Automation workflows you can copy

All workflows

• Medium setup effort

  Customer support

  AI-Assisted Support Inbox Triage

  Classify incoming support emails, draft replies from approved help content and escalate anything sensitive to a person.

  1. New email arrives in the support inbox
  2. Collect context
  3. Classify and check for escalation
  4. Draft a reply from approved content
  5. Agent approves, edits or takes over
  6. Send, tag and log
• Low setup effort

  Lead generation

  Lead Capture, Qualification and Follow-Up

  Turn every form submission into a categorized CRM record, an alert to the right person and a prompt, personal follow-up.

  1. New form submission
  2. Classify and summarize
  3. Validate and de-duplicate
  4. Create or update the CRM record
  5. Owner reviews a drafted reply
  6. Schedule a follow-up task
• Medium setup effort

  Ecommerce operations

  Ecommerce Order and Inventory Alerts

  Flag unusual orders, warn about low stock and post a daily operations summary, so problems are caught before customers notice.

  1. New order or inventory change
  2. Apply simple rules first
  3. Read order notes
  4. Team checks flagged orders
  5. Low-stock alert
  6. Daily summary
• Low setup effort

  Marketing

  Content Repurposing and Campaign Launch

  Turn one strong piece of content into tracked posts, emails and clips — drafted in your brand voice and reviewed before anything is scheduled.

  1. Source asset is approved
  2. Extract the key points
  3. Draft channel versions
  4. Build tracked links
  5. Edit and approve
  6. Schedule and record
• Medium setup effort

  Content production

  Content Production Pipeline: Brief to Publish

  Move articles from idea to publication with an AI-assisted brief, outline and draft — and human fact-checking and editing where it counts.

  1. Topic approved in the content calendar
  2. Generate the brief
  3. Editor approves the brief
  4. Outline and first draft
  5. Fact-check and edit
  6. SEO pass and publish
• Low setup effort

  Administrative tasks

  Meeting Follow-Ups and Admin Automation

  Turn meetings into action items, file documents automatically and never forget an invoice reminder.

  1. Meeting ends or document arrives
  2. Summarize and extract actions
  3. Check the action list
  4. Create tasks and send the follow-up
  5. File documents
  6. Scheduled reminders