Workflow Library
67 workflows across 11 areas of the business. Each one shows the problem it solves, the tools it connects, the steps it runs, and where a person stays in control. Every build is scoped to your own process.
Browse by department
Find the workflow your team needs.
67 workflows
Sales and CRM
Lead capture to CRM
Every enquiry becomes a complete CRM record with an owner and a next step.
See the workflowSales and CRM
Lead enrichment and scoring
New leads arrive enriched and scored, so reps prioritise the best fits first.
See the workflowSales and CRM
AI follow-up drafts
Stalled deals get a timely, personal follow-up drafted for the owner to send.
See the workflowSales and CRM
Proposal and quote generation
A branded proposal is drafted from the deal in minutes and sent for e-signature.
See the workflowSales and CRM
Meeting notes to CRM
Every call becomes a summary, decisions, and tasks on the right CRM record.
See the workflowSales and CRM
Pipeline reporting
A consistent pipeline report lands every Monday with a short written commentary.
See the workflowMarketing
Content repurposing pipeline
Each new article or video becomes approved drafts for every channel.
See the workflowMarketing
Social scheduling with approval
A content calendar that drafts, routes for approval, and publishes on time.
See the workflowMarketing
SEO briefs and publishing
Keyword briefs and first drafts prepared for editors, then published on schedule.
See the workflowMarketing
Newsletter and campaign automation
Segments stay in sync with the CRM and campaigns go out on schedule.
See the workflowMarketing
Review and reputation monitoring
Every review is tracked, urgent ones flagged, and replies drafted for approval.
See the workflowMarketing
Ad and campaign reporting
One weekly report of spend, leads, and cost per lead across channels.
See the workflowCustomer support
Website and WhatsApp AI assistant
Routine questions answered instantly from approved content, with handover to a person.
See the workflowCustomer support
Email and ticket triage
Tickets are classified, prioritised, and drafted before an agent opens them.
See the workflowCustomer support
Voice receptionist and booking
Every call is answered, details captured, and bookings requested for confirmation.
See the workflowCustomer support
Customer onboarding sequence
Each new customer gets the right welcome, setup tasks, and check-ins on time.
See the workflowCustomer support
NPS surveys and churn alerts
Surveys go out on time and unhappy customers are flagged to an owner the same day.
See the workflowOperations
Approvals and request routing
Every request has an owner, a status, and an audit trail.
See the workflowOperations
Document generation
Documents generated from templates and data, ready for review and signature.
See the workflowOperations
Task and project sync
Tasks, statuses, and comments stay in sync across your project tools.
See the workflowOperations
Scheduling and reminders
Bookings confirmed and reminded automatically, with easy rescheduling.
See the workflowFinance
Invoice capture and PO matching
Invoices read, matched to purchase orders, and created as draft bills.
See the workflowFinance
Bank and payment reconciliation
Payments matched automatically, leaving only true exceptions to review.
See the workflowFinance
Payment reminders and dunning
Polite reminders on schedule, with escalation to a person at the end.
See the workflowFinance
Expense receipt capture
Receipts sent by email or chat are read, coded, and ready for approval.
See the workflowFinance
Month-end management pack
A validated monthly pack with a written summary, ready on day two.
See the workflowHR and recruiting
CV screening support
Each application summarised against the role's criteria for a person to decide.
See the workflowHR and recruiting
Interview scheduling
Candidates pick a slot that suits every interviewer, with reminders.
See the workflowHR and recruiting
Employee onboarding and offboarding
Accounts, equipment, and access handled on the right day, with a record.
See the workflowHR and recruiting
Leave and timesheet requests
Requests approved in chat and recorded in HR and payroll automatically.
See the workflowHR and recruiting
HR policy assistant
Staff get sourced answers from the handbook in Slack or Teams.
See the workflowE-commerce
Order-to-fulfilment sync
Paid orders flow to the courier and accounts with tracking sent to customers.
See the workflowE-commerce
Inventory sync and low-stock alerts
Stock synced across channels, with alerts and draft purchase orders.
See the workflowE-commerce
Abandoned cart and post-purchase flows
Consent-based reminders and post-purchase messages that bring customers back.
