Role

Customer Success
Templates

Discover 2791 automation templates designed for customer success professionals and their workflows

Automated Payment Order Sync from Stripe to Customer Database

Query and analyze database information with AI using Stripe with seamless automation and data synchronization. Automate data processing and trigger intelligent actions based on specific conditions while reducing manual work and ensuring data accuracy across platforms. Designed for e-commerce businesses and online retailers who need reliable automation with 3+ workflow steps.

E-commerceSaaS & Technology

Stripe

Beginner

Automated Patient Appointment Management in Healthcare

38 nodes

Automate AI-powered workflows and data processing using Google Calendar, Telegram, OpenAI with seamless automation and data synchronization. Process and analyze data using advanced AI language models while reducing manual work and ensuring data accuracy across platforms. Features advanced workflow logic with 38+ automated steps and error handling. Includes additional integrations with Google Tasks, Postgres for comprehensive workflow coverage.

HealthcareSaaS & Technology

Google Calendar

OpenAI

Advanced

Automated Nutritional Analysis from Telegram Messages to Google Sheets

23 nodes

Automate AI-powered workflows and data processing using Telegram, OpenAI, Google Sheets with seamless automation and data synchronization. Process and analyze data using advanced AI language models while reducing manual work and ensuring data accuracy across platforms. Features advanced workflow logic with 23+ automated steps and error handling.

HealthcareSaaS & TechnologyEducation

OpenAI

Google Sheets

Advanced

Automated Meeting Summary Creation from Zoom to Email

24 nodes

Generate AI-powered summaries and analysis using Zoom, OpenAI with seamless automation and data synchronization. Process and analyze data using advanced AI language models while reducing manual work and ensuring data accuracy across platforms. Designed for marketing professionals and campaign managers who need reliable automation with 24+ workflow steps.

SaaS & TechnologyMarketing & AdvertisingEducation

Zoom

OpenAI

Advanced

Automated Meeting Management Workflow with Google Calendar and OpenAI

28 nodes

Automate AI-powered workflows and data processing using Google Calendar, OpenAI, Google Drive with seamless automation and data synchronization. Process and analyze data using advanced AI language models while reducing manual work and ensuring data accuracy across platforms. Features advanced workflow logic with 28+ automated steps and error handling.

SaaS & TechnologyMarketing & AdvertisingEducation

Automated Meeting Follow-Up and Scheduling from Google Calendar to Gmail

22 nodes

Automate AI-powered workflows and data processing using Google Calendar, Gmail, OpenAI with seamless automation and data synchronization. Process and analyze data using advanced AI language models while reducing manual work and ensuring data accuracy across platforms. Features advanced workflow logic with 22+ automated steps and error handling.

SaaS & TechnologyMarketing & AdvertisingHealthcare

Automated Meal Plan Creation on Fridays at 8 PM

10 nodes

Automate AI-powered workflows and data processing using Mealie with seamless automation and data synchronization. Automate data processing and trigger intelligent actions based on specific conditions while reducing manual work and ensuring data accuracy across platforms. Features advanced workflow logic with 10+ automated steps and error handling.

E-commerceSaaS & Technology

Mealie

Beginner

Automated Lead Processing from ERPNext to Email Notifications

27 nodes

Automate email workflows and campaigns using ERPNext, Google Sheets, OpenAI with seamless automation and data synchronization. Process and analyze data using advanced AI language models while reducing manual work and ensuring data accuracy across platforms. Designed for sales teams and business development professionals who need reliable automation with 27+ workflow steps. Includes additional integrations with Microsoft Outlook for comprehensive workflow coverage.

SaaS & TechnologyMarketing & AdvertisingE-commerce

Automated Lead Management from LinkedIn to Google Sheets

92 nodes

Automate AI-powered workflows and data processing using Google Sheets, OpenAI, LinkedIn with seamless automation and data synchronization. Process and analyze data using advanced AI language models while reducing manual work and ensuring data accuracy across platforms. Designed for sales teams and business development professionals who need reliable automation with 92+ workflow steps.

SaaS & TechnologyMarketing & Advertising

Google Sheets

OpenAI

Advanced

Automated LINE Assistant with Google Calendar and Gmail Integration

14 nodes

Automate AI-powered workflows and data processing using LINE, Google Calendar, Gmail with seamless automation and data synchronization. Process and analyze data using advanced AI language models while reducing manual work and ensuring data accuracy across platforms. Features advanced workflow logic with 14+ automated steps and error handling. Includes additional integrations with OpenAI, Wikipedia for comprehensive workflow coverage.

SaaS & TechnologyMarketing & AdvertisingEducation

Automated Instagram Response System from ManyChat to ChatGPT

11 nodes

Automate AI-powered workflows and data processing using Instagram, ManyChat, OpenAI with seamless automation and data synchronization. Process and analyze data using advanced AI language models while reducing manual work and ensuring data accuracy across platforms. Features advanced workflow logic with 11+ automated steps and error handling.

E-commerceMarketing & Advertising