AI Employee Workflows,
Ready to Deploy.
178+ proven workflow scripts across 12 industries and 8 departments. Voice, WhatsApp, email, and SMS are tools the AI uses - not channels you configure manually.
Claims Status Proactive Notification Agent
Sends automated claim status updates at every milestone - submission, assessment, approval, and payout - via WhatsApp and SMS. Eliminates inbound status calls.
- ✓Claim form parsing
- ✓Document collection
- ✓Status notifications
- ✓Escalation routing
90-Day Insurance Renewal Drip - Voice + WhatsApp + Email
Autonomous 3-channel renewal campaign that contacts policyholders at 90, 60, 30, and 7 days before expiry. No manual follow-up required.
- ✓Renewal reminders
- ✓Coverage review
- ✓Cross-sell opportunities
- ✓Retention incentives
Quote Generation and Policy Issuance
End-to-end automation from quote request through policy binding with instant underwriting.
- ✓Instant quote generation
- ✓Risk assessment
- ✓Policy binding
- ✓Document delivery
Intelligent Fraud Detection System
Real-time claim analysis to identify high-risk submissions and patterns with automated investigation triggers.
- ✓Pattern analysis
- ✓Anomaly detection
- ✓Investigation workflows
- ✓Evidence compilation
Churn Prediction and Win-Back Campaign
Identify at-risk customers and deliver personalised retention offers before they cancel.
- ✓Churn prediction scoring
- ✓Retention offers
- ✓Service recovery
- ✓Win-back campaigns
Intelligent Premium Collection Workflow
Automate payment reminders, failed transaction recovery, and escalation workflows for overdue premiums.
- ✓Payment reminders
- ✓Auto-retry logic
- ✓Late fee application
- ✓Escalation routing
Regulatory Compliance Monitoring System
Continuous monitoring of policyholder communications and transactions for regulatory compliance.
- ✓Message monitoring
- ✓Compliance alerts
- ✓Audit logging
- ✓Remediation tracking
AI-Powered Agent Coaching and Analytics
Real-time coaching feedback and performance analytics to optimise agent sales conversations.
- ✓Call recording analysis
- ✓Coaching feedback
- ✓Performance dashboards
- ✓Training recommendations
End-to-End Loan Origination Platform
Automate loan applications from submission through underwriting approval with instant decisioning.
- ✓Application processing
- ✓Credit assessment
- ✓Instant decisioning
- ✓Document collection
Streamlined Credit Card Application Process
Guided credit card applications with instant pre-qualification and activation.
- ✓Pre-qualification
- ✓Application assistance
- ✓Instant activation
- ✓Welcome outreach
Intelligent Deposit Product Cross-Sell
Automated recommendations for savings, CDs, and money market accounts based on customer profile.
- ✓Product recommendations
- ✓Comparison tools
- ✓Rate optimisation
- ✓Instant opening
Proactive Loan Delinquency Prevention
Early intervention for struggling borrowers with payment plans and financial guidance.
- ✓Delinquency prediction
- ✓Payment plan options
- ✓Financial counselling
- ✓Hardship tracking
AI-Assisted Wealth Management Platform
Automated financial planning and investment recommendations with human advisor oversight.
- ✓Financial planning
- ✓Investment recommendations
- ✓Portfolio rebalancing
- ✓Tax optimisation
Fully Digital Account Opening Experience
End-to-end digital account opening with identity verification and instant access.
- ✓Identity verification
- ✓Document signing
- ✓Instant activation
- ✓Debit card issuance
Post-Issuance Card Activation and Training
Automated outreach to newly issued cardholders with feature training and activation.
- ✓Activation confirmations
- ✓Feature training
- ✓Security tips
- ✓Spend tracking setup
Intelligent Mortgage Pre-Qualification Engine
Fast-track mortgage pre-qualification with instant approval estimates and next-step guidance.
- ✓Quick qualification
- ✓Instant estimates
- ✓Rate locks
- ✓Document requirements
Intelligent Vehicle Sales Lead Qualification
Automated qualification of showroom and online leads with instant inventory matching.
- ✓Lead qualification
- ✓Inventory matching
- ✓Trade-in valuation
- ✓Availability checking
Instant Vehicle Financing and Approval
Same-day financing approval with multiple lender options and instant contract generation.
- ✓Financing approval
- ✓Rate shopping
- ✓Contract generation
- ✓Document signing
Automated Service Appointment Scheduling
24/7 service appointment booking with availability checking and customer confirmation.
