Why these four workflows matter

Most teams don’t need a hundred automations—they need a small set that cuts the obvious busywork every single week. The workflows below are simple on purpose, easy to maintain, and deliver compounding time savings. Each one uses the same building blocks: a clear trigger, a few reliable steps, and a useful output where people already work (usually Slack or Drive). Start with one, ship it in a day, then iterate. The win isn’t the flow itself—it’s the hours you get back.

1) Signup enrichment → routing → Slack ping

Trigger: a new signup arrives from your form or API. Steps: enrich the lead (company domain, size, tech), score it against your tiers, then route it: high‑fit goes to sales with context; everyone else gets a helpful onboarding note. Output: a Slack message to #sales with key fields and quick actions (assign owner, log note, schedule intro). This replaces tab‑hopping with a single, structured handoff. Keep it short so the message is read and acted on within minutes.

Tips: add retries for the enrichment call, cache common domains, and log every decision. If noise creeps in, tighten the scoring rules, not the volume.

2) Weekly KPI snapshot → Copilot summary → Slack digest

Trigger: every Monday at 09:00. Steps: pull your core four (Active Users, AI Queries, Success Rate, Avg Run Time), compare to last week, and detect anomalies. Ask Copilot to draft a 4‑sentence update with one win, one risk, and the top source shift. Output: a tidy post in #ops and a Markdown copy in Drive. Because it’s the same format every week, leaders skim it in seconds and ask sharper follow‑ups.

Tips: set alert thresholds first so Copilot has context. If digests feel long, keep the numbers but shrink the commentary. Consistency beats clever.

3) Ticket triage → tags → assignment

Trigger: inbound support tickets or emails. Steps: classify intent and sentiment, add tags (billing, bug, usage), and auto‑assign to the right owner or queue. Output: a clean queue with fewer handoffs and faster first response time. Over time, the tags power better insights: which topics drive volume, which workflows fail most, and where docs should improve.

Tips: start with a small tag set and expand only when it clarifies action. Add a “Needs escalation” rule for anything with high impact or VIP accounts.

4) Low‑stock or threshold alert → supplier task → confirmation

Trigger: a metric crosses a threshold (inventory, error rate, spend). Steps: detect the drop or spike, create a task with due date, and notify the channel that owns the metric. Output: a short Slack card with “owner, due, link to evidence” plus a follow‑up reminder if untouched in 24 hours. The key is that the alert leads to a single, clear action—not a noisy thread.

Tips: use separate channels for “alerts” vs “discussions” so signals don’t get buried. Add a small snooze window to prevent alert storms during known deploys.

How to ship each in under a day

Pick one source (Slack, Notion, or Drive), use a template flow, and test with sample data. Keep names explicit (e.g., “Check tier ≥ Pro”), enable retries on network steps, and publish with approvals if you’re on a larger team. After a week, review run logs: where did it fail, who ignored the message, which field was missing? Tighten the flow and move to the next one. The goal isn’t perfection; it’s creating a drumbeat of small wins that add up to ten hours—then twenty.