Workflows

AI workflows for your business.

Ready-made automation agents for sales, marketing, support and finance. Each workflow is adapted to your tools — request pricing with one click.

01 · Sales

Sales

Find, qualify and follow up on leads automatically — so no opportunity slips through.

Lead Research Agent

Automatically finds and qualifies new leads from Google Maps and LinkedIn. Results saved directly to Notion.

How it works
  1. Step 1Define your audienceSet industry, region and criteria.
  2. Step 2Find companiesCollect public company data from Google Maps and LinkedIn.
  3. Step 3Clean the dataFill in details and remove duplicates.
  4. Step 4Qualify leadsAI scores every lead against your criteria.
  5. Step 5Save to NotionQualified leads land in Notion, neatly structured.
Trigger
Manually or on a schedule, e.g. weekly
Result
Prioritised lead list in your Notion database
Integrations (examples)
Google MapsLinkedInNotionAI model
Only publicly available business data is used, respecting the platforms’ terms of use and data protection law.
Detailed PDF: Lead Research Agent

Follow-up Agent

Monitors which leads have not responded in 5 days and sends a personalised follow-up email automatically.

How it works
  1. Step 1Check dailyOpen contacts are checked every day.
  2. Step 2Spot silenceFind leads with no reply for 5 days.
  3. Step 3Write the follow-upAI writes a personal follow-up.
  4. Step 4Send from your inboxSent from your own address.
  5. Step 5Track the statusLog the send, stop on reply.
Trigger
Daily check of your open contacts
Result
Personal follow-up emails from your own inbox
Integrations (examples)
Gmail / OutlookNotion / CRMAI model
When a lead replies, the sequence stops immediately. Nobody gets endless reminders.
Detailed PDF: Follow-up Agent

CRM Update Agent

Updates your CRM automatically when a lead replies to your email. No manual entry needed.

How it works
  1. Step 1Detect the replyA lead’s reply arrives in your inbox.
  2. Step 2Match the contactThe sender is matched to the right record.
  3. Step 3Read the replyAI summarises and detects the intent.
  4. Step 4Update the CRMStatus, activity and note are set.
  5. Step 5Notify youImportant replies trigger a notification.
Trigger
A new reply from a lead in your inbox
Result
Up-to-date contact in your CRM with status and summary
Integrations (examples)
Gmail / OutlookNotionAirtableAI model
No more manual data entry: your CRM stays current without you copying emails.
Detailed PDF: CRM Update Agent
02 · Marketing

Marketing

Consistent content and publishing — without spending hours on it every week.

Content Agent

Generates three LinkedIn post drafts per week based on industry news and your product updates.

How it works
  1. Step 1Collect topicsRead industry news and your product updates.
  2. Step 2Pick what mattersAI selects the most relevant topics.
  3. Step 3Write draftsThree LinkedIn posts in your tone of voice.
  4. Step 4DeliverDrafts land in Notion or in your inbox.
  5. Step 5ApproveYou edit and approve.
Trigger
Weekly, on a fixed day
Result
Three LinkedIn post drafts for your approval
Integrations (examples)
News sources / RSSNotionEmailAI model
These are drafts: nothing is published without your approval.
Detailed PDF: Content Agent

Social Media Scheduler

Schedules and publishes posts across platforms automatically at optimal times.

How it works
  1. Step 1PlanAdd posts to your content calendar.
  2. Step 2Adapt per platformAdjust format, length and hashtags.
  3. Step 3Pick the timePublish at the times you set.
  4. Step 4PublishAutomatically on every connected channel.
  5. Step 5ConfirmStatus and link go back into the plan.
Trigger
An approved post in your content calendar
Result
Posts published on all connected platforms
Integrations (examples)
Notion / AirtableLinkedInInstagramother platforms
One plan, every channel: you manage posts in one place instead of several apps.
Detailed PDF: Social Media Scheduler
03 · Support

Support

Fast, personal answers for new users and customers — around the clock.

Onboarding Agent

Sends a personalised welcome email sequence when a new user registers. Fully automated.

How it works
  1. Step 1Detect the sign-upA new user registers.
  2. Step 2Say welcomeA personal welcome email right away.
  3. Step 3Start the sequenceMore emails at set intervals.
  4. Step 4Tailor the contentContent adapts to their details.
  5. Step 5Hand over to youReplies and questions come to you.
Trigger
A new sign-up for your product or offer
Result
A personal welcome sequence for every new user
Integrations (examples)
Sign-up form / appGmail / email toolNotion / Airtable
New users feel looked after from day one — fully automated.
Detailed PDF: Onboarding Agent

Customer Support Agent

Answers frequently asked questions automatically via email. Escalates complex issues to you.

How it works
  1. Step 1Receive the requestA customer email arrives.
  2. Step 2ClassifyDetect topic and urgency.
  3. Step 3Look it upAnswer from your FAQ and documents.
  4. Step 4ReplyCommon questions are answered directly.
  5. Step 5EscalateComplex cases go to you with a summary.
Trigger
A new request in your support inbox
Result
Fast answers to common questions, complex cases go to you
Integrations (examples)
Gmail / OutlookFAQ / knowledge documentsAI model
Answers are based on your own FAQ and documents. Unclear cases always go to you.
Detailed PDF: Customer Support Agent
04 · Finance

Finance

Keep invoices and costs under control — without manual spreadsheets.

Invoice Tracking Agent

Monitors outstanding invoices and sends automatic payment reminders at defined intervals.

How it works
  1. Step 1Collect invoicesOpen invoices are read in.
  2. Step 2Check due datesDaily comparison with the due date.
  3. Step 3Send friendly remindersReminders at set intervals.
  4. Step 4Match paymentsPaid? Then reminders stop.
  5. Step 5Show the overviewStatus of every invoice at a glance.
Trigger
Daily check of your open invoices
Result
Automatic payment reminders and a clear overview
Integrations (examples)
Accounting / invoice listGmail / OutlookNotion / Airtable
You set the intervals and tone. You decide sensitive cases yourself.
Detailed PDF: Invoice Tracking Agent

Cost Monitoring Agent

Tracks monthly tool and service costs and compares them against your defined budget.

How it works
  1. Step 1Collect costsRead invoices from tools and services.
  2. Step 2CategoriseSort costs by tool and category.
  3. Step 3Compare with budgetCheck against the budget you set.
  4. Step 4Flag anything unusualAlert on overspend or new subscriptions.
  5. Step 5Monthly reportAll costs in one monthly report.
Trigger
Monthly, e.g. at the end of the month
Result
Monthly report on tool costs compared with your budget
Integrations (examples)
Email invoicesGoogle Sheets / AirtableNotionAI model
Forgotten subscriptions and creeping price increases get noticed right away.
Detailed PDF: Cost Monitoring Agent

All 9 workflows as a PDF

Every workflow with its process, requirements and customisation options in one document — to read, share or print.

Download the full PDF

Need a custom workflow?

Every business is different. If your process isn't listed, get in touch — or book a free intro call and I'll show you what can be automated.

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