65+ Workflows

AI Workflow Catalog

Every workflow in this catalog is designed to side-load — it plugs into your existing CRM, accounting software, email, and communication tools. No migrations. No new platforms to learn.

Lead Capture & Qualification Bot

Simple

Website chatbot that qualifies visitors, routes leads to sales, books appointments

Build

$1,500–$3,000

Monthly

$300–$600

Multi-Channel Lead Triage

Standard

Centralizes leads from forms, email, and chat; scores and assigns owners automatically

Build

$3,000–$7,000

Monthly

$500–$1,000

Outbound Prospecting Agent

Standard

Personalized email sequences, manages follow-ups, frees reps for live conversations

Build

$3,000–$7,000

Monthly

$500–$1,000

Account Research Briefing Agent

Standard

Pre-call intelligence briefs from CRM, news, and web signals

Build

$3,000–$7,000

Monthly

$500–$1,000

Proposal & Quote Drafter

Standard

First-draft proposals from CRM data + templates; cuts proposal time 50%+

Build

$3,000–$7,000

Monthly

$500–$1,000

Sales Call Summarizer

Standard

Transcribes, extracts action items, updates CRM; saves 1–2 hrs/day per rep

Build

$3,000–$7,000

Monthly

$500–$1,000

CRM Hygiene & Auto-Logger

Standard

Logs emails, meetings, fields automatically; reduces manual entry 60–80%

Build

$3,000–$7,000

Monthly

$500–$1,000

Lead Scoring & Routing

Standard

Behavioral + firmographic scoring; surfaces highest-intent leads first

Build

$3,000–$7,000

Monthly

$500–$1,000

Content Repurposing Agent

Simple

Blog → social posts, emails, clips; cuts content production time 70%

Build

$1,500–$3,000

Monthly

$300–$600

Review & Reputation Manager

Simple

Monitors reviews, drafts responses, triggers review requests at key moments

Build

$1,500–$3,000

Monthly

$300–$600

Marketing Campaign Director

Complex

Designs and runs multi-channel campaigns; auto-optimizes messaging and timing

Build

$7,000–$15,000

Monthly

$1,000–$2,500

Social Media Planner & Poster

Simple

Generates calendars, writes posts, schedules via API, adapts per platform

Build

$1,500–$3,000

Monthly

$300–$600

SEO Content Gap Analyzer

Simple

Finds missing topics, generates outlines, improves organic visibility

Build

$1,500–$3,000

Monthly

$300–$600

Abandoned Cart Recovery Agent

Standard

Personalized multi-step recovery for e-commerce; recaptures lost revenue

Build

$3,000–$7,000

Monthly

$500–$1,000

Tier-1 Support Chatbot

Standard

Handles FAQs, order status, routing; deflects 40–60% of tickets

Build

$3,000–$7,000

Monthly

$500–$1,500

Internal Knowledge Copilot

Standard

Support agents query docs in natural language; reduces handle time

Build

$3,000–$7,000

Monthly

$500–$1,000

Ticket Triage & Routing

Standard

Auto-classifies and routes; cuts first-response time 40–60%

Build

$3,000–$7,000

Monthly

$500–$1,000

Auto-Draft Response Engine

Simple

Suggests replies from prior tickets; saves minutes per interaction

Build

$1,500–$3,000

Monthly

$300–$600

Customer Onboarding Concierge

Standard

Guides new customers through milestones; reduces early churn

Build

$3,000–$7,000

Monthly

$500–$1,000

Churn Risk Monitor

Standard

Tracks usage, sentiment, support history; triggers retention playbooks

Build

$3,000–$7,000

Monthly

$500–$1,000

NPS & Sentiment Analyzer

Simple

Automates surveys, flags at-risk accounts, surfaces trends

Build

$1,500–$3,000

Monthly

$300–$600

SLA Monitor & Escalation Bot

Standard

Watches queues, escalates breaches, summarizes risk for managers

Build

$3,000–$7,000

Monthly

$500–$1,000

Helpdesk & Success Manager

Complex

Goal-driven system: resolve, retain, expand; replaces Zendesk tiers

Build

$7,000–$15,000

Monthly

$1,000–$2,500

AP Invoice Processing

Complex

OCR + LLM extraction, PO matching, approval routing; cuts processing 60–80%

Build

$7,000–$15,000

Monthly

$1,000–$2,500

AR Collections Agent

Standard

Polite → escalating reminders, delinquency summaries; improves DSO

Build

$3,000–$7,000

Monthly

$500–$1,500

Cashflow & Collections Co-Pilot

Complex

Forecasts crunches, recommends actions, drives outbound collections

Build

$7,000–$15,000

Monthly