See the workflowE-commerce
Order-status and returns assistant
Customers get live order status and start returns without waiting for an agent.
See the workflowIT and security
User provisioning and deprovisioning
Access changes happen on time across every system, with an audit log.
See the workflowIT and security
Incident and monitoring alerts
Alerts grouped, summarised, and routed to the person on call.
See the workflowIT and security
Scheduled SaaS backups
Critical data exported on schedule to storage you control, with checks.
See the workflowIT and security
Security alert triage
Alerts enriched and prioritised so analysts start with what matters.
See the workflowData and reporting
App data to a warehouse
Clean, validated data from every app in one warehouse, updated on schedule.
See the workflowData and reporting
KPI dashboards and anomaly alerts
Key numbers watched daily, with an alert when one moves outside its range.
See the workflowData and reporting
Market and competitor monitoring
A weekly digest of competitor and market changes from public sources.
See the workflowAI agents
RAG knowledge assistant
Staff ask in plain language and get answers with the source attached.
See the workflowAI agents
Tool-using operations agent
An agent completes routine multi-step tasks, pausing for approval where it matters.
See the workflowAI agents
Multi-agent workflows and MCP
Specialist agents share the work, with tools exposed safely through MCP.
See the workflowAI agents
Document AI extraction
Structured data extracted from documents, validated, and filed.
See the workflowAI agents
Translation and localisation
Content translated with your glossary and reviewed by a native speaker.
See the workflowAI agents
AI guardrails and evaluation
Personal data redacted, answers tested against a test set, and quality tracked.
See the workflowSales and CRM
Property enquiry to booked viewing
Every enquiry gets a fast reply, a booked viewing, and a CRM record for the agent.
See the workflowOperations
Tenant maintenance triage
Requests captured with photos and urgency, routed to the right contractor, and tracked to completion.
See the workflowOperations
Patient intake and pre-visit forms
Forms completed before the visit, checked for gaps, and filed securely for the clinician.
See the workflowOperations
Referral and document routing
Each document read, classified, and routed to the right person with a deadline.
See the workflowSales and CRM
Client intake and conflict checks
Structured intake, a conflict search prepared for review, and an engagement letter drafted.
See the workflowFinance
Client document collection
Clients receive a checklist, upload once, and get reminded only for what is missing.
See the workflowFinance
Time and billing reconciliation
Logged time matched to projects and invoices, with unbilled work flagged weekly.
See the workflowOperations
Construction daily site reports
Notes and photos turned into a structured daily report for the project team.
See the workflowOperations
Subcontractor compliance tracking
Every document tracked with expiry reminders and a clear compliance view.
See the workflowCustomer support
Guest messaging and requests
Pre-arrival messages, instant answers, and requests routed to the right team.
See the workflowMarketing
Review requests after a visit
Timely review requests to satisfied customers, with unhappy ones routed for follow-up.
See the workflowOperations
Application and enrolment processing
One enrolment pipeline with document checks, reminders, and confirmation.
See the workflowData and reporting
Learner progress reports
Regular progress summaries for learners, tutors, and managers.
See the workflowOperations
Job intake and dispatch
Jobs captured, matched to available people by rules, and tracked in real time.
See the workflowOperations
Proof-of-delivery processing
PODs read and matched to orders, so invoices go out the same day.
See the workflowCustomer support
Product onboarding by usage
Onboarding messages triggered by what each user has and has not done.
See the workflowFinance
Client onboarding and KYC checks
Documents collected, read, and checked for completeness, with a person making the final decision.
See the workflown8n platform
Zapier or Make to n8n migration
Automations rebuilt in n8n, run in parallel, then switched over safely.
See the workflown8n platform
n8n setup, scaling and monitoring
n8n in your account with environments, backups, queue mode, and alerts.
See the workflow
Not listed? Most processes with a clear trigger and a digital input can be automated. Describe yours on a free call and we will tell you honestly whether it is worth it.
Next step
Which workflow would save you the most time?
Tell us what is taking too much time, what is difficult to manage, or what you would like your systems to do differently. You do not need a technical specification to start.