Process automation examples are useful when they are concrete, not abstract. The sections below are real automations Strkr customers ship on day one across sales, marketing, delivery, finance, and support, each one with the trigger, actions, and payback. Flows is included on every paid tier.
Sales is the first domain most teams automate because the manual overhead is the most measurable. The sections below are the sales automations we see Strkr customers ship inside the first two weeks of adoption.
Trigger: new lead created. Actions: send text to lead, notify assigned rep in Slack, create first-touch task due in one hour. Response-time studies show the first vendor to call wins twice as often. The flow turns the stat into an operational standard.
Trigger: new lead with score over threshold. Actions: assign to the next AE in the round-robin pool scoped by territory, notify in Slack, start first-touch SLA. The round-robin eliminates the manual triage pass and keeps the assignment fair.
Trigger: deal stage changed to Proposal. Actions: create follow-up task due in three days, send the proposal-template email, notify the deal desk, update the forecast flag. The automation replaces the mental checklist that reps often forget mid-week.
Trigger: deal has had no activity for seven days. Actions: notify owner in Slack, create a check-in task, bump the aging flag. The leader sees the stall before the pipeline review and gets ahead of the push-to-next-quarter conversation.
Trigger: deal stage changed to Closed-Won. Actions: assign CS owner by segment, create the onboarding project at Intake, notify the CS lead in Slack, send the welcome email. The handoff takes zero manual steps and the CS team starts day one ready.
Trigger: deal moved to Closed-Lost. Actions: create a loss-reason task on the owner, write the retro template, notify the manager. The structured loss debrief captures the signal that normally evaporates after the pipeline review ends.
Marketing automation historically lived in a separate tool. Strkr lets the marketing team ship CRM-aware automations in the same workspace as sales. The sections below are the automations we see teams build first.
Trigger: contact added to list. Actions: enroll in the matching email sequence, score the engagement, re-score on every open and click. The nurture runs in Strkr with the lead score and the sales assignment on the same contact record.
Trigger: webinar outcome event. Actions: attendee path with a thank-you + recap + offer, no-show path with the recording and a next-webinar invite, never-registered path with a quick summary. One trigger, three sequences, one dashboard for performance.
Trigger: form fill on gated asset. Actions: email the asset, enroll in the asset-matched sequence, update the lead score with content signal, assign to SDR if score crosses threshold. The gated-download motion converts twice as hard with the sequence attached.
Trigger: contact has had no engagement for 90 days. Actions: enroll in re-engagement sequence, flag the contact, send a short "still interested?" email. Contacts that engage return to the main nurture. Contacts that do not get suppressed to keep deliverability clean.
Trigger: visitor identified as target account on pricing page. Actions: Slack ping to the AE on that account, add the behavioral event to the deal timeline, surface the account on the AE's dashboard. The flow converts anonymous intent into named outreach.
Trigger: deal moved to Closed-Won. Actions: write back the deal value to the originating campaign, update the campaign ROI report, notify the campaign owner. Marketing reads real-time ROI, not a quarterly spreadsheet pull.
Delivery is where the manual overhead compounds silently. The sections below are the delivery and ops automations we see Strkr customers ship with Projects.
Trigger: deal moved to Closed-Won. Actions: create a project at Intake with the account, deliverables, and team lead pre-filled; create the standard milestone tasks; schedule the kickoff meeting. The CS and delivery team start on day one, no handoff doc assembly.
Trigger: milestone past due by three days. Actions: notify the project lead's manager, flag the project on the dashboard, create a replan task. The flow prevents a slip from aging silently for a month before the exec sees it.
Trigger: project blocker flagged for five or more days. Actions: notify project lead's manager and the exec sponsor, surface the blocker on the leadership dashboard. The flow forces a conversation on a stuck project before the team loses two more weeks.
Trigger: team's In Flight count hits WIP cap. Actions: redirect new intake to teams with headroom, notify project lead, update the capacity tile. The flow prevents the one overloaded team from taking on more and finishing less.