$1,000–$2,500

Expense Capture & Approval

Standard

Parses receipts, categorizes, routes approvals; prevents policy violations

Build

$3,000–$7,000

Monthly

$500–$1,000

Inventory Monitor & Reorder

Standard

Tracks stock, predicts needs, drafts POs; reduces stockouts and overstock

Build

$3,000–$7,000

Monthly

$500–$1,000

Management Report Generator

Standard

Pulls from accounting + CRM, builds reports with narrative commentary

Build

$3,000–$7,000

Monthly

$500–$1,500

Budget Variance Explainer

Standard

Analyzes actuals vs. budget, identifies drivers, drafts explanations

Build

$3,000–$7,000

Monthly

$500–$1,000

Contract Clause Extractor

Complex

Ingests contracts, extracts key terms, populates trackers

Build

$7,000–$15,000

Monthly

$1,000–$2,000

Compliance & Audit Prep Agent

Complex

Gathers evidence, organizes audit packs, produces summaries

Build

$7,000–$15,000

Monthly

$1,000–$2,500

Vendor & Procurement Co-Pilot

Complex

Tracks contracts, benchmarks pricing, runs email-based negotiations

Build

$7,000–$15,000

Monthly

$1,000–$2,000

SaaS Cost Governor

Standard

Monitors utilization, proposes consolidations and cancellations

Build

$3,000–$7,000

Monthly

$500–$1,000

New-Hire Onboarding Assistant

Standard

Personalized paths, policy walkthroughs, HRIS sync; adaptive pacing

Build

$3,000–$7,000

Monthly

$500–$1,000

HR Policy Q&A Bot

Simple

Answers benefits/policy questions from internal docs; reduces HR tickets

Build

$1,500–$3,000

Monthly

$300–$600

Candidate Sourcing & Screening

Standard

Screens resumes, scores against scorecards, produces ranked shortlists

Build

$3,000–$7,000

Monthly

$500–$1,000

Interview Guide & Notes Summarizer

Simple

Generates tailored guides, summarizes feedback into structured reviews

Build

$1,500–$3,000

Monthly

$300–$600

Performance Review Drafter

Simple

Drafts reviews from goals, notes, and metrics; saves hours per cycle

Build

$1,500–$3,000

Monthly

$300–$600

Shift Scheduling Assistant

Standard

Handles PTO requests, proposes conflict-free schedules

Build

$3,000–$7,000

Monthly

$500–$1,000

IT Helpdesk & Access Bot

Standard

Password resets, access provisioning, issue routing with guardrails

Build

$3,000–$7,000

Monthly

$500–$1,000

Cross-Tool Knowledge Search

Standard

Unified natural-language search across Slack, docs, wikis with citations

Build

$3,000–$7,000

Monthly

$500–$1,000

Meeting OS

Complex

Negotiates scheduling, records, extracts decisions, sends follow-ups

Build

$7,000–$15,000

Monthly

$1,000–$2,000

Email Triage & Drafting Assistant

Standard

Prioritizes inbox, drafts replies, routes tasks to tools

Build

$3,000–$7,000

Monthly

$500–$1,000

Executive AI Chief of Staff

Complex

Calendar + email + tasks + briefings; reclaims 20–30 hrs/week for execs

Build

$7,000–$15,000

Monthly

$1,500–$2,500

Workflow Refactoring Agent

Complex

Observes existing processes, redesigns automations, self-maintains

Build

$7,000–$15,000

Monthly

$1,000–$2,000

Contract Date Extraction & Timeline Builder

Complex

Reads PSAs and addenda, extracts deadlines, generates master timeline

Build

$7,000–$15,000

Monthly

$1,000–$2,000

Dynamic Amendment Timeline Adjuster

Complex

Re-reads amendments, updates downstream dates automatically

Build

$7,000–$15,000

Monthly

$1,000–$2,000

Transaction Checklist Orchestrator

Complex

Per-deal checklists, multi-party reminders, bottleneck alerts

Build

$7,000–$20,000

Monthly

$1,500–$3,000

Missing Document & Signature Hunter

Standard

Scans folders/e-sign portals, triggers automated reminders

Build

$3,000–$7,000

Monthly

$800–$1,500

Buyer/Seller Status Concierge

Standard

Plain-language progress updates to clients; reduces inbound calls

Build

$3,000–$7,000

Monthly

$800–$1,500

Lender & Title Coordination Agent

Complex

Tracks orders, nudges third parties, surfaces issues early

Build

$7,000–$20,000

Monthly

$1,500–$3,000

AI-Augmented TC Command Center

Complex

Central cockpit: 1 TC handles 2–3x the files

Build

$10,000–$25,000

Monthly

$2,000–$3,000

24/7 Inquiry Chatbot

Standard

Instant web/portal responses, qualifies buyers/sellers, books appointments

