Sales
Lead-to-CRM enrichment and routing
Enrich lead, score, route to owner, create task. Human approval for high-value leads.
- Trigger
- New lead (form, ad, inbound)
- Human-in-the-loop
- Yes
- Systems
- HubSpot, Salesforce, Slack
Automation examples
Real patterns we build: trigger → logic → actions. Each includes systems involved, human-in-the-loop where used, and what we monitor and alert on.
Automation examples library (workflow diagrams + business value) →
Customer ops
Support ticket triage and draft responses
Classify, summarise, suggest response. Agent drafts; human sends. SLA alerts.
- Trigger
- New ticket
- Human-in-the-loop
- Yes
- Systems
- Zendesk, internal KB, Slack
Finance
Invoice intake and approval routing
Extract data, validate, route for approval, post to ERP. Exception queue for mismatches.
- Trigger
- Email or upload
- Human-in-the-loop
- Yes
- Systems
- Email, Xero, approval workflow
Sales / Ops
RFP / DDQ response drafting
Retrieve from answer library, draft with citations, route to SME review, format and submit.
- Trigger
- New RFP or questionnaire
- Human-in-the-loop
- Yes
- Systems
- Confluence, CRM, email
Ops
Internal knowledge assistant + actions
Unified search, Q&A with citations. Turn answers into tasks: create Jira, draft doc, notify.
- Trigger
- Query (Slack, chat, form)
- Human-in-the-loop
- Yes
- Systems
- Drive, Confluence, Jira, Slack