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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
3 results
Article Category Date
CRM Pipeline Health Check Script
Get a quick snapshot of your sales pipeline: deal count by stage, total value, stalled deals, and win/loss rate — in one command.
CRM Mar 21, 2026
Sync CRM Deals from a CSV Export
Import a pipeline export from Salesforce, HubSpot, or a spreadsheet into AlifOffice CRM deals — with deduplication by title.
CRM Mar 21, 2026
Bulk Import CRM Contacts from a CSV
Loop through a CSV export from LinkedIn, HubSpot, or a spreadsheet and import hundreds of contacts into your CRM in one go.
CRM Mar 21, 2026