AI Workflows for Your Business
Practical, step-by-step automation guides built for SMB owners. Browse by category, filter by industry, or search.
3 workflows found
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…
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 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…
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