> ## Documentation Index
> Fetch the complete documentation index at: https://docs.zencoder.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Automations

> Put recurring business tasks on autopilot — reports, digests, follow-ups, and more.

## Overview

Automations let you schedule agent tasks that run on autopilot. Define the work once, set a schedule, and Zenflow handles the rest — pulling data from connected integrations, executing the task, and delivering results on time.

## What You Can Automate

<CardGroup cols={2}>
  <Card title="Reports & Digests" icon="chart-bar">
    Weekly pipeline reports, daily standup summaries, sprint progress updates, executive dashboards
  </Card>

  <Card title="Research & Monitoring" icon="magnifying-glass">
    Competitor price tracking, industry news digests, market trend alerts, social mention monitoring
  </Card>

  <Card title="Content & Communications" icon="pen-nib">
    Weekly newsletter drafts, meeting prep briefs, customer update emails, status reports
  </Card>

  <Card title="Data & Operations" icon="gears">
    CRM data hygiene, lead enrichment, cross-system syncs, invoice follow-ups
  </Card>
</CardGroup>

## Examples by Team

| Team                 | Automation                                                               | Schedule       |
| -------------------- | ------------------------------------------------------------------------ | -------------- |
| **Sales**            | Pull new HubSpot leads, enrich with web data, send digest to Slack       | Weekdays 9 AM  |
| **Product**          | Summarize Slack #product and Linear sprint progress into a brief         | Monday 8:30 AM |
| **Marketing**        | Monitor competitor blog posts and social activity, compile weekly report | Friday 3 PM    |
| **Finance**          | Flag overdue invoices, send follow-up reminders                          | Weekdays 10 AM |
| **HR**               | Compile open positions and candidate pipeline status                     | Monday 9 AM    |
| **Customer Success** | Check for at-risk accounts based on usage patterns                       | Daily 8 AM     |

## Templates

Ready-to-use automation templates are available by category — **Product**, **Sales**, **Marketing**, **Customer Success**, **Operations**, **Finance**, **HR**, and **Engineering**.

<div className="mt-4 flex justify-center">
  <img src="https://mintcdn.com/forgoodaiinc/bMWtAd_PIyPf5owd/images/zenflow/zenflow-templates.png?fit=max&auto=format&n=bMWtAd_PIyPf5owd&q=85&s=70fda3865ff9a59d6f341c8d3a52be65" alt="Automation templates page showing category tabs and pre-built template cards" style={{ width:"100%", maxWidth:"800px", borderRadius:"12px" }} width="1144" height="720" data-path="images/zenflow/zenflow-templates.png" />
</div>

Browse the full library at the [Zencoder Marketplace](https://zencoder.ai/marketplace).

## Setting Up Automations

For a detailed guide on creating and managing automations — including workspace automations, in-task automations, configuration fields, and best practices — see the full **[Automations guide](/zenflow/scheduled-automation)**.

<CardGroup cols={2}>
  <Card title="Automations Guide" icon="clock" href="/zenflow/scheduled-automation">
    Full setup guide: workspace automations, in-task automations, templates, and management
  </Card>

  <Card title="Integrations" icon="plug" href="/zenflow-work/integrations">
    Connect the tools your automations pull data from
  </Card>
</CardGroup>