Use cases
What teams actually automate
Every workflow Awish demonstrates, grouped by the team that runs it — what triggers it, which apps it touches, and where a person approves.
Sales
Qualify inbound demo requests
“When a new demo request arrives, enrich the company, score the lead, update HubSpot, draft a personalized reply, and ask me in Slack before sending it.”
- Gmail
- HubSpot
- Slack
Ask before sending
Verified outcome Reply sent, CRM current
MonitoredUse this automationTurn a sales call into CRM updates
“After a sales call, pull out the needs, objections and timeline, update the deal in HubSpot, create my follow-up tasks, and draft the recap email for my approval.”
- Zoom
- HubSpot
- Slack
Approve the recap
Verified outcome Deal current, follow-ups queued
MonitoredUse this automationChase the deals that went quiet
“Every Monday, find the deals with no activity for two weeks, draft a nudge for each owner, and hold them for approval in Slack.”
- HubSpot
- Slack
- Gmail
The owner approves each one
Verified outcome Every stalled deal has a next step
MonitoredUse this automation
E-commerce
Handle a flagged Shopify order
“When a Shopify order is flagged, check inventory and address details, notify fulfillment, and ask me on WhatsApp before contacting the customer.”
- Shopify
- Slack
Ask before contacting
Verified outcome Exception cleared
MonitoredUse this automationDaily store summary
“Every evening, summarize sales, refunds, low stock and open support issues from Shopify and send it to me on WhatsApp.”
- Shopify
- Google Sheets
Verified outcome Summary delivered
MonitoredUse this automationFollow up on an abandoned cart, once
“When a cart is abandoned, wait an hour, check the items are still in stock, draft one follow-up, and ask me before it goes.”
- Shopify
- Google Sheets
Ask before it sends
Verified outcome One follow-up, not five
MonitoredUse this automation
Marketing
Repurpose content across channels
“When I publish a long-form post, rewrite it for each channel, hold the drafts for my approval, then publish the approved ones.”
- Notion
- Slack
- Gmail
Brand approval
Verified outcome One post, every channel
MonitoredUse this automationTurn a content plan into briefed work
“Take the month’s content plan from the sheet, write a brief for each piece, assign it in Trello, and ask me before anything is scheduled.”
- Google Sheets
- Trello
- Slack
Approve the schedule
Verified outcome A month of briefed work
MonitoredUse this automationOne weekly report instead of four exports
“Every Friday, pull the week’s campaign numbers into one sheet, write what changed and why, and post it to the marketing channel.”
- Google Sheets
- Slack
- Google Drive
Read before it posts
Verified outcome One report the team reads
MonitoredUse this automation
Operations
Weekly KPI report from every system
“Every Monday, pull last week’s numbers from our tools, reconcile them, write the summary, and post it to the leadership channel.”
- Google Sheets
- HubSpot
- Slack
Verified outcome Posted to leadership
MonitoredUse this automationDocuments into structured data
“When a document arrives, extract the fields I care about into a sheet, and put anything unclear in a review queue instead of guessing.”
- Gmail
- Google Sheets
- Google Drive
Verified outcome Data captured, exceptions visible
MonitoredUse this automationChase the suppliers who have not replied
“Check the open purchase orders each morning, find the ones with no supplier reply, draft the chase, and hold it for my approval.”
- Gmail
- Google Sheets
- Slack
Approve before it sends
Verified outcome Nothing waits unnoticed
MonitoredUse this automation
Customer Support
Triage and draft ticket replies
“Classify every incoming ticket by intent and urgency, route it to the right person, draft a reply, and escalate to me when confidence is low.”
- Gmail
- Slack
- Notion
Low confidence escalates
Verified outcome Drafted and routed
MonitoredUse this automationRefund requests with an approval gate
“When a refund is requested, check the order and our policy, then ask me to approve anything above the threshold before the customer is told.”
- Shopify
- Gmail
Above the limit asks you
Verified outcome Decided and answered
MonitoredUse this automationAct on a bad rating the same day
“When a survey comes back below four, pull the ticket history, write a recovery note, and ask me before it is sent.”
- Gmail
- Google Sheets
- Slack
Ask before it sends
Verified outcome Answered while it still matters
MonitoredUse this automation
Agencies
Weekly client reporting
“Every Friday, collect each client’s numbers, write their summary, and hold the email for my approval before it goes out.”
- Google Sheets
- Gmail
- Slack
Approve before sending
Verified outcome Reports out on time
MonitoredUse this automationOpen a new client the same way every time
“When a contract is signed, create the workspace, the folders and the kickoff tasks, and ask me before the welcome email goes out.”
