Use Cases
Workflows we've already rebuilt.
Every case study below is a real automation we've deployed — documented end-to-end including the problem, the architecture, and the measurable outcome.
Automated Lead Qualification & Routing
AI-Powered Call Intelligence & Follow-Up
After every call, an agent transcribes the recording, generates a structured summary and a personalized follow-up email, and saves both to Close CRM — cutting post-call admin from 20 minutes to under 5.
Positive Reply Intelligence & Client Notification
High-intent cold email replies are surfaced in an internal dashboard for human review, then AI-formatted and delivered to clients — with contact data exposure controlled by pricing tier.
Invoice Processing & Approval Chain
Invoices arriving via email are parsed by an extraction agent, cross-referenced against purchase orders in Google Sheets, and routed through a multi-step Slack approval chain automatically.
New Customer Onboarding Agent
The moment a deal closes, an agent fires: Notion workspace created, kickoff call booked via Calendly, personalized welcome email sent — all within 3 minutes of contract signature.
Content Research & Publishing Pipeline
Brief documents in Notion trigger a research agent that drafts long-form content using real-time web data. Drafts route for Slack review, then publish on approval — no manual scheduling.
Pipeline Hygiene & Forecasting Agent
Every Sunday night an agent scans for deals stale 7+ days, auto-creates follow-up tasks, flags at-risk opportunities, and writes a pipeline health report into Airtable.
Candidate Screening & Interview Scheduler
Applications are parsed, scored against a role rubric, and shortlisted candidates receive personalized outreach. Replies trigger automatic calendar booking via Calendly.