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Peak Atlas

Peak Automations / Resources

Understand first,
then automate.

Every resource leads to the same question: which recurring flow costs your team time, and what would it look like as an automation? Try each resource right here, with sample data and without an account.

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Peak AutomationsLocal demo with sample data

Example: form submitted, contact and task

When a form is submitted, Peak creates the contact and a task. Here with sample data, locally.

Use sample data only.

Stays in this browser. Nothing is sent, nothing is saved automatically.

01 / The library

Where do you want
to start?

Filter by try it, templates or tools. Each resource shows with an example which next step comes out of it.

08Sample drafts

8 of 8 sample drafts

  • Try itSelected

    Demo

    Play through an automation with sample data.

    Try it
    Sentence
    Example: form submitted, contact and task
    01Trigger02E-mail03Sample data
    Open resource
  • TemplatesSample draft

    Qualify leads

    Form submitted, an AI step classifies, contact and task are created.

    Template
    Sentence
    Example: classify new project requests
    01Trigger02E-mail03Sample data04Condition
    Open resource
  • TemplatesSample draft

    From form to meeting

    Request, Calendly booking or outcome in Peak Booking as the trigger.

    Template
    Sentence
    Example: Calendly bookings into the CRM
    01Trigger02E-mail03Sample data04Timing
    Open resource
  • TemplatesSample draft

    After the order

    A Shopify order or Stripe payment informs your team.

    Template
    Sentence
    Example: post new orders to Slack
    01Trigger02E-mail03Sample data
    Open resource
  • TemplatesSample draft

    Sales follow-up

    Deal won or lost: the right task is created.

    Template
    Sentence
    Example: onboarding after a won deal
    01Trigger02E-mail03Sample data04Approved by
    Open resource
  • TemplatesSample draft

    All templates

    Templates from triggers and actions that exist today.

    Templates
    Sentence
    Example: sales, customers, operations
    01Trigger02E-mail03Sample data
    Open resource
  • NástrojeSample draft

    Time calculator

    Estimate time per week with your own assumptions.

    Calculator
    Sentence
    Example: ten runs per week
    01Trigger02E-mail03Sample data
    Open resource
  • NástrojeSample draft

    Readiness check

    Check whether a flow is ready to automate.

    Check
    Sentence
    Example: invoice review
    01Trigger02E-mail03Sample data
    Open resource

Nine resources with sample data. The examples are not customer cases.

02 / The selection

From the recurring chore
to a tested automation.

A good resource does not end with an insight, but with a sentence you can describe and test in Peak Automations.

The library

The occasion comes
before the automation.

One trigger. One clear rule. Actions you test first.

Currently in your previewTry itExample: form submitted, contact and task
01 / Try it

Example: form submitted, contact and task

When a form is submitted, Peak creates the contact and a task. Here with sample data, locally.

When3Only the basic details
02 / Templates

Example: classify new project requests

When the “Project request” form is submitted, an AI step classifies the request by your rule.

When4Condition
03 / Templates

Example: Calendly bookings into the CRM

When a meeting is booked through the connected Calendly.

When4Timing
04 / Templates

Example: post new orders to Slack

When an order arrives in the connected Shopify.

When3Only the basic details
05 / Templates

Example: onboarding after a won deal

When a deal is marked as won in the CRM.

When4Approved by
06 / Templates

Example: sales, customers, operations

Eight templates with sample data, filterable by area.

When3Only the basic details
07 / Nástroje

Example: ten runs per week

Runs times minutes, by hand and with automation. Only your assumptions, labelled as an estimate.

When3Only the basic details
08 / Nástroje

Example: invoice review

Five honest questions and one simple calculation: trigger, rule, connections, approvals, test.

When3Only the basic details

Frequently asked questions

Are there customer stories?

No verified ones yet. Once there are checked stories, they appear here.

Are the templates active right away?

No. A template becomes active only after a passed test run, and only with connections a person set up in Settings → Integrations.

What does Peak Automations cost?

The current plans are on the pricing page. The resources on this page are free.

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