Templates
Automation templates for every team
Ready-made automations for every team and industry, each with its apps, its approval points and what Awish checks after it goes live. Pick one and run it, or tailor it in plain language.
- Apps and trigger, ready to connect
- Approval points already set
- Outcome check and monitoring included
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All templates
- SalesOnboarding & handoffs
An opportunity is marked Closed Won
Closed-Won Handoff to Onboarding
- HubSpot
- Slack
- Asana
- Notion
If the contract, the payment, or required implementation data is missing, create a blocker and do not launch the onboarding workflow.
Awish checks that the CRM record and the follow-up were actually logged
- Template
- Apps connected
- Approval set
- Running
- Monitored
- SalesLeads & recruiting
A new contact or account is created or imported
Lead-to-Account Matching & Duplicate Prevention
- Salesforce
- Apollo
- Google Sheets
- Slack
Never auto-merge when confidence is below the chosen threshold or when ownership or revenue history conflicts.
Awish checks that the CRM record and the follow-up were actually logged
- Template
- Apps connected
- Approval set
- Running
- Monitored
- SalesLeads & recruiting
A new demo, contact, or lead form is submitted
AI Lead Enrichment, Scoring & Instant Routing
- HubSpot
- Typeform
- Apollo
- Slack
If enrichment confidence is low or the lead already exists, update the existing record and route to a human review queue instead of creating duplicates.
Awish checks that the CRM record and the follow-up were actually logged
- Template
- Apps connected
- Approval set
- Running
- Monitored
- SalesLeads & recruiting
A new inbound inquiry arrives on any connected channel
Multi-Channel Inbound Lead Capture to CRM
- HubSpot
- Gmail
- Intercom
Do not overwrite newer CRM fields; flag conflicting identity data and route ambiguous matches for review.
Awish checks that the CRM record and the follow-up were actually logged
- Template
- Apps connected
- Approval set
- Running
- Monitored
- SalesFollow-ups & reminders
A qualified lead has no reply or booked meeting after a defined period
No-Reply Follow-Up & Re-Engagement Sequence
- HubSpot
- Gmail
- Calendly
- Slack
Respect sending limits, suppression lists, unsubscribe status and working hours in the recipient timezone.
Awish checks that the CRM record and the follow-up were actually logged
- Template
- Apps connected
- Approval set
- Running
- Monitored
- SalesFollow-ups & reminders
A sales meeting transcript becomes available
AI Personalized Follow-Up After Sales Meetings
- Zoom
- Fireflies.ai
- HubSpot
- Gmail
Never send the follow-up automatically when pricing, legal terms, or a custom commitment is mentioned; require rep approval.
Awish checks that the CRM record and the follow-up were actually logged
- Template
- Apps connected
- Approval set
- Running
- Monitored
- SalesIntake & routing
A qualifying sales event occurs — a meeting booked, a proposal sent, a signature requested or a payment received
Pipeline Stage Auto-Update with Human Approval
- HubSpot
- Gmail
- Calendly
- DocuSign
Never move to Closed Won or Closed Lost automatically; require explicit human approval for terminal stages.
Awish checks that the CRM record and the follow-up were actually logged
- Template
- Apps connected
- Approval set
- Running
- Monitored
- SalesIntake & routing
An opportunity reaches the proposal-ready stage
Proposal & Quote Generation from a CRM Opportunity
- Salesforce
- Google Docs
- PandaDoc
- Gmail
If the discount exceeds policy or required fields are missing, block generation and request approval or the missing data.
Awish checks that the CRM record and the follow-up were actually logged
- Template
- Apps connected
- Approval set
- Running
- Monitored
- SalesReports & digests
A call recording or transcript is completed
Sales Call Intelligence to CRM Fields
- Gong
- HubSpot
- Slack
- Notion
If a field is not explicitly supported by the transcript, leave it unchanged and mark it unknown rather than guessing.
Awish checks that the CRM record and the follow-up were actually logged
- Template
- Apps connected
- Approval set
- Running
- Monitored
- SalesRisk & alerts
Every weekday morning, and again whenever a material opportunity change is recorded
Sales Forecast Risk & Deal Slippage Alerts
- Salesforce
- Gong
- Slack
- Google Sheets
Treat the model as advisory only; never overwrite the forecast category or the close date without the owner’s approval.
Awish checks that the CRM record and the follow-up were actually logged
- Template
- Apps connected
- Approval set
- Running
- Monitored
- MarketingReports & digests
Every weekday morning, with weekly and monthly roll-ups
Marketing Reporting & Insight Digest
- Google Analytics 4
- HubSpot
- Google Ads
- Meta Ads
If data is missing or attribution windows differ, say so rather than forcing a misleading blended metric.
Awish checks that the campaign, list or report reached the right place
- Template
- Apps connected
- Approval set
- Running
- Monitored
- MarketingLeads & recruiting
A lead crosses an engagement threshold or shows high intent
Behaviour-Based Lead Nurturing
- HubSpot
- Segment
- Google Analytics 4
- Gmail
Stop or switch the nurture when the lifecycle stage changes, a meeting is booked, or the contact opts out.
Awish checks that the campaign, list or report reached the right place
- Template
- Apps connected
- Approval set
- Running
- Monitored
- MarketingIntake & routing
A new approved long-form asset is added to the content library
Repurposing Long-Form Content
- YouTube
- Notion
- X
Do not publish automatically unless auto-publish has been explicitly enabled; preserve approved claims and links exactly.
Awish checks that the campaign, list or report reached the right place
- Template
- Apps connected
- Approval set
- Running
- Monitored
- MarketingIntake & routing
A campaign brief is approved
Cross-Channel Campaign Launch
- HubSpot
- Mailchimp
- LinkedIn Ads
- Meta Ads
Require human approval before publishing paid ads or changing any budget.