- ✓Appointment availability
- ✓Service type matching
- ✓Confirmation reminders
- ✓Technician assignment
Automated Recall Notification and Scheduling
Mandatory recall management with automated owner notification and appointment coordination.
- ✓Recall identification
- ✓Owner notification
- ✓Appointment scheduling
- ✓Compliance tracking
Post-Service Customer Satisfaction Surveys
Automated satisfaction surveys with sentiment analysis and escalation for negative feedback.
- ✓Satisfaction surveys
- ✓Sentiment analysis
- ✓Issue escalation
- ✓Trend tracking
Personalised Service Loyalty Program
Automated loyalty rewards and personalised service offers based on vehicle maintenance history.
- ✓Maintenance reminders
- ✓Loyalty rewards
- ✓Personalised offers
- ✓Referral incentives
Intelligent Abandoned Cart Recovery Campaign
Automated multi-channel recovery campaigns with personalised incentives and payment reminders.
- ✓Cart reminders
- ✓Incentive offers
- ✓Payment retry
- ✓Inventory alerts
E-Commerce Product Q&A + Add-to-Cart Conversion Agent
Answers pre-purchase product questions via WhatsApp, surfaces reviews, handles size/spec queries, and sends direct add-to-cart links to convert browsers into buyers.
- ✓Browse recommendations
- ✓Cross-sell engine
- ✓Upsell logic
- ✓Post-purchase suggestions
Proactive Order Status and Delivery Updates
Automated order confirmations, shipping updates, and delivery notifications via preferred channels.
- ✓Order confirmation
- ✓Shipping updates
- ✓Delivery tracking
- ✓Issue alerts
Streamlined Return and Refund Processing
Self-service return initiation with automated label generation, refund processing, and inventory reconciliation.
- ✓Return initiation
- ✓Label generation
- ✓Refund processing
- ✓Inventory updates
Automated Post-Purchase Review Collection
Intelligent review request timing with incentive logic and sentiment-based follow-up.
- ✓Review requests
- ✓Incentive offers
- ✓Sentiment analysis
- ✓Response tracking
AI Chatbot with Smart Live Handoff
24/7 automated customer support with AI chatbot answering FAQs and escalating complex issues.
- ✓FAQ automation
- ✓Order lookup
- ✓Issue resolution
- ✓Live agent handoff
Subscription and Reorder Management Platform
Automated recurring subscriptions with flexible pause/skip/modify options and personalised retention.
- ✓Subscription setup
- ✓Flexible scheduling
- ✓Payment management
- ✓Churn prediction
Intelligent Post-Purchase Email Sequences
Automated nurture sequences that recommend complementary products and drive repeat purchases.
- ✓Welcome series
- ✓Product recommendations
- ✓Loyalty invitations
- ✓Replenishment triggers
SaaS Customer Onboarding - Day 1 to Day 30 Milestone Automation
Guides new SaaS customers through product activation milestones with timed WhatsApp nudges, check-in calls, and feature adoption prompts.
- ✓Welcome emails
- ✓Setup guidance
- ✓Training videos
- ✓Success tracking
Intelligent Upsell and Cross-sell Automation
Usage-driven triggers identify expansion opportunities and automate sales outreach to existing customers.
- ✓Usage monitoring
- ✓Opportunity scoring
- ✓Upsell campaigns
- ✓Contract expansion
Churn Prediction + Proactive Save Campaign
Monitors product usage signals, identifies at-risk accounts 30 days before renewal, and triggers a personalised save sequence - discount offer, CSM call, and success plan.
- ✓Risk scoring
- ✓Retention campaigns
- ✓Success interventions
- ✓Win-back outreach
Free Trial to Paid Conversion Agent - 14-Day Activation Sequence
Triggers a 14-day activation sequence for free trial users: onboarding nudges, feature spotlights, usage milestone celebrations, and a close call on Day 12.
- ✓Trial usage tracking
- ✓Feature highlight campaigns
- ✓Upgrade prompts
- ✓Trial extension offers
Intelligent Support Ticket Routing
Automated ticket classification, routing, and resolution for common issues with escalation to specialists.
- ✓Ticket categorisation
- ✓Intelligent routing
- ✓Auto-responses
- ✓Resolution suggestions
Automated GDPR and Data Export Compliance
Streamlined workflows for data subject requests, exports, and deletion with compliance audit trails.
- ✓Request processing
- ✓Data compilation
- ✓Anonymisation
- ✓Audit logging
Systematic Product Feedback Collection
Automated in-app surveys and email campaigns that capture structured customer feedback for product roadmap.
