Workflow templates

Example AI workflows we can adapt to your business.

These are implementation patterns — not fake case studies. Each can be shaped around your data, tools, approvals, and team handoffs.

Lead qualification and CRM handoff

Inbound or outbound leads are enriched, scored, summarized, and pushed into a CRM with recommended next steps for sales.

Includes: ICP rules · enrichment fields · fit score · routing notes

Candidate screening and shortlist prep

Applications are summarized against role criteria so recruiters can review skill fit, risks, and interview questions faster.

Includes: resume parsing · scorecard fit · gaps · hiring notes

AI receptionist triage and scheduling

Calls or website conversations are captured, categorized, and routed into booking, support, sales, or escalation paths.

Includes: intake questions · urgency flags · appointment routing · summaries

Daily pipeline and hiring digest

AI summarizes new leads, candidates, open follow-ups, and blocked tasks into a daily operating brief for the team.

Includes: status summaries · owner routing · next-step alerts · weekly trends