Trigger: project moved to Delivered. Actions: notify finance to invoice, write the margin record, open the renewal opportunity on the account. The flow closes the loop from delivery back to revenue without a manual handoff.
Trigger: first of month. Actions: aggregate delivered projects, compute actual-vs-quoted margin, generate the recap PDF, email to the leadership distribution list. The monthly margin report runs itself and lands in the inbox before the finance review.
Beyond sales, marketing, and delivery, Strkr Flows covers the operational edges where the manual overhead is quietly expensive. The sections below are the automations we see teams ship across finance, support, and admin.
Trigger: invoice over fourteen days overdue. Actions: send dunning email on day 15, 25, 40; escalate to CS on day 60; flag the account on the dashboard. The dunning sequence runs itself and the finance team only touches the escalations.
Trigger: contract renewal date minus 90 days. Actions: notify AM, surface the account on the renewal dashboard, generate a one-page health brief with usage and support ticket counts. The AM walks into the renewal conversation with context, not a cold open.
Trigger: support ticket aging past SLA. Actions: notify team lead, escalate on dashboard, flag the account for the AM to monitor. The flow prevents a slow ticket from becoming a cancelation driver.
Trigger: user created with role AE. Actions: create the onboarding task list (CRM training, pipeline shadow, first territory handoff), assign a buddy, schedule the thirty-day checkpoint. The new-hire motion is operational, not an HR-doc wish.
Trigger: quarter-start date. Actions: generate the elevated-role list, email each owner for confirmation, flag unconfirmed roles for admin review. The flow turns the compliance checklist into a running operational motion.
Trigger: monthly schedule. Actions: run the duplicate-detection pass, surface candidates on the admin dashboard, auto-merge safe candidates (same email, same company). The CRM stays clean without the admin running a quarterly cleanup project.
Start a free trial, pick the templates for the automations in this guide, and watch them run on your real pipeline. Flows is included on every paid tier at the same seat price as the CRM.
The highest-leverage automations teams typically ship in the first two weeks are: instant lead response (sixty-second text), round-robin lead assignment, stage-change follow-up on sales deals, closed-won handoff from sales to CS or delivery, invoice dunning on cadence, and renewal reminder ninety days ahead. Each one replaces a predictable manual pass that costs real time. Strkr Flows ships templates for all six on the paid base tier.
Yes. Flows is a single automation layer across sales, marketing, delivery, finance, and support. Triggers include deal stage change, lead score threshold, project stage change, invoice overdue, ticket SLA, and dozens more. Actions cover task creation, email send, Slack notification, field update, project create, and webhook. The automation layer is cross-functional, not a sales-only tool bolted onto the CRM.
No. Flows is a visual builder with triggers, conditions, and actions configured in a side panel. A sales ops lead or a CS lead can build and ship a flow in minutes. Advanced flows (branching logic, custom API callouts) are available for teams with engineering support, but the common automations in this guide are no-code. Templates ship for the common patterns so most flows are "pick and configure", not "build from scratch".
Flows is included on every paid tier at the same seat price as the CRM. There is no per-execution meter, no automation SKU, and no Zapier-shaped cost model. A tenant running ten thousand flow executions per month pays the same as a tenant running one hundred. The pricing page seat price is the full price for the capability.
Yes. The webhook action can POST to any external endpoint with a JSON payload. The webhook trigger receives inbound JSON and fires the flow. The pattern covers integrations with tools not natively connected (industry-specific SaaS, custom internal services) without needing a separate integration platform. The webhook calls run inside the same per-tenant quota as the rest of Flows.
Instant lead response is almost always the fastest payback. The automation sends a text to the lead and a Slack ping to the AE within sixty seconds of lead creation. Industry data consistently shows the first vendor to respond wins twice as often. The flow takes fifteen minutes to configure from the template and typically moves the win rate within the first month of use. Strkr Flows ships the template with the right placeholders on the base paid tier.
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