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Workflows

Automation

Workflow automation platforms, agencies, and patterns that connect tools without custom engineering.

AI Tools

Tool

n8n

Open-source / fair-code workflow automation that can be self-hosted or cloud-hosted. [Editorial sample]

Tool

Zapier

No-code automation platform connecting apps with triggers and actions. [Editorial sample]

Tool

Make

Visual automation platform for multi-step scenarios across SaaS tools. [Editorial sample]

AI Agents

Agent

Lead Qualification Triage Agent

Sample agent that scores inbound leads against ICP rules and routes next steps. [Editorial sample]

Workflows

Workflow

Inbound Lead Follow-up

Route new inbound leads to CRM, assign an owner, and send a timed follow-up sequence with human approval on first touch. [Editorial sample]

Workflow

Customer Support Triage

Classify new tickets, draft replies from help docs, escalate sensitive cases. [Editorial sample]

Workflow

Meeting Notes to CRM

Turn meeting notes into structured CRM fields and follow-up tasks. [Editorial sample]

Workflow

Review Request Automation

Trigger a polite review request after a success milestone with opt-out and throttling. [Editorial sample]

Workflow

Trial Conversion Follow-up

Sequence trial users based on activation state with human-reviewed messaging. [Editorial sample]

Workflow

Lead Qualification

Score and route inbound leads with explicit ICP rules and nurture fallback. [Editorial sample]

Prompts

Prompt

AI Automation Opportunity Finder

Map repetitive work into automation candidates ranked by leverage and risk. [Editorial sample]

Prompt

Lead Qualification System Designer

Design ICP scorecards, routing rules, and human review points. [Editorial sample]

Software

Software

Airtable

Spreadsheet-database hybrid for operational systems. [Editorial sample]