Awish checks that the campaign, list or report reached the right place
- Template
- Apps connected
- Approval set
- Running
- Monitored
- MarketingFollow-ups & reminders
A contact has been inactive for the chosen period and is still eligible for marketing
Dormant Customer Reactivation
- HubSpot
- Klaviyo
- Segment
- Stripe
Exclude unsubscribed, bounced, suppressed and recently complaining contacts, and hold to the frequency limit.
Awish checks that the campaign, list or report reached the right place
- Template
- Apps connected
- Approval set
- Running
- Monitored
- MarketingRisk & alerts
Hourly while campaigns run, and immediately when spend or performance crosses a threshold
Paid Media Anomaly Detection & Budget Approval
- Google Ads
- Meta Ads
- LinkedIn Ads
- Google Sheets
Never increase a budget or pause a strategic campaign without explicit approval, and cap any approved change by policy.
Awish checks that the campaign, list or report reached the right place
- Template
- Apps connected
- Approval set
- Running
- Monitored
- MarketingIntake & routing
A delivery is confirmed, a repeat purchase happens, or a high-satisfaction conversation closes
Review Requests After a Good Experience
- Shopify
- HubSpot
- Gmail
Do not incentivise reviews in ways that breach platform policy, and stop outreach the moment a complaint or refund signal appears.
Awish checks that the campaign, list or report reached the right place
- Template
- Apps connected
- Approval set
- Running
- Monitored
- MarketingReports & digests
Every Monday, and whenever traffic or rankings move materially
SEO Opportunity Finder & Brief Writer
- Google Search Console
- Ahrefs
- Google Analytics 4
- Notion
Never fabricate keyword volumes when the data is unavailable; keep measured data and AI suggestions clearly apart.
Awish checks that the campaign, list or report reached the right place
- Template
- Apps connected
- Approval set
- Running
- Monitored
- MarketingReports & digests
A scheduled post publishes, then again once the measurement window closes
Social Publishing with a Performance Loop
- Buffer
- X
Do not treat correlation as cause; label every recommendation as a hypothesis and keep publishing approval optional.
Awish checks that the campaign, list or report reached the right place
- Template
- Apps connected
- Approval set
- Running
- Monitored
- MarketingIntake & routing
Somebody registers for or attends an event
Webinar Registration to Sales Follow-Up
- Zoom Webinar
- HubSpot
- Gmail
- Slack
Respect consent status; do not send sales outreach to contacts who registered only for transactional event updates.
Awish checks that the campaign, list or report reached the right place
- Template
- Apps connected
- Approval set
- Running
- Monitored
- Customer SupportRisk & alerts
Every weekday morning, or when a material usage, billing or support signal changes
Churn Risk Detection and CS Tasks
- HubSpot
- Stripe
- Segment
- Zendesk
Do not auto-discount or change contract terms; route commercial actions for approval.
Awish checks that the ticket was routed, answered or escalated in time
- Template
- Apps connected
- Approval set
- Running
- Monitored
- Customer SupportRisk & alerts
A production incident is declared or its status changes
Incident Communication to Customers
- PagerDuty
- Statuspage
- Zendesk
- Slack
Only use facts from the incident source of truth; require approval for cause, ETA or compensation statements.
Awish checks that the ticket was routed, answered or escalated in time
- Template
- Apps connected
- Approval set
- Running
- Monitored
- Customer SupportRisk & alerts
Every Monday, over the previous week of resolved and escalated tickets
Knowledge Base Gap Detection
- Zendesk
- Notion
- Slack
- Jira
Do not auto-publish generated help content; require content-owner approval.
Awish checks that the ticket was routed, answered or escalated in time
- Template
- Apps connected
- Approval set
- Running
- Monitored
- Customer SupportFollow-ups & reminders
A new customer onboarding project starts or a milestone becomes overdue
Onboarding Milestone Monitoring
- HubSpot
- Asana
- Segment
- Gmail
Avoid nagging: enforce frequency caps and stop reminders when the blocker is owned by the internal team.
Awish checks that the ticket was routed, answered or escalated in time
- Template
- Apps connected
- Approval set
- Running
- Monitored
- Customer SupportIntake & routing
A refund or return request is received
Refund and Return Intake with Approval
- Shopify
- Stripe
- Zendesk
- Slack
Always require human approval for exceptions, high-value refunds, fraud signals or policy overrides.
Awish checks that the ticket was routed, answered or escalated in time
- Template
- Apps connected
- Approval set
- Running
- Monitored
- Customer SupportIntake & routing
A customer asks a recognised self-service question
Self-Service Answer and Action
- Intercom
- Shopify
- Calendly
- HubSpot
Escalate when identity cannot be verified, a policy exception is requested, or the requested action is irreversible or high-risk.
Awish checks that the ticket was routed, answered or escalated in time
- Template
- Apps connected
- Approval set
- Running
- Monitored
- Customer SupportRisk & alerts
Ticket age, priority or queue conditions indicate a risk of SLA breach
SLA Breach Prediction and Escalation
- Zendesk
- Slack
- PagerDuty
- Google Sheets
Respect queue ownership rules and avoid reassignment when a specialist is actively handling the case.
Awish checks that the ticket was routed, answered or escalated in time
- Template
- Apps connected
- Approval set
- Running
- Monitored
- Customer SupportIntake & routing
A ticket is assigned to an agent
Reply Drafting with Customer Context
- Zendesk
- HubSpot
- Shopify
- Notion
Do not invent policy or entitlement; if systems disagree, show the conflict and request a human decision.
