Workflow Library

AI Workflows for Your Business

Practical, step-by-step automation guides built for SMB owners. Browse by category, filter by industry, or search.

12 workflows found

AI Agents

AI Voice Receptionist

Advanced

24/7 AI phone agent that answers, qualifies, books, and transfers — sounds human, never sleeps.

AgenticVoice Agent

A practice taking 30 calls/day at $0.10/min averages $90/month vs. $3,500/month…

Dental, Med Spa, Home Services, Law Firms
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AI Agents

AI SDR Agent (Multi-Channel)

Advanced

Outbound SDR agent that researches, personalizes, and follows up across email, LinkedIn, and SMS — and classifies replies.

AgenticMulti-Agent

A typical agency setup: 3 inboxes × 30 sends/day × 22 days = ~2,000…

Recruiters
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AI Agents

RAG Customer Support Agent

Advanced

A retrieval-grounded support agent that answers tier-1 tickets from your docs and ticket history — escalates the rest with full context.

AgenticRAG

Typical SMB support team handling 500 tickets/week sees 40-60% deflection on…

Law Firms, Dental
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AI Agents

AI Outbound Voice SDR

Advanced

Outbound voice agent for reactivation calls, appointment confirmations, and lead qualification at scale.

AgenticVoice Agent

A 500-lead reactivation campaign at $0.12/min × 2.5 min avg = $150 in call…

Med Spa, Dental, Home Services
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AI Agents

Lead Enrichment & Personalization Agent

Advanced

Inbound leads land enriched with firmographics, website intel, and a personalized first-touch — before a human sees them.

Agentic

Reps using enriched + drafted responses ship 3-5x more first-touches per hour…

Recruiters
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AI Agents

AI Meeting Prep Agent

Advanced

Before every external meeting, an agent assembles CRM history, recent emails, LinkedIn, and news into a 30-second briefing.

AgenticMulti-Agent

Saves 30-60 minutes/day per rep. For a 5-person sales team, that's 12.5-25…

Recruiters, Law Firms
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AI Agents

AI Review Response Agent

Advanced

Monitors Google, Yelp, and Facebook reviews; drafts brand-voice responses grounded in past replies; queues for one-click human approval.

AgenticRAG

Practices that respond to >90% of reviews within 24 hours rank materially…

Home Services, Dental, Med Spa
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AI Agents

AI Client Onboarding Agent

Advanced

New clients get a guided multi-step onboarding: welcome → intake → docs generated → CRM provisioned → kickoff scheduled — with a single human touchpoint.

AgenticMulti-Agent

Cuts time-to-value from 7-10 days to 2-3 days. For a $5K/month retainer, two…

Law Firms
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AI Agents

Invoice & AR Chase Agent

Advanced

Monitors unpaid invoices, sends personalized nudges with payment links, escalates intelligently, flags disputes for human attention.

AgenticAutonomous

Agencies running this typically reduce DSO (days sales outstanding) by 15-25…

Home Services, Law Firms
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AI Agents

Competitor Monitoring Agent

Advanced

Weekly autonomous scrape of competitor sites, ads, pricing, reviews, and social — diffed against last week, summarized in Slack.

AgenticAutonomous

Catching a competitor pricing change a week early is worth real money. For a…

Home Services, Med Spa
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AI Agents

AI Bookkeeping Categorization Agent

Advanced

Auto-categorizes daily transactions, flags anomalies, and drafts a monthly P&L narrative — your bookkeeper reviews, doesn't reclassify.

Agentic

A bookkeeper handling 5 clients can take on 8-10 with this stack — same hours,…

Law Firms
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AI Agents

Natural-Language Data Analyst Agent

Advanced

Operators ask questions in plain English; the agent writes SQL, queries the warehouse / Sheets, and returns charts + 1-line summaries.

Agentic

A founder pulling 5-10 data questions a week (each previously a 30-min Slack…

Home Services, Med Spa
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