Recipes
Agent recipes
Step-by-step workflows your AI agent can follow to get real work done — from simple two-tool automations to advanced multi-integration pipelines.
Sales
Full Sales Pipeline Automation
Build an end-to-end pipeline that tracks ad clicks through to closed revenue. Your agent pulls ad performance, matches conversions, creates CRM records, monitors payments, and sends follow-ups — automatically.
Lead-to-Cash Pipeline
Turn inbound phone leads into closed deals automatically. Your agent captures the call, creates a CRM record, books a meeting, processes payment, and sends confirmation — without anyone touching a keyboard.
Create a Salesforce Lead From a Phone Call
When a new caller reaches your business through CallTrackingMetrics, automatically create a lead in Salesforce with the caller's details and call summary.
Log Stripe Payments in Salesforce
Automatically record every Stripe payment as a Salesforce activity so your sales team always knows which deals have been paid without switching tabs.
Send a Follow-Up Email After a Calendly Meeting
Automatically send a personalized follow-up email through SendGrid after every Calendly meeting ends so no prospect falls through the cracks.
Update CRM Records After Payment
When a Stripe payment succeeds, automatically update the matching Salesforce opportunity stage and contact details so your CRM reflects reality.
Marketing
Omnichannel Marketing Campaign Launcher
Launch a coordinated marketing campaign across email, SMS, and paid ads with CRM segmentation. Your agent segments your audience, creates channel-specific content, launches simultaneously, and tracks unified results.
Email Your Highest-Value Customers
Pull your top customers by lifetime spend from Stripe and send them a personalized email through SendGrid to nurture loyalty and drive repeat business.
Pause Low-ROAS Google Ads Campaigns
Automatically identify and pause Google Ads campaigns with poor return on ad spend by cross-referencing ad performance with Google Analytics revenue data.
Track Ad Spend to Revenue
Connect Google Ads spend data with Stripe revenue to see exactly which campaigns are generating real paying customers and calculate true cost per acquisition.
Operations
Executive Intelligence Dashboard
Aggregate data from analytics, advertising, payments, and CRM into a single daily briefing. Your agent builds trend-aware reports that get smarter over time using persistent memory.
Schedule a Callback After a Missed Appointment
When a Calendly invitee no-shows, automatically send them an SMS through Twilio offering to reschedule — recovering lost meetings before they go cold.
Sync Calendly Events to Outlook
Automatically create Outlook calendar events for every new Calendly booking so your full schedule lives in one place without double-booking risk.
Finance
Send Invoice Payment Reminders
Automatically check Stripe for overdue invoices and send friendly payment reminder emails through SendGrid so you get paid faster without awkward follow-ups.
Weekly Revenue Report
Generate a weekly revenue summary by combining Stripe payment data with Google Analytics traffic sources so you know exactly where your money is coming from.
Customer Service
Multi-Channel Customer Win-Back
Identify customers showing signs of churn from Stripe billing data, then orchestrate a coordinated re-engagement campaign across email, SMS, CRM updates, and scheduled calls — all automated.
Auto-Respond to Form Submissions
Automatically send a personalized acknowledgment email through SendGrid whenever someone submits a form through Fluent Forms on your WordPress site.
SMS Booking Confirmation
Instantly send an SMS confirmation through Twilio when someone books a Calendly appointment so they have the details on their phone right away.
Content
Content Performance Optimization Engine
Audit your website content against search rankings, identify gaps, generate supporting visuals, publish optimized posts, and promote top performers to your email list — all in one workflow.
Find Underperforming Blog Posts
Use Google Analytics traffic data and WordPress content tools to identify blog posts that have lost momentum, then optimize them to recover rankings and traffic.
WordPress Content Performance Report
Generate a comprehensive content performance report by combining WordPress post data with Google Analytics traffic and engagement metrics.
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