Skip to main content
Use these as starting points for your own Agents. Each includes conditions, actions, and the systems involved.

​
Finance

​
Overdue invoice alerts

Track overdue invoices and notify the right teams. Conditions: Billing System > Invoice: Status = Overdue Actions:
  • Salesforce > Update Record — set Invoice_Status__c = Overdue on the related Account
  • Slack > Send Message — post to #accounting: “Invoice [Number] for [Account Name] is overdue”

​
CRM

​
CSV to Salesforce import

Create Salesforce accounts from a CSV upload. Conditions: CSV > Row: New_Account = Yes Actions:
  • Salesforce > Create Account — map Account Name, Industry from CSV columns. Use a conditional Mention to transform OptOut values (0→No, 1→Yes, null→No)

​
HubSpot to Salesforce migration

Create Salesforce opportunities from closed HubSpot deals. Conditions: HubSpot > Deal: Stage = Closed Won Actions:
  • Salesforce > Create Opportunity — map Deal Name → Opportunity Name, Close Date, Amount. Set fallback values for empty fields

​
Data quality

​
Missing email detection

Find contacts without email addresses and notify their owners. Conditions: CRM > Contact: Email = not set Actions:
  • Slack > Send Message — “Contact [Full Name] has no email. Owner: [Owner Email]”
  • Generate CSV — export Contact Name, Owner, Last Activity Date for bulk review

​
Customer health

​
Low NPS ticket prioritization

Alert when low-NPS accounts have open support tickets. Conditions:
  • Salesforce > Account: NPS__c < 50
  • Salesforce > Case: Status = Open
Actions:
  • Slack > Send Message — “Account [Account Name] (NPS: [Score]) has open case [Case Number]”
  • Generate CSV (optional) — weekly summary of all low-NPS accounts with open cases

​
High-touch account ticket overload

Flag when high-touch customers have too many open tickets. Conditions:
  • Salesforce > Account: AccountType__c = High Touch
  • Intercom > Ticket: Status = Open
  • Count(Open Tickets) > 5
Actions:
  • Salesforce > Update Record — set Open_High_Priority_Tickets__c to the count of open tickets

​
Bug tracking

​
Bug resolved — ready for QA

Notify QA when a Jira bug is marked resolved. Conditions: Jira > Issue: Type = Bug, Status changed = Resolved Actions:
  • Slack > Send Message — “Bug [Issue Key] resolved. Ready for QA. Assigned: [Assignee]“

​
Critical SLA breach

Escalate when critical tickets exceed SLA. Conditions: Salesforce > Case: Priority = Critical, Status = Open, CreatedDate > 1 day ago Actions:
  • Slack > Send Message — “Case [Case Number] open >1 day. Customer: [Account Name]”
  • Salesforce > Create Record — Escalation record assigned to the escalation team

​
Sales

​
Upsell opportunity detection

Identify satisfied, high-usage accounts without existing opportunities. Conditions:
  • Salesforce > Account: Customer_Satisfaction__c >= 80
  • Salesforce > Account: UsageScore__c >= 75
  • Salesforce > Account: Is_Existing_Opportunity__c = False
Actions:
  • Salesforce > Create Opportunity — “[Account Name] Upsell”, Stage: Prospecting, Close Date: Today + 30 days
  • Slack > Send Message — “Upsell opportunity created for [Account Name]. Satisfaction: [Score], Usage: [Score]”