Example workflows

What an AI workflow actually looks like

These are illustrative blueprints of the kind of automations we build - the trigger, the AI reasoning, and every system that updates on its own. The figures are representative examples, not client metrics; your audit pins down the real numbers for your tools and your team.

Illustrative example - figures are representative, not client-specific. Your real numbers come from your workflow audit.

Sales & operationsIllustrative

Inbox to invoice, automated

An AI agent triages every inbound lead end to end - reading the email, deciding what to do, and updating four systems before a human opens their laptop.

Trigger
New lead lands
An email or form submission hits the shared inbox.

Orchestrate
Workflow fires
Zapier, Make or n8n catches the event and routes it.

AI reasoning
Reads & decides
Classifies intent, scores the lead, drafts the reply.

Act - 4 systems update
Systems sync
HubSpot deal created, rep pinged in Slack, row logged to Sheets, and a draft invoice raised in QuickBooks.

11s

avg lead-to-CRM

94%

leads auto-qualified, no human

3.5h

saved per rep, daily

systems synced per lead

Customer supportIllustrative

Support tickets, auto-resolved

An agent reads every inbound ticket, answers the routine majority, and escalates the rest with full context - so the team only touches what actually needs a human.

Trigger
Ticket arrives
A message lands in Slack or the support inbox.

AI reasoning
Reads & answers
Resolves routine questions instantly; escalates the rest with full context.

Act
Logs & updates
Reply sent, conversation logged to Notion, ticket updated in HubSpot.

-72%

first-response time

88%

tickets auto-resolved

3.2×

team capacity

264h

saved per 8 weeks

Audit snapshotIllustrative

Where the week goes

The same five recurring jobs, before and after we automated them - manual hours against what's left once the workflow runs.

Manual
Automated

31hreclaimed / week

Lead intake

9.0h

0.7h

-8.3h

Invoicing

7.0h

0.5h

-6.5h

Reporting

6.0h

0.4h

-5.6h

Support triage

8.0h

1.2h

-6.8h

Scheduling

4.0h

0.3h

-3.7h

34h manual → 3.1h automated, every week

Lead qualificationIllustrative

Anatomy of a qualifying agent

One workflow reads every new lead, enriches it, scores intent, and routes it down the right path - hot, warm or cold - without anyone lifting a finger.