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THE BUSINESS AUTOMATION MENU

What would you like
off your plate?

Win back old leads. Send the quote. Chase the paperwork. Pick the work that slows you down, and we’ll build a system around it.

Explore all 72 workflows Help me choose

Start with one workflow. Connect it to the tools you already use.

NOT SURE WHERE TO START?

Start with a business goal.

Combine a few connected workflows. We’ll help you choose the first one worth building.

01

Recover missed revenue

Dead lead revival + quote follow-up + invoice follow-up

02

Build your front desk

Instant response + smart intake + meeting booking

03

Clear the paperwork

Document collection + onboarding + client updates

04

Give the owner time back

Daily brief + company knowledge + profit leak review

72 WORKFLOWS · 12 BUSINESS AREAS

Find the workflow
for your business.

Each is a scoped build offering, configured for your business. Explore what goes in, what comes out and what stays with your team.

Showing all 72 workflows

Sales & lead recovery01

Instant lead response

Respond while the customer is still interested.

See the workflow
Connects to
Website forms, shared inbox or CRM inquiries
What you get
An acknowledgment, qualifying questions and a next step in your CRM
Your team controls
Approved messages, contact permissions and escalation rules
Measure success
Time to first response
Ask about this workflow
Sales & lead recovery02

Dead lead revival

Restart conversations with old leads who went quiet.

See the workflow
Connects to
Your existing CRM, last contact dates and permission records
What you get
A segmented reactivation campaign, reply routing and booked-call handoffs
Your team controls
Exclude opt-outs; approve audiences, cadence and messages before launch
Measure success
Reactivated conversations and booked calls
Ask about this workflow
Sales & lead recovery03

Missed-call rescue

Give missed calls a clear path back to your team.

See the workflow
Connects to
Supported phone system and business hours
What you get
An approved text or callback task with the caller’s request attached
Your team controls
Text only where permitted; route urgent or sensitive calls to staff
Measure success
Missed calls recovered
Ask about this workflow
Sales & lead recovery04

Quote follow-up engine

Keep open quotes from disappearing into an inbox.

See the workflow
Connects to
Sent quotes, quote dates and CRM stages
What you get
Timed follow-ups that stop when the customer replies or accepts
Your team controls
Use approved terms; staff handle price changes and objections
Measure success
Quote response and acceptance rates
Ask about this workflow
Sales & lead recovery05

Meeting & demo booker

Turn an interested reply into a scheduled conversation.

See the workflow
Connects to
Team calendars, availability and routing rules
What you get
Qualification, calendar options, confirmations and CRM updates
Your team controls
Respect booking limits and hand off unusual requests
Measure success
Qualified meetings booked
Ask about this workflow
Sales & lead recovery06

Sales meeting prep

Walk into every call with the account context ready.

See the workflow
Connects to
Approved account records, prior conversations and public company pages
What you get
A sourced account brief, open questions and suggested talking points
Your team controls
Salesperson checks facts and decides the approach
Measure success
Preparation time per meeting
Ask about this workflow
Marketing & retention07

Past-client reactivation

Reconnect with customers who have not bought in a while.

See the workflow
Connects to
Customer history, service dates and permission records
What you get
Relevant reminders and offers with replies sent to your team
Your team controls
Approve the offer and contact rules; honor opt-outs
Measure success
Returning customers
Ask about this workflow
Marketing & retention08

Referral request engine

Ask happy customers for a warm introduction at the right moment.

See the workflow
Connects to
Completed jobs or customer milestones
What you get
A personal referral request and referral tracking
Your team controls
Use approved audiences and messages; staff review any incentives
Measure success
Qualified referral conversations
Ask about this workflow
Marketing & retention09

Customer review requests

Make it easy for customers to share an honest review.

See the workflow
Connects to
Completed service records and approved review destinations
What you get
Consistent review requests and a feedback inbox
Your team controls
No fake reviews or filtering requests only to happy customers
Measure success
Review request completion
Ask about this workflow
Marketing & retention10

Seasonal service campaigns

Fill the calendar before the busy season arrives.

See the workflow
Connects to
Service history, seasonal offers and approved audiences
What you get
A campaign calendar, draft messages and booking links
Your team controls
Approve timing, pricing and contact permissions
Measure success
Bookings by campaign
Ask about this workflow
Marketing & retention11

Account expansion finder

Spot relevant services your current clients may need.