- Notion
- Google Drive
- Slack
Approve the welcome
Verified outcome Day one looks the same every time
MonitoredUse this automationGet the timesheets in before invoicing
“Every Friday, check who has not logged their hours, message them, and send me the list of what is still missing.”
- Google Sheets
- Slack
- Gmail
Approve the reminders
Verified outcome Invoicing starts on complete data
MonitoredUse this automation
Real Estate
Answer portal leads in minutes
“When a portal lead arrives, qualify it, match it to listings, log it, and send the reply once I approve it on WhatsApp.”
- Gmail
- Google Sheets
You approve the reply
Verified outcome Lead answered fast
MonitoredUse this automationBook viewings without the back and forth
“When someone asks to see a property, offer the open slots from my calendar, book the one they pick, and confirm on WhatsApp once I approve.”
- Google Calendar
- Google Sheets
Confirm before it is booked
Verified outcome One exchange instead of six
MonitoredUse this automationKeep one listing consistent everywhere
“When a listing changes, rewrite the description for each channel, update the sheet, and ask me before anything goes live.”
- Google Sheets
- Google Drive
- Slack
Approve before publishing
Verified outcome The same property everywhere
MonitoredUse this automation
Finance
Invoices into the books
“When an invoice arrives, extract the details into my books sheet, hold large amounts for approval, and confirm what was logged.”
- Gmail
- Google Sheets
Approve the exception
Verified outcome Logged and confirmed
MonitoredUse this automationChase overdue invoices politely
“Check each morning which invoices are past due, draft a reminder for each, and ask me before any of them are sent.”
- Stripe
- Gmail
- Slack
Approve before sending
Verified outcome Chased on a schedule
MonitoredUse this automationRead expense receipts into the books
“When a receipt is submitted, read the amount, vendor and category, write it to the sheet, and hold anything over my threshold for approval.”
- Gmail
- Google Sheets
- Slack
Over the threshold, ask
Verified outcome Expenses entered as they arrive
MonitoredUse this automation
HR
Structured candidate summaries
“When an application arrives, summarize it against the role criteria and put it in front of a human to decide.”
- Gmail
- Google Sheets
- Slack
Verified outcome Comparable shortlist
MonitoredUse this automationStart a new hire on day one, not day five
“When a start date is confirmed, create the accounts checklist, book the first-week meetings, and ask me before the welcome message goes out.”
- Google Calendar
- Notion
- Slack
Approve the welcome
Verified outcome Ready before they arrive
MonitoredUse this automationPut leave requests where the team can see them
“When someone requests time off, check the team calendar for clashes, write it to the sheet, and send it to their manager to approve.”
- Google Calendar
- Google Sheets
- Slack
The manager decides
Verified outcome Nothing agreed in a corridor
MonitoredUse this automation
SaaS & Startups
Greet every trial like it matters
“When someone starts a trial, look up the company, create them in HubSpot, and hold a personal onboarding note for my approval in Slack.”
- Gmail
- HubSpot
- Slack
The welcome note waits
Verified outcome Every trial greeted on purpose
MonitoredUse this automationCatch the accounts going quiet
“Every week, find accounts whose usage dropped, draft a check-in from each owner, and hold them for approval in Slack.”
- Google Sheets
- HubSpot
- Slack
The owner approves each one
Verified outcome Churn answered while it is early
MonitoredUse this automationBrief the team every Friday
“Every Friday, gather the week’s signups, revenue and top issues into one digest and hold it for my approval before it posts.”
- Google Sheets
- Stripe
- Slack
You read it first
Verified outcome The team starts Monday briefed
MonitoredUse this automation
Professional Services
Open every engagement the same way
“When a proposal is signed, set up the project folder and page, propose kickoff times, and hold the welcome email for my approval.”
- Google Drive
- Notion
- Google Calendar
- Slack
The welcome email waits
Verified outcome Day one looks rehearsed
MonitoredUse this automationTurn logged work into a drafted invoice
“At month end, gather the logged work per client, draft the invoice lines, and hold each invoice for my approval before it goes out.”
- Notion
- Stripe
- Slack
You approve each invoice
Verified outcome Invoices leave reviewed
MonitoredUse this automationFollow up on every proposal
“When a proposal has been quiet for a week, draft a follow-up in my tone and hold it for my approval before it sends.”
- Gmail
- Notion
- Slack
Each send is yours
Verified outcome No proposal dies of silence
MonitoredUse this automation
Creators
Triage sponsorship enquiries
“When a sponsorship enquiry arrives, separate the real offers from the noise, log them, and hold a rate-card reply for my approval.”
