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Start with speed-to-lead and missed-call capture, then add qualification and booking.
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Workflow LibraryThirty AI automation workflows, mapped stage by stage
Each workflow is a complete slice of the journey — with the trigger, the AI agent, the data it touches, the messages it sends and the metrics we watch. Browse by category, then compose them into a system.
30 workflows
6 categories
One shared data layer
Browse by category
Pick the part of the journey that is leaking
Every workflow page follows the same nine-stage structure — problem, trigger, AI agent, decision, CRM, message, appointment, follow-up, reporting — so you can compare them honestly.
Lead Capture
Every form, call, DM and comment answered before it goes cold.
Speed-to-Lead SMS
First reply in under a minute, on any channel.
Facebook Lead to Booking
From instant-form fill to a confirmed slot.
Instagram DM to Booking
DMs qualified and booked before they cool.
Missed Call Text Back
A missed call becomes a text conversation.
AI Sales Qualification
The same questions, every time, with scoring.
Website Chat to CRM
Chats become attributed CRM records.
Instagram DM Automation
Every DM answered, triaged and routed.
Instagram Comments to DM
Public buying signals turned private.
Follow-Up
Consistent, polite sequences that stop the moment a lead replies.
Lead Follow-Up
A persistent cadence that stops on reply.
Facebook Lead Follow-Up
The cadence built for forgetful form leads.
No-Show Follow-Up
Rebooking without the awkward call.
Quote Follow-Up
Every quote chased with something useful.
Estimate Follow-Up
Post-visit estimates carried to a decision.
Email Nurture
Useful email for leads who are not ready yet.
SMS Nurture
Short, consent-first nurture by text.
Sales Call Follow-Up
Recap and next step within hours of the call.
Appointment
Booking, confirming, reminding and recovering every scheduled slot.
Reactivation
Old leads, past customers and quiet clients brought back with a reason to return.
Ads & CRM
Clean, attributed, deduplicated records from every paid channel.
Internal Ops
The behind-the-scenes work that keeps delivery consistent.
How workflows compose
Ten stages, one connected system
Individual workflows solve individual problems. Composed together they cover the whole journey — and they share the same data, so a lead captured in one is understood by all the others.
1
Traffic
2
Capture
3
AI Response
4
Qualification
5
CRM
6
Follow-Up
7
Appointment
8
Sales
9
Reactivation
10
Analytics
Why composition matters
An AI response workflow is only as good as the capture that feeds it. A booking workflow is only as good as the reminders that protect it. A reactivation workflow is only possible if the CRM recorded who enquired and when.
- Capture tags every lead with its source, so everything downstream can attribute.
- Response and qualification decide urgency and fit before a human spends time.
- CRM holds one clean record that every workflow reads and writes.
- Follow-up and appointment carry the lead to a booked, attended slot.
- Reactivation and analytics close the loop, so nothing is ever truly dead.
Example stack — a home services business
- 1 Missed Call Text Back and Speed-to-Lead SMS capture every enquiry.
- 2 AI Sales Qualification scores urgency and fit.
- 3 Facebook / Google Ads to CRM keeps source and attribution intact.
- 4 Appointment Reminders protect the booked visit.
- 5 Review Request Automation turns a good job into a review.
Illustrative example
The stack above is a hypothetical composition. Every build is scoped to the specific leaks in your business during the audit — we do not install workflows you do not need.
How to choose
Start with the leak that costs the most
You do not need thirty workflows. Most businesses start with two or three, prove them, then expand.
Bookings not showing up?
Start with appointment reminders and the reminder sequence, then add no-show follow-up.
Database sitting idle?
Start with lead or customer reactivation, then a review request flow once work completes.
Templates
Start from a working template
Every workflow ships with a template you can adapt — the prompts, fields and routing logic behind one job, ready for your tools.
Client Onboarding
Contract signed, documents requested, project created — the first week of client work runs itself.
Review Responses
A new review is read, scored and answered in your voice, with one-tap approval before it goes live.
Listing Description Generator
Property details in, market-ready copy out — formatted for the major portals and social.
Invoice Processing
Every invoice extracted, matched to the PO and routed to the right approver, with no manual entry.
Social Media Pipeline
One piece of content becomes a week of LinkedIn, Instagram, X and Facebook posts.
Employee FAQ Chatbot
PTO, benefits, expense policies and system access answered instantly from your own documents.
Lead Qualification
A form fill is scored against your criteria, assigned to the right rep and contacted automatically.
Meeting Notes Pipeline
Meeting summary, action items with owners, and tasks pushed to Notion or Asana before the next call.
FAQ
Workflow library questions
Are these workflows products I buy off the shelf?
No. Each one is a reference for how a workflow is designed and what it involves. What you actually get is configured around your tools, your calendar, your CRM and your approved knowledge base — no two builds are identical.
Can I start with just one workflow?
Yes, and that is usually the right approach. We identify the highest-value leak first, build one workflow well, then expand once it is proven. Compose them in the order that earns its place.
Do I need a CRM to use these?
Most workflows are far more effective with a CRM, because records, sources and next actions need somewhere to live. If you do not have one, we will recommend the lightest option that works rather than selling you an enterprise stack.
How do these connect to the nine-step journey?
Each workflow owns part of the journey from traffic to analytics. The hub page shows how they compose: capture, respond, qualify, record, follow up, book, sell, reactivate and report — sharing one data layer throughout.
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