Workflow Catalog
Ready-made workflows for teams that want speed without sacrificing structure
Use these automations as fast-start packages for common business processes, then adapt them to your data, approvals, and operating rules.
AI Lead Qualification Agent
Qualifies inbound leads, identifies high-priority prospects, and notifies the sales team quickly so follow-up happens on time.
Facebook Lead Calling Agent
Captures Facebook ad leads, records them for tracking, triggers a timely outbound call sequence, and sends follow-up communication to keep sales response fast.
HR Resume Screener Agent
Screens resumes against role requirements, summarizes candidate fit, and keeps hiring records organized for faster shortlisting.
Epicor Quote-to-CRM Sync
Moves quote and customer updates between Epicor Kinetic and CRM so sales and operations stay aligned.
Salesforce Lead Pro Workflow
Keeps Salesforce leads clean, prioritized, and followed up with automatic scoring, CRM updates, manager escalation, and daily sales summaries.
Real Estate Follow-Up Bot
Centralizes property enquiries from key buyer channels, supports timely follow-up, and keeps the sales team aligned on active opportunities.
LinkedIn Competitor Research
Collects competitor and market signals from LinkedIn-style research sources, filters useful records, and keeps a clean research tracker ready for sales or strategy review.
Final CTA
Need platforms or steps added to one of these workflows?
Each starter workflow can be extended with ERP sync, approval layers, AI prompts, dashboards, and role-based notifications.