Eight starting points. The last one is the most common.
01
CRM sync
The same customer shows up in the web form, in the sales spreadsheet and in the inbox, with three different versions of the phone number. The workflow keeps one good record and keeps it current both ways: what changes in the CRM flows down to the other tools, and the other way round.
Before connecting anything the existing data has to be cleaned: duplicates, half-filled fields and phone numbers written four different ways. It is the part nobody budgets for and almost everybody needs.
- Solves
- Duplicate records and data that never matches across tools
- Connects
- HubSpot · Pipedrive · Zoho · Airtable · Google Sheets · Supabase
02
Lead capture and routing
A contact that takes hours to reach a salesperson almost always arrives too late. The workflow picks up the lead wherever it comes from, form, portal, campaign or missed call, normalises it, scores it and puts it on the right person's desk with an instant alert on WhatsApp or Slack.
It also handles the dull part: the acknowledgement to the customer and the nudge to the salesperson if nobody has replied after a few hours. And it tags the channel it came from, which is the number nobody ever has.
- Solves
- Leads going cold in an inbox
- Connects
- Web forms · Meta Ads · Google Ads · portals · CRM · WhatsApp
03
Booking and appointment agent
For clinics, workshops, restaurants and any business that lives off its calendar. The workflow shows the real openings, confirms the booking, writes it into the right calendar and sends the reminder the day before. If the customer cancels, the slot frees itself without anyone touching it.
- Solves
- Lost slots, double bookings and no-shows
- Connects
- Google Calendar · Calendly · WhatsApp · email · your CRM
04
Sales and support chatbot, 24/7
A chatbot wired into your catalogue and your real answers, not a menu of buttons. It works on the site, on WhatsApp and on Instagram, handles the repetitive questions and hands over to a person the moment the conversation goes off script.
It is a service in its own right, so it has its own page: how we build an AI chatbot.
- Solves
- Repeat questions outside working hours
- Connects
- Web · WhatsApp Business · Instagram · Messenger
05
Automated AI reporting
Instead of opening five dashboards on Monday morning, you get a summary. The workflow pulls analytics, sales and campaign data, cross-references it and asks a language model to write what changed against last week and where to look. The AI writes it, but the numbers come from your own sources, and the report always links back to the dashboard they came from.
- Solves
- Data scattered across dashboards nobody opens
- Connects
- GA4 · Search Console · Meta Ads · Google Ads · your CRM
06
Inbox and calendar assistant
It sorts incoming email, drafts the replies you always send, pulls the tasks hidden inside messages and files them in your tracker. You review and send.
Nothing reaches a customer without a person reading it first.
- Solves
- Hours a day in the inbox, copying and pasting
- Connects
- Gmail · Outlook · Google Calendar · Notion · Trello
07
Automated social publishing
A piece is written once and goes out adapted to each network, in the right format and size, on the calendar you set. The workflow also pulls back material you already have, from the site or the blog, so the account does not depend on Friday inspiration.
We always leave an approval step before publishing.
- Solves
- Accounts that go quiet for weeks
- Connects
- Instagram · LinkedIn · TikTok · Facebook · X
08
Custom build
Most of what we build was not on anyone's list. A quote generated from a spreadsheet, stock control between the warehouse and the shop, a case file moving through three departments with a sign-off at each step.
If your team repeats a task every week and always the same way, it can be automated.
The first conversation sorts out whether it pays off. Sometimes the answer is that it does not.
- Solves
- In-house processes no off-the-shelf tool covers
- Connects
- Whatever it takes, API or no API