Peak Automations / Agencies

The brief has arrived.Contact, task and Slack follow by themselves.

In agencies every project starts with the same manual steps: create the contact, inform the team, plan the kick-off. With Peak Automations you describe this chain once in a sentence and test it before it runs for the next brief.

Your goal for the next step

Put the goal into words. Add perspectives and timing right below.

Local draft · no product activation

See agency examples

Two sample flows · no customer data.

Brief in. Project starts. Team is informed.

One brief / one project kick-off

01Trigger02Steps03Control

Example / Agencies

From brief to kick-off.

Trigger: Peak Forms brief submitted or agreement signed in Peak Sign.
Steps: Create contact, create task, Slack message to the project channel.
Control: Test run with sample data, then switch on.

Example with fictional data · not the product interface

For agencies and studiosBrief → Signed deal → Kick-off

Your first automation

How does a project start for you?

Set the trigger, who gets informed and the first task. The preview shows the chain and stores nothing.

Local working example · nothing is saved or sent. Please don't enter personal data.

Peak Automations / Start noteLOCAL DRAFT

02 / Your start noteLocal preview

Three answers. A clean project start.

Draft · not yet put together

Trigger: Still open
Information: Still open
First task: Still open

Your input appears here right away. With “View the start note” you check the three details locally.

Two agency moments

Where does your agency lose time?

Pick the moment. The sample automation shows what happens afterwards without copy and paste.

Briefing form on the agency website

A Peak Forms brief is submitted.

The action: Peak creates or finds the contact by email, creates a task “review brief” and sends a Slack message to the new-business channel.
The intent: The brief lands with the right person, not in a mailbox.

Working example / New brief

Example: brief intake

When: Form “project inquiry” submitted
Then: Contact + task “review brief”
And: Slack: #new-business (example)

Editorial structure sketch · not a customer reference

The example shows the structure. In Peak Automations you describe your agency's project kick-off.

To the next step

Is this for you?

What works today. What doesn't yet.

An agency that
wants to begin every project equally well.

This is where the example helps.

New projects arrive through a form or a signed offer.
Your team talks in Slack and plans in Google Calendar.
You don't want to create contacts twice.

Local previewPeak Automations

Nothing runs

What Peak Automations doesn't do today.

Triggers on inactivity or thresholds are planned, not available today.
Revenue or ROI attribution per automation is planned, not available today.
Tools other than the listed connections are not connected today.

From the example to a real automation

Build your project kick-off.

Connect Slack and Google Calendar in your workspace's integrations, describe the project kick-off in one sentence and test it with a sample brief.

Start with Peak Automations

Peak Automations / Your next step

The next brief starts cleanly.

Start with the project kick-off you repeat most often.

See agency examples

Local working example

For agencies with many similar project starts.

Test run with sample data, then switch on.

Frequently asked questions

Are these real customer cases?

No. They are examples built from triggers and actions that exist today. We only show customer cases with evidence.

Does an automation start running right away?

No. You test it with an example first and then activate it yourself. Nothing runs before that.

Can I use Slack for briefs?

Yes, if your workspace has set up its own Slack connection through Pipedream. Peak never connects an account on its own.