AI Workflow Automation Examples

173 step-by-step guides curated by the AI operations experts behind 100+ production deployments. Get the exact setup you need to automate your workflows with configuration settings and real world examples.

Abm Customer support Data sync Deal alerts Enrichment Handoffs Lead routing Pipeline hygiene Reporting

Apollo BuiltWith Clearbit Crunchbase Google Sheets Gorgias HubSpot Hunter People Data Labs Pipedrive Salesforce Slack Zendesk

abm activity metrics alerts apollo apollo salesforce integration approvals auto close auto tagging automation bidirectional sync breach churn prevention closed won companies contacts conversion crm sync csat customer satisfaction customer success customer support automation data quality deal assignment deal desk deal hygiene deal management deal stage notifications deanonymization decision makers demo requests discounts email finder email performance escalation feedback firmographics first response flagging forecasting funding signals google sheets gorgias helpdesk automation hubspot salesforce integration intent lead source leaderboard macros marketing multi threading notifications onboarding outbound pipedrive automation pipedrive automations pipedrive slack integration pipedrive workflow automation pipeline pipeline cleanup prospecting refund repeat contact response time returns round robin routing sales salesforce automation salesforce hubspot salesforce lead assignment rules salesforce pipeline report salesforce slack integration satisfaction survey sdrs segmentation sequences sla sla monitoring slack stale deals stale tickets tagging target accounts technographics territory ticket hygiene ticket triage triage vip vip support waterfall website visitors zendesk automation zendesk csat survey zendesk escalation zendesk sla zendesk slack integration zendesk triggers

How to set up bidirectional sync between HubSpot and Salesforce

HubSpotSalesforce

HubSpot Nativen8nClaude Code

Updated Mar 6, 2026View

How to send a Slack alert when a Pipedrive deal changes stage

PipedriveSlack

Pipedrive Workflow Automationn8nClaude Code

Updated Mar 6, 2026View

How to round-robin assign Pipedrive deals and notify reps in Slack

PipedriveSlack

Pipedrive Workflow Automationn8nClaude Code

Updated Mar 6, 2026View

How to alert Slack when Pipedrive deals go stale with no activity

PipedriveSlack

Pipedrive Workflow Automationn8nClaude Code

Updated Mar 6, 2026View

How to send Slack alerts for low Zendesk CSAT scores

ZendeskSlack

Zendesk Automationn8nClaude Code

Updated Mar 5, 2026View

How to alert Slack before a Zendesk SLA breach

ZendeskSlack

Zendesk Automationn8nClaude Code

Updated Mar 5, 2026View

How to auto-triage and tag Zendesk tickets with triggers

Zendesk

Zendesk Triggersn8nClaude Code

Updated Mar 5, 2026View

How to alert Slack when a VIP customer creates a Zendesk ticket

ZendeskSlack

Zendesk Triggersn8nClaude Code

Updated Mar 5, 2026View

How to send a Slack alert when a Salesforce deal changes stage

SalesforceSlack

Salesforce Flown8nClaude Code

Updated Mar 5, 2026View

How to notify Slack when a Salesforce opportunity over $50K is created

SalesforceSlack

Salesforce Flown8nClaude Code

Updated Mar 5, 2026View

How to automatically enrich new Salesforce contacts with Apollo

SalesforceApollo

n8nClaude Code

Updated Mar 5, 2026View

How to route and assign Salesforce leads with round-robin and Slack alerts

SalesforceSlack

Salesforce Flown8nClaude Code

Updated Mar 5, 2026View

How to automate a weekly pipeline report with Salesforce and Slack

SalesforceSlack

Salesforce Flown8nClaude Code

Updated Mar 5, 2026View

How to auto-close stale support tickets in Gorgias after 48 hours with no reply

Gorgias

Gorgias Rulesn8nClaude Code

Updated Mar 4, 2026View

How to send CSAT surveys after ticket resolution in Gorgias and alert Slack on low scores

GorgiasSlack

Gorgias Rulesn8nClaude Code

Updated Mar 4, 2026View