Awish checks that the ticket was routed, answered or escalated in time
- Template
- Apps connected
- Approval set
- Running
- Monitored
- Customer SupportIntake & routing
A new support ticket or conversation is created
Ticket Triage, Priority and Routing
- Zendesk
- Slack
- HubSpot
- Notion
Never auto-send on account security, legal, refund, cancellation or low-confidence cases unless policy explicitly allows it.
Awish checks that the ticket was routed, answered or escalated in time
- Template
- Apps connected
- Approval set
- Running
- Monitored
- Customer SupportReports & digests
Every Monday morning, or when feedback volume spikes
Voice of Customer Digest
- Zendesk
- Typeform
- Slack
Anonymise sensitive customer data in broad internal reports and preserve the source links for verification.
Awish checks that the ticket was routed, answered or escalated in time
- Template
- Apps connected
- Approval set
- Running
- Monitored
- FinanceFollow-ups & reminders
An invoice approaches its due date or becomes overdue
Receivables Reminders and Collections
- QuickBooks
- Gmail
- HubSpot
- Slack
Suppress automated reminders for disputed invoices, strategic exceptions or accounts marked do-not-contact.
Awish checks that every entry reached the books and matches its source
- Template
- Apps connected
- Approval set
- Running
- Monitored
- FinanceInvoices & payments
New bank transactions are available, or a reconciliation run starts
Bank-to-Invoice Reconciliation
- Stripe
- QuickBooks
- Google Sheets
- Slack
Never force fuzzy matches above the configured monetary tolerance; keep an auditable unmatched queue.
Awish checks that every entry reached the books and matches its source
- Template
- Apps connected
- Approval set
- Running
- Monitored
- FinanceInvoices & payments
The first business day of the month, once the actuals are loaded
Budget vs Actual Variance Digest
- NetSuite
- Google Sheets
- Slack
- Metabase
Do not infer a business cause when the accounting data only shows correlation; label the unknowns and ask the owner.
Awish checks that every entry reached the books and matches its source
- Template
- Apps connected
- Approval set
- Running
- Monitored
- FinanceInvoices & payments
Every weekday morning, with a deeper summary each Monday
Cash Flow and Runway Monitoring
- QuickBooks
- Stripe
- Google Sheets
- Slack
State the assumptions and the data freshness clearly; do not present a forecast as a guaranteed outcome.
Awish checks that every entry reached the books and matches its source
- Template
- Apps connected
- Approval set
- Running
- Monitored
- FinanceInvoices & payments
A receipt or expense submission is created
Expense Capture and Policy Check
- Expensify
- Gmail
- Slack
- Google Drive
Flag personal or ambiguous expenses and never fabricate a tax figure or a business purpose.
Awish checks that every entry reached the books and matches its source
- Template
- Apps connected
- Approval set
- Running
- Monitored
- FinanceApprovals & compliance
Any finance automation creates, changes or approves a financial record
Finance Audit Trail and Exception Log
- Google Drive
- QuickBooks
- Slack
- Google Sheets
Never include full bank or card credentials or unnecessary personal data in the logs; make the records immutable where supported.
Awish checks that every entry reached the books and matches its source
- Template
- Apps connected
- Approval set
- Running
- Monitored
- FinanceInvoices & payments
A vendor invoice arrives by email or lands in the invoice folder
Invoice Intake, Coding and Approval
- Microsoft Outlook
- Google Drive
- QuickBooks
- Slack
Low-confidence extraction, tax ambiguity, duplicate risk or policy exceptions must go to human review.
Awish checks that every entry reached the books and matches its source
- Template
- Apps connected
- Approval set
- Running
- Monitored
- FinanceInvoices & payments
The close period opens
Month-End Close Checklist
- NetSuite
- Asana
- Google Drive
- Slack
Never mark an accounting control complete from inference alone; require the owner to confirm with evidence.
Awish checks that every entry reached the books and matches its source
- Template
- Apps connected
- Approval set
- Running
- Monitored
- FinanceInvoices & payments
A subscription payment fails or its status changes
Failed Payment Recovery
- Stripe
- HubSpot
- Gmail
- Slack
Respect the payment provider retry policy and do not expose sensitive payment data in Slack or the CRM.
Awish checks that every entry reached the books and matches its source
- Template
- Apps connected
- Approval set
- Running
- Monitored
- FinanceInvoices & payments
A supplier invoice is received
Three-Way Match: PO, Receipt, Invoice
- Coupa
- NetSuite
- Google Drive
- Slack
Do not auto-approve missing receipts, duplicate invoices, unexpected vendors or variances outside policy.
Awish checks that every entry reached the books and matches its source
- Template
- Apps connected
- Approval set
- Running
- Monitored
- HR / PeopleLeads & recruiting
A new candidate applies
CV Screening and Recruiter Shortlist
- Greenhouse
- Gmail
- Slack
- Google Sheets
Do not make final hiring decisions or infer protected attributes; require recruiter review before rejection or progression.
Awish checks that the candidate or employee record and the next step were created
- Template
- Apps connected
- Approval set
- Running
- Monitored
- HR / PeopleLeads & recruiting
A sourcing campaign or an open role is approved
Candidate Sourcing and Outreach Prep
- LinkedIn Recruiter
- Apollo
- Greenhouse
- Gmail
Respect platform terms, consent requirements and suppression lists; do not scrape restricted data.
Awish checks that the candidate or employee record and the next step were created
- Template
- Apps connected
- Approval set
- Running
- Monitored
- HR / PeopleApprovals & compliance
An employee joins or changes role, or a certification approaches expiry
Compliance Training Tracking
- Workday
- Slack
- Gmail
- Google Sheets
Do not mark a training complete unless the learning system or the certification source verifies it.