- Gmail
- Google Sheets
- Telegram
The reply waits for you
Verified outcome Every real offer answered
MonitoredUse this automationTurn one upload into a week of posts
“When I publish a video, draft the posts and the newsletter blurb from it, save them as drafts, and let nothing publish without me.”
- YouTube
- Notion
- Telegram
Nothing posts unseen
Verified outcome One upload, a week of material
MonitoredUse this automationChase overdue invoices politely
“When an invoice goes past due, check it is still unpaid, draft a polite reminder, and hold it for my approval before it sends.”
- Stripe
- Gmail
- Telegram
You send it, or you don’t
Verified outcome Chasing without the dread
MonitoredUse this automation
Procurement
Route a purchase request to the right approver
“When someone submits a purchase request, check it against our policy and preferred suppliers, create the requisition, and route it for approval by amount and cost centre.”
- Slack
- Google Sheets
- Gmail
Approve by amount
Verified outcome Routed, requester informed
MonitoredUse this automationMatch a supplier invoice to its order
“When a supplier invoice arrives, match it against the purchase order and the goods receipt, clear what is within tolerance, and send the variances to a buyer.”
- Gmail
- Google Sheets
- Slack
Variances wait for a buyer
Verified outcome Exceptions in one queue
MonitoredUse this automationCatch a renewal before the notice date
“Ninety days before a supplier contract renews, pull out the dates and terms, compare what we actually spent, and ask the owner whether to renegotiate or exit.”
- Google Drive
- Google Calendar
- Slack
Renew or exit is your call
Verified outcome Nothing renews by silence
MonitoredUse this automation
IT & Engineering
Turn a production alert into a briefed incident
“When a production alert fires, group the related ones, summarise the affected service and the recent deploys, open the incident channel and ticket, and post the runbook.”
- Slack
- Jira
- GitHub
Remediation waits for a responder
Verified outcome Triage done before you read it
MonitoredUse this automationGrant access with the approval on the record
“When someone requests access, check it against the role policy, collect the approvals, provision only what was approved with an expiry, and log the evidence.”
- Slack
- Okta
- Jira
Privileged access asks security
Verified outcome Granted, dated and logged
MonitoredUse this automationDiagnose a failed pipeline before standup
“When a build fails, collect the logs and the recent changes, summarise the reproducible evidence, and open or update the issue for the owner.”
- GitHub
- Slack
- Jira
The fix stays with a person
Verified outcome A real starting point
MonitoredUse this automation
Legal & Compliance
Turn an NDA request into a signature-ready draft
“When someone asks for an NDA, collect the counterparty and the purpose, fill the approved template, and send the standard version for signature — anything non-standard goes to legal.”
- Slack
- DocuSign
- Google Drive
Non-standard goes to legal
Verified outcome Signature-ready, or on a lawyer’s desk
MonitoredUse this automationReview an incoming contract against your playbook
“When a third-party contract is uploaded, extract the clauses, compare them to our playbook, flag what is missing or high-risk, and hand counsel a summary.”
- Google Drive
- Slack
- Notion
Counsel decides, always
Verified outcome The first pass is done
MonitoredUse this automationNever miss a date buried in a contract
“When a contract is signed, pull out the renewal, notice, payment and reporting dates, put them in the calendar, and remind the owner before each one.”
- Google Drive
- Google Calendar
- Slack
Ambiguity goes to legal
Verified outcome The dates live outside the PDF
MonitoredUse this automation
Healthcare Admin
Confirm appointments without the phone round
“Before each appointment, send the reminder on the channel the patient agreed to, handle the reschedules, and tell the desk which slots are still unconfirmed.”
- Google Calendar
- Google Sheets
Clinical questions go to staff
Verified outcome The desk sees what is still open
MonitoredUse this automationChase the intake paperwork before the visit
“When an appointment is booked, send the intake pack, check what came back for completeness, remind the patient, and flag the gaps to the desk.”
- Gmail
- Google Drive
- Google Sheets
The desk sees the gaps
Verified outcome The visit starts on time
MonitoredUse this automationLog a referral and keep its status visible
“When a referral arrives, read who sent it and for what, check the required documents, create the record, and route it to the right specialty queue.”
- Gmail
- Google Drive
- Microsoft Teams
Identity is verified first
Verified outcome No referral sits unread
MonitoredUse this automation
Yours will not match a card exactly
These are starting points, not a menu. Describe the loop your team actually runs — you will see the plan, and the approval points, before anything connects.
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