Use cases
Triform helps automate specific repetitive workflows, starting from a single painful problem and expanding over time.
Access Request & Approval Flow
Replace random Slack DMs with a structured access request process. Route to approvers, log decisions, and trigger provisioning automatically.
Slack 
Google Sheets Action Item Tracking
Automatically extract action items from meetings, assign owners, send reminders, and track completion. Never let commitments fall through the cracks again.
Google Calendar 
Asana Slack Automated Data Quality Checks
Monitor your data pipelines for quality issues automatically. Detect anomalies, validate schemas, check for freshness, and alert before bad data reaches dashboards or models.
Slack Automated Report Distribution
Generate and distribute recurring reports automatically. Export from BI tools, personalize for each recipient, deliver via email or Slack, and track engagement — without manual refreshes and sends.
Gmail Budget vs Actuals Reporting
Automatically pull actuals from your systems, compare against budget, generate variance analysis, and distribute reports to stakeholders. Stop rebuilding the same spreadsheets every month.
Slack Google Sheets Customer Churn Risk Alerts
Monitor product usage, ticket sentiment, and billing status to identify at-risk accounts. Get daily alerts with context and suggested actions before customers churn.
Zendesk 
Stripe Slack Content Calendar & Multi-Channel Publishing
Read content from your calendar, create and schedule posts across LinkedIn, X, blog, and newsletter tools. Log what went live where.
Notion Google Sheets Contract Review & Obligation Tracking
Extract key obligations, renewal dates, and clauses from executed contracts. Maintain a central register and set reminders for critical milestones.
DocuSign Notion Google Calendar Contract Review Queue Management
Centralize all contract review requests, auto-classify by type and priority, extract key terms with AI, and route to the right reviewer. Give legal complete visibility into their queue.
Slack Customer Onboarding Automation
Streamline customer onboarding from signup to first value. Automated account setup, welcome sequences, and milestone tracking.
HubSpot Gmail Slack Data Entry Automation
Stop copying data between systems. Triform automatically transfers, validates, and syncs data across your tools.
HubSpot 
Airtable Google Sheets Document Summarization & Extraction
Turn long documents into actionable insights. Extract key information, generate summaries, and route documents based on content.
Google Drive Slack Notion Employee Onboarding Automation
Automate the new hire process from offer acceptance to first day. Trigger account creation, send welcome emails, post team intros, and track checklist completion.
BambooHR Notion Gmail Slack Engineering Sprint Rollup
Automatically compile sprint status from Jira or Linear, calculate velocity metrics, and deliver team updates without manual standup summaries. Keep stakeholders informed without interrupting engineers.
Jira Slack Event Publishing Automation
Automate event publishing across all your channels. Stop copy-pasting every gig into Facebook, Nortic and Spotify.
Google Sheets 
Facebook Events 
Nortic 
Spotify for Artists Executive Dashboard Rollup
Automatically consolidate metrics from sales, finance, support and operations into a single executive view. Get weekly summaries delivered without chasing department heads for updates.
Salesforce Zendesk Slack Expense Report & Receipt Handling
Collect receipts from email or Slack, extract data, validate against policy, and route for manager approval. Send approved expenses to accounting.
Gmail Slack 
Xero Facility Request Management
Centralize facility and office requests from any channel, route to the right handler, track to completion, and keep requesters informed automatically.
Slack Customer Feedback & Feature Request Digest
Gather feedback from support tickets, NPS, reviews, and calls. Cluster into themes, surface top requests, and publish a weekly digest for product teams.
Zendesk Notion Grant & Funding Application Pipeline
Track grant opportunities, deadlines, and required documents. Nudge owners before milestones and maintain a single dashboard of all applications.
Notion Slack Incident Intake & Triage for EHS/ESG
Accept incident and near-miss reports via forms or email. Standardize, categorize, route to managers, and track investigations with dashboards.
Google Forms Slack Notion Interview Scheduling Automation
Automate the back-and-forth of interview scheduling. Check interviewer availability, send candidate options, confirm times, and update everyone's calendars without manual coordination.
Google Calendar Gmail Invoice Processing Automation
Extract line items from invoices, match to POs, and route for approval. Automate your Accounts Payable.
Gmail Slack Xero Lead Qualification Automation
Enrich, score, and route leads instantly. Ensure your sales team focuses on the right deals.
HubSpot Slack Leave Request Automation
Automate the entire leave request process from submission to approval. Check balances, route to managers, update calendars, and notify teams — without HR playing middleman.
Slack BambooHR Legal Matter Intake
Centralize legal requests from across the organization, classify by matter type, assign to attorneys, and track to resolution. Give everyone visibility into legal capacity and turnaround.
Slack Sales Pipeline Health & Forecast Summary
Automatically scan your CRM, group deals by stage and owner, highlight stalled deals, and produce a clear pipeline report for leadership.
Salesforce Slack Probation Review Tracking
Automatically track probation periods, prompt managers for reviews, collect feedback, and manage the confirmation or extension process. Never miss a probation deadline again.
BambooHR Slack Gmail Weekly Management Report
Automatically gather KPIs from your tools, compile charts and tables, draft narrative summaries, and send polished reports to leadership.
Stripe Gmail Research Log & Experiment Summary
Aggregate experiment logs, results, and notes from lab tools. Generate structured summaries with findings, anomalies, and suggested next steps.
Notion Procurement RFQ Comparison
Read RFQ responses from vendors, normalize prices and terms into comparison tables, and generate vendor snapshots with scores.
Gmail Google Sheets Shift Handover Summary
Collect notes, open tickets, incidents, and planned work before each shift change. Generate a concise summary for the incoming team.
Slack Jira Subscription Billing Sync
Automatically sync subscriptions from Stripe or Recurly to your accounting system. Generate MRR/ARR reports and keep customer status sheets updated.
Stripe Xero Google Sheets Slack Support Ticket Triage & Drafts
Automatically classify, prioritize, and draft responses for support tickets. Flag VIP and churn-risk customers for faster handling.
Zendesk HubSpot From pain point to running agent
How to automate your workflows with Triform
Identify the problem
Find a manual workflow that consumes team hours, such as copying data between systems or routing tickets.
Design the automation
Map out your workflow on our visual canvas to define the logic, actions and data flow.
Choose your trigger
Decide how your agent starts working. Triggers can be Schedule, API-call or Chat.
Run and iterate
Launch your agent and watch it work. Monitor performance and tweak the logic as needed to improve results.
FAQ
Can I start with just one use case?
Yes. The best way to use Triform is to solve one specific, painful problem first, like processing invoices or routing leads. Once that works, you can expand to other workflows.
Do I need developers to build this?
No. Triform is designed for operations and business teams. You describe the workflow in plain English or map it on a canvas. Complex logic is handled by our pre-built modules.
How long does it take to get running?
Most teams have their first agent running in less than a day. Simple workflows can be set up in minutes using our templates.
Does this connect to my existing tools?
Yes. Triform integrates with HubSpot, Salesforce, Xero, Slack, Google Drive, and hundreds of other tools via API or direct integration.