Awish checks that the candidate or employee record and the next step were created
- Template
- Apps connected
- Approval set
- Running
- Monitored
- HR / PeopleIntake & routing
An employee submits an HR question
HR Helpdesk Triage
- Slack
- Zendesk
- Notion
- Workday
Never disclose another employee’s data; escalate harassment, medical, legal and payroll disputes to a person.
Awish checks that the candidate or employee record and the next step were created
- Template
- Apps connected
- Approval set
- Running
- Monitored
- HR / PeopleOnboarding & handoffs
A termination or resignation is approved with an effective date
Offboarding and Access Revocation
- BambooHR
- Okta
- Jira Service Management
Use strict approval and timing controls; never revoke access from an unverified message or an unapproved request.
Awish checks that the candidate or employee record and the next step were created
- Template
- Apps connected
- Approval set
- Running
- Monitored
- HR / PeopleReports & digests
An interview transcript becomes available
Interview Notes to Scorecard
- Zoom
- Fireflies.ai
- Greenhouse
- Slack
Do not infer demographic traits or personality diagnoses; keep the final scores under human ownership.
Awish checks that the candidate or employee record and the next step were created
- Template
- Apps connected
- Approval set
- Running
- Monitored
- HR / PeopleFollow-ups & reminders
A candidate reaches the interview stage
Interview Scheduling and Rescheduling
- Greenhouse
- Google Calendar
- Calendly
- Gmail
Honour interviewer buffers and time zones, and never double-book a protected calendar block.
Awish checks that the candidate or employee record and the next step were created
- Template
- Apps connected
- Approval set
- Running
- Monitored
- HR / PeopleOnboarding & handoffs
An offer is signed and the start date is confirmed
New-Hire Onboarding Orchestration
- BambooHR
- Okta
- Jira Service Management
- Slack
Do not create privileged IT access without the required approval; propagate start-date changes across every dependent task.
Awish checks that the candidate or employee record and the next step were created
- Template
- Apps connected
- Approval set
- Running
- Monitored
- HR / PeopleApprovals & compliance
A candidate is selected for an offer
Offer Approval and Document Generation
- Greenhouse
- DocuSign
- Google Docs
- Slack
Block the offer if compensation exceeds the approved range or a required approver is missing.
Awish checks that the candidate or employee record and the next step were created
- Template
- Apps connected
- Approval set
- Running
- Monitored
- HR / PeopleIntake & routing
An employee submits a leave request
Leave Request Validation and Approval
- BambooHR
- Slack
- Google Calendar
Never expose private leave reasons broadly; route protected and sensitive leave categories to HR.
Awish checks that the candidate or employee record and the next step were created
- Template
- Apps connected
- Approval set
- Running
- Monitored
- OperationsApprovals & compliance
A record reaches a state that requires approval
Approval Hub Across Chat and Business Apps
- Slack
- Airtable
- Salesforce
- DocuSign
Prevent self-approval where policy forbids it; expire stale approvals and revalidate the data before executing.
Awish checks that the task, approval or document reached its owner
- Template
- Apps connected
- Approval set
- Running
- Monitored
- OperationsIntake & routing
A new attachment or document is received
Document Intake, Classification and Filing
- Gmail
- Google Drive
- Notion
- Slack
Low-confidence or sensitive documents must go to a review folder; never delete an original automatically.
Awish checks that the task, approval or document reached its owner
- Template
- Apps connected
- Approval set
- Running
- Monitored
- OperationsIntake & routing
A new message arrives in a monitored shared inbox
Shared Inbox to Task Triage
- Gmail
- Asana
- Slack
- Notion
Keep low-confidence classifications in a human triage queue and never send a commitment that policy does not support.
Awish checks that the task, approval or document reached its owner
- Template
- Apps connected
- Approval set
- Running
- Monitored
- OperationsReports & digests
Every weekday before the working day starts
Daily Operations Digest
- Slack
- Gmail
- Salesforce
- Asana
Do not expose restricted HR, legal or financial data to recipients who are not permitted to see it.
Awish checks that the task, approval or document reached its owner
- Template
- Apps connected
- Approval set
- Running
- Monitored
- OperationsRisk & alerts
A critical issue is reported through a form or channel
Issue Intake to Cross-Team Coordination
- Slack
- Jira
- Notion
- Statuspage
Require a human to declare high-severity incidents and to approve any customer or public communication.
Awish checks that the task, approval or document reached its owner
- Template
- Apps connected
- Approval set
- Running
- Monitored
- OperationsReports & digests
A meeting transcript is available
Meeting Notes to Tasks and Owners
- Zoom
- Fireflies.ai
- Asana
- Slack
Do not assign ownership when the transcript is ambiguous; ask the meeting owner to confirm uncertain tasks.
Awish checks that the task, approval or document reached its owner
- Template
- Apps connected
- Approval set
- Running
- Monitored
- OperationsReports & digests
Every Monday, with a monthly roll-up on the first business day
KPI Collection and Narrative Reporting
- Google Sheets
- Salesforce
- Zendesk
- Stripe
Call out missing data and never hide a change in how a metric is defined.
Awish checks that the task, approval or document reached its owner
- Template
- Apps connected
- Approval set
- Running
- Monitored
- OperationsApprovals & compliance
A recurring process begins or a qualifying event occurs
SOP Checklist and Evidence Capture
- Notion
- Asana
- Slack
- Google Drive
If the SOP version changed after the workflow started, alert the owner before applying the new requirements.
Awish checks that the task, approval or document reached its owner
- Template
- Apps connected
- Approval set
- Running
- Monitored
- OperationsApprovals & compliance
An employee submits a travel request
Travel Request and Policy Approval
- Ramp
- Slack
- Google Calendar
- Gmail
Escalate international, high-cost and policy-exception trips; never book non-refundable travel without explicit approval.
