Engagement templates.
Representative migration and tuning engagements. Replace these with your own write-ups once you have client-cleared narratives.
Sales-lead automation: HubSpot → Slack → Sheets → Email
A sample engagement template covering an end-to-end lead-routing flow: HubSpot deal → owner-aware Slack alert → revenue Sheet → personalized welcome email.
Support triage: Gmail → Trello → Slack with priority filters
Sample engagement showing how a 6-step Make.com scenario triages incoming support email by sentiment and priority before creating Trello cards and Slack threads.
E-commerce order flow: Shopify → Klaviyo → ShipStation → Sheets
Template engagement: a 4-app order pipeline that fires welcome flows, handles shipping label creation, and back-fills a finance Sheet without a single manual click.
HR onboarding: Typeform → Slack channel + Drive folder + Notion page
Sample engagement: a single Typeform submission spins up a private Slack channel, a Drive folder with templated docs, and a Notion onboarding page — all linked together.
Finance reconciliation: Stripe → QuickBooks → Sheets monthly summary
Template engagement for syncing Stripe charges into QuickBooks line items and rolling up a monthly summary Sheet for the bookkeeper.
Marketing pipeline: Drive → Frame.io → Slack → CMS auto-publish
Sample engagement for a creative pipeline that moves video assets through review and into the CMS without a producer babysitting the handoffs.