See the workflow
Connects to
Products held, service history and your offering list
What you get
Account opportunities with reasons for an advisor to review
Your team controls
Staff decide suitability and approve outreach
Measure success
Reviewed opportunities converted
Ask about this workflow
Marketing & retention12

Content repurposer

Turn one useful idea into a week of marketing.

See the workflow
Connects to
Your approved articles, recordings or project notes
What you get
Draft social posts, emails, FAQs and website snippets
Your team controls
Review claims, permissions and brand voice before publishing
Measure success
Approved content produced
Ask about this workflow
Intake & client service13

Smart business intake

Ask the right questions once and route the work correctly.

See the workflow
Connects to
Website forms, email, uploaded documents or supported voice intake
What you get
A structured customer record, missing-field checklist and assigned owner
Your team controls
Collect only required information in an approved environment
Measure success
Complete intakes on first pass
Ask about this workflow
Intake & client service14

Missing-document chaser

Stop manually asking for the same paperwork.

See the workflow
Connects to
Your required-document checklist and client status
What you get
Personalized requests, secure upload links and overdue escalations
Your team controls
Use approved storage and verified recipients
Measure success
Time to a complete file
Ask about this workflow
Intake & client service15

New-client onboarding

Turn a signed agreement into a ready-to-work client.

See the workflow
Connects to
Approved agreement, contact details and onboarding checklist
What you get
A welcome sequence, workspace setup and assigned kickoff tasks
Your team controls
Staff approve account access and contractual commitments
Measure success
Time from signature to kickoff
Ask about this workflow
Intake & client service16

Website AI concierge

Help visitors find the right service and next step.

See the workflow
Connects to
Approved website content, FAQs and service rules
What you get
Answers with useful links, intake details and human handoffs
Your team controls
Stay within approved sources and escalate uncertain answers
Measure success
Qualified inquiries and resolved questions
Ask about this workflow
Intake & client service17

Client status updates

Keep customers informed without another check-in call.

See the workflow
Connects to
Project milestones, case stages or service tickets
What you get
Approved progress updates and next-step reminders
Your team controls
Share only client-visible details with verified recipients
Measure success
Status inquiries avoided
Ask about this workflow
Intake & client service18

Support inbox triage

Get each request to the right person with context.

See the workflow
Connects to
Shared inbox or help desk
What you get
Labeled requests, response drafts, priorities and assigned owners
Your team controls
Escalate complaints and urgent issues using agreed rules
Measure success
Response time and unresolved cases
Ask about this workflow
Quotes, estimates & projects19

Instant quote builder

Produce a quote from your approved prices and rules.

See the workflow
Connects to
Customer requirements, current rate card and eligibility rules
What you get
An itemized quote for straightforward cases, with exceptions routed to staff
Your team controls
Auto-send only inside agreed rules; staff approve exceptions
Measure success
Quote turnaround and acceptance
Ask about this workflow
Quotes, estimates & projects20

Instant estimate builder

Give prospects a useful starting estimate quickly.

See the workflow
Connects to
Scope questions, quantities, service area and estimating assumptions
What you get
A clearly labeled estimate with assumptions and next steps
Your team controls
Final price requires your review or site visit where needed
Measure success
Estimate response time
Ask about this workflow
Quotes, estimates & projects21

Bid & proposal builder

Spend less time assembling the next proposal.

See the workflow
Connects to
RFP or job scope, approved pricing and past proposal templates
What you get
A proposal draft, requirement checklist and missing-information flags
Your team controls
Your team verifies scope, numbers and final commitments
Measure success
Proposal preparation time
Ask about this workflow
Quotes, estimates & projects22

Job scheduling & dispatch

Match ready jobs with available people and equipment.

See the workflow
Connects to
Jobs, location, team skills and availability
What you get
A proposed schedule, assignments and customer arrival updates
Your team controls
Dispatcher approves changes and handles emergencies
Measure success
Schedule fill and missed appointments
Ask about this workflow
Quotes, estimates & projects23

Change-order desk

Capture extra work before it turns into a margin dispute.

