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Workflow library

50 workflows. One agent.

Every automation below runs through the same AI agent — not a separate bot per task. See the manual process, the agent-powered alternative, and the hours recovered per week.

50

automations available

184 hrs

weekly hours recoverable*

7

departments covered

*Sum of all 50 workflows. Most teams run 3–10 workflows initially.

Marketing

Content velocity without the content debt.

10 workflows · 35 hrs/wk recoverable

Explore Marketing workflows

Social media content creation

4.5 hrs/wk

Manual

Writing copy and designing assets in Canva by hand.

With agent

Agent drafts copy and uses the Canva MCP to generate on-brand visual assets.

Newsletter curation

3.5 hrs/wk

Manual

Searching the web for news, writing summaries, formatting in Mailchimp.

With agent

Agent scrapes the URLs you drop in, summarizes in your voice, drafts the HTML.

Blog post drafting

5.0 hrs/wk

Manual

Researching, outlining, writing 1,500 words, and editing.

With agent

Agent researches, outlines, drafts an SEO-optimized post, formats in Notion.

SEO keyword research

2.5 hrs/wk

Manual

Ahrefs/Semrush exports, grouping keywords by hand.

With agent

Agent clusters keywords, maps to intent, builds a content calendar.

Ad copy variations

1.8 hrs/wk

Manual

Writing 20 headline + body variants for A/B testing.

With agent

Agent generates 50 variants from brand guidelines and past performance.

Competitor analysis

2.8 hrs/wk

Manual

Manually checking competitor sites and feeds for updates.

With agent

Agent scrapes competitors weekly and writes a delta report.

Podcast show notes

3.5 hrs/wk

Manual

Listening to audio, timestamping, writing summaries.

With agent

Agent transcribes, extracts timestamps, writes notes and social clips.

Case study generation

4.0 hrs/wk

Manual

Interviewing the client, transcribing, writing the narrative.

With agent

Agent drafts a full case study from the interview transcript and template.

Campaign performance report

2.8 hrs/wk

Manual

Pulling GA4, Meta, and CRM data into a spreadsheet.

With agent

Agent queries the APIs, formats the data, writes an exec summary.

Influencer outreach

4.5 hrs/wk

Manual

Finding influencers, finding emails, writing pitches.

With agent

Agent identifies targets, enriches contacts, drafts personalized outreach.

Sales

More pipeline touched, less busywork per rep.

10 workflows · 37 hrs/wk recoverable

Explore Sales workflows

Lead enrichment

5.5 hrs/wk

Manual

Googling prospects, finding LinkedIn, updating the CRM.

With agent

Agent takes an email list, scrapes the web, populates CRM fields.

Cold email personalization

7.0 hrs/wk

Manual

Reading a prospect's posts, writing custom intro lines.

With agent

Agent analyzes the prospect's activity and writes hyper-personalized icebreakers.

Proposal drafting

3.5 hrs/wk

Manual

Copying old templates, finding pricing, rewriting scope.

With agent

Agent populates a proposal from meeting notes with the right pricing tier.

CRM data entry

5.0 hrs/wk

Manual

Logging calls, emails, and notes into Salesforce/HubSpot.

With agent

Agent syncs email/calendar to auto-log activity and update deal stages.

Call summarization

3.5 hrs/wk

Manual

Taking notes on calls, writing follow-up emails after.

With agent

Agent transcribes, extracts action items, drafts the follow-up.

Prospect research briefs

4.5 hrs/wk

Manual

30 minutes before each call reading up on the company.

With agent

Agent compiles a one-page dossier on news, financials, and key people.

Quote generation

1.8 hrs/wk

Manual

Calculating discounts, checking inventory, drafting a PDF.

With agent

Agent pulls pricing and inventory, applies rules, generates the quote.

Objection handling prep

1.8 hrs/wk

Manual

Brainstorming responses to competitor mentions.

With agent

Agent generates battle cards for the specific competitor in play.

Pipeline hygiene

2.8 hrs/wk

Manual

Hunting for stale deals, sending ping emails.

With agent

Agent flags deals idle 14+ days and drafts re-engagement emails.

Territory mapping

1.9 hrs/wk

Manual

Sorting zip codes, assigning leads by hand.

With agent

Agent routes leads by your territory and industry rules.

Operations

The recurring ops work that quietly eats your week.

10 workflows · 31 hrs/wk recoverable

Explore Operations workflows

Meeting minutes

3.5 hrs/wk

Manual

A note-taker writes and distributes minutes.

With agent

Agent summarizes the discussion and assigns tasks in Notion.

Vendor price comparison

2.5 hrs/wk

Manual

Emailing vendors, collecting PDFs, entering into a sheet.

With agent

Agent extracts pricing from vendor PDFs into a comparison matrix.

Weekly status updates

2.8 hrs/wk

Manual

Chasing the team for updates, formatting one report.

