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New in Zero: Automations

Build Zero automations with triggers, AI agent steps, and chained actions for lead qualification, deal reactivation, and customer health alerts.

New in Zero: Automations - a powerful workflow builder that lets you automate your GTM processes. Create custom workflows by defining triggers and chaining actions together to eliminate repetitive tasks and focus on what matters.

The workflow builder allows you to create automation sequences without writing a single line of code. Define when the automation should run, what actions should happen, and in what order.

Here are some of the ways to make Automations work for you:

Sales Qualification Fast-Track

➤ Trigger:

Inbound lead form submitted

Actions:

  1. AI agent step: Score lead against ICP using company data, website analysis, and funding history

  2. AI agent step: Research company's tech stack and prepare relevant use cases

  3. Add to appropriate list based on AI qualification score

  4. If ICP Score > 70:

    • Assign to founder
    • Send email with personalized product materials based on AI research and fast-track calendar link for founder meeting

  5. If ICP Score < 70:

    • Round robin assign to sales team
    • Send email with personalized product materials based on AI research and calendar link for sales team meeting

  6. AI agent step: Add a task to follow up in 4 days if no email response or meeting booked

Deal Reactivation

➤ Trigger:

Based on schedule (daily at 9am)

Actions:

  1. Find records (deals in "Demo" stage with no activity in past 7 days)
  2. AI agent step: Analyze previous communications to identify engagement patterns and objections
  3. AI agent step: Generate personalized follow-up message with specific next steps based on conversation history
  4. Add a task for deal owner with AI-suggested message and talking points
  5. Post to Slack notification with deal details and urgency level

Churn Risk Alert

➤ Trigger:

A webhook call is received (from PostHog when a product usage metric drops below a certain level)

Actions:

  1. Find records (match customer from PostHog event data)
  2. Edit record (update risk score and usage data)
  3. Add to list "Churn Risk Accounts"
  4. Add a task for account owner with context
  5. Post to Slack #customer-health channel with risk level and summary