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 Voice Receptionist
Advanced24/7 AI phone agent that answers, qualifies, books, and transfers — sounds human, never sleeps.
A practice taking 30 calls/day at $0.10/min averages $90/month vs. $3,500/month…
AI SDR Agent (Multi-Channel)
AdvancedOutbound SDR agent that researches, personalizes, and follows up across email, LinkedIn, and SMS — and classifies replies.
A typical agency setup: 3 inboxes × 30 sends/day × 22 days = ~2,000…
RAG Customer Support Agent
AdvancedA retrieval-grounded support agent that answers tier-1 tickets from your docs and ticket history — escalates the rest with full context.
Typical SMB support team handling 500 tickets/week sees 40-60% deflection on…
AI Outbound Voice SDR
AdvancedOutbound voice agent for reactivation calls, appointment confirmations, and lead qualification at scale.
A 500-lead reactivation campaign at $0.12/min × 2.5 min avg = $150 in call…
Lead Enrichment & Personalization Agent
AdvancedInbound leads land enriched with firmographics, website intel, and a personalized first-touch — before a human sees them.
Reps using enriched + drafted responses ship 3-5x more first-touches per hour…
AI Meeting Prep Agent
AdvancedBefore every external meeting, an agent assembles CRM history, recent emails, LinkedIn, and news into a 30-second briefing.
Saves 30-60 minutes/day per rep. For a 5-person sales team, that's 12.5-25…
AI Review Response Agent
AdvancedMonitors Google, Yelp, and Facebook reviews; drafts brand-voice responses grounded in past replies; queues for one-click human approval.
Practices that respond to >90% of reviews within 24 hours rank materially…
AI Client Onboarding Agent
AdvancedNew clients get a guided multi-step onboarding: welcome → intake → docs generated → CRM provisioned → kickoff scheduled — with a single human touchpoint.
Cuts time-to-value from 7-10 days to 2-3 days. For a $5K/month retainer, two…
Invoice & AR Chase Agent
AdvancedMonitors unpaid invoices, sends personalized nudges with payment links, escalates intelligently, flags disputes for human attention.
Agencies running this typically reduce DSO (days sales outstanding) by 15-25…
Competitor Monitoring Agent
AdvancedWeekly autonomous scrape of competitor sites, ads, pricing, reviews, and social — diffed against last week, summarized in Slack.
Catching a competitor pricing change a week early is worth real money. For a…
AI Bookkeeping Categorization Agent
AdvancedAuto-categorizes daily transactions, flags anomalies, and drafts a monthly P&L narrative — your bookkeeper reviews, doesn't reclassify.
A bookkeeper handling 5 clients can take on 8-10 with this stack — same hours,…
Natural-Language Data Analyst Agent
AdvancedOperators ask questions in plain English; the agent writes SQL, queries the warehouse / Sheets, and returns charts + 1-line summaries.
A founder pulling 5-10 data questions a week (each previously a 30-min Slack…
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