Build

$3,000–$7,000

Monthly

$600–$1,200

After-Hours Voice/SMS Agent

Complex

Captures late-night leads; case studies show 3+ extra closings/month

Build

$7,000–$15,000

Monthly

$1,000–$2,000

Long-Tail Lead Nurture

Standard

Revives cold/past leads with personalized context-aware outreach

Build

$3,000–$7,000

Monthly

$800–$1,500

Sphere-of-Influence Concierge

Standard

Home anniversaries, check-ins, relevant updates for past clients

Build

$3,000–$7,000

Monthly

$800–$1,500

Open House Promo & Follow-Up

Standard

Automates promotion, sign-in capture, and post-event nurturing

Build

$3,000–$7,000

Monthly

$800–$1,500

MLS Listing Description Generator

Simple

Compelling descriptions with fair-housing compliance checks

Build

$1,500–$3,000

Monthly

$500–$800

Market Report Generator

Standard

Auto-generates neighborhood reports with charts and narrative

Build

$3,000–$7,000

Monthly

$800–$1,500

Investor Deal Analyzer

Complex

Quick cash flow, cap rate, IRR estimates from MLS + rent comps

Build

$7,000–$15,000

Monthly

$1,000–$2,000

Broker File Review Assistant

Complex

Reviews files for missing docs, initials, clause issues pre-closing

Build

$7,000–$20,000

Monthly

$1,500–$3,000

Commission Disbursement Drafter

Complex

Generates DAs and split calculations from contracts + rules

Build

$7,000–$15,000

Monthly

$1,000–$2,000

Maintenance Request Triage

Standard

Classifies, troubleshoots, routes to vendors; reduces call volume

Build

$3,000–$7,000

Monthly

$800–$1,500

Rent Collection & Escalation Bot

Standard

Polite reminders, escalating tone, delinquency summaries

Build

$3,000–$7,000

Monthly

$800–$1,500

Branded Products

Named, Demo-Ready AI Products

Each replaces an entire slice of a client's SaaS stack. Fixed-scope deployment in 30–60 days plus ongoing retainer.

💰Revenue & Sales

Agentic Sales OS

Replaces: CRM + sales engagement

Lead ingestion, enrichment, multi-step outbound, meeting booking, CRM sync. Reasons about deal context and rewrites outreach.

Inbox Chief of Staff

Replaces: Superhuman + helpdesk + light CRM

Classifies all inbound, drafts replies in owner's voice, opens tickets/tasks/invoices from email content.

Marketing Campaign Director

Replaces: Mailchimp + social schedulers + CRM

Designs multi-channel campaigns, generates creative, monitors and auto-optimizes.

⚡Operations & Productivity

Agentic Project Pilot

Replaces: ClickUp / Asana

Breaks goals into milestones, assigns owners, monitors across tools, reschedules as realities change. Self-healing project manager.

Executive AI Chief of Staff

Replaces: Calendar tools + note-takers + task managers

Full lifecycle: scheduling, briefings, meeting notes, follow-ups, pipeline updates.

Cashflow Co-Pilot

Replaces: QuickBooks add-ons + collections tools

Reads accounting data, forecasts crunches, runs collections campaigns, generates lender-ready reports.

Cross-Tool Workflow Refactorer

Replaces: Zapier for many SMBs

Observes existing workflows, implements better automations, self-patches failures, documents architecture.

🧠Knowledge & Support

Knowledge Base Curator & Q&A Brain

Replaces: Confluence / Notion for ops

Ingests docs, Slack, tickets; normalizes into SOPs; answers questions; flags outdated content.

Agentic Helpdesk & Success Manager

Replaces: Zendesk / Intercom tiers

Goal-driven: resolve, retain, expand. Handles Tier 0–1, detects churn signals, orchestrates proactive outreach.

HR Onboarding & Training Agent

Replaces: HRIS onboarding + LMS

Adaptive learning paths, live-environment tutoring, HRIS/payroll/IT sync.

🏗️Industry-Specific

Real Estate Deal Flow Orchestrator

Replaces: CRM + drip tools

Lead scoring, personalized sequences, deal co-pilot with underwriting assistance.

AI Transaction Coordinator

Replaces: Human TC at $400/file

Contract parsing, timeline management, multi-party coordination, status updates.

Field Service Dispatcher

Replaces: Scheduling/routing SaaS for trades

Job intake, route optimization, customer comms, work orders, payment collection.

Not Sure Where to Start?

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