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Peak Atlas

Peak Automations / Templates

Do not start from zero.
Start from a good sentence.

Each template is a sentence with a trigger and actions. You adjust it, Peak builds the automation from it and checks connections and permissions. In the product you only see templates for apps your workspace has connected.

Your first linebecomes visible.Local demo with sample data
Choose a template

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

Automation card · previewPreview reacts instantly
Peak AutomationsLocal demo with sample data

Example: classify new project requests

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

Use sample data only.

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

01 / The collection

Where does your team lose
time today?

Filter by sales, customers or operations. Each card shows with an example when it triggers and what happens next.

08Sample drafts

8 of 8 sample drafts

  • 销售Selected

    Qualify leads

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

    Template
    Sentence
    Example: classify new project requests
    01Trigger02E-mail03Sample data04Condition
    Open template
  • 销售Sample 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 template
  • CustomersSample 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 template
  • 销售Sample 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 template
  • 运营Sample draft

    Overdue tasks

    An overdue task reports to the Inbox.

    Template
    Sentence
    Example: report overdue tasks
    01Trigger02E-mail03Sample data04Condition
  • CustomersSample draft

    Agreement signed

    Peak Sign reports the signature, the flow starts.

    Template
    Sentence
    Example: client start after signing
    01Trigger02E-mail03Sample data04Timing
  • 运营Sample draft

    Invoice received

    A new incoming invoice reaches the right person.

    Template
    Sentence
    Example: incoming invoices for review
    01Trigger02E-mail03Sample data04Approved by
  • 运营Sample draft

    Application received

    Peak Recruit reports a new application.

    Template
    Sentence
    Example: review new applications
    01Trigger02E-mail03Sample data04Timing

Eight templates with sample data. The examples are not customer cases.

02 / The selection

The trigger decides
the rest.

Peak events like form, deal or invoice need no connection. Calendly, Typeform, Stripe, Shopify, Gmail, Slack and HubSpot run through your workspace's connections.

The library

The occasion comes
before the automation.

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

Currently in your previewTemplateExample: classify new project requests
01 / 销售

Example: classify new project requests

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

When4Condition
02 / 销售

Example: Calendly bookings into the CRM

When a meeting is booked through the connected Calendly.

When4Timing
03 / Customers

Example: post new orders to Slack

When an order arrives in the connected Shopify.

When3Only the basic details
04 / 销售

Example: onboarding after a won deal

When a deal is marked as won in the CRM.

When4Approved by
05 / 运营

Example: report overdue tasks

When a high-priority task becomes overdue.

When4Condition
06 / Customers

Example: client start after signing

When an agreement is signed by all parties in Peak Sign.

When4Timing
07 / 运营

Example: incoming invoices for review

When an incoming invoice arrives in Peak Finance.

When4Approved by
08 / 运营

Example: review new applications

When an application arrives in Peak Recruit.

When4Timing

Frequently asked questions

Which templates do I see in Peak?

Peak filters templates by the apps your workspace has connected. If a connection is missing, Peak shows it before the test.

Can I adapt a template?

Yes. You change it with a sentence and see the change as a diff. Every change is a new version that is tested again.

Can I share templates publicly?

Not yet. Sharing and cloning templates publicly is planned.

More in Peak Automations