Awish checks that the task, approval or document reached its owner
- Template
- Apps connected
- Approval set
- Running
- Monitored
- OperationsIntake & routing
A vendor or partner request is submitted
Vendor Request Intake and Routing
- Typeform
- Gmail
- Airtable
- Asana
Do not approve spend or contractual changes automatically; route them to procurement and legal where relevant.
Awish checks that the task, approval or document reached its owner
- Template
- Apps connected
- Approval set
- Running
- Monitored
- E-commerceFollow-ups & reminders
A checkout is abandoned and consent rules permit a follow-up
Abandoned Cart Recovery
- Shopify
- Klaviyo
- Stripe
- HubSpot
Respect marketing consent, the discount policy and the frequency caps.
Awish checks that the order, stock or customer update was actually applied
- Template
- Apps connected
- Approval set
- Running
- Monitored
- E-commerceRisk & alerts
Hourly, and immediately when sales velocity rises well above baseline
Demand Spike Detection and Reorder Alert
- Shopify
- Google Analytics 4
- NetSuite
- Google Sheets
Label forecasts as estimates and account for active promotions or data anomalies before acting.
Awish checks that the order, stock or customer update was actually applied
- Template
- Apps connected
- Approval set
- Running
- Monitored
- E-commerceRisk & alerts
A new order is created
High-Risk Order Detection and Hold
- Shopify
- Stripe
- Shippo
- Slack
Never cancel or refund on a risk score alone; require human review before any material action.
Awish checks that the order, stock or customer update was actually applied
- Template
- Apps connected
- Approval set
- Running
- Monitored
- E-commerceRisk & alerts
Inventory drops below its threshold or demand velocity shifts materially
Stockout Prevention
- Shopify
- NetSuite
- Google Sheets
- Slack
Do not place a supplier purchase order without approval unless a pre-authorised threshold covers it.
Awish checks that the order, stock or customer update was actually applied
- Template
- Apps connected
- Approval set
- Running
- Monitored
- E-commerceReports & digests
Every weekday, with a storefront roll-up each Monday
Storefront Performance Digest
- Shopify
- Amazon Seller Central
- Google Ads
- Meta Ads
Do not merge metrics with incompatible attribution windows without saying so.
Awish checks that the order, stock or customer update was actually applied
- Template
- Apps connected
- Approval set
- Running
- Monitored
- E-commerceRisk & alerts
An order misses a fulfilment milestone or the carrier reports a delay
Shipping Delay and Order Exceptions
- Shopify
- Shippo
- ShipEngine
- Zendesk
Do not promise a delivery date that the carrier data does not support.
Awish checks that the order, stock or customer update was actually applied
- Template
- Apps connected
- Approval set
- Running
- Monitored
- E-commerceIntake & routing
An order is delivered and the return window conditions are met
Post-Purchase Review and Cross-Sell
- Shopify
- Klaviyo
- Zendesk
Never ask for a public review straight after a complaint, a refund or an unresolved support issue.
Awish checks that the order, stock or customer update was actually applied
- Template
- Apps connected
- Approval set
- Running
- Monitored
- E-commerceIntake & routing
A product is created or updated, or the catalogue audit runs
Catalogue Data Quality and Enrichment
- Shopify
- Airtable
- Google Sheets
- Slack
Never alter a regulated claim, a price or a core product specification without approval.
Awish checks that the order, stock or customer update was actually applied
- Template
- Apps connected
- Approval set
- Running
- Monitored
- E-commerceIntake & routing
A return request is submitted
Return Triage and Label Creation
- Shopify
- Shippo
- Zendesk
Require review for high-value items, repeated return abuse, damaged-item disputes and policy exceptions.
Awish checks that the order, stock or customer update was actually applied
- Template
- Apps connected
- Approval set
- Running
- Monitored
- E-commerceRisk & alerts
Lifetime value or a repeat-purchase milestone crosses the threshold, or a VIP opens a ticket
VIP Detection and Service Escalation
- Shopify
- Klaviyo
- Zendesk
- Slack
Do not expose the internal VIP score to customers or apply compensation that was not approved.
Awish checks that the order, stock or customer update was actually applied
- Template
- Apps connected
- Approval set
- Running
- Monitored
- ProcurementFollow-ups & reminders
90 days before a renewal or notice date, with reminders at 60 and 30 days
Contract Renewal and Price Escalation Alert
- DocuSign
- Google Drive
- Coupa
- Slack
Do not terminate or accept a renewal automatically; require the designated owner and legal to approve.
Awish checks that the request, purchase order or supplier record is complete and approved
- Template
- Apps connected
- Approval set
- Running
- Monitored
- ProcurementRisk & alerts
Projected stock falls below the safety level or a supplier reports a delay
Inventory Shortage and Supplier Exceptions
- NetSuite
- Coupa
- Slack
- Gmail
Do not switch supplier or material when quality or regulatory approval is required.
Awish checks that the request, purchase order or supplier record is complete and approved
- Template
- Apps connected
- Approval set
- Running
- Monitored
- ProcurementInvoices & payments
A requisition receives all its required approvals
PO Creation from an Approved Requisition
- Coupa
- NetSuite
- Slack
Do not create the PO if the supplier status, the budget or the required contract is invalid.
Awish checks that the request, purchase order or supplier record is complete and approved
- Template
- Apps connected
- Approval set
- Running
- Monitored
- ProcurementApprovals & compliance
A purchase request is submitted
Purchase Requisition Intake and Routing
- Coupa
- Slack
- NetSuite
- Jira Service Management
Block incomplete or non-compliant requests; never bypass a required finance, security or legal approval.
Awish checks that the request, purchase order or supplier record is complete and approved
- Template
- Apps connected
- Approval set
- Running
- Monitored
- ProcurementIntake & routing
An RFQ is launched or quote emails arrive
RFQ Collection and Comparison Pack
- Coupa
- Gmail
- Google Sheets
- Slack
Do not select the winning supplier automatically; the final award requires a human decision.