See the workflow
Connects to
Site notes, photos, approved scope and rate rules
What you get
A documented change request with draft price and approval trail
Your team controls
No additional work authorization without the required approvals
Measure success
Unbilled changes captured
Ask about this workflow
Quotes, estimates & projects24

Completed job to invoice

Move finished work to billing without lost paperwork.

See the workflow
Connects to
Job completion records, approved changes and billing rules
What you get
A draft invoice with supporting records and a billing checklist
Your team controls
Staff confirm completion and approve the invoice
Measure success
Days from completion to invoice
Ask about this workflow
Tax & accounting25

Tax return second opinion prep

Turn past returns into an organized review for your tax professional.

See the workflow
Connects to
Prior returns and supporting records in your approved secure workspace
What you get
A comparison brief, inconsistencies and questions for a CPA or EA
Your team controls
A qualified tax professional provides advice; no guaranteed savings or automatic amendments
Measure success
Review preparation time and resolved questions
Ask about this workflow
Tax & accounting26

Tax client intake

Collect the right information before preparation starts.

See the workflow
Connects to
Client profile, prior-year file and your document checklist
What you get
A structured organizer, received-document tracker and missing-item requests
Your team controls
Tax staff verify completeness and handle sensitive data
Measure success
Files ready for preparation
Ask about this workflow
Tax & accounting27

Receipt & bookkeeping organizer

Turn scattered receipts into reviewable bookkeeping records.

See the workflow
Connects to
Receipts, invoices and supported accounting exports
What you get
Extracted details, suggested categories and duplicate flags
Your team controls
Bookkeeper reviews entries before posting
Measure success
Documents processed and corrections required
Ask about this workflow
Tax & accounting28

Month-end reconciliation prep

Make unexplained differences easier to find.

See the workflow
Connects to
Authorized bank and accounting exports
What you get
Matched records, unmatched items and an exceptions worklist
Your team controls
Accountant approves reconciliations and adjustments
Measure success
Unresolved items at month end
Ask about this workflow
Tax & accounting29

Tax deadline & document tracker

Keep recurring filing work visible to the team.

See the workflow
Connects to
Deadlines and entity obligations maintained by your tax team
What you get
Assigned tasks, reminders and overdue document escalations
Your team controls
Your tax professional owns deadlines, extensions and filings
Measure success
On-time readiness for review
Ask about this workflow
Tax & accounting30

Tax advisory meeting prep

Arrive at the meeting with the financial story organized.

See the workflow
Connects to
Approved returns, financial statements and client questions
What you get
Year-over-year summaries, source links and an advisor agenda
Your team controls
A qualified professional verifies calculations and recommendations
Measure success
Preparation time per review
Ask about this workflow
Insurance & renewals31

Insurance intake assistant

Collect the risk details your team needs to start a quote.

See the workflow
Connects to
Your lines of business, approved questions and client documents
What you get
A structured intake, extracted details and missing-information checklist
Your team controls
Licensed staff review coverage-related information and advice
Measure success
Complete submissions on first pass
Ask about this workflow
Insurance & renewals32

ACORD & application prep

Reuse verified client details across supported forms.

See the workflow
Connects to
Verified client records and supported application templates
What you get
Draft ACORD or supplemental forms with fields flagged for review
Your team controls
Licensed staff verify accuracy and approve final applications
Measure success
Form preparation time
Ask about this workflow
Insurance & renewals33

Renewal rescue

Get ahead of renewals before the file becomes urgent.

See the workflow
Connects to
Renewal dates, prior applications and updated client information
What you get
Change-only questions, document reminders and an escalation queue
Your team controls
Licensed staff review coverage and marketing decisions
Measure success
Renewals ready before deadline
Ask about this workflow
Insurance & renewals34

Policy review prep

Put policy details and open questions in one place.

See the workflow
Connects to
Authorized policy documents and the agency’s review checklist
What you get
A sourced policy summary, comparison table and review questions
Your team controls
Licensed professionals assess coverage; AI does not bind or advise
Measure success
Review preparation time
Ask about this workflow
Insurance & renewals35

Carrier submission desk

Assemble a complete packet for the right reviewer.

See the workflow
Connects to
Approved applications, attachments and agency routing rules
What you get
A submission checklist, assembled documents and draft carrier messages
Your team controls
Staff approve recipients and all submissions
Measure success
First-pass packet completeness
Ask about this workflow
Insurance & renewals36

Certificate request desk

Organize certificate requests without losing the details.

