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Use Cases

Real-world automation recipes

Step-by-step guides for automating your workflow with scripts, CI/CD hooks, and AI agents — using the ao CLI and API.

All Automation CRM Finance AI & Agents
8 results
Article Category Date
Monitor Project Deadlines and Send Alerts
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.
Automation Mar 21, 2026
Connect AlifOffice to Zapier via REST API
Use Zapier's Webhooks by Zapier action to create contacts, deals, and tasks from any trigger — Google Forms, Typeform, Stripe, Calendly, and more.
Automation Mar 21, 2026
Run ao CLI Commands Inside Docker & CI/CD
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.
Automation Mar 21, 2026
Automate Sprint Planning
Script a two-week sprint: pull backlog tasks, assign story points budget, bulk-update statuses, and generate a sprint summary report.
Automation Mar 21, 2026
Full Client Onboarding Automation
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.
Automation Mar 21, 2026
Automated Weekly Project Status Report
Generate a formatted status report for all active projects every Friday — task completion rates, blockers, and upcoming deadlines.
Automation Mar 21, 2026
Create Tasks Automatically on Every Deploy
Hook into your CI/CD pipeline to log deployments as completed tasks and open QA follow-ups whenever code ships to production.
Automation Mar 21, 2026
Automate Project Setup with a Batch Script
Use a shell or batch script to spin up a fully structured project — with tasks and milestones — in seconds.
Automation Mar 21, 2026