Example workflows
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Examples
See how the work moves on its own
Example workflows like the ones we build. Each one is designed around your tools and signed off by your team.
workflow / new-business
Example- New enquiry Website form, HubSpot (Trigger)
- Look up company Website, LinkedIn (Automatic)
- Draft a reply AI, in your voice (Automatic)
- Approve in Slack Your team (You approve)
- Send and log Gmail, HubSpot (Result)
- Follow up, day 3 If no reply (Result)
Every enquiry gets a researched, personal reply the same day, and nobody has to remember to chase.
- Reply drafted in your voice, with what the company does already looked up
- Your team approves it in Slack with one click
- If they go quiet, the next follow-up is drafted for approval after 3 days
workflow / onboarding
Example- Deal marked won HubSpot, Pipedrive (Trigger)
- Create the project Asana, ClickUp (Automatic)
- Create folders Google Drive (Automatic)
- Draft welcome AI, from the brief (Automatic)
- Approve Account lead (You approve)
- Send welcome Gmail, Calendly link (Result)
- Draft first invoice Xero (Result)
The moment a deal is won, the project, folders, welcome email and first invoice are ready.
- Project and folders created from your template
- Welcome email with the kickoff booking link, approved before it goes
- First invoice drafted in Xero for finance to check
workflow / reporting
Example- Mondays, 6 am Schedule (Trigger)
- Pull ad results Meta, Google Ads (Automatic)
- Pull sales Shopify, Xero (Automatic)
- Build the report Sheets, AI summary (Automatic)
- Review Account manager (You approve)
- Send to the client Gmail, dashboard (Result)
Monday reports build themselves from every platform, with a written summary your team just checks.
- Ad, analytics and sales numbers pulled from each platform
- Calculated into one report per client, with a plain-English summary
- Account manager reviews before anything reaches the client
workflow / calls
Example- Call ends Google Meet, Zoom (Trigger)
- Summarise the call Transcript, AI (Automatic)
- Draft recap email AI, in your voice (Automatic)
- Approve Call owner (You approve)
- Send recap Gmail (Result)
- Add action items Asana, ClickUp (Automatic)
- Update CRM notes HubSpot (Result)
Client calls turn into a recap email, tasks in your project tool and updated CRM notes.
- Only runs on calls where everyone has agreed to recording
- Action items land in your project tool with owners
- Recap email drafted for approval, CRM notes updated
- Trigger
- Automatic step
- Your team approves
Want one of these for your agency? We'll build it around your tools.