See the workflow
Connects to
Certificate request, holder information and agency records
What you get
A structured request, missing details and staff task
Your team controls
Authorized agency staff approve and issue certificates
Measure success
Certificate request turnaround
Ask about this workflow
Finance & cash flow37

Friendly invoice follow-up

Stay on top of receivables without chasing every invoice.

See the workflow
Connects to
Approved invoices, due dates and payment status
What you get
Reminders that stop when paid and a list of disputed or overdue accounts
Your team controls
Finance approves cadence and handles disputes
Measure success
Days overdue and invoices resolved
Ask about this workflow
Finance & cash flow38

Bill & purchase-order matching

Catch mismatches before a bill reaches approval.

See the workflow
Connects to
Invoices, purchase orders and receiving records
What you get
Matched documents, duplicate flags and routed approval requests
Your team controls
Authorized staff approve posting and payment
Measure success
Exceptions found before payment
Ask about this workflow
Finance & cash flow39

Weekly cash-flow brief

See what is due, expected and still uncertain.

See the workflow
Connects to
Approved receivables, payables and cash records
What you get
A cash summary with assumptions, source dates and upcoming obligations
Your team controls
Finance validates inputs and makes funding decisions
Measure success
Reporting time and forecast variance
Ask about this workflow
Finance & cash flow40

Expense report prep

Give finance a cleaner expense queue.

See the workflow
Connects to
Receipts, expense policy and submitted claims
What you get
Extracted items, missing receipts and policy exceptions
Your team controls
Managers approve reimbursements and exception decisions
Measure success
Expense processing time
Ask about this workflow
Finance & cash flow41

Financing application intake

Get the borrower file organized before lender review.

See the workflow
Connects to
Borrower-provided documents and your application checklist
What you get
A completeness report, draft application fields and missing-item requests
Your team controls
Authorized professionals handle recommendations and credit decisions
Measure success
Time to a review-ready application
Ask about this workflow
Finance & cash flow42

Subscription & vendor spend review

Find recurring costs worth reviewing.

See the workflow
Connects to
Authorized bills, contracts and usage exports
What you get
Renewal dates, overlapping services and review candidates
Your team controls
Staff verify value and approve cancellation or negotiation
Measure success
Verified spend reductions
Ask about this workflow
Legal & compliance operations44

Contract review prep

Make contract review easier to navigate.

See the workflow
Connects to
Authorized contracts and your approved review playbook
What you get
Clause comparisons, source-linked deviations and open questions
Your team controls
Counsel reviews the contract and approves legal conclusions
Measure success
Review preparation time
Ask about this workflow
Legal & compliance operations45

Agreement & signature chaser

Keep approved documents moving toward completion.

See the workflow
Connects to
Approved agreements, verified signers and signature platform status
What you get
Signing reminders, missing-signature alerts and completion filing
Your team controls
Staff approve documents and signer authority before sending
Measure success
Time to completed signature
Ask about this workflow
Legal & compliance operations46

Compliance deadline calendar

Make obligations, owners and evidence visible.

See the workflow
Connects to
Obligations and dates approved by your compliance team
What you get
Assigned tasks, reminders, evidence links and overdue escalations
Your team controls
Compliance staff determine obligations and sign off completion
Measure success
On-time task completion
Ask about this workflow
Legal & compliance operations47

Audit evidence organizer

Prepare the evidence without the last-minute folder hunt.

See the workflow
Connects to
Your control checklist and authorized evidence sources
What you get
An indexed evidence room, stale-item flags and gap list
Your team controls
Reviewers validate evidence and decide whether controls are satisfied
Measure success
Time to assemble review packets
Ask about this workflow
Legal & compliance operations48

License & credential tracker

Know which licenses and credentials need attention.

See the workflow
Connects to
Verified licenses, certifications and renewal requirements
What you get
Expiry reminders, missing-document requests and an owner dashboard
Your team controls
Staff verify requirements and submit renewals
Measure success
Expired or missing credentials
Ask about this workflow
Healthcare administration49

Patient intake administration

Organize administrative intake before the visit.