Awish checks that the request, purchase order or supplier record is complete and approved
- Template
- Apps connected
- Approval set
- Running
- Monitored
- ProcurementInvoices & payments
Every Monday, and on the first business day of the month after the spend data loads
Spend Classification and Maverick Spend
- Coupa
- Google Sheets
- Slack
Keep the classification confidence visible and let category managers correct labels for future runs.
Awish checks that the request, purchase order or supplier record is complete and approved
- Template
- Apps connected
- Approval set
- Running
- Monitored
- ProcurementOnboarding & handoffs
A new supplier onboarding request is approved
Supplier Onboarding and Master Data
- Coupa
- DocuSign
- Google Drive
- NetSuite
Bank-detail changes and low-confidence identity matches must require independent human verification.
Awish checks that the request, purchase order or supplier record is complete and approved
- Template
- Apps connected
- Approval set
- Running
- Monitored
- ProcurementReports & digests
The first business day of each month, with a quarterly roll-up
Supplier Performance Scorecard
- Coupa
- Jira
- Google Sheets
- Slack
Do not terminate or escalate a supplier on the score alone; always show the source metrics.
Awish checks that the request, purchase order or supplier record is complete and approved
- Template
- Apps connected
- Approval set
- Running
- Monitored
- ProcurementRisk & alerts
Every weekday morning, and whenever a supplier risk signal changes
Supplier Risk Monitoring
- Coupa
- ZoomInfo
- Slack
- Jira
Treat external risk signals as indicators, not facts; require verification before suspending a supplier.
Awish checks that the request, purchase order or supplier record is complete and approved
- Template
- Apps connected
- Approval set
- Running
- Monitored
- ProcurementInvoices & payments
An invoice enters accounts payable
Three-Way Match and Invoice Exceptions
- Coupa
- NetSuite
- Gmail
- Slack
Never auto-clear a duplicate invoice or a material quantity or price variance.
Awish checks that the request, purchase order or supplier record is complete and approved
- Template
- Apps connected
- Approval set
- Running
- Monitored
- IT & EngineeringApprovals & compliance
A user requests access or a role change
Access Request and Approval
- Okta
- Jira Service Management
- Slack
Privileged and admin access always requires the designated security approval, and may require MFA verification.
Awish checks that the ticket, alert or access change was applied and recorded
- Template
- Apps connected
- Approval set
- Running
- Monitored
- IT & EngineeringRisk & alerts
Hourly, with a daily summary, escalating when spend passes the threshold
Cloud Cost Anomaly Detection
- Slack
- Jira
- Google Sheets
Do not shut down resources automatically unless they are explicitly pre-authorised non-production resources.
Awish checks that the ticket, alert or access change was applied and recorded
- Template
- Apps connected
- Approval set
- Running
- Monitored
- IT & EngineeringOnboarding & handoffs
A start, a role change or a termination becomes effective
Joiner, Mover, Leaver IT Automation
- Workday
- Okta
- Jira Service Management
Treat the HR system as the source of truth and require extra approval for privileged access.
Awish checks that the ticket, alert or access change was applied and recorded
- Template
- Apps connected
- Approval set
- Running
- Monitored
- IT & EngineeringRisk & alerts
A pipeline fails
CI/CD Failure Diagnosis and Ticket
- GitHub Actions
- Slack
- Jira
- Sentry
Do not fabricate a root cause; keep evidence and hypothesis clearly separate.
Awish checks that the ticket, alert or access change was applied and recorded
- Template
- Apps connected
- Approval set
- Running
- Monitored
- IT & EngineeringRisk & alerts
A pull request is opened or updated
PR Summary, Risk Check and Reviewer Routing
- GitHub
- Jira
- Slack
- Codacy
Never approve or merge code on an automated assessment alone unless repository policy explicitly permits it.
Awish checks that the ticket, alert or access change was applied and recorded
- Template
- Apps connected
- Approval set
- Running
- Monitored
- IT & EngineeringRisk & alerts
A production alert or incident fires
Alert Triage and Response Orchestration
- Datadog
- PagerDuty
- Slack
- Jira
Do not auto-remediate a destructive action without explicit runbook authorisation and approval.
Awish checks that the ticket, alert or access change was applied and recorded
- Template
- Apps connected
- Approval set
- Running
- Monitored
- IT & EngineeringReports & digests
The on-call shift is about to change
On-Call Handoff Digest
- PagerDuty
- Slack
- Jira
- Datadog
Exclude resolved noise and label every unverified hypothesis as unverified.
Awish checks that the ticket, alert or access change was applied and recorded
- Template
- Apps connected
- Approval set
- Running
- Monitored
- IT & EngineeringRisk & alerts
A new error cluster crosses the volume or user-impact threshold
Error Cluster to Bug Ticket
- Sentry
- Datadog
- Jira
- GitHub
Do not expose sensitive request payloads or personal data in widely visible tickets.
Awish checks that the ticket, alert or access change was applied and recorded
- Template
- Apps connected
- Approval set
- Running
- Monitored
- IT & EngineeringApprovals & compliance
A known incident pattern is detected
Runbook-Guided Remediation with Approval
- Datadog
- PagerDuty
- Slack
Never invent a shell or cloud command outside the approved runbook; stop on unexpected output or a missing precondition.
Awish checks that the ticket, alert or access change was applied and recorded
- Template
- Apps connected
- Approval set
- Running
- Monitored
- IT & EngineeringRisk & alerts
A new vulnerability is detected
Vulnerability Intake and Prioritisation
- GitHub
- Jira
- Slack
Never suppress a vulnerability because an automated check labels it low risk; follow the security policy thresholds.
