Real-world automation recipes

Create a LangChain agent with AlifOffice tools so you can ask questions like "What deals closed this month?" and get live answers backed by your real data.

Run a daily check on all active projects and tasks. Get a Slack ping or email alert when a project deadline is within 7 days or a critical task is overdue.

Use Zapier's Webhooks by Zapier action to create contacts, deals, and tasks from any trigger — Google Forms, Typeform, Stripe, Calendly, and more.

Send payment reminders for overdue invoices by email or Slack — automatically, on a daily schedule — without touching the UI.

Package the ao CLI in a Docker image and use it in any CI pipeline — GitHub Actions, GitLab CI, Jenkins, or CircleCI — with environment-based secrets.

Get a quick snapshot of your sales pipeline: deal count by stage, total value, stalled deals, and win/loss rate — in one command.

Fetch the OpenAI-compatible tool definitions and wire them into a GPT-4 chat loop so your AI can read CRM data, create tasks, and mark invoices paid.

Script a two-week sprint: pull backlog tasks, assign story points budget, bulk-update statuses, and generate a sprint summary report.

Import a pipeline export from Salesforce, HubSpot, or a spreadsheet into AlifOffice CRM deals — with deduplication by title.

One script creates a CRM contact, opens a deal, sets up a project with standard tasks, and generates a draft invoice — everything needed when a new client signs.

Generate a formatted status report for all active projects every Friday — task completion rates, blockers, and upcoming deadlines.

Pull open tasks, overdue invoices, and active deals into a single Claude prompt every morning — get a plain-English briefing in your inbox or Slack.