See the workflow
Connects to
Practice-approved forms and secure patient document channels
What you get
Structured demographics, missing administrative fields and staff tasks
Your team controls
No diagnosis or clinical triage; configure appropriate health-data safeguards
Measure success
Administrative intake completeness
Ask about this workflow
Healthcare administration50

Appointment reminders & rescheduling

Reduce the manual work around keeping a full schedule.

See the workflow
Connects to
Supported scheduling system and patient communication preferences
What you get
Approved reminders, confirmations and rescheduling handoffs
Your team controls
Use permitted channels; staff handle urgent or clinical messages
Measure success
Confirmed appointments and no-shows
Ask about this workflow
Healthcare administration51

Referral coordination desk

Keep administrative referral steps from stalling.

See the workflow
Connects to
Authorized referral records and receiving-office requirements
What you get
A document checklist, status updates and follow-up tasks
Your team controls
Clinical teams make care and urgency decisions
Measure success
Time to complete referral paperwork
Ask about this workflow
Healthcare administration52

Pre-visit document checklist

Show staff what is ready and what is missing.

See the workflow
Connects to
Appointment records and practice-defined document requirements
What you get
A per-visit readiness checklist and missing-document reminders
Your team controls
Clinical staff determine medical requirements and review exceptions
Measure success
Visits administratively ready
Ask about this workflow
Healthcare administration53

Insurance verification prep

Prepare benefit-verification work for your staff.

See the workflow
Connects to
Patient authorization, payer details and supported eligibility sources
What you get
Collected eligibility information, unresolved questions and source timestamps
Your team controls
Staff verify benefits; results are not a payment guarantee
Measure success
Verification preparation time
Ask about this workflow
Healthcare administration54

Medical records request desk

Track authorized records requests from intake to completion.

See the workflow
Connects to
Verified requests, authorizations and approved records systems
What you get
A request log, completeness checks and routed release tasks
Your team controls
Authorized staff verify identity, disclosure scope and release
Measure success
Request turnaround and unresolved items
Ask about this workflow
People & company knowledge55

Recruiting coordinator

Remove scheduling and paperwork from the hiring team’s day.

See the workflow
Connects to
Approved job descriptions, applications and interview calendars
What you get
Acknowledgments, interview scheduling and status reminders
Your team controls
People make screening and hiring decisions
Measure success
Scheduling time per candidate
Ask about this workflow
People & company knowledge56

Employee onboarding checklist

Give every new starter a clear first week.

See the workflow
Connects to
Approved role, start date and onboarding requirements
What you get
Assigned setup tasks, document reminders and training schedules
Your team controls
Managers approve access, policies and employment records
Measure success
Onboarding tasks completed on time
Ask about this workflow
People & company knowledge57

Employee policy assistant

Help staff find an approved answer quickly.

See the workflow
Connects to
Current handbooks, SOPs and internal policies
What you get
Source-linked answers with uncertain questions routed to an owner
Your team controls
Restrict access by role and route HR advice to qualified staff
Measure success
Questions resolved from current sources
Ask about this workflow
People & company knowledge58

SOP & checklist builder

Capture how your experienced people actually do the work.

See the workflow
Connects to
Approved recordings, notes and existing process documents
What you get
Draft procedures, role checklists and a revision queue
Your team controls
Process owners validate every procedure before use
Measure success
Processes documented and approved
Ask about this workflow
People & company knowledge59

Role-based training coach

Help employees practice the work they need to do.

See the workflow
Connects to
Approved training material and example tasks
What you get
Guided lessons, practice questions and progress summaries
Your team controls
Managers verify competency and permitted activities
Measure success
Training completion and review results
Ask about this workflow
People & company knowledge60

Employee exit checklist

Coordinate handovers, equipment and access changes.

See the workflow
Connects to
Approved departure date, assigned assets and access inventory
What you get
Owner assignments, handover reminders and completion evidence
Your team controls
Authorized staff approve account removal and final HR actions
Measure success
Unresolved offboarding tasks
Ask about this workflow
Operations & property61

Email-to-order desk

Turn incoming orders into a clean review queue.

See the workflow
Connects to
Purchase orders, catalog and supported order system
What you get
Extracted line items, validation flags and draft order records
Your team controls
Staff approve price exceptions and release orders
Measure success
Order entry time and correction rate
Ask about this workflow
Operations & property62

Supplier quote comparison

Compare bids without rebuilding a spreadsheet each time.

