Usage Help

This section provides step-by-step walkthroughs for common automation scenarios in puq.ai. Each guide walks you through a real-world use case from start to finish.

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What You’ll Find Here

• CRM Automation — Capture leads, enrich data, and push to your CRM automatically
• Support Triage — Classify and route incoming tickets with AI
• Scheduled Reports — Generate and send recurring analytics reports
• Data Transformation — Clean, transform, and move data between systems
• AI-Powered Workflows — Integrate AI models into your business logic

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Each guide assumes you are familiar with the basics of Building Flows and Connections.

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Table of contents

CRM Automation Automate lead capture, data enrichment, and CRM updates using puq.ai. Support Triage Classify and route support tickets automatically using AI in puq.ai. Scheduled Reports Generate and send recurring reports automatically using puq.ai. Data Transformation Clean, transform, and move data between systems using puq.ai. AI-Powered Workflows Integrate AI models into your workflows for intelligent automation in puq.ai.