Most popular automation workflow scenario

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Here’s a breakdown of the most popular automation workflows organizations and individuals commonly implement. I’ll group them by domain so you can see the patterns clearly:

🔄 Business & Productivity

  1. Lead capture → CRM entry (web form → Salesforce/HubSpot).
  2. New email inquiry → Auto-reply + CRM log.
  3. Meeting booking → Calendar sync + Zoom/Meet link generation.
  4. Contract signed in DocuSign → Notify Slack + update CRM.
  5. Task creation in project tool (Trello, Jira, Asana) triggered by email or form.
  6. Daily/weekly report generation (Google Sheets → PDF → Slack/Email).
  7. Customer feedback survey → Auto-ticket in support system.
  8. Social media mentions → Slack/Teams alert.
  9. File uploaded in Drive → Auto backup to S3.
  10. Invoice issued → Accounting system update + payment reminder.

👨‍💻 Developer & DevOps

  1. GitHub/GitLab push → CI/CD pipeline → deploy to cloud.
  2. Merge to main branch → Run tests → Notify via Slack/Discord.
  3. Kubernetes Pod crash → PagerDuty/Slack alert.
  4. Server monitoring alerts → Auto-scale infrastructure.
  5. New bug in Jira → Auto assign based on component.
  6. Vulnerability scan (e.g., Snyk) → Auto open ticket in Jira.
  7. Terraform plan → Slack approval → Terraform apply.
  8. Pull request → Auto-generate release notes.
  9. Error log entry → Create issue in GitHub.
  10. CI/CD pipeline failure → Auto rollback deployment.

📈 Sales & Marketing

  1. New lead in CRM → Personalized welcome email.
  2. Cart abandonment → Email/SMS reminder.
  3. New product review → Social media post.
  4. Ad campaign performance → Daily summary to Slack.
  5. Newsletter signup → Add to Mailchimp list.
  6. Segment customer → Auto tag in CRM.
  7. Customer birthday → Send coupon email.
  8. High-value lead → Immediate SMS to sales team.
  9. Webinar registration → Zoom link + follow-up sequence.
  10. Upsell trigger → Auto recommendation email.

🛠 IT & Security

  1. New login from unusual IP → Slack/Teams alert.
  2. New user in Active Directory → Provision SaaS accounts.
  3. VPN access request → Auto-approval workflow.
  4. Failed SSH login attempts → Block IP in firewall.
  5. File uploaded → Malware scan → Quarantine if malicious.
  6. Privileged account creation → Send audit log.
  7. Phishing email reported → Auto-extract indicators to SIEM.
  8. Security incident → Auto create Jira/SOAR ticket.
  9. Expired SSL cert detection → Auto renew via Let’s Encrypt.
  10. Data loss prevention trigger → Auto encrypt or block file.

📊 Finance & HR

  1. Expense submission → Auto approval workflow.
  2. New hire onboarding → Create accounts + Slack/Teams welcome.
  3. Payroll run → Auto send payslips via email.
  4. Purchase order → Approval chain.
  5. Employee resignation → Auto deprovision accounts.
  6. Timesheet submission → Manager approval workflow.
  7. Reimbursement claim → Auto check with HR system.
  8. Credit card charge → Log into accounting system.
  9. Performance review reminders → Email + Calendar invite.
  10. Vendor invoice → Auto 3-way match (PO, invoice, receipt).

👉 These represent the “top 50” automation workflows widely used across domains. The most common starter workflows are:

  • Lead capture → CRM → Email follow-up (business).
  • Code commit → Build → Deploy (developer/DevOps).
  • Monitoring alert → Notify/Remediate (IT/security).
  • Invoice → Accounting entry → Payment follow-up (finance).
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