AI & Automation
Five no-code workflow patterns worth stealing
Practical automation patterns that connect CRM, marketing, and support without a single engineering ticket.
Engineering Team1 min read
- Automation
- Workflow
The best workflow automations aren't clever — they're the boring hand-offs that used to require someone remembering to do them manually.
- Auto-create an onboarding task list the moment a deal closes
- Route a support ticket to sales when a churn-risk keyword appears
- Trigger a re-engagement campaign after 30 days of no activity
- Escalate a deal for approval when a discount exceeds a threshold
- Notify a CSM automatically when usage drops below a baseline
None of these require custom code — they require a trigger, a condition, and an action, chained together once and left to run.
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