Awish checks that the ticket, alert or access change was applied and recorded
- Template
- Apps connected
- Approval set
- Running
- Monitored
- Legal & ComplianceApprovals & compliance
An evidence window opens or an audit begins
Compliance Evidence and Audit Pack
- Vanta
- Google Drive
- Jira
- Slack
Do not mark a control compliant just because a document exists; require the configured validation or attestation.
Awish checks that the contract, request or evidence was filed with its approval
- Template
- Apps connected
- Approval set
- Running
- Monitored
- Legal & ComplianceApprovals & compliance
A deal reaches contract-ready stage or non-standard terms appear
Contract Approval Across Sales, Finance and Legal
- Salesforce
- Contractbook
- Slack
- NetSuite
No signature request until every required approval is recorded and the contract version is locked.
Awish checks that the contract, request or evidence was filed with its approval
- Template
- Apps connected
- Approval set
- Running
- Monitored
- Legal & ComplianceFollow-ups & reminders
A contract is executed, then a daily check on upcoming dates
Contract Obligation and Renewal Monitoring
- Contractbook
- Google Drive
- Google Calendar
- Slack
Escalate ambiguous terms to legal rather than reading them as definitive obligations.
Awish checks that the contract, request or evidence was filed with its approval
- Template
- Apps connected
- Approval set
- Running
- Monitored
- Legal & ComplianceApprovals & compliance
A third-party contract is uploaded for review
Contract Review Against the Playbook
- Contractbook
- Google Drive
- Slack
The final legal judgement stays with counsel; do not send redlines outside the company without approval.
Awish checks that the contract, request or evidence was filed with its approval
- Template
- Apps connected
- Approval set
- Running
- Monitored
- Legal & ComplianceApprovals & compliance
A data subject request is submitted
Data Subject Request Orchestration
- Zendesk
- Jira
- Google Drive
Never disclose or delete data without the required identity verification and privacy approval.
Awish checks that the contract, request or evidence was filed with its approval
- Template
- Apps connected
- Approval set
- Running
- Monitored
- Legal & ComplianceIntake & routing
A colleague submits a legal request
Legal Request Intake and Matter Routing
- Typeform
- Slack
- Jira
- Contractbook
Route sensitive and high-risk matters privately; the automation never gives final legal advice — that stays with counsel.
Awish checks that the contract, request or evidence was filed with its approval
- Template
- Apps connected
- Approval set
- Running
- Monitored
- Legal & ComplianceApprovals & compliance
Someone requests an NDA
NDA Self-Service and Approval
- Contractbook
- Salesforce
- DocuSign
- Slack
Never auto-approve an edit to liability, confidentiality scope, governing law or any other protected clause.
Awish checks that the contract, request or evidence was filed with its approval
- Template
- Apps connected
- Approval set
- Running
- Monitored
- Legal & ComplianceApprovals & compliance
A policy version is approved
Policy Distribution and Attestation
- Notion
- Workday
- DocuSign
- Slack
Do not send restricted policies to groups that are not authorised; preserve the legal hold and version records.
Awish checks that the contract, request or evidence was filed with its approval
- Template
- Apps connected
- Approval set
- Running
- Monitored
- Legal & ComplianceApprovals & compliance
Every weekday morning, raising a task only for a relevant change
Regulatory Change Monitoring
- Notion
- Jira
- Slack
Treat the summaries as informational; require a legal or compliance review before changing a policy or a control.
Awish checks that the contract, request or evidence was filed with its approval
- Template
- Apps connected
- Approval set
- Running
- Monitored
- Legal & ComplianceApprovals & compliance
A new vendor or customer is onboarded, with a rescreen every 30 days
Sanctions and Compliance Screening
- Coupa
- Slack
- Jira
Never clear a plausible sanctions match on name-similarity scoring alone.
Awish checks that the contract, request or evidence was filed with its approval
- Template
- Apps connected
- Approval set
- Running
- Monitored
- Real EstateLeads & recruiting
A buyer, seller or renter enquiry arrives
Instant Lead Response and Qualification
- HubSpot
- Calendly
Do not make fair-housing-sensitive assumptions or use protected characteristics in the scoring.
Awish checks that the lead, showing or tenant request got its reply and its record
- Template
- Apps connected
- Approval set
- Running
- Monitored
- Real EstateFollow-ups & reminders
90 days before a lease ends
Lease Renewal and Rent Review Prep
- Google Sheets
- Gmail
- Slack
Do not set the rent automatically; require a policy and legal review in regulated markets.
Awish checks that the lead, showing or tenant request got its reply and its record
- Template
- Apps connected
- Approval set
- Running
- Monitored
- Real EstateFollow-ups & reminders
A showing ends
Post-Showing Feedback and Next Steps
- Typeform
- Gmail
- Slack
Do not share buyer-identifying details with sellers beyond what the approved policy allows.
Awish checks that the lead, showing or tenant request got its reply and its record
- Template
- Apps connected
- Approval set
- Running
- Monitored
- Real EstateFollow-ups & reminders
An inspection report is uploaded
Inspection Follow-Up and Work Orders
- Google Drive
- Asana
- Slack
Safety and structural concerns must be escalated immediately to qualified people.
Awish checks that the lead, showing or tenant request got its reply and its record
- Template
- Apps connected
- Approval set
- Running
- Monitored
- Real EstateIntake & routing
A listing is approved for marketing
Listing Content and Syndication Prep
- Google Drive
- Canva
Never invent amenities, dimensions, neighbourhood claims or legal property details.
Awish checks that the lead, showing or tenant request got its reply and its record
- Template
- Apps connected
- Approval set
- Running
- Monitored
- Real EstateFollow-ups & reminders
3 days before rent is due, on the due date, and 3 days after if unpaid
Rent Reminders and Arrears Escalation
- Stripe
- Gmail
- Slack
Never send threats or legal notices automatically; follow the local rules and require human and legal approval.
