Automation Scenario Library
Ready-made automation “recipes” we have delivered in real projects. Copy them for yourself or take the ideas. For each one — setup time and who it fits.
Sales
6 scenariosAutomated Touchpoints for Warm Leads
A lead with no activity for 5 days triggers an automated WhatsApp message requesting a status update. Recovers 15-25% of forgotten leads.
Rule-Based Lead Distribution
A lead from St. Petersburg goes to manager 1, from Almaty to manager 2, and wholesale to the wholesale department. No more manual hand-offs.
Template-Based Automated Quotes
A Generate Quote button inside the deal pulls client data and the list of services into a Word/PDF document, ready to send in 30 seconds instead of an hour.
Automated Qualification
A WhatsApp bot asks the client 3-5 questions (budget, timeline, volume) before connecting them to a manager. Managers only receive warm leads.
Discount Approval
A manager wants to grant a discount above 10%, so it is routed to the sales director for approval. The director approves or rejects with a single click. Margin control without bureaucracy.
Post-Purchase Cross-Sell
After a client buys the core product, 7 days later the system offers add-ons (service, upgrade, warranty). Adds 15-25% to the average order value.
Marketing
5 scenariosSegmented Campaigns
The system selects clients by criteria (bought X, did not buy Y, last purchase more than 90 days ago) and sends a targeted campaign via WhatsApp/email.
Win-Back After a Long Pause
A client who has not purchased in 90+ days receives a personalized message with a discount or new product. Win-back conversion rate of 8-18%.
NPS Survey with Automated Responses
After a deal closes, a Rate us from 1 to 10 survey is sent. Scores of 9-10 trigger a review request with a direct link. Scores of 1-6 trigger an urgent alert to management.
UTM Analytics
Every lead carrying a UTM tag is automatically tagged with its source. The dashboard shows which ads bring in converting clients.
Abandoned Cart Recovery
A client adds items and leaves; 30 minutes later they receive a WhatsApp reminder with a discount. Recovers 12-18% of carts in e-commerce.
Customer Support
4 scenariosTicketing System with SLA
A client emails support@ to create a ticket, which is routed by topic with an SLA timer, escalated when overdue, and followed by an NPS survey after closing.
Customer Knowledge Base
Ready-made articles and guides available to the client through a WhatsApp bot (how to change a password, event schedule). Reduces the support workload by 30%.
Automated Order Statuses
The client receives notifications automatically: paid / assembled / shipped / delivered. Where is my order calls drop dramatically.
FAQ Chatbot
A WhatsApp/Telegram bot answers 80% of common questions 24/7 and hands complex cases to a human agent. Especially valuable at night and on weekends.
Finance and Accounting
4 scenariosAccounts Receivable Control
3 days before the due date, the client gets a reminder. On the due date, the manager gets a task. +1 day to the sales director. +7 days to finance. +14 days to legal.
Automated Invoice Generation
Clicking Pay inside the deal automatically generates an invoice with billing details plus a Kaspi Pay link. The client pays in 2 clicks and accounting sees the payment.
Reconciliation with 1C
CRM and 1C synchronize payments, shipments, and inventory automatically. The manager sees the client's balance without manual reconciliation.
Margin Control on Quotes
While a quote is being prepared, the system checks the margin. If it falls below X%, approval is required. Protection against selling at a loss.
HR and Team
4 scenariosNew Employee Onboarding
HR creates an employee record, triggering automated tasks: IT (laptop/access), HR (documents), the manager (welcome call), and the employee (review policies, meet the team).
Recruitment Pipeline
Candidate to resume to HR interview to test assignment to final interview to offer. Email templates at every stage. Metrics per recruiter.
Leave and Business Trip Requests
The employee fills out a form, which goes to the manager for approval, is automatically recorded in the calendar, and notifies HR/accounting. Paper requests become a thing of the past.
Engagement Survey (eNPS)
Once a quarter, an anonymous team survey runs. The system collects responses, analyzes trends, and shows management the weak spots.
Operations
7 scenariosProcurement Approval
Purchase request: up to 50K auto-approved. Up to 500K to the sales director. Above that to the director. Accounting only sees what is already approved.
Contract Approval
Contract to legal to accounting to manager to signature. Each person sees only their own task. The full revision history is preserved.
Recurring Task Control
Regular tasks (reports, checks, reviews) are created automatically on schedule. No one forgets the monthly report.
Meeting and Outcome Tracking
After every meeting, a task to record outcomes and next steps is created. A meeting without it is ineffective, and the sales director sees this in the report.
Escalation of Overdue Tasks
A task overdue by one day notifies the manager. By 3 days it escalates higher. By 7 days an urgent call is triggered. Discipline without micromanagement.
Weekly/Monthly Report
Every Monday and on the first of the month, an automated KPI report goes to management: sales, conversions, workload, receivables, incidents.
Backups and Security Audit
Once a week the system verifies that backups exist, access for departed employees is revoked, and there is no suspicious activity. Alerts on any anomalies.
Want to implement any of these scenarios?
We implement at a fixed price. One scenario — from 80,000 ₸. A package of 3 — with a 15% discount.