See the workflow
Connects to
Supplier quotes and purchasing requirements
What you get
A comparison of price, lead time, exclusions and missing details
Your team controls
Buyer checks assumptions and approves the supplier
Measure success
Comparison time per purchase
Ask about this workflow
Operations & property63

Inventory reorder alerts

Spot stock gaps before they interrupt the work.

See the workflow
Connects to
Inventory, open orders and approved reorder rules
What you get
Low-stock alerts and draft purchase requests
Your team controls
Purchasing staff approve quantities and commitments
Measure success
Stockouts and urgent purchases
Ask about this workflow
Operations & property64

Maintenance & inspection scheduler

Keep recurring equipment tasks from being forgotten.

See the workflow
Connects to
Asset register and approved maintenance schedule
What you get
Work orders, reminders and overdue escalations
Your team controls
Qualified staff set requirements and complete inspections
Measure success
Scheduled maintenance completed
Ask about this workflow
Operations & property65

Daily operations brief

Give managers one useful view of the day.

See the workflow
Connects to
Approved task, order, service and exception data
What you get
A sourced summary of delays, priorities and owner actions
Your team controls
Managers confirm issues and make operating decisions
Measure success
Time spent gathering status
Ask about this workflow
Operations & property66

Property maintenance request desk

Turn tenant or property requests into assigned work.

See the workflow
Connects to
Requests, property records and approved vendor rules
What you get
Structured tickets, vendor handoffs and progress updates
Your team controls
Staff handle emergencies, authorize work and approve costs
Measure success
Response time and open maintenance tickets
Ask about this workflow
Owners, family business & PE67

Owner’s daily command center

See the numbers and decisions that need your attention.

See the workflow
Connects to
Approved sales, cash, service and task sources
What you get
A daily brief with sources, exceptions and named action owners
Your team controls
Owners verify data and approve business decisions
Measure success
Reporting time and unresolved priorities
Ask about this workflow
Owners, family business & PE68

Profit leak review

Find missed billing and margin exceptions worth checking.

See the workflow
Connects to
Approved job costs, price lists, invoices and change records
What you get
A sourced list of unbilled work, discounts and cost variances
Your team controls
Finance verifies recoverable amounts; no guaranteed savings
Measure success
Verified billing corrections and margin improvements
Ask about this workflow
Owners, family business & PE69

Family-business knowledge capture

Make hard-earned know-how easier to pass on.

See the workflow
Connects to
Authorized interviews, process notes and key account knowledge
What you get
Searchable playbooks, handover guides and knowledge owners
Your team controls
Owners decide access and approve sensitive relationship details
Measure success
Critical processes with approved handovers
Ask about this workflow
Owners, family business & PE70

Acquisition target research

Give the deal team a sourced starting list.

See the workflow
Connects to
Your acquisition criteria and permitted public business sources
What you get
Company profiles, fit explanations and open research questions
Your team controls
Deal team verifies facts and approves any outreach
Measure success
Research time per qualified target
Ask about this workflow
Owners, family business & PE71

Due diligence room organizer

Make authorized deal documents easier to review.

See the workflow
Connects to
Approved diligence request list and data-room documents
What you get
An indexed file room, missing items and source-linked summaries
Your team controls
Legal, finance and investment teams verify findings and decisions
Measure success
Diligence requests resolved
Ask about this workflow
Owners, family business & PE72

Portfolio workflow rollout tracker

Repeat a proven workflow across suitable companies.

See the workflow
Connects to
Pilot results, company systems and rollout criteria
What you get
Readiness checks, deployment tasks and comparable operating metrics
Your team controls
Keep company access separate; leaders approve each rollout
Measure success
Adoption and measured results by company
Ask about this workflow

FROM MENU TO WORKING SYSTEM

Pick the work.
We’ll build the workflow.

01

Choose a first win.

Share your website, the process and the tools you use. We agree on a useful result to measure.

02

Connect and test.

We configure the workflow, approved sources, integrations and human review points, then test it with your team.

03

Launch and improve.

Your team gets a handover, clear ownership and agreed support. Expand when the results justify it.

Tax, insurance, legal, financing and healthcare workflows support qualified professionals. They do not replace professional judgment. Integrations, data safeguards and permitted actions are confirmed during scoping.

Tell us what you want to automate