Awish checks that the lead, showing or tenant request got its reply and its record
- Template
- Apps connected
- Approval set
- Running
- Monitored
- Real EstateIntake & routing
A tenant submits a maintenance request
Maintenance Request Triage and Dispatch
- Zendesk
- Twilio
- Asana
Emergencies — gas, fire, flooding, safety — must alert a person or the on-call channel immediately; never rely on an automated diagnosis alone.
Awish checks that the lead, showing or tenant request got its reply and its record
- Template
- Apps connected
- Approval set
- Running
- Monitored
- Real EstateOnboarding & handoffs
A lease application is approved
Tenant Onboarding and Lease Documents
- DocuSign
- Stripe
- Gmail
Do not activate the tenancy or grant access until the signed documents and the payments are confirmed.
Awish checks that the lead, showing or tenant request got its reply and its record
- Template
- Apps connected
- Approval set
- Running
- Monitored
- Real EstateIntake & routing
An offer or contract is accepted
Transaction Milestones and Document Checklist
- DocuSign
- Google Drive
- Asana
- Gmail
Do not give legal advice or waive a contingency; flag any missed legal or contract deadline to the agent and the attorney.
Awish checks that the lead, showing or tenant request got its reply and its record
- Template
- Apps connected
- Approval set
- Running
- Monitored
- Real EstateFollow-ups & reminders
A qualified prospect requests a viewing
Viewing Scheduling and Reminders
- Calendly
- Google Calendar
- HubSpot
- Gmail
Respect occupancy and owner constraints, and never disclose lockbox or access details to an unverified party.
Awish checks that the lead, showing or tenant request got its reply and its record
- Template
- Apps connected
- Approval set
- Running
- Monitored
- HealthcareIntake & routing
A visit note draft is completed
Documentation Routing and Coding Support
- Microsoft Teams
- SharePoint
- Asana
Never finalise a clinical note or a code without the authorised clinician or coder approving it.
Awish checks that the intake, referral or claim reached the right queue with its documents
- Template
- Apps connected
- Approval set
- Running
- Monitored
- HealthcareRisk & alerts
A claim is denied or rejected
Claim Denial Triage
- Microsoft Teams
- Excel
- SharePoint
- Asana
Do not alter a diagnosis or a clinical code without review by a qualified coder or clinician.
Awish checks that the intake, referral or claim reached the right queue with its documents
- Template
- Apps connected
- Approval set
- Running
- Monitored
- HealthcareIntake & routing
An appointment is booked or is coming up
Digital Intake and Pre-Visit Check
- Typeform
- Google Drive
- Microsoft Teams
Use only compliant data paths; never copy patient health information into a tool that has not been approved.
Awish checks that the intake, referral or claim reached the right queue with its documents
- Template
- Apps connected
- Approval set
- Running
- Monitored
- HealthcareApprovals & compliance
An appointment is booked or the coverage data changes
Eligibility and Benefits Verification
- Microsoft Teams
- Excel
- Gmail
Present coverage as verification data, never as a guarantee of payment, and protect patient health information.
Awish checks that the intake, referral or claim reached the right queue with its documents
- Template
- Apps connected
- Approval set
- Running
- Monitored
- HealthcareFollow-ups & reminders
48 hours before each appointment, when the risk criteria are met
No-Show Risk and Reminder Escalation
- Twilio
- Gmail
- Microsoft Teams
Do not use protected or sensitive attributes in the risk scoring unless that is explicitly lawful and operationally justified.
Awish checks that the intake, referral or claim reached the right queue with its documents
- Template
- Apps connected
- Approval set
- Running
- Monitored
- HealthcareFollow-ups & reminders
A patient requests an appointment, then 24 and 2 hours before the visit
Appointment Scheduling and Reminders
- Calendly
- Twilio
- Gmail
- Microsoft Teams
Do not expose patient health information over insecure channels, and never treat an urgent clinical symptom as a scheduling request.
Awish checks that the intake, referral or claim reached the right queue with its documents
- Template
- Apps connected
- Approval set
- Running
- Monitored
- HealthcareIntake & routing
A patient message arrives
Patient Message Routing and Draft Reply
- Microsoft Teams
- Zendesk
- Gmail
Clinical symptoms, medication questions, emergencies and any uncertain intent must be escalated to qualified clinical staff.
Awish checks that the intake, referral or claim reached the right queue with its documents
- Template
- Apps connected
- Approval set
- Running
- Monitored
- HealthcareApprovals & compliance
A provider orders a service or medication that needs authorisation
Prior Authorisation and Status Tracking
- Microsoft Teams
- SharePoint
- Asana
Never fabricate a clinical justification or submit unverified data; denials and medical-necessity decisions go to qualified staff.
Awish checks that the intake, referral or claim reached the right queue with its documents
- Template
- Apps connected
- Approval set
- Running
- Monitored
- HealthcareApprovals & compliance
The first business day of each month, with a quarterly roll-up
Quality Measure Evidence Collection
- SharePoint
- Microsoft Teams
- Excel
Use the measure specifications as the source of truth; never infer clinical compliance from incomplete data.
Awish checks that the intake, referral or claim reached the right queue with its documents
- Template
- Apps connected
- Approval set
- Running
- Monitored
- HealthcareIntake & routing
A new referral is received
Referral Intake and Status Updates
- Microsoft Teams
- SharePoint
- Asana
Verify patient identity and authorisation, and never disclose patient health information to an unverified recipient.
Awish checks that the intake, referral or claim reached the right queue with its documents
- Template
- Apps connected
- Approval set
- Running
- Monitored
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