Calendar accordingly.

When a Zoom call recording transcript is ready, Hive summarizes it, narrates the summary, generates a Loom recap video, and emails it to the matched Salesforce contact.

Receives application form submissions via webhook, applies hard knockout rules and an AI fit assessment, then auto-rejects, flags for review.

When a candidate reaches the offer stage, it emails their listed references a structured questionnaire, collects responses via webhook, summarizes them with an LLM.

Scores each incoming email for urgency and sender importance, then routes it to the right tool — urgent client asks become Linear issues with tight SLAs.

When you publish a GitHub release, this workflow rewrites the raw release notes into three tailored versions — a long-form blog post, a short in-app announcement.

Reads invoices arriving in a shared inbox, uses an AI agent to extract vendor, currency, and totals, converts to base currency.

An agent that investigates a flagged drifting mutual action plan end to end — reading the deal history, deciding the right recovery move per silent milestone, and executing nudges.

After the event closes, reads all logged booth scans, generates a personalized recap email per visitor tied to the product they showed interest in, sends it via Gmail.

For tenured employees who are a near-miss on an aspirational internal role, it identifies the exact missing skills and generates a personalized upskilling plan.

When an episode publishes, transcribe it, draft a personalized thank-you email to the guest with their best quotes and shareable links, and queue it as a Gmail draft.

When a ReadMe changelog entry publishes, drafts the announcement assets and posts a Discord approval prompt; once a maintainer approves, it sends the email blast and pushes…

Catches invoices that arrive with no matching purchase order, has an agent infer the likely cost center and category from the line items.

An autonomous agent picks up each reported phishing email, detonates links in a sandbox, enriches indicators via web research, decides quarantine and escalation actions.

Webhook-triggered when an analyst confirms a phishing case; searches the Gmail tenant for other copies of the same malicious URL or sender, tallies every recipient.

An agent investigates a named departing employee across connected systems, builds the full inventory of accounts and permissions they hold.

Transcribes a voice memo of follow-ups you owe people, drafts a polished email for each recipient, and saves them to your Outlook drafts for a quick review before sending.

On a quarterly schedule, inventories every contract in the Dropbox vault, summarizes counts by retention status into a Notion audit page.

Takes the attendees who have no existing relationship, researches each company's recent news with Exa.

When a partner CSV fails validation, an agent diagnoses whether the failures are schema drift or dirty data, files a Linear issue with the analysis.

When a flagged transaction needs justification, an agent emails the cardholder for a receipt and explanation, tracks responses, and escalates unresolved cases to their manager…

Catches emails carrying invoice or bill attachments, extracts the amount and payment due date from the PDF, files the document in Google Drive.

An agent reads your overnight inbox alongside today's calendar, reconciles meetings against email asks.

An agent takes a Sentry-detected outage, judges blast radius, writes channel-tailored updates, and broadcasts to the status page, customer email, and a Discord community at once.

Classifies each webinar attendee's question by buying intent, logs it on their HubSpot contact.

When a privacy owner approves a sub-processor change, an agent updates your own customer-facing sub-processor page, emails subscribed customers the dated notice.

Catches HR questions the concierge bot can't resolve, classifies them by topic and sensitivity, opens a tracked ticket in the HR Postgres.

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.

Receives tenant maintenance requests from a web form via webhook, detects emergencies (flooding, gas, no heat, electrical hazard), and pages the on-call vendor over Slack…

Runs each morning, finds every HubSpot deal marked demo-complete in the last 24 hours, builds a tailored Drive asset bundle for each.

Assembles a tailored asset bundle and draft email after a demo, then posts it to the rep in Slack for one-click approval before Gmail sends it.

Lets security file a revocation request for a risky OAuth app through a form, tracks approval in Linear.

When a new hire is added via webhook, retrieve the Loom walkthroughs relevant to their role from the indexed library, assemble an ordered playlist with timestamped links.

When a buyer replies to a deal thread in Gmail, an agent extracts any commitments or next steps and adds them as owned, due-dated items on the Monday mutual-action-plan board.

When an employee submits an interest form, it reads their skills and stated goals, matches them against open internal roles, and emails them a ranked set of recommendations.

Twenty-four hours before each external Outlook meeting this checks the web for recent news about the attendee's company, drafts timely talking points.

Reads invoice attachments arriving by email, converts each to base currency at the posting-date rate.

Every weekday morning, compiles all of today's Outlook meetings into one Coda dashboard page with attendee context and direct links to each meeting's prep one-pager.

Before a meeting tagged as a renewal, checks Attio deal health and usage signals, and if the account looks at risk.

When an NPS survey returns a detractor score (0-6), it logs the account in HubSpot, drafts an executive-signed apology.

Takes a draft document from Google Drive, extracts every factual claim, researches each one against live sources, and writes back an annotated audit marking claims as Supported.

When a prospect leaves a demo voicemail, ElevenLabs transcribes it, the flow detects the requested timeframe, books the next open slot on the rep's Google Calendar.

After a QBR call, an agent turns the Zoom transcript plus account context into a customer-ready recap email and routes the agreed action items into HubSpot and Linear.

Captures every emailed vendor invoice, archives the original PDF to S3 with a structured key.

When a confirmed champion job change is approved, this agent researches the person and their new company, drafts a tailored re-engagement email referencing the prior relationship.

When a loop is booked, generates a tailored prep packet for the candidate by pulling each interviewer's role and focus area, drafts a friendly briefing with an LLM.

When a manager submits probation feedback via webhook, routes the case by recommendation — pass, extend, or fail — and notifies the right people.

Routes incoming demo requests by deal-size signal: enterprise leads get a rep Slack handoff, SMB leads get an auto-generated Loom emailed and logged to Salesforce.

When an AE tags a Front conversation as closed-won, this builds a structured handoff packet in Notion from the deal's Salesforce record and emails the assigned CSM a link.

When a survey response scores 1-3 (a detractor), this drafts a personalized apology and make-good email.

Before each external sales meeting on your calendar, this builds a one-page competitive brief grounded in win-loss notes for the relevant competitor and emails it to the rep.

Submit a board-level question via a form; the agent runs a deeper multi-round investigation, drafts a long-form sourced analysis in Google Docs.

When a podcast publishes a new episode, it enriches the guest and drafts a personalized cold intro email in Gmail referencing what they said on the show.

On a weekly schedule, re-researches a list of standing questions you track, compares fresh findings against last week's.

When an Outlook meeting includes an attendee not found in HubSpot, this researches them on the open web, creates a draft HubSpot contact.