Automations, ready on day one
Every one runs in the browser, on the tools you already pay for. Start from one, or describe your own and Rowbot builds it.
CRM tidy-up
A deal moves to Closed-won
Copies the order into your sheet, fills the account fields the rep skipped, and tells the owner it landed.
Lead enrichment
A new lead is created
Visits the company site, fills the blank fields from what it reads, then scores and assigns the lead.
Pipeline review pack
The morning of your forecast call
Pulls every open deal, flags the ones with no activity in two weeks, and builds the review doc.
Quote follow-up
A quote has gone unanswered for five days
Checks whether the contact opened it, drafts the nudge in your voice, and holds it for your approval.
Ticket triage
A new ticket arrives
Reads the report and the logs page, sets priority and component, and routes it to the right queue.
Escalation watch
A ticket crosses its SLA
Gathers the thread, the account and the last three tickets, then posts one summary the lead can act on.
Reply drafts
A ticket matches a known issue
Finds the answer in your help centre, drafts the reply with the right links, and leaves it for a human to send.
Month-end reconcile
It's the last day of the month
Pulls the ledger from your portal, reconciles every row in Excel, and emails finance what didn't match.
Invoice intake
An invoice lands in the inbox
Reads vendor, amount and due date, adds the row to the tracker, and sends the confirmation reply.
Payment chasing
An invoice goes 14 days past due
Confirms it really is unpaid in Stripe, then drafts the chase email at the tone you set per account.
Spend digest
Every Monday at 08:00
Totals last week's spend by category, compares it to budget, and posts the short version to finance.
Daily row check
A new row is added to the sheet
Verifies each field against your records, flags mismatches in the row itself, and summarises to Teams.
Mismatch alerts
A check finds a mismatch
Snapshots the row and its source side by side, posts it to the channel, and tags the owner for sign-off.
Morning digest
It's 08:00 on a weekday
Refreshes the numbers across your tools, builds the digest, and posts it before anyone opens a tab.
Vendor portal sweep
Every weekday afternoon
Logs into the portals nobody wants to open, pulls what changed, and lands it in one sheet.
Candidate sourcing
A role opens
Searches the talent databases, shortlists against your criteria, and files each profile with its reasoning.
Interview scheduling
A candidate moves to interview
Finds a slot that fits the panel, books it, and sends everyone the brief with the CV attached.
Onboarding pack
A start date is confirmed
Creates the accounts, files the paperwork, and walks the checklist so day one isn't spent on admin.
Campaign report
A campaign ends
Pulls spend and performance from each channel, joins them in one view, and writes the summary.
Docs in sync
A record changes in the sheet
Finds the matching page, updates the fields to match, and leaves a change note for the team.
Social queue
A post is approved
Resizes the assets per network, schedules at your posting times, and logs what went where.
Access review
The quarterly review comes due
Walks every tool, lists who has access to what, and flags the accounts nobody has touched in 90 days.
Release notes
A release is tagged
Reads the merged PRs, groups them by what a customer would notice, and drafts the notes.
Bug intake
A bug report comes in from support
Reproduces the steps in the browser, attaches what it saw, and files the issue with real detail.
Filing & naming
A file is dropped in the shared drive
Reads the document, renames it to your convention, and files it in the subfolder it belongs in.
Meeting notes
A call ends
Turns the transcript into decisions and owners, files it against the account, and sends the recap.
Base sync
A record changes in Airtable
Reads the updated record, mirrors it into your sheet, and notes the change so nobody double-edits.
Territory rebalance
Headcount changes on the team
Re-splits accounts by the rules you set, writes the new owners, and tells each rep what moved.
Renewal watch
A contract is 60 days from renewal
Gathers usage, open tickets and last invoice into a one-page brief before the owner reaches out.
Call notes to CRM
A sales call finishes
Pulls the transcript, writes the summary onto the opportunity, and sets the next step and date.
Deal desk check
A discount above threshold is requested
Checks the quote against your pricing rules and routes it to whoever actually has to approve it.
CSAT follow-up
A survey comes back below your bar
Reads the ticket that caused it, drafts the apology with the fix, and flags the theme for the lead.
Macro gardening
Every Friday
Finds the replies your team retyped all week and proposes them as macros, worded from real threads.
Status page update
An incident is declared
Posts the first note, keeps it current as the thread moves, and writes the recap once it's closed.
Duplicate merge
The same customer opens two tickets
Spots the overlap, merges the threads, and keeps the history so nobody answers the same thing twice.
Expense audit
A claim is submitted
Checks the receipt against policy, flags anything out of band, and routes the rest straight through.
Revenue recognition
The books close
Splits each contract across its term, posts the entries, and lists what needs a human decision.
Vendor renewals
A subscription auto-renews next month
Surfaces the cost, who still uses it, and what you agreed last time — before it silently renews.
Board pack
A week before the board meeting
Refreshes every chart from source, rebuilds the deck, and lists what moved since last quarter.
Inventory reorder
Stock drops below the reorder point
Checks what's already on order, drafts the PO to the right supplier, and holds it for sign-off.
Order exceptions
An order fails to process
Reads the failure, retries what's safe to retry, and escalates the rest with the reason attached.
SLA report
The first of the month
Pulls the numbers each contract promises, checks them against actuals, and writes the client summary.
Data hygiene sweep
Every Sunday night
Finds duplicates, blank required fields and dead links, then fixes what's safe and lists the rest.
Shift roster
The rota is due
Builds next week's cover from availability and rules, then publishes it and tells everyone their shifts.
CV screening
An application arrives
Reads it against the scorecard, writes why it does or doesn't fit, and never rejects without a reason.
Reference checks
An offer is accepted
Chases the referees, collects the replies in one place, and nudges the ones who go quiet.
Offboarding
A leaving date is set
Walks every tool, revokes access on the day, and files proof of each step for the audit trail.
Review cycle nudges
A review window opens
Tracks who has and hasn't submitted, nudges privately, and gives HR the one list that matters.
SEO audit
Every month
Crawls the site, lists the pages that slipped, and writes the fix next to each one.
Competitor watch
A competitor page changes
Diffs pricing and positioning pages, screenshots what moved, and posts it to the channel.
Webinar follow-up
A webinar ends
Splits attendees from no-shows, sends each the right thing, and passes the hot ones to sales.
UTM hygiene
A campaign goes live
Checks every link tags correctly before spend starts, and fixes the ones that don't.
On-call handover
A rotation ends
Summarises what fired, what's still open and what to watch, then posts it for the next person.
Dependency bumps
A security advisory lands
Finds every repo on the affected version, opens the PRs, and groups them so review is one pass.
Licence reclaim
Monthly
Lists seats nobody has used in 60 days across every tool, with what each one costs to keep.
Ticket to issue
Support escalates a bug
Carries the customer detail into the issue so engineering isn't guessing what actually broke.
Contract filing
A signed contract comes back
Reads the parties, dates and value, files it where it belongs, and logs the renewal date.
Inbox triage
Mail arrives at a shared address
Sorts by what it actually is, routes to the right person, and drafts the replies that are routine.
Travel booking prep
A trip is approved
Assembles the options inside policy, lays out the costs, and books once someone picks.
Deck refresh
The numbers change
Updates every slide that quotes a figure, keeps the formatting, and marks what it touched.
Form intake
A form is submitted
Files the details in the right place, sends the confirmation, and starts whatever comes next.
Don't see the one you need?
Describe the task in your own words. The builder assembles the steps, you approve them, and it runs on your schedule.
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