AI workflow automation that takes work off your plate

The problem

You have hundreds of contacts in your CRM who once showed interest, signed up, or used to be a customer, and then went quiet. Nobody has time to go through all of them, so they just sit there. Even though a few real opportunities are probably hiding in that list.

What the workflow does

The workflow pulls the full list from your CRM, looks at each contact's website and profile, and automatically scores how good a fit they are for what you offer. The best opportunities get a personalised, well-argued report, with concrete reasons why this is a good match, that your sales team can send straight away. The rest gets sorted cleanly, so you know exactly who's worth chasing and who isn't, and why.

What you get

Instead of a list of 1,000+ contacts nobody works through, you get a ready-made priority list with sendable, well-argued reports for your best opportunities. Your sales team never starts with 'let me look this person up' again. The file is already on the table.

The problem

The moment a deal closes or a customer starts, someone has to pull together all the scattered pieces: notes from calls, data from the CRM, what the customer says about themselves on their own website. That takes time, happens inconsistently, and is often already outdated by the time it's needed.

What the workflow does

As soon as a deal reaches the right stage, the workflow automatically gathers everything relevant from your CRM, calls, notes, contacts, and from the customer's own website. It turns that into one clear summary: what defines this customer, where the opportunities are, what to watch out for. That summary appears automatically on the customer record in your CRM. No separate document, no separate system.

What you get

Everyone working with that customer (sales, onboarding, account management) has the same up-to-date picture from day one. No more time spent preparing, no loose spreadsheets or documents floating around, no information that only lives in someone's head.

The problem

Cold-calling a list delivers less and less. You know that somewhere in your market there are companies actively in-market right now (posting a new job opening, refreshing their website, adopting a competitor's tool) but you have no way of spotting it in time.

What the workflow does

The workflow continuously scans a defined group of companies, or a whole market segment, for signals that someone is in-market right now: job postings, website changes, news mentions, the technology they use. The moment a signal comes in, the company is enriched with the right contact and context, and automatically queued in your CRM or outreach tool with a suggested approach.

What you get

Your sales team stops working a list at random and starts with the companies most likely to convert right now, with the right person and the right angle already prepared.

The problem

For every team meeting, every board update, every client report, someone has to pull numbers from different systems, merge them, and write a narrative around them. That work is repetitive, error-prone, and always happens under time pressure.

What the workflow does

On a fixed schedule, the workflow pulls the relevant data from your systems (CRM, analytics, support, or whatever's relevant), turns it into a clear summary with the key signals and notable changes, and delivers the report wherever you need it: as a document, a dashboard, or straight into Slack or email.

What you get

The report is ready before anyone asks for it, the same quality every time, without anyone having to clear an afternoon for it.