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Overview

NimbleBrain Studio enables you to build powerful automations by connecting AI capabilities with your existing tools and services. This page showcases practical examples you can implement today using our available connectors.
Each use case can be customized to fit your specific needs. Mix and match connectors to create workflows that solve your unique challenges.

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Quick Wins

Start with these simple, high-impact automations:
Use CaseWorkflowTriggerDetails
Stock Price AlertFinnhub → Slack DMHourly (market hours)Alert if price moves >5% - instant notification for significant movements
Failed CI AlertGitHub → Slack channelEvent-based (on fail)Immediate team notification when Actions fail with error details and PR link
Weather ForecastOpenWeatherMap → EmailDaily at 6:00 AMMorning weather brief with temperature, conditions, and severe weather warnings
Breaking NewsTavily → SlackEvery 30 minutesIndustry-specific news alerts for keywords you care about
PDF to TextPDF.co → Email/SlackOn upload/ManualExtract text from invoices, contracts, or documents for easy processing
CRM Daily DigestHubSpot → Slack + PDF.co → EmailDaily at 8:00 AMSummary of new deals, pipeline changes, and CRM activity sent to Slack; formatted PDF report emailed to sales leadership
Meeting Prep BriefCalendly → NimbleSearch → Gmail24h before meetingResearch attendee’s company, pull recent news, and send prep email before every client call
Lead Score AlertHubSpot → Google Sheets → GmailDaily/On CRM updateTrack leads in scoring dashboard, alert sales when leads hit high-value thresholds
These automations require minimal configuration and provide immediate value. Perfect for getting started with Studio automation!

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Financial and Investment Monitoring

What it does: Automatically generates and delivers a personalized market summary for your stock watchlist at market open and close.Workflow:
Finnhub (stock data) → NIRA (analysis) → Slack/Email (delivery)
Trigger: Scheduled (9:00 AM and 4:00 PM ET weekdays)Business Value:
  • Stay informed without manual research
  • Track portfolio performance automatically
  • Make faster trading decisions with timely data
  • Consistent daily market awareness
Example Output:
  • Current prices and % change for watchlist
  • Notable movers (>5% change)
  • Volume analysis
  • Market sentiment summary
What it does: Monitors your portfolio companies for earnings announcements, news mentions, and significant events.Workflow:
Finnhub (earnings + news) → Tavily (additional context) → Slack (alerts)
Trigger: Scheduled (every 30 minutes during market hours)Business Value:
  • Never miss important company announcements
  • React quickly to market-moving news
  • Track competitor developments
  • Automated intelligence gathering
Alert Types:
  • Earnings release notifications
  • Breaking news about portfolio companies
  • Analyst rating changes
  • Significant stock price movements
What it does: Generates weekly comparative analysis of your company’s stock performance versus competitors.Workflow:
Finnhub (multi-company data) → NIRA (comparative analysis) → PDF.co (report generation) → Email (distribution)
Trigger: Scheduled (Friday 5:00 PM)Business Value:
  • Executive-ready competitive intelligence
  • Track market positioning over time
  • Identify relative strengths and weaknesses
  • Data-driven strategic insights
Report Includes:
  • Week-over-week performance comparison
  • YTD performance charts
  • Volume and volatility analysis
  • Key financial metrics comparison

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Developer and Engineering Workflows

What it does: Delivers a comprehensive overnight activity summary to help developers start their day informed.Workflow:
GitHub (issues, PRs, Actions) → NIRA (summarization) → Slack/Email (distribution)
Trigger: Scheduled (8:00 AM team local time)Business Value:
  • Skip standup meetings or make them faster
  • Everyone starts with same context
  • Identify blockers proactively
  • Track team velocity automatically
Digest Contents:
  • New issues and their priority
  • PRs ready for review
  • Failed CI/CD runs
  • Merged PRs from previous day
  • Top contributors
What it does: Automatically reminds team members about pull requests waiting for review based on age and priority.Workflow:
GitHub (PR metadata) → NIRA (prioritization) → Slack (targeted reminders)
Trigger: Scheduled (hourly during work hours)Business Value:
  • Reduce PR review latency
  • Prevent bottlenecks in delivery pipeline
  • Fair distribution of review work
  • Improved code quality through timely reviews
Smart Features:
  • Escalates PRs older than 24 hours
  • Priority-based notifications
  • Mentions specific reviewers
  • Avoids reminder spam with intelligent throttling
What it does: Compiles merged PRs and commits into professional release notes as PDF documents.Workflow:
GitHub (PR history) → NIRA (categorization + writing) → PDF.co (formatting) → Email (distribution)
Trigger: Manual or tag-based (when release tag created)Business Value:
  • Professional documentation with zero manual effort
  • Consistent release communication
  • Historical record of changes
  • Customer-ready changelog
Output Format:
  • Categorized changes (features, fixes, improvements)
  • Breaking changes highlighted
  • Contributors acknowledged
  • Links to relevant PRs and issues
What it does: Provides engineering leadership with key metrics about repository activity and team health.Workflow:
GitHub (analytics) → NIRA (analysis + insights) → PDF.co (visualization) → Email (leadership distribution)
Trigger: Scheduled (Monday 9:00 AM)Business Value:
  • Data-driven team management
  • Early warning for team capacity issues
  • Track engineering velocity trends
  • Identify high-impact contributors
Metrics Included:
  • Issues opened vs closed
  • PR merge velocity
  • Code review turnaround time
  • Contributor activity
  • Technical debt indicators

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Business Operations

What it does: Automatically extracts data from PDF invoices and receipts, then routes for approval or filing.Workflow:
PDF.co (OCR + extraction) → NIRA (validation + categorization) → HubSpot/Slack (routing)
Trigger: Event-based (new document uploaded) or manualBusiness Value:
  • Eliminate manual data entry
  • Faster invoice processing
  • Reduced errors in financial data
  • Automatic expense categorization
Extracted Data:
  • Vendor information
  • Invoice numbers and dates
  • Line items and amounts
  • Tax calculations
  • Payment terms
What it does: Monitors contract expiration dates and sends escalating reminders to prevent service interruptions.Workflow:
PDF.co (date extraction from contracts) → NIRA (deadline tracking) → Slack/Email (tiered alerts)
Trigger: Scheduled daily check with smart escalationBusiness Value:
  • Never miss renewal deadlines
  • Negotiate from position of strength
  • Prevent service disruptions
  • Optimize contract terms proactively
Alert Schedule:
  • 90 days: Initial notification
  • 60 days: Reminder to finance/procurement
  • 30 days: Urgent escalation to leadership
  • 7 days: Daily reminders
What it does: Monitors weather forecasts and alerts operations teams about conditions affecting logistics, events, or field work.Workflow:
OpenWeatherMap (forecasts) → NIRA (impact assessment) → Slack (targeted alerts)
Trigger: Scheduled (hourly) with smart filteringBusiness Value:
  • Proactive operational planning
  • Protect field teams safety
  • Minimize weather-related disruptions
  • Customer communication head-starts
Alert Scenarios:
  • Severe weather affecting delivery routes
  • Extreme temperatures impacting equipment
  • Storm warnings for outdoor events
  • Optimal windows for construction/maintenance

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Sales and Marketing

What it does: Aggregates and summarizes daily mentions of competitors across news sources and web.Workflow:
Tavily (web search) → NIRA (analysis + summarization) → Slack/Email (digest)
Trigger: Scheduled (daily 7:00 AM)Business Value:
  • Stay ahead of competitor moves
  • Identify market opportunities
  • Inform strategic planning
  • Sales team competitive positioning
Intelligence Gathered:
  • Product announcements
  • Leadership changes
  • Funding and partnerships
  • Customer wins/losses
  • Market sentiment
What it does: Creates comprehensive PDF reports on industry trends, market analysis, and thought leadership.Workflow:
Tavily (trend research) → NIRA (synthesis + writing) → PDF.co (professional formatting) → Email (stakeholder distribution)
Trigger: Scheduled (Friday afternoon)Business Value:
  • Executive briefings without research team
  • Identify emerging opportunities
  • Inform product roadmap decisions
  • Thought leadership content source
Report Sections:
  • Top industry news and analysis
  • Emerging technology trends
  • Regulatory and policy changes
  • Market size and growth projections
  • Competitive landscape updates
What it does: Automatically researches meeting attendees and companies, delivering briefings before calls.Workflow:
Zoom (upcoming meetings) → Tavily (company/person research) → NIRA (briefing creation) → Email (pre-meeting delivery)
Trigger: Event-based (2 hours before meeting)Business Value:
  • Appear prepared and informed
  • Build rapport faster
  • Identify conversation opportunities
  • Improve meeting outcomes
Briefing Includes:
  • Company overview and recent news
  • Attendee backgrounds and interests
  • Recent company announcements
  • Potential pain points and opportunities
  • Suggested talking points
What it does: Automatically enriches new leads in HubSpot with company data, news, and qualification scoring.Workflow:
HubSpot (new lead trigger) → Tavily (company research) → NIRA (lead scoring) → HubSpot (update + routing)
Trigger: Event-based (new lead created)Business Value:
  • Faster lead qualification
  • Better lead prioritization
  • Improved sales efficiency
  • Higher conversion rates
Enrichment Data:
  • Company size and industry
  • Recent funding and growth
  • Technology stack signals
  • Hiring trends
  • Intent signals from news
What it does: Generates comprehensive daily CRM activity report with dual delivery - quick Slack summary for the team and detailed PDF report for leadership.Workflow:
HubSpot (CRM data extraction) → NIRA (analysis + summarization) → Slack (team digest) + PDF.co (report formatting) → Email (leadership distribution)
Trigger: Scheduled (daily at 8:00 AM)Business Value:
  • Sales team starts day informed
  • Leadership visibility without manual reports
  • Track progress toward targets
  • Identify pipeline issues early
  • Consistent daily accountability
Slack Summary Includes:
  • New deals created (count + value)
  • Deals moved to next stage
  • Deals closed (won/lost)
  • High-priority follow-ups needed
  • Top performers of the day
PDF Report Includes:
  • Full pipeline snapshot
  • Stage-by-stage conversion metrics
  • Deal velocity trends
  • Activity by rep (calls, emails, meetings)
  • Forecast vs. target tracking
  • Week-over-week comparisons

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Scheduling, Email & Productivity

New Integrations! These use cases highlight our latest connectors: Calendly, Gmail, and Google Sheets - perfect for automating scheduling, communication, and data workflows.
What it does: Automatically researches the attendee’s company 24 hours before a scheduled meeting, pulls recent news mentions, and sends a prep briefing email so you walk into every client call fully informed.Workflow:
Calendly (upcoming meetings) → NimbleSearch (company research) → NimbleNews (recent mentions) → Gmail (prep brief delivery)
Trigger: Scheduled (24 hours before meeting)Business Value:
  • Never be caught off guard in a meeting
  • Demonstrate professionalism and preparation to clients
  • Identify relevant talking points automatically
  • Build stronger client relationships through informed conversations
Prep Brief Includes:
  • Company overview and recent news
  • Attendee background and LinkedIn highlights
  • Recent company announcements
  • Industry trends affecting their business
  • Suggested discussion topics and questions
What it does: Aggregates lead and deal data from HubSpot into a scoring spreadsheet with custom criteria, automatically emailing sales reps when leads hit a high-value threshold.Workflow:
HubSpot (lead/deal data) → Google Sheets (scoring dashboard) → Gmail (threshold alerts)
Trigger: Scheduled (daily) or event-based (on CRM update)Business Value:
  • Prioritize sales efforts on highest-potential opportunities
  • Ensure hot leads get immediate attention
  • Data-driven lead qualification
  • Transparent scoring methodology for the team
Dashboard Features:
  • Custom scoring criteria (engagement, company size, industry fit)
  • Automatic score calculation and ranking
  • Trend tracking over time
  • Alert emails when leads exceed threshold score
  • Weekly summary of score changes
What it does: After a Calendly meeting completes, automatically generates a personalized follow-up email draft with meeting notes template and logs the interaction in a tracking spreadsheet.Workflow:
Calendly (meeting completed) → Gmail (follow-up draft) → Google Sheets (interaction log)
Trigger: Event-based (meeting ends or 1 hour after scheduled time)Business Value:
  • Never forget to follow up after meetings
  • Consistent follow-up communication
  • Complete interaction history for every prospect
  • Faster response time builds trust
Automation Includes:
  • Personalized follow-up email draft ready to send
  • Meeting notes template with attendee context
  • Automatic logging to CRM tracking sheet
  • Next steps reminder scheduling
  • Attachment suggestions based on meeting topic
What it does: Compiles your week’s meetings from Calendly, email metrics from Gmail, and CRM activity into a comprehensive productivity report in Google Sheets.Workflow:
Calendly (meeting history) → Gmail (email stats) → HubSpot (CRM activity) → Google Sheets (weekly report)
Trigger: Scheduled (Friday 5:00 PM)Business Value:
  • Track personal productivity metrics
  • Identify patterns in meeting load
  • Quantify client communication efforts
  • Data for performance reviews and planning
Report Includes:
  • Total meetings by type (demo, follow-up, internal)
  • No-show tracking and rates
  • Email volume sent/received
  • CRM activities logged
  • Week-over-week comparisons
  • Time allocation analysis
What it does: When a new deal closes in HubSpot, automatically schedules onboarding meetings via Calendly, sends welcome emails through Gmail, and creates a client tracking sheet.Workflow:
HubSpot (deal closed-won) → Calendly (booking link generation) → Gmail (welcome sequence) → Google Sheets (client tracker)
Trigger: Event-based (deal stage = Closed Won)Business Value:
  • Seamless transition from sales to customer success
  • Consistent onboarding experience for all clients
  • No manual coordination required
  • Complete audit trail from day one
Sequence Actions:
  • Generate personalized Calendly booking link
  • Send welcome email with onboarding schedule
  • Create client row in master tracking sheet
  • Schedule internal kickoff meeting
  • Set reminder for 30-day check-in

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Client-Facing Services

What it does: Generates customized research reports combining market data, news analysis, and financial metrics.Workflow:
Tavily (research) → Finnhub (financial data) → NIRA (analysis + writing) → PDF.co (professional formatting) → Email (client delivery)
Trigger: Scheduled (weekly/monthly) or on-demandBusiness Value:
  • Scale research services without headcount
  • Consistent report quality
  • Faster turnaround times
  • Higher client satisfaction
Report Types:
  • Industry analysis reports
  • Competitive landscape studies
  • Market opportunity assessments
  • Investment research summaries
What it does: Delivers personalized portfolio performance summaries to clients every morning.Workflow:
Finnhub (portfolio holdings data) → NIRA (performance analysis) → Email (personalized delivery)
Trigger: Scheduled (8:00 AM client timezone)Business Value:
  • Premium service differentiation
  • Improved client retention
  • Reduced support inquiries
  • Demonstrates proactive management
Update Includes:
  • Portfolio value and daily P&L
  • Top gainers and losers
  • Dividend announcements
  • Rebalancing recommendations
  • Market context and outlook
What it does: Creates comprehensive briefing packages before client meetings with latest portfolio data and relevant news.Workflow:
HubSpot (client context) → Finnhub (portfolio data) → Tavily (relevant news) → PDF.co (package creation) → Email (advisor delivery)
Trigger: Event-based (meeting scheduled) or manualBusiness Value:
  • Confident, informed client meetings
  • Identify discussion opportunities
  • Address concerns proactively
  • Strengthen client relationships
Package Contents:
  • Client profile and history
  • Portfolio performance summary
  • Relevant market news
  • Suggested discussion topics
  • Action items and recommendations

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Internal Communications

What it does: Compiles key metrics and activities across engineering, sales, and operations into executive summary.Workflow:
GitHub (engineering metrics) → HubSpot (sales data) → Slack (key discussions) → NIRA (synthesis) → Email (leadership distribution)
Trigger: Scheduled (Friday 4:00 PM)Business Value:
  • Leadership stays informed without meetings
  • Cross-functional visibility
  • Early identification of issues
  • Data-driven decision making
Digest Sections:
  • Week highlights and lowlights
  • Key metrics and trends
  • Notable customer wins
  • Engineering velocity
  • Upcoming priorities
What it does: Orchestrates welcome communications, meeting schedules, and resource delivery for new hires.Workflow:
HubSpot/HR system (new hire trigger) → Slack (team intro) → Zoom (meeting scheduling) → Email (resource delivery)
Trigger: Event-based (hire date - 3 days)Business Value:
  • Consistent onboarding experience
  • Reduced HR administrative burden
  • Faster time to productivity
  • Positive first impression
Automation Includes:
  • Welcome email with resources
  • Slack channel introductions
  • 1:1 meeting scheduling
  • Training resource delivery
  • 30/60/90 day check-in reminders
What it does: Automatically coordinates team response when incidents are detected, including communication and tracking.Workflow:
GitHub/monitoring (incident detection) → Slack (war room creation + team alerts) → Zoom (bridge setup) → HubSpot (customer communication tracking)
Trigger: Event-based (incident detected)Business Value:
  • Faster mean time to resolution
  • Clear communication during crisis
  • Complete incident documentation
  • Post-mortem data collection
Automation Steps:
  • Create incident Slack channel
  • Alert on-call team
  • Set up Zoom bridge
  • Start incident timeline
  • Track customer communications
  • Generate post-incident report
What it does: Automatically celebrates team wins, contributions, and milestones in public channels.Workflow:
GitHub (PR merges, releases) → HubSpot (deals won) → NIRA (celebration message) → Slack (public recognition)
Trigger: Event-based (various achievement triggers)Business Value:
  • Boost team morale
  • Reinforce positive behaviors
  • Build collaborative culture
  • Make wins visible
Recognition Types:
  • Major PR merges
  • Deal closures
  • Project completions
  • Help desk kudos
  • Work anniversaries

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Getting Started

1

Choose Your Use Case

Browse the examples above and identify workflows that solve your challenges. Start with one high-impact automation.
2

Install Required Connectors

Navigate to Connections in Studio and install the integrations you need. Configure API keys and credentials.
3

Create Your Playbook

Go to Playbooks and create a new playbook. Give it a descriptive name and describe what you want it to do.
4

Set Your Trigger

Choose how the automation runs:
  • Scheduled: Runs at specific times (daily, hourly, etc.)
  • Event-based: Runs when something happens (new issue, meeting scheduled)
  • Manual: Runs when you trigger it
5

Configure and Test

Set up your workflow logic and test with real data. Studio’s AI will help you refine the automation.
6

Deploy and Monitor

Activate your playbook and monitor its performance. Adjust as needed based on results.
Start simple and iterate. Many successful automations began as basic workflows that evolved over time based on user feedback and changing needs.

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Best Practices

Start Small

Begin with one simple automation that solves a clear pain point. Get comfortable with the process before building complex workflows.

Test Thoroughly

Always test automations with real data before deploying. Verify notifications reach the right people and contain expected information.

Handle Errors Gracefully

Plan for failures in external services. Set up fallback notifications and error alerts so you know when something breaks.

Monitor and Iterate

Review automation performance regularly. Look for opportunities to improve accuracy, reduce noise, or add value.

Document Your Workflows

Keep notes on what each automation does and why. This helps when troubleshooting or handing off to team members.

Respect Rate Limits

Be mindful of API rate limits on external services. Adjust scheduling to stay within limits and avoid service disruptions.

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Need Inspiration?

Playbooks Guide

Learn how to build and configure playbooks

Available Connectors

Browse all available integrations

Discord Community

Share ideas and learn from other users
These examples are starting points - customize them for your specific needs! Mix and match connectors, adjust schedules, and modify outputs to create workflows that perfectly fit your business.