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Example workflows

What agents can do in your business, team by team.

These are examples of the workflows we build. Each follows the same pattern: something triggers it, an agent does the legwork, a person approves anything that matters, and the result is logged. Yours will be shaped around your tools and your rules.

Trigger: what starts it Agent: work the AI does You: where a person decides Result: what you end up with

01 · Sales

Reply faster, quote sooner, follow up every time.

Most lost sales are slow replies and forgotten follow-ups. These workflows take both off your plate.

Enquiry to quote

A new enquiry gets a considered reply and a quote the same day, without you starting from a blank page.

  1. TriggerA new enquiry arrives by email, web form or voicemail
  2. AgentReads it, checks it against your services and price rules, and asks for any missing detail
  3. AgentDrafts the reply and the quote in your wording
  4. You approveOne look, edit if needed, send
  5. ResultQuote sent and logged, with a follow-up scheduled
Human check
Nothing goes to a customer until you approve it.
Runs on
Your inbox, your price list, and your CRM or spreadsheet.

Follow-up on open quotes

No quote goes cold because someone forgot to chase it.

  1. TriggerA quote has had no reply after the number of days you set
  2. AgentDrafts a short, polite nudge that refers to the actual job
  3. AgentSends it on schedule, and stops the moment the customer replies
  4. YouAny reply with a question or a negotiation comes to you
  5. ResultEvery open quote is chased, and you only see the ones that need you
Human check
You set the wording, the timing and how many nudges are allowed.
Runs on
Your inbox and your CRM or quoting tool.

Call notes to proposal

A sales call or site visit becomes a proposal the same day.

  1. TriggerYou finish a call or site visit and record a voice note
  2. AgentTurns it into a summary, the actions, and what was promised
  3. AgentDrafts the proposal from your template
  4. You approveCheck the scope and the price, then send
  5. ResultProposal out the same day, and the record updated
Human check
You check scope and price on every proposal before it goes out.
Runs on
Your phone, your proposal template and your CRM.

02 · Marketing

Marketing that happens without a marketing day.

The raw material is already in your business: finished jobs, happy customers and your own numbers.

Marketing from finished jobs

The work you already do becomes regular posts and updates, instead of marketing being the job that never gets done.

  1. TriggerA job is marked complete, with a few photos or notes
  2. AgentDrafts a social post, a website update and a newsletter item in your voice
  3. You approvePick what you like, edit, approve
  4. AgentSchedules it across the channels you use
  5. ResultSteady marketing made from work you already did
Human check
Nothing is published without your approval. You decide which jobs and photos can be used.
Runs on
Your job notes and photos, your social accounts and your email list.

Reviews asked for and answered

Happy customers get asked for a review, and every review gets a reply.

  1. TriggerA job is paid and closed
  2. AgentSends a review request at the time you choose
  3. AgentDrafts a reply to each new review
  4. You approveReplies to unhappy reviews always come to you first
  5. ResultMore reviews, and none left unanswered
Human check
You approve the request wording once, and every reply to a complaint.
Runs on
Your job system and your review profiles.

Monthly marketing report

One page that tells you where the enquiries came from.

  1. TriggerThe first Monday of the month
  2. AgentPulls the numbers from your website, ads and social accounts
  3. AgentWrites a one-page summary in plain English, including what did not work
  4. YouRead it in five minutes and decide what to change
  5. ResultThe same report every month, without anyone assembling it
Human check
The report shows its sources, so you can check any number.
Runs on
Your website analytics, ad accounts and social accounts.

03 · Recruitment

Hire with less admin, and reply to everyone.

The agent does the reading, the booking and the chasing. A person makes every hiring decision.

Applications to shortlist

Every application is read against the same criteria, and every applicant hears back.

  1. TriggerAn application arrives for an open role
  2. AgentReads it against the must-haves you set and notes what is missing
  3. AgentBuilds a shortlist with its reasons written out
  4. You decideWho to interview. The agent never rejects anyone on its own
  5. ResultInterviews booked, and every applicant gets a reply
Human check
A person makes every hiring decision. The agent shows its reasoning so you can check it.
Runs on
Your careers inbox or job board, your calendar and your role criteria.

Job ad to live listing

A few lines about the role become an ad and a set of screening questions.

  1. TriggerYou describe the role in a few lines or a voice note
  2. AgentDrafts the ad, the must-haves and the screening questions
  3. You approveEdit and approve the ad and the criteria
  4. AgentFormats the listing for each job board you use
  5. ResultThe role is ready to post the same day
Human check
You approve the ad and the criteria that applications will be read against.
Runs on
Your documents and the job boards you already use.

Onboarding a new starter

Day one is ready before they arrive.

  1. TriggerAn offer is accepted
  2. AgentSends the paperwork and chases what is missing
  3. AgentBuilds the first-week plan and books the introductions
  4. YouReview the plan and add the personal touches
  5. ResultPaperwork complete and the first week planned
Human check
You review the plan. The agent handles the chasing.
Runs on
Your email, your calendar and your HR documents.

04 · Finance

Get paid sooner and keep the books current.

The agent prepares and chases. A person approves anything that moves money.

Invoice chasing

Overdue invoices get chased on time, in your tone, without you writing the awkward email.

  1. TriggerAn invoice passes its due date
  2. AgentDrafts a reminder in your tone, firmer at each stage you set
  3. AgentSends on schedule and records every contact
  4. YouDisputes, hardship and anything unusual come straight to you
  5. ResultPaid sooner, with a full record of who was chased and when
Human check
You set the stages and the wording. The agent never threatens, negotiates or agrees payment terms.
Runs on
Your accounting software and your inbox.

Bills and receipts

Supplier bills get into the books without being typed twice.

  1. TriggerA supplier bill or receipt arrives by email or photo
  2. AgentReads it and matches it to the supplier and the job
  3. AgentEnters it as a draft in your accounting software
  4. You approveYou or your bookkeeper approve before anything is paid
  5. ResultBooks up to date, with nothing entered twice
Human check
The agent prepares and a person approves. It never pays a bill.
Runs on
Your inbox and your accounting software.

Weekly numbers

The same one-page report every Monday, before you start.

  1. TriggerMonday morning, on schedule
  2. AgentPulls cash in, money owed, bills due and quotes outstanding
  3. AgentWrites a one-page summary and flags anything unusual
  4. YouRead it with your coffee
  5. ResultYou start the week knowing where the business stands
Human check
The report shows where each number came from.
Runs on
Your accounting software, your bank feed and your quoting tool.

Don't see your workflow?

These twelve are the common ones. Operations, customer service, compliance paperwork and the phone follow the same pattern. If a job repeats and has rules, an agent can usually take the legwork.

See how we find the right ones for you →

A free 45-minute work audit

Find the workflows worth building in your business.

Bring your calendar. We'll identify where your hours are going, what AI can reliably take on, and the best place to start. You leave with a clear next step whether we work together or not.

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