With agent

Agent pings the team in Slack, aggregates replies, drafts the report.

SOP drafting

4.0 hrs/wk

Manual

Writing step-by-step processes for internal tools.

With agent

Agent turns a screen recording/transcript into a formatted SOP.

Travel itinerary planning

1.8 hrs/wk

Manual

Searching flights, hotels, formatting a schedule.

With agent

Agent finds policy-compliant options and drafts the full itinerary.

Data format conversion

5.5 hrs/wk

Manual

Copy-pasting data from PDFs into Excel.

With agent

Agent uses OCR and parsing to map PDF data into clean CSV/Sheets.

Inventory tracking

3.5 hrs/wk

Manual

Counting or reconciling stock lists by hand.

With agent

Agent reconciles sales vs. inventory and flags discrepancies.

Logistics routing

2.5 hrs/wk

Manual

Mapping delivery or visit schedules manually.

With agent

Agent calculates optimal routes and drafts the schedule.

Software audit

1.8 hrs/wk

Manual

Checking user lists against active employees.

With agent

Agent cross-references HR vs. software seats to find inactive paid seats.

Event planning

3.5 hrs/wk

Manual

Sourcing venues, tracking RSVPs, managing catering.

With agent

Agent tracks RSVPs, updates the guest list, drafts catering orders.

Support

Faster first response, every ticket triaged.

7 workflows · 30 hrs/wk recoverable

Explore Support workflows

FAQ generation

4.5 hrs/wk

Manual

Reading past tickets to find common questions.

With agent

Agent clusters 1,000 tickets by topic and drafts FAQ answers.

Ticket triage

6.9 hrs/wk

Manual

Reading incoming tickets and routing to the right team.

With agent

Agent classifies ticket text and auto-routes to billing, tech, or sales.

Response drafting

8.0 hrs/wk

Manual

Typing answers to repetitive customer queries.

With agent

Agent drafts a knowledge-base-sourced response for human approval.

Sentiment analysis

2.8 hrs/wk

Manual

Reading reviews to gauge customer mood.

With agent

Agent scores feedback and flags the most negative for urgent review.

Refund processing

3.5 hrs/wk

Manual

Checking policy, issuing the refund, emailing the customer.

With agent

Agent verifies eligibility, drafts approval and the customer email.

Knowledge base updates

2.5 hrs/wk

Manual

Writing new articles when the software changes.

With agent

Agent turns release notes into draft help-center updates.

SLA monitoring

2.0 hrs/wk

Manual

Checking response times and nudging reps.

With agent

Agent monitors queues and auto-escalates tickets nearing SLA breach.

HR & Recruiting

Screen, schedule, and onboard without the grind.

7 workflows · 23 hrs/wk recoverable

Explore HR & Recruiting workflows

Job description drafting

1.8 hrs/wk

Manual

Reworking old JDs and reformatting.

With agent

Agent drafts a modern, inclusive JD optimized for job boards.

Resume screening

7.5 hrs/wk

Manual

Reading hundreds of resumes to find the top 10.

With agent

Agent scores resumes against the JD and surfaces the top 10 with rationale.

Interview question generation

1.8 hrs/wk

Manual

Googling questions based on the role.

With agent

Agent generates role-specific behavioral questions and a rubric.

Onboarding schedule

2.8 hrs/wk

Manual

Setting up meetings, sending welcome emails.

With agent

Agent coordinates calendars, drafts the schedule, sends the welcome packet.

Employee handbook update

4.0 hrs/wk

Manual

Reviewing old policies, rewriting for new laws.

With agent

Agent flags outdated policies and drafts suggested updates.

Rejection emails

1.8 hrs/wk

Manual

Sending personalized feedback to interviewed candidates.

With agent

Agent drafts polite, personalized rejections from interview notes.

Survey summarization

3.5 hrs/wk

Manual

Reading text responses from pulse surveys.

With agent

Agent categorizes themes and sentiment into an exec summary.

Finance

Categorize, reconcile, and report — automatically.

4 workflows · 18 hrs/wk recoverable

Explore Finance workflows

Expense categorization

4.5 hrs/wk

Manual

Reviewing receipts and assigning accounting codes.

With agent

Agent reads receipt OCR, matches policy, assigns the GL code.

Invoice anomaly detection

5.5 hrs/wk

Manual

Checking vendor invoices against approved POs.

With agent

Agent cross-references invoice lines with POs and flags mismatches.

Financial summary reporting

3.5 hrs/wk

Manual

Pulling P&L data into management slides.

With agent

Agent extracts metrics from your accounting software and drafts the narrative.

Compliance checklists

4.5 hrs/wk

Manual

Verifying onboarding documents for new clients.

With agent

Agent reviews uploaded docs and checks off compliance requirements.

Ready to run your first workflow?

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