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Workflows you can copy, by department

Most repeated tasks with clear rules can be automated in part. Pick the department you work in to see what each workflow does, where AI is used, what stays with a person and how to build it yourself.

12 workflows across 7 departments.

Routes

Each workflow’s steps, in the order they run.

  • Trigger
  • Rule step
  • AI step
  • Person step
  • Output
Checks
Every workflow faces the same 8 checks. A check counts only when its test run is recorded; checks that do not apply are left out of the count. 24 checks are built into these designs and still wait for a recorded run. What we test

014 workflows

Sales

If you sell, you feel the gaps first.

  1. Qualify and route every inbound lead in minutes, not hours

    Starts when a form, chat tool or CRM sends a new lead. Ends with a scored lead, a tier, an owner, a response deadline and a reply draft.

    Uses AI

    6 steps, 1 AI step

    Stress test
    Not yet
    0 of 6 checks recorded

  2. Turn sales call notes into a CRM update and a follow-up email

    Starts when a call recorder, notes app or CRM sends call notes. Ends with a CRM-ready update and a follow-up email draft for a person to approve.

    Uses AI

    7 steps, 1 AI step

    Stress test
    Not yet
    0 of 7 checks recorded

  3. Turn a deal request into a branded proposal PDF and CRM deal

    Starts when a rep fills the deal form or pastes notes into the chat page. Ends with a branded proposal PDF and a CRM deal with a review task.

    AI in one step only: reading pasted deal notes (chat version only)

    8 steps, 1 AI step

    Stress test
    Not yet
    0 of 8 checks recorded

  4. Find companies that are hiring for the work you sell, every day

    Starts twice a day on a schedule. Ends with scored leads in a table and a daily digest of the newest top leads. Nobody is contacted.

    AI in one step only: classifying new posts

    5 steps, 1 AI step

    Stress test
    Not yet
    0 of 8 checks recorded

Sales automation use cases

021 workflow

Marketing

Market research is the job you skip first.

  1. Get a competitor briefing deck every month without the research hours

    Starts on a schedule with your competitor list. Ends with a link to a briefing deck: news, funding, hires and pricing, sorted into four categories.

    Uses AI

    7 steps, 3 AI steps

    Stress test
    Not yet
    0 of 7 checks recorded

Marketing automation use cases

031 workflow

Finance

If you do your own books, invoices get typed in on a Sunday and duplicates slip in.

  1. Pull invoice details out of emails and PDFs, with a human check on anything risky

    Starts when an invoice arrives by email or as a PDF. Ends with clean invoices approved and anything risky waiting in a review queue for a person.

    Uses AI

    7 steps, 1 AI step

    Stress test
    Not yet
    0 of 8 checks recorded

Finance automation use cases

041 workflow

HR and Recruiting

Your first job post can bring more applicants than you have time to read, and you are not a recruiter.

  1. Screen every job applicant against the role and get a scored shortlist

    Starts when new applications arrive for a role. Ends with a scored shortlist, a written reason for each candidate, and unreadable files sent to a person.

    Uses AI

    7 steps, 1 AI step

    Stress test
    Not yet
    0 of 8 checks recorded

HR and Recruiting automation use cases

051 workflow

Operations

Operations work often means the Monday rebuild: exports downloaded, pasted into a workbook, broken rows fixed and the commentary written by hand before the weekly meeting or the investor update.

  1. Turn raw weekly exports into a clean KPI workbook with fact-checked insights

    Starts every Monday morning or on demand. Ends with a clean KPI workbook, fact-checked notes and a digest in your team chat.

    AI in one step only: writing the weekly notes

    7 steps, 1 AI step

    Stress test
    Not yet
    0 of 6 checks recorded

Operations automation use cases

062 workflows

Customer Support

Support starts as a shared inbox, and the urgent ticket is tenth in line.

  1. Triage every support ticket and draft the first reply automatically

    Starts when a help desk or support inbox sends a ticket. Ends with a routed ticket, a deadline and a reply draft, with urgent tickets sent to a person.

    Uses AI

    6 steps, 1 AI step

    Stress test
    Not yet
    0 of 7 checks recorded

  2. Spot at-risk customers early and get the next best action for each

    Starts every week or when a CRM export arrives. Ends with a health tier, the revenue at risk, a play with steps and a customer email draft.

    Uses AI

    7 steps, 2 AI steps

    Stress test
    Not yet
    0 of 7 checks recorded

Customer Support automation use cases

072 workflows

Content and Video

Posting in your own voice takes time you do not have.

  1. Turn rough ideas and AI news into ready-to-review social post drafts

    Starts when you email an idea or a news feed updates. Ends with X and LinkedIn drafts in your scheduling tool, never published.

    Uses AI

    7 steps, 2 AI steps

    Stress test
    Not yet
    0 of 8 checks recorded

  2. Create a short AI video every day and post it after your approval

    Starts once a day on a schedule. Ends with a short video and caption, posted only after a person approves them.

    Uses AI

    7 steps, 3 AI steps

    Stress test
    Not yet
    0 of 8 checks recorded

Content and Video automation use cases

Can I automate it?

Asking about one task?

Straight answers by task, starting with yes, partly or no, and what stays with a person.

  • Can you automate sales follow-ups?

    Yes, partly. A workflow drafts the follow-up from your call notes; a person approves it before it is sent.

  • Can you automate invoice processing?

    Yes, partly. Reading and checking invoices can be automated; a person still approves anything that fails a check.

  • Can you automate social media publishing?

    Yes, partly. Drafting and scheduling can be automated; we keep a person approving each post.

  • Can you automate customer support?

    Yes, partly. Rules and one AI step sort every ticket and draft the first reply, and common questions can be answered from your own help docs. A person sends anything that is not on an approved list.

  • Can you automate meeting notes?

    Yes, partly. We do not record meetings. Once your meeting tool or notetaker has a transcript, a workflow turns it into notes, tasks and CRM updates, and a person approves anything that leaves the team.

  • Can you automate data entry?

    Yes, partly. A workflow reads documents and lists, checks every value with fixed rules, and loads the clean rows. Anything that fails a check waits for a person.

  • Can you automate business reporting?

    Yes, partly. Code pulls and computes every number on a schedule. AI only words notes from those numbers, and code checks each note. A person reads it before it goes to investors or clients.

Not on the list

Your task is not on the list?

Describe the one job you repeat every week. We tell you if it is worth automating, and how to start.

Send a workflow idea

Ask a question about a workflow, or send one you want to build. We reply within 5 working days with a straight answer: yes, partly, or not worth automating, and how to build it. If you would rather we build it, say so in the form.