Examples & Recipes

Here are five proven automation recipes you can use right away. Each one solves a specific business problem.

1. Win-back discount#

Goal: Keep price-sensitive customers engaged by offering an incentive when they object to pricing.

Setup:

• Trigger: Pricing too expensive
• First Action:
  • Collect email ✓
  • Send Slack notification ✓
• Then Action: Offer discount code
  • Discount code: SAVE20
  • Context message: "Here's 20% off any plan — valid for 7 days"
• Finally: Continue conversation

Why it works: You capture their email (so you can follow up), get alerted in Slack (so you know who needs attention), give them a reason to stay, and let them continue the interview to share more feedback.

Best for: SaaS products, subscription services, B2C businesses with flexible pricing.

2. Escalate angry customers#

Goal: Get a human involved before an angry customer churns.

Setup:

• Trigger: Angry / churn risk
• First Action:
  • Collect email (optional)
  • Send Slack notification ✓
• Then Action: Invite to book meeting
  • Booking URL: https://calendly.com/yourteam/urgent-support
  • Context message: "Let's get you sorted out — book a quick call with our team"
• Finally: End conversation

Why it works: Your support team gets an instant Slack alert with the customer's complaints. The customer gets a direct line to a human. The conversation ends because escalation is the priority, not continuing the survey.

Best for: High-touch B2B products, customer success teams, subscription businesses with churn risk.

3. Capture hot leads#

Goal: Strike while the iron is hot when someone shows buying intent.

Setup:

• Trigger: Urgent buying intent
• First Action:
  • Collect email ✓
  • Send Slack notification ✓
• Then Action: Redirect to URL
  • Target URL: https://yourproduct.com/signup
  • Context message: "Get started in less than 2 minutes"
• Finally: End conversation

Why it works: You capture their email, alert your sales team in Slack, and send them directly to signup while they're motivated. The interview ends because conversion is the goal.

Best for: Self-serve products, freemium SaaS, B2B tools with free trials.

4. Surface feature requests#

Goal: Route product feedback to your team in real-time without interrupting the customer.

Setup:

• Trigger: Feature missing
• First Action:
  • Collect email (optional)
  • Send Slack notification ✓
• Then Action: None (just continue)
• Finally: Continue conversation

Why it works: Your product team gets notified instantly in Slack with the exact feature request and customer quote. The customer's interview continues uninterrupted — they might not even realize an automation fired.

Best for: Product teams using customer development, roadmap planning, feature validation.

5. Reward your fans#

Goal: Convert delighted customers into public advocates by directing them to leave reviews.

Setup:

• Trigger: Delighted fan
• First Action:
  • Collect email (optional)
  • Send Slack notification (optional)
• Then Action: Redirect to URL
  • Target URL: https://www.g2.com/products/yourproduct/reviews/start
  • Context message: "Help others discover us — share your experience"
• Finally: End conversation

Why it works: Happy customers are willing to help. You catch them at peak satisfaction and make it easy to leave a review. The interview ends because they're being redirected to another platform.

Best for: B2B SaaS building social proof, products on G2/Capterra/Trustpilot, businesses focused on review generation.

Mixing and matching#

These recipes aren't rigid. Adapt them to your needs:

• Remove email collection if you already have their contact info
• Remove Slack notifications if you want passive data collection
• Change "End conversation" to "Continue" if you want more feedback
• Swap discount codes for different offers
• Use different booking URLs for different triggers

Start simple#

If you're new to automations, start with one recipe that solves your biggest pain point:

• Struggling with churn? Start with recipe #2 (Escalate angry customers)
• Need more reviews? Start with recipe #5 (Reward your fans)
• Want to capture leads? Start with recipe #3 (Capture hot leads)
• Building a product? Start with recipe #4 (Surface feature requests)
• Price-sensitive market? Start with recipe #1 (Win-back discount)

Run it for a week, review the results, then add another automation.

Testing your automations#

Before deploying to real customers:

1. Create a test interview for your project
2. Answer questions in a way that should trigger your automation
3. Verify the trigger fires correctly
4. Check that Slack notifications arrive (if configured)
5. Test all URLs and discount codes
6. Confirm the end/continue behavior works as expected

This takes 5 minutes and prevents embarrassing mistakes.

Need more help?#

Check out the detailed guides:

• Triggers: Full list of available triggers
• Actions: Complete action configuration guide
• Overview: How automations work under the hood