- ✓Survey campaigns
- ✓NPS tracking
- ✓Feature request collection
- ✓Sentiment analysis
Automated Candidate Screening and Qualification
AI-powered initial screening that qualifies candidates against job requirements and schedules interviews automatically.
- ✓Resume parsing
- ✓Qualification scoring
- ✓Interview scheduling
- ✓Rejection management
Day 1–30 New Hire Onboarding Automation
Sends timed onboarding tasks, IT setup links, team introductions, and compliance acknowledgements across the first 30 days. Flags incomplete steps to HR.
- ✓Pre-boarding tasks
- ✓Compliance documents
- ✓Systems access
- ✓Team introductions
Structured Employee Exit and Offboarding
Automated offboarding workflow ensuring knowledge transfer, data recovery, and constructive exit interviews.
- ✓Exit interview
- ✓Knowledge transfer
- ✓Asset recovery
- ✓Final pay processing
Continuous Performance Feedback System
Automated feedback cycles and review workflows that replace annual reviews with continuous development conversations.
- ✓360-degree feedback
- ✓Goal tracking
- ✓Review scheduling
- ✓Development plans
Open Enrollment Benefits Automation
Streamlined benefits selection and documentation for annual open enrollment periods with compliance tracking.
- ✓Benefit education
- ✓Selection management
- ✓Documentation
- ✓Compliance reporting
Pulse Surveys and Engagement Tracking
Regular short surveys that measure engagement, culture, and workplace sentiment with action planning.
- ✓Pulse surveys
- ✓Sentiment analysis
- ✓Action planning
- ✓Team feedback
AI-Powered Appointment Scheduling
Automated scheduling that reduces no-shows, optimises provider capacity, and improves patient experience.
- ✓Real-time availability
- ✓Automated reminders
- ✓Rescheduling logic
- ✓No-show prediction
Digital Patient Intake and History
Pre-visit digital forms that collect health history, medications, and insurance reducing check-in time.
- ✓Medical history
- ✓Medication review
- ✓Insurance verification
- ✓Consent forms
Medication Adherence Reminder Programme
Automated reminders and refill management that improve medication adherence and reduce adverse events.
- ✓Dosage reminders
- ✓Refill alerts
- ✓Side effect checks
- ✓Provider notifications
Post-Discharge Care Coordination
Structured follow-up calls, medication reconciliation, and readmission prevention after hospital discharge.
- ✓Discharge instructions
- ✓Medication reconciliation
- ✓Follow-up calls
- ✓Symptom monitoring
Clinical Trial Participant Recruitment
Automated identification of eligible patients and recruitment campaigns for active clinical trials.
- ✓Eligibility screening
- ✓Patient outreach
- ✓Consent management
- ✓Compliance tracking
Automated Property Lead Nurturing
Drip campaigns that nurture property prospects through consideration with timely market insights and property updates.
- ✓Market reports
- ✓Property updates
- ✓Open house invitations
- ✓CRM synchronisation
Automated Tenant Screening and Qualification
Streamlined tenant application process with background checks, credit reports, and verification automation.
- ✓Application collection
- ✓Background checks
- ✓Credit reports
- ✓Verification calls
Automated Rent Collection and Late Payment Management
Scheduled rent payment collection with late fee assessment and escalation workflows for delinquencies.
- ✓Payment reminders
- ✓Automatic processing
- ✓Late fees
- ✓Eviction escalation
Tenant Maintenance Request Management
Automated intake, prioritisation, and tracking of maintenance requests with vendor coordination.
- ✓Request submission
- ✓Priority assessment
- ✓Vendor dispatch
- ✓Quality assurance
Proactive Lease Renewal Campaign
Automated renewal outreach 90 days before expiration with incentives and streamlined renewal process.
- ✓Renewal reminders
- ✓Rate review
- ✓Incentive offers
- ✓Lease renewal
Automated Enrolment and Onboarding
Streamlined student enrolment from application through payment, documentation, and orientation.
- ✓Application processing
- ✓Payment collection
- ✓Document verification
- ✓Orientation scheduling
Dynamic Course Registration and Waitlist
Real-time course registration with capacity management, waitlist automation, and prerequisite verification.
- ✓Prerequisite checks
- ✓Capacity management
- ✓Waitlist automation
- ✓Schedule conflicts
Predictive At-Risk Student Intervention
Early warning system that identifies struggling students and triggers proactive academic support interventions.
- ✓Performance tracking
- ✓Risk scoring
- ✓Intervention outreach
- ✓Support coordination
Automated Financial Aid Processing
Streamlined FAFSA verification, aid eligibility determination, and award disbursement management.
- ✓FAFSA verification
- ✓Eligibility calculation
- ✓Award packaging
- ✓Disbursement tracking
Real-Time Shipment Tracking and Notifications
Automated shipment status updates that keep customers informed of delivery progress with exception management.
- ✓Real-time tracking
- ✓Status notifications
- ✓Exception alerts
- ✓Delivery confirmation
AI-Powered Delivery Route Optimisation
Machine learning algorithms optimise delivery routes to reduce miles, fuel, and delivery time.
- ✓Route optimisation
- ✓Vehicle assignment
- ✓Traffic analysis
- ✓Stop sequence
Automated Inventory Tracking and Forecasting
Real-time inventory visibility with demand forecasting and automated replenishment ordering.
- ✓Inventory tracking
- ✓Demand forecasting
- ✓Stock alerts
- ✓Replenishment orders
Automated Supplier Orders and Communications
Streamlined purchase orders, shipment notifications, and supplier relationship management.
- ✓PO automation
- ✓Shipment notifications
- ✓Invoice matching
- ✓Supplier scorecards
Store Inventory Replenishment Automation
Real-time inventory alerts that notify staff when items need replenishment from backroom or distribution centre.
- ✓Low stock alerts
- ✓Replenishment routing
- ✓Stock movement
- ✓Shelf management
Automated Customer Loyalty Programmes
Personalised loyalty rewards, tier progression, and redemption management that drives repeat purchases.
- ✓Points tracking
- ✓Tier advancement
- ✓Personalised offers
- ✓Redemption management
Dynamic Markdown and Promotional Pricing
AI-driven markdown optimisation that maximises inventory clearance while protecting margins.
- ✓Markdown timing
- ✓Clearance pricing
- ✓Promotion scheduling
- ✓Profitability tracking
Post-Purchase Customer Feedback Collection
Automated surveys that capture customer satisfaction and surface improvement opportunities.
- ✓Satisfaction surveys
- ✓Net Promoter Score
- ✓Complaint escalation
- ✓Action tracking
Intelligent Employee Scheduling
AI-optimised employee schedules that balance customer demand, labour regulations, and employee preferences.
- ✓Demand forecasting
- ✓Schedule optimisation
- ✓Availability management
- ✓Compliance tracking
Preventive Asset Maintenance Scheduling
Condition-based preventive maintenance that extends asset life and reduces unplanned downtime.
- ✓Maintenance scheduling
- ✓Condition monitoring
- ✓Work order generation
- ✓Compliance tracking
Vendor Onboarding + Compliance Check Automation
Collects vendor documents, runs compliance verification, sends reminders for missing items, and notifies procurement when onboarding is complete.
- ✓Performance metrics
- ✓Automated scoring
- ✓Contract compliance
- ✓Negotiation support
Automated Compliance and Audit Management
Centralised tracking of regulatory requirements with automated audit scheduling and issue documentation.
- ✓Compliance calendar
- ✓Audit scheduling
- ✓Issue tracking
- ✓Evidence collection
AI-Powered Customer Analytics Dashboard
Real-time analytics dashboards with predictive insights, cohort analysis, and automated reporting.
- ✓Real-time metrics
- ✓Predictive insights
- ✓Cohort analysis
- ✓Automated reports
Automated Learning Programme and Certifications
Centralised learning management with course assignments, progress tracking, and completion certifications.
- ✓Course library
- ✓Progress tracking
- ✓Certifications
- ✓Completion badges
Gamified Employee Referral Programme
Automated employee referral tracking with incentive management and celebration of successful hires.
- ✓Referral tracking
- ✓Incentive management
- ✓Leaderboards
- ✓Referral portals
Multi-Channel Patient Communication Hub
Centralised patient messaging across SMS, email, and patient portal with automated appointment and health reminders.
- ✓Multi-channel messaging
- ✓Appointment reminders
- ✓Health tips
- ✓Patient portal
Digital Property Inspection Workflows
Mobile-enabled inspection forms with photo capture, defect tracking, and remediation workflows.
- ✓Inspection forms
- ✓Photo documentation
- ✓Defect tracking
- ✓Work order generation
Automated Class Attendance Monitoring
Real-time attendance tracking with absence alerts, parent notifications, and intervention workflows.
- ✓Digital attendance
- ✓Absence alerts
- ✓Parent notifications
- ✓Intervention tracking
Last-Mile Delivery Execution and Proof
Mobile driver app with route guidance, proof of delivery capture, and customer signature.
- ✓Route guidance
- ✓Proof of delivery
- ✓Digital signatures
- ✓Driver communication
Automated Staff Training and Compliance
Centralised staff training with role-specific courses, completion tracking, and certification management.
- ✓Training library
- ✓Role-based courses
- ✓Completion tracking
- ✓Certification renewal
AI-Powered Knowledge Base and Search
Intelligent knowledge base with semantic search, automated tagging, and usage analytics.
- ✓Document management
- ✓Semantic search
- ✓Auto-tagging
- ✓Usage analytics
Health-to-Life Insurance Cross-sell Sequence
AI Employee identifies health policyholders without life cover and runs a personalised cross-sell conversation across voice and WhatsApp.
- ✓Eligibility filter logic
- ✓Personalised pitch script
- ✓Premium quote delivery
- ✓Sales agent handoff
Accounts Receivable Dunning Agent - 3-Stage Payment Recovery
Automated 3-stage payment recovery: soft reminder (Day 3), firm follow-up (Day 7), final notice (Day 14). Escalates to agent on non-response.
- ✓3-stage reminder cadence
- ✓Payment link via WhatsApp
- ✓Promise-to-pay capture
- ✓Lapse prevention escalation
Fixed Deposit Maturity Reminder and Renewal Flow
AI Employee contacts FD holders 30 and 7 days before maturity, explains renewal options, and captures reinvestment instructions without branch visits.
- ✓Maturity trigger logic
- ✓Renewal option script
- ✓Instruction capture flow
- ✓Branch-free confirmation
Extended Warranty Renewal Campaign
AI Employee contacts vehicle owners 60 days before warranty expiry, presents renewal plans, and books a coverage consultation call.
- ✓Warranty expiry trigger logic
- ✓Plan comparison script
- ✓Coverage gap highlight
- ✓Consultation booking flow
Post-Purchase Review + UGC Collection Agent
Requests product reviews 7 days post-delivery, collects photo UGC via WhatsApp, and incentivises responses with loyalty points. Filters out negative reviews before they go public.
- ✓Delivery confirmation trigger
- ✓Personalised review request
- ✓Negative feedback capture
- ✓Review platform redirect
Loyalty Programme Activation and Engagement Flow
Onboards customers to a loyalty programme, explains tier benefits, drives first redemption, and prevents point expiry.
- ✓Programme enrolment script
- ✓Tier benefit explanation
- ✓First redemption nudge
- ✓Points expiry alert
Customer Health Score Alert and Intervention
AI Employee monitors health scores and auto-triggers personalised outreach to at-risk accounts before churn becomes inevitable.
- ✓Health score trigger logic
- ✓Risk-based outreach script
- ✓CSM escalation protocol
- ✓Win-back offer delivery
Freemium to Paid Conversion Sequence
Five-touch sequence targeting freemium users who have hit usage limits, converting them to paid plans with personalised upgrade offers.
- ✓Usage limit trigger
- ✓Feature comparison script
- ✓Time-limited upgrade offer
- ✓Objection handling flow
Chronic Disease Management Check-in Sequence
Monthly check-in sequence for chronic disease patients to track symptoms, medication adherence, and flag deterioration to care coordinators.
- ✓Monthly check-in script
- ✓Symptom tracking questions
- ✓Medication adherence capture
- ✓Escalation to care coordinator
New Project Launch Announcement and Booking Flow
AI Employee announces a new residential or commercial project to a segmented prospect list, captures interest, and books site visit slots.
- ✓Prospect segmentation logic
- ✓Project announcement script
- ✓Interest capture flow
- ✓Site visit booking sequence
Scholarship Application Follow-up and Completion Flow
AI Employee guides applicants through incomplete scholarship applications, chases missing documents, and confirms submission before the deadline.
- ✓Incomplete application trigger
- ✓Document checklist follow-up
- ✓Deadline reminder sequence
- ✓Submission confirmation
Freight Quote Follow-up and Conversion Sequence
AI Employee follows up on outstanding freight quotes within 2 hours, handles objections, and converts enquiries to confirmed bookings.
- ✓Quote expiry trigger
- ✓2-hour follow-up script
- ✓Rate objection handler
- ✓Booking confirmation flow
Birthday and Anniversary Personalised Offer Campaign
AI Employee sends personalised birthday and anniversary offers to loyalty members with time-limited vouchers that drive in-store and online purchases.
- ✓Birthday trigger logic
- ✓Personalised offer script
- ✓Voucher delivery via WhatsApp
- ✓Redemption tracking
NPS-to-Case Routing Agent - Detractor Rescue Workflow
Sends NPS survey, scores responses, and immediately routes detractors (0–6) to a CSM rescue call. Passives get a product tip. Promoters get a referral ask.
- ✓Touchpoint-triggered survey dispatch
- ✓NPS response capture
- ✓Detractor follow-up script
- ✓Promoter referral ask
B2B Contract Renewal Reminder and Negotiation Flow
AI Employee contacts B2B clients 90, 60, and 30 days before contract expiry, captures renewal intent, and routes negotiation cases to account managers.
- ✓Expiry trigger logic
- ✓Renewal intent capture script
- ✓Usage summary delivery
- ✓Account manager escalation
Google Ads Lead Qualifier Automation
Automatically qualify and score leads from Google Ads campaigns before routing to sales.
- ✓Lead scoring
- ✓Campaign tracking
- ✓Qualification workflows
- ✓CRM integration
SEO Content Auditor Agent
Intelligent agent that audits content performance and recommends SEO optimisations automatically.
- ✓Content analysis
- ✓SEO recommendations
- ✓Performance tracking
- ✓Update workflows
GEO (Generative Engine Optimisation) Monitor
Monitor and optimise content for AI chatbot search results including ChatGPT, Claude, and Perplexity.
- ✓AI result tracking
- ✓Query monitoring
- ✓Content optimisation
- ✓Citation analytics
SEO Blog Factory Agent - Keyword to Published Post
Takes a keyword cluster, researches top-ranking competitors, generates an SEO-optimised brief, writes the draft, and queues it for CMS publishing. Fully autonomous content pipeline.
- ✓Content generation
- ✓SEO optimisation
- ✓Multi-channel publishing
- ✓Performance tracking
B2B Data Enrichment Agent
Automatically enrich prospect lists with verified company data, decision-maker details, and intent signals.
- ✓Account research
- ✓Decision-maker identification
- ✓Intent scoring
- ✓Data validation
LinkedIn Outreach Sequence Automation
Automate LinkedIn connection requests and multi-touch outreach sequences with personalised messaging.
- ✓Connection outreach
- ✓Message sequences
- ✓Response handling
- ✓Engagement tracking
Sales Pipeline Velocity Tracker
Real-time monitoring and prediction of deal velocity with automated alerts and intervention triggers.
- ✓Deal tracking
- ✓Velocity analysis
- ✓Bottleneck identification
- ✓Predictive alerts
Multi-Touch SDR Outreach Automation - Voice, Email + WhatsApp
Replaces your SDR team's manual outreach. Qualifies inbound leads via voice, sends personalised email sequences, and routes hot leads to reps.
- ✓Lead distribution
- ✓Rep assignment
- ✓Workload balancing
- ✓Routing rules
ICP-Scored Cold Outreach with AI Personalisation
Scores prospect lists against your ICP, generates personalised first-line openers, sequences outreach across email + LinkedIn + WhatsApp, and books calls automatically.
- ✓Email generation
- ✓Dynamic personalisation
- ✓A/B testing
- ✓Response tracking
Competitor Monitoring Agent
Continuously monitor competitor activity, product updates, pricing changes, and marketing initiatives.
- ✓Website monitoring
- ✓Pricing tracking
- ✓Product updates
- ✓Campaign analysis
Social Media Scheduler & Publisher Automation
Schedule, optimise, and auto-publish content across all social channels at optimal posting times.
- ✓Multi-channel scheduling
- ✓Optimal time posting
- ✓Content repurposing
- ✓Engagement tracking
Webinar Follow-Up Sequence Automation
Automatically follow up with webinar attendees and no-shows with personalised sequences based on engagement.
- ✓Attendee tracking
- ✓Personalised sequences
- ✓No-show reactivation
- ✓Deal routing
High-Intent Demo Booking Agent - Speed-to-Lead < 5 Minutes
Calls inbound demo requests within 5 minutes, qualifies intent, handles objections, and books onto the rep's calendar automatically.
- ✓Request qualification
- ✓Demo scheduling
- ✓Deck customisation
- ✓Follow-up sequences
Customer Win-Back Campaign Automation
Reactivate inactive customers with targeted win-back campaigns and exclusive offers.
- ✓Inactivity detection
- ✓Segmentation
- ✓Personalised offers
- ✓Campaign tracking
Review & Reputation Manager Automation
Monitor, respