Multi-step AI workflows engineered for small and mid-sized businesses. Each one runs end-to-end across your tools, with a human gate where it matters. Grouped by where they fit in your operation — lead-to-customer, customer service, quote-to-cash, documents & knowledge, and reporting & decisions.
The first mile of revenue: capturing every lead, qualifying without human delay, and showing up to every conversation prepared. The workflows here close the gap between "interest" and "booked."
Captures every inbound lead across web, phone, and social, then enriches with firmographics, scores against your ideal-customer rules, routes to the right rep, and pings them in seconds. No lead leaks while you're with a customer.
Discuss this workflow →Takes a list of target accounts, researches each one (company, recent news, role signals), drafts a personalized first email or LinkedIn message, monitors for replies, and hands warm conversations off to a human at the right moment.
Discuss this workflow →Watches your calendar, and an hour before each scheduled meeting, drops a one-page brief in the rep's inbox: company, headcount, funding, recent news, LinkedIn highlights, shared connections, and any prior touch history.
Discuss this workflow →Sends a personalized review request after each visit, monitors Google / Yelp / Facebook for new reviews, drafts an on-brand response (warm for 5-star, careful for 1-star), and waits for a one-click approval before publishing.
Discuss this workflow →Coverage when you can't pick up the phone. Triage when the inbox is overflowing. Answers from your own playbook, not generic web text. The workflows here keep customer experience consistent while your team focuses on the work.
Answers every call, identifies itself as AI, qualifies the caller, books directly into your scheduling software for known intents, and falls back to capturing name / number / reason with an instant SMS to you when it hits its limits.
Discuss this workflow →Ingests every support email and form submission, categorizes by issue type, scores priority based on customer value and severity, drafts a first response in your voice, and assigns to the right person with full context.
Discuss this workflow →Customers ask a question on chat or email; the agent looks it up in your policies, manuals, and FAQs (not generic web data), answers with citations, and routes to a human when confidence is low or the question is out-of-scope.
Discuss this workflow →Sends pre-appointment confirmations, parses reply intent (confirm / reschedule / cancel), proposes new times based on real availability, books the new slot, and updates your calendar — without a human keystroke.
Discuss this workflow →From "we'd love to work with you" to "money in the bank." The workflows here compress the operational middle — quoting, onboarding, approvals, invoicing — that quietly bleeds the most days each month.
Record a 60-second voice memo after a site visit. The agent extracts scope, applies your rate book, generates a branded PDF quote with embedded payment link, sends it within minutes, and triggers automated follow-ups until accepted or declined.
Discuss this workflow →New customer signs up; the workflow walks them through onboarding stages with personalized messaging, schedules the kickoff call, provisions accounts, nudges them when stuck, escalates to a human when they need one, and hands off cleanly.
Discuss this workflow →Submissions (POs, time-off, contracts, change orders) route through your approval rules automatically. Reminders fire on delay, escalation kicks in past SLA, e-sign closes the loop, and every decision lands in an audit log.
Discuss this workflow →Vendor invoices arrive by email; the agent extracts line items, categorizes against your chart of accounts, posts to QuickBooks or Xero for review, and on the AR side sends personalized dunning emails on aging buckets with payment links.
Discuss this workflow →The work that lives in heads, drives, and PDF folders. These workflows turn tribal knowledge into searchable, generatable assets — and keep them current as the business changes.
One intake form drives generation of a full document packet — proposal, statement of work, master services agreement, engagement letter — with merge fields, conditionals, AI-written bespoke sections in your firm's voice, and e-sign routing.
Discuss this workflow →Your team asks a question in Slack, Teams, or the web. The agent searches your real corpus (not generic web), returns a cited answer, learns from feedback, and quietly re-indexes when source documents change.
Discuss this workflow →Record yourself doing a task one time. The agent watches the screen, transcribes the audio, structures the steps with screenshots, captures decision points and exception cases, and outputs a searchable SOP — the way you actually do it, not the way you wish you did.
Discuss this workflow →For regulated practices: continuously monitors compliance state across the records that matter, maintains a live gap list, generates audit packets on demand, fires pre-audit dry-runs, and alerts on certifications about to expire.
Discuss this workflow →The layer that turns operational data into action. These workflows pull, synthesize, and surface — so the operator opens a 60-second briefing instead of building a Tuesday spreadsheet.
Every morning, pulls from your POS, scheduling, CRM, ads, and books; spots anomalies (revenue dip, no-shows, missed SLAs); writes a one-page summary in plain English; and drops it in your inbox before opening.
Discuss this workflow →Identifies customers who haven't bought / visited in 60 / 90 / 180 days, builds a personalized SMS or email sequence based on their last interaction, tracks responses, and hands warm replies back to a human for the close.
Discuss this workflow →Unifies spend and revenue across Google Ads, Meta, TikTok, email, organic, and POS / CRM revenue. Runs best-effort multi-touch attribution, surfaces the channels actually working, and answers plain-English questions on the data.
Discuss this workflow →Watches the metrics that actually move the business — revenue, traffic, no-shows, supplier costs, refund rate — for unusual movement. When something breaks pattern, it contextualizes the change and pings the right person with a clear "what changed."
Discuss this workflow →The same 20 workflows, recombined for the verticals we know best. Each industry below has a default bundle we ship most often — and we tune it to your specific operation during the paid scoping engagement.
Single intake drives the engagement letter, MSA, and matter-opening packet. Conflict checks run automatically against prior matters and the public-record dataset. Intake intelligence routes high-value leads to the right partner with a pre-meeting brief.
Discuss this stack →HIPAA-conformant voice agent answers and books while staff are with patients. Prior-authorization workflow drafts and tracks submissions to payers. Patient-recall reactivation pulls from your PMS and runs personalized recall sequences against real visit history.
Discuss this stack →Voice memo after a site visit turns into a branded quote with payment link in minutes. Dispatch routes new jobs against tech availability and skill match. After-hours emergency calls are captured by the AI receptionist, qualified, and texted to the on-call tech.
Discuss this stack →Operations cockpit unifies POS, scheduling, CRM, and ads across every location into one daily 6am briefing. Predictive analytics flag churn risk and pricing opportunities once data accumulates. Real-time KPI dashboard for the owner and per-location managers.
Discuss this stack →Engagement letters auto-generated from intake — with conditionals for service line, scope, and fee structure. Internal knowledge agent answers staff questions from your real policies and methodology. Meeting intelligence captures action items and updates the CRM.
Discuss this stack →A 30-minute discovery call sorts it out. We'll map what you're trying to do to one of the twenty workflows above, tell you whether it's a bundled deploy or a custom build, and give you a real next step — or tell you to skip it for now.