50 ready-made AI automations. You stay in control.
Plug into the apps you already use. Start in watch-only mode, approve what it does, and let it run on its own when you trust it.
AI for the everyday work of a business
What we buildSorting leads and tickets, chasing invoices, booking meetings, writing first drafts, watching prices and systems, and turning data into reports. Each automation connects to apps you already use, such as your CRM, help desk, accounting, calendar and chat. It follows clear business rules and uses AI only where language is involved.
Pick one below and watch a run. Then switch the run mode to see how much it may do on its own.
How human control worksAutomation at work
IllustrativePick an automation
Run mode
Incoming
Help deskNew ticket
“we can't log in, all our users are blocked”
11 pm, from a customer of a payments SaaS
- From the example
- At 11 pm a customer of a payments SaaS writes "we can't log in, all our users are blocked". The ticket lands in the outage queue at urgent priority within two minutes, and the on-call lead gets a Slack alert.
- Trigger
- A new ticket is created in your help desk
- Works with
- Freshdesk, Microsoft Teams, Slack, Zendesk
Steps
- RuleA new ticket is created in your help desk.
- RuleYour rules check for urgent and sensitive words.
- AIAI picks queue, priority and tags from your list.
- RuleA safety check confirms the choice.
- RuleIt writes the labels and an explaining note.
- RuleUrgent tickets trigger a Slack alert.
Result
Draft: Prepares everything. You approve each action.
Waiting for your approval
Approver: You
Queue
Before: Not setAfter: Outage
- Urgent rule: outage words in the message
Priority
Before: Not setAfter: Urgent
Private note
Before: NoneAfter: Matched your outage rule. Queue and priority picked from your list.
Slack alert
Before: NoneAfter: On-call lead alerted, out of hours
In every mode: Never replies to the customer, closes, merges or deletes tickets.
Run finished in Draft mode. Prepares everything. You approve each action.
Want to see Support Ticket Triage on your own data? It starts in Shadow, so nothing changes while you judge it.
Automations
The easiest 8 to begin with. Low risk and quick to set up, and like every automation here they start in watch-only mode.
All 50 automations
- Start here
Support Ticket Triage
Customer Support & Success
Right queue, right priority, in two minutes.
Every new Zendesk or Freshdesk ticket gets the right queue, priority and tags within about two minutes, with a note explaining why.
Works with FreshdeskMicrosoft TeamsSlack+1 more apps
StandardInbound sorting & routingLearn more - Start here
Lead Qualification
Sales & CRM
Score, explain and route every new lead.
Every new lead gets a 0–100 score, a high/medium/low label, the right owner and a draft first reply, with each point explained.
Works with HubSpotMicrosoft TeamsSalesforce+2 more apps
StandardInbound sorting & routingLearn more - Start here
Appointment Scheduler
Productivity & Projects
Meetings booked without back-and-forth emails.
Turns a meeting request into a confirmed calendar event with invite and reminders, in the right time zone, and never double-books.
Works with GmailGoogle CalendarOutlook+1 more apps
StandardSchedulingLearn more - Start here
Meeting Notes Assistant
Productivity & Projects
Clear meeting notes, every claim backed by a quote.
Sends attendees decisions, action items, risks and open questions after each meeting, each backed by a quote and timestamp, with owners only when named.
Works with GmailGoogle CalendarGoogle Meet+5 more apps
Review for important actionsVoice & mediaLearn more - Start here
Project Status Reporter
Productivity & Projects
Weekly project status, drafted from your task tool.
Builds each project's weekly status from Jira, Asana or ClickUp, with rule-based red/amber/green, asks owners to confirm unclear items, and drafts it for the PM.
Works with AsanaClickUpConfluence+5 more apps
StandardReports & insightsLearn more - Start here
System Health Monitor
IT & Data Operations
One incident, one page, clear summary.
Groups related monitoring alerts into one incident, pages on-call fast, opens a ticket and adds a plain-English summary with links to real graphs.
Works with FreshserviceGitHub IssuesInstatus+10 more apps
StandardMonitoring & alertsLearn more - Book a demo
Not sure which fits?
Tell us the apps you use and the job that takes up your week. We will suggest where to start.
- Start here
Report Generator
Analytics & Reporting
Your management report, on time, every number traced.
Builds your weekly or monthly management report from approved metrics, adds a short "what changed and why", and sends it after the owner approves.
Works with GmailGoogle DocsGoogle Sheets+4 more apps
Review for important actionsReports & insightsLearn more - Start here
Knowledge Base Assistant
Productivity & Projects
Answers from your own documents, with sources.
Staff ask in Slack or Teams and get answers from approved company documents in seconds, with source links. It says "I don't know" when unsure.
Works with Google DriveMicrosoft TeamsSharePoint+1 more apps
Review for important actionsKnowledge & answersLearn more Email Responder
Customer Support & Success
Grounded reply drafts for every support email.
Sorts every support email and drafts a correct reply from your own help articles, so your team only reviews and sends.
Works with GmailGoogle WorkspaceHubSpot+4 more apps
Review for important actionsInbound sorting & routingLearn moreFollow-up Automation
Sales & CRM
Polite follow-ups that stop when they reply.
Quiet leads get a short, fact-based follow-up on schedule. The sequence stops the moment the person replies, opts out or books.
Works with GmailHubSpotOutlook+1 more apps
Review for important actionsOutbound follow-upsLearn moreProposal Generator
Sales & CRM
On-brand proposals with prices from your price book.
When a deal reaches the proposal stage, a correct proposal draft with prices from your price book is ready for approval within minutes.
Works with DocuSignGoogle DocsHubSpot+1 more apps
Review for important actionsContent & draftsLearn moreInvoice Automation
Finance & Accounting
Checked invoices, approved by finance, no re-typing.
Turns accepted estimates, orders and milestones into rule-checked invoices in your accounting system. Finance approves every one before it goes out.
Works with AsanaGoogle SheetsJira+5 more apps
Approval for money/legal actionsDocument reading & checkingLearn morePayment Reminder
Finance & Accounting
Polite payment reminders that stop when paid.
Open invoices get polite reminders on your schedule, with payment links. Reminders stop the moment an invoice is paid or disputed.
Works with GmailOutlookQuickBooks+3 more apps
Approval for money/legal actionsOutbound follow-upsLearn moreCustomer Onboarding
Customer Support & Success
Every new customer onboarded, no quiet stalls.
When a deal is signed, it sets up the onboarding project, drafts the welcome, nudges for missing items and flags stalls early.
Works with AsanaClickUpDocuSign+5 more apps
Review for important actionsOutbound follow-upsLearn moreSocial Media Scheduler
Marketing & Growth
Approved posts, adapted and published on time.
Turns one approved post into the right format for each platform, checks every claim, gets human sign-off, then publishes at the planned time.
Works with FacebookGoogle SheetsInstagram+3 more apps
Review for important actionsContent & draftsLearn moreContent Repurposer
Marketing & Growth
One long piece, many ready drafts.
Turns a webinar, podcast, video or article into a pack of fact-checked drafts: LinkedIn posts, X thread, carousel outline, newsletter summary and clip ideas.
Works with GhostGmailGoogle Docs+7 more apps
StandardContent & draftsLearn moreReview Manager
Customer Support & Success
Calm, approved replies to every Google review.
Drafts a calm, on-brand reply to every Google review for a manager to approve, alerts managers to serious complaints and reports themes weekly.
Works with GmailGoogle Business ProfileSlack
Approval for money/legal actionsContent & draftsLearn moreData Entry Automation
Operations & E-commerce
Documents in, checked records out.
Reads forms, emails, PDFs and scans, fills your fields, validates and de-duplicates them, then writes clean records to your Google Sheet.
Works with Google DriveGoogle FormsGoogle Sheets
Review for important actionsDocument reading & checkingLearn moreDocument Classifier
Productivity & Projects
Every file named, tagged and filed.
Reads each new file in your inbox folder, tags its type, date, parties and deadlines, gives it a standard name and moves it.
Works with AsanaDropboxGoogle Calendar+5 more apps
StandardDocument reading & checkingLearn moreCRM Updater
Sales & CRM
CRM kept current, with one-click rollback.
Reads call notes, logged emails and meeting summaries, proposes CRM field updates with before-and-after previews, and lets you roll back any change.
Works with HubSpotSalesforceZoho CRM
Review for important actionsData sync between appsLearn morePipeline Management
Sales & CRM
Stale deals flagged, pipeline weighted daily.
Checks every open deal against your stage rules each day, alerts owners about stale or incomplete deals, and posts a weekly weighted pipeline note.
Works with HubSpotMicrosoft TeamsSalesforce+1 more apps
StandardData sync between appsLearn moreInventory Monitor
Operations & E-commerce
Catch stockouts early, reorder in one click.
Finds likely stockouts, excess and expiring stock per item and location each morning, and gives buyers a ready purchase suggestion to approve.
Works with GmailMicrosoft TeamsNetSuite+4 more apps
Review for important actionsMonitoring & alertsLearn moreOrder Processing
Operations & E-commerce
Customer POs to checked sales orders, fast.
Reads emailed and uploaded purchase orders, checks customer, price, stock, credit and duplicates by rule, and creates the sales order after approval.
Works with GmailNetSuiteSAP S/4HANA+1 more apps
Approval for money/legal actionsData sync between appsLearn moreShipping Automation
Operations & E-commerce
Right carrier, right label, no wasted postage.
Picks the carrier by your rules, checks address and parcel, buys labels only for paid orders, and writes tracking back to your store.
Works with EasyPostFreshdeskGmail+7 more apps
Review for important actionsData sync between appsLearn moreExpense Categorizer
Finance & Accounting
Every card spend coded, checked and receipted.
Matches receipts to card transactions, picks the expense account and tax code, checks policy and duplicates, and posts to QuickBooks, Xero or Zoho Books.
Works with GmailOutlookQuickBooks+4 more apps
Review for important actionsDocument reading & checkingLearn moreSales Assistant
Sales & CRM
A sourced account brief before every call.
Before each sales call, reps get a one-page account brief and agenda from your CRM and approved content, every fact linked to its source.
Works with GmailGoogle CalendarHubSpot+4 more apps
Review for important actionsKnowledge & answersLearn moreUpsell Recommender
Customer Support & Success
Explained upsells when customers truly need more.
Spots real upgrade needs from usage, purchases and renewals, gives account owners an explained suggestion, and proves extra revenue against a holdout group.
Works with GmailHubSpotOutlook+3 more apps
Review for important actionsKnowledge & answersLearn moreChurn Prediction
Customer Support & Success
Know which accounts may leave, and why.
Every Monday, your CS team gets a short list of accounts most at risk of cancelling, with plain reasons and next steps from your playbook.
Works with GmailHubSpotOutlook+3 more apps
Review for important actionsReports & insightsLearn moreFeedback Analyzer
Customer Support & Success
Weekly themes from every survey, ticket and review.
Turns survey answers, support tickets and Google reviews into a weekly theme report with real counts, trends and quotes, sent to each theme's owner.
Works with AsanaGmailGoogle Business Profile+6 more apps
StandardReports & insightsLearn moreSurvey Automation
Customer Support & Success
Right survey, right moment, urgent answers flagged.
Sends a short survey after customer milestones, with at most one reminder and every consent rule, and alerts a person to urgent answers same day.
Works with GmailGoogle FormsHubSpot+7 more apps
Review for important actionsOutbound follow-upsLearn moreWebinar Automation
Marketing & Growth
Every registrant, right time, right link.
From one locked event record, sends confirmations, calendar invites, reminders and the right follow-up for attendees and no-shows, with no wrong time or link.
Works with GmailHubSpotMicrosoft Teams+2 more apps
StandardSchedulingLearn moreJob Application Screener
HR & Recruiting
Evidence-linked summaries; recruiters make every decision.
Summarises each application against your own job rubric with quoted evidence, so recruiters review faster. It never scores, ranks, rejects or advances anyone.
Works with GmailGreenhouseLever+3 more apps
Always human-reviewed (regulated)Content & draftsLearn moreInterview Scheduler
HR & Recruiting
Interviews booked without the email back-and-forth.
When a candidate reaches an interview stage, they get time options in their own time zone, book with one click, and every interviewer gets an invite.
Works with GmailGoogle CalendarGoogle Meet+7 more apps
StandardSchedulingLearn moreEmployee Onboarding
HR & Recruiting
Every new hire ready on day one.
Builds each new hire's day-one checklist, gets access approved by manager and IT, orders equipment, books orientation, and chases anything late.
Works with BambooHRFreshserviceGmail+6 more apps
Review for important actionsOutbound follow-upsLearn moreTimesheet Collector
Finance & Accounting
On-time timesheets, without the Friday chase.
Reminds people with missing timesheets, checks every entry by rule, sends managers a short exceptions summary, and exports only approved hours.
Works with ClockifyGoogle DriveHarvest+2 more apps
Review for important actionsOutbound follow-upsLearn moreCompliance Checker
Legal & Compliance
A first-pass checklist review, with page citations.
Checks a submission against your own approved checklist and marks each item found, missing or a possible deviation, with exact page quotes for your reviewer.
Works with Google DriveMicrosoft TeamsSharePoint+1 more apps
Approval for money/legal actionsDocument reading & checkingLearn moreContract Analyzer
Legal & Compliance
Spot risky clauses and renewal dates fast.
Summarises each contract's key terms with clause citations, compares it to your playbook, flags red lines, and puts renewal deadlines in the calendar.
Works with DocuSignGoogle CalendarGoogle Drive+2 more apps
Approval for money/legal actionsDocument reading & checkingLearn moreTask Automation
Productivity & Projects
Business events become the right task, once.
Turns events like "deal won" or "urgent ticket" into tasks from approved templates, with owner, due date and checklist set by rule and no duplicates.
Works with AsanaClickUpGoogle Forms+5 more apps
StandardData sync between appsLearn moreFile Organizer
Productivity & Projects
Every file named well and filed right.
Files dropped into an inbox folder get a clear name and move to the right approved folder. Duplicates are flagged and every move can be undone.
Works with DropboxGoogle DriveOneDrive+1 more apps
Review for important actionsData sync between appsLearn moreTranscription Automation
Voice & Media
Recordings become clean, labelled transcripts.
Turns uploaded audio and video into timestamped, speaker-separated transcripts and optional summaries in your folder, and deletes the temporary copies.
Works with AssemblyAIDeepgramGoogle Drive+3 more apps
Review for important actionsVoice & mediaLearn moreLanguage Translator
Customer Support & Success
Accurate translations that keep your terms intact.
Translates tickets, emails and docs while keeping names, numbers, links and approved terms exact, and sends legal, medical or safety text to a human first.
Works with GmailGoogle DocsZendesk
Review for important actionsVoice & mediaLearn moreVoice Assistant
Voice & Media
Answer routine calls, reach a human fast.
Gives staff instant suggested answers on live calls, or answers simple caller questions with pre-approved wording, and always passes callers to a person on request.
Works with ExotelRetellTwilio+1 more apps
Always human-reviewed (regulated)Voice & mediaLearn moreCompetitor Monitor
Marketing & Growth
Know when competitors change what matters.
Watches your competitors' public pricing, product and news pages, and tells your team within a day when something important changes, with before/after proof.
Works with GmailMicrosoft TeamsRSS+1 more apps
StandardMonitoring & alertsLearn morePrice Monitoring
Operations & E-commerce
Compare prices fairly, act on real gaps.
Tracks competitor and supplier prices for your key products, compares only true like-for-like offers, and alerts you when a meaningful price gap opens.
Works with Amazon (Selling Partner)eBayGmail+3 more apps
Review for important actionsMonitoring & alertsLearn moreLocal SEO Monitor
Marketing & Growth
Keep every location's Google profile healthy.
Every week, checks each location's Google profile, reviews, search data and web page, then sends a short ranked to-do list and urgent alerts.
Works with AsanaGmailGoogle Business Profile+3 more apps
StandardMonitoring & alertsLearn moreAd Performance Monitor
Marketing & Growth
Catch ad overspend and broken campaigns fast.
Watches Google and Meta ad spend every few hours, flags overspend and broken tracking fast, explains likely causes, and never changes budgets without approval.
Works with GmailGoogle AdsMeta Ads+1 more apps
Review for important actionsMonitoring & alertsLearn moreClient Communication Hub
Customer Support & Success
Every client message owned, every update approved.
Collects client messages from email, WhatsApp, Slack and portal, assigns each to the right client, drafts replies and weekly status updates for approval.
Works with AsanaGmailSlack+1 more apps
Review for important actionsInbound sorting & routingLearn moreBackup Automation
IT & Data Operations
Backups that are checked and restore-tested.
Runs scheduled, encrypted, locked backups of your databases, files and SaaS data, checks every one, restore-tests monthly and sends a plain report.
Works with Amazon S3FreshserviceGmail+11 more apps
Review for important actionsMonitoring & alertsLearn moreWorkflow Orchestrator
Operations & E-commerce
Link your automations into one tracked process.
Runs a multi-step business process as an approved chain of Charviam automations, with one tracking id, safe retries, an exception queue and a kill switch.
Works with Slack
Review for important actionsData sync between appsLearn moreBusiness Insights Dashboard
Analytics & Reporting
One trusted set of business numbers.
One dashboard of approved KPIs with freshness and gaps shown, plus plain-language answers and summaries where every number traces to a tested query.
Works with GmailGoogle SheetsHubSpot+4 more apps
Review for important actionsReports & insightsLearn more
Automations that work well together
PacksCommon sets, if you would rather start with a whole job than one step. Pick one to see what is in it.
Lead-to-cash
From first enquiry to paid invoice
- Lead QualificationScore, explain and route every new lead.Standard
- Follow-up AutomationPolite follow-ups that stop when they reply.Review for important actions
- Proposal GeneratorOn-brand proposals with prices from your price book.Review for important actions
- CRM UpdaterCRM kept current, with one-click rollback.Review for important actions
- Pipeline ManagementStale deals flagged, pipeline weighted daily.Standard
- Invoice AutomationChecked invoices, approved by finance, no re-typing.Approval for money/legal actions
- Payment ReminderPolite payment reminders that stop when paid.Approval for money/legal actions
Questions buyers ask before they start
FAQNot sure where to start?
Tell us your apps and the job that eats your week. We will suggest the first automation to try.