Automation Directory

Choose from many recipes that will help you save time and scale your business

Categories

• Featured
• CRM
• Contract management
• File-sharing
• Forms
• Marketing automation
• Notifications
• Onboarding
• Scheduling
• Task management

Featured

Upload files to Google Drive when new files are uploaded to Assembly
This automation maintains file consistency across platforms by automatically uploading files to Google Drive when new files are added to Assembly. It ensures all your important documents are backed up and accessible in Google Drive, making file management easier and more efficient.

Create Trello cards for new form submissions in Assembly
This automation helps you maintain a clear overview of client requests or feedback. By creating Trello cards for new form submissions in Assembly, each submission becomes a visible, actionable item. It ensures every client input is addressed, promoting productivity and enhancing client satisfaction through efficient response and task management.

CRM

Send messages in Slack when new clients are created in Assembly
This automation helps maintain transparency and prompt communication within your team. By sending messages in Slack when new clients are created in Assembly, it ensures immediate team awareness of new clientele, encouraging prompt action and collaboration. This can result in improved client management, swift onboarding, and enhanced customer service.

Update clients in Assembly from new Jotform submissions
This automation ensures your client data in Assembly is always current. By updating clients from new Jotform submissions, it automates the process of keeping client information accurate and up-to-date. This minimizes manual data entry errors, enhances data accuracy, and improves the efficiency of your client management system.

Contract management

Upload files to client file channels in Assembly when envelopes are sent or completed in Docusign
This automation ensures that files from Docusign are automatically uploaded to the corresponding client file channels in Assembly. Whenever an envelope is sent or completed in Docusign, the associated files are promptly stored in the right place in Assembly, keeping all client-related documentation organized and accessible.

File-sharing

Forms

Create Asana tasks from new form submissions in Assembly
This automation is ideal for optimizing your workflow. By creating Asana tasks from new form submissions in Assembly, you ensure no client request or feedback gets overlooked. It helps your team immediately prioritize and take action, increasing productivity, enhancing client satisfaction, and improving your response times.

Marketing automation

Create clients in Assembly when Salesforce Opportunities are updated to Closed Won
This automation lets you streamline your client onboarding process. When a Salesforce Opportunity is updated to Closed Won, this automation automatically creates a new client in Assembly, ensuring seamless integration between your sales and client management systems.

Notifications

Onboarding

Create clients in Assembly from new Typeform entries
This automation streamlines your client acquisition process. By creating clients in Assembly from new Typeform entries, you can seamlessly transition leads from a completed form to your client management system. This saves time on manual data entry, enhances accuracy, and accelerates your onboarding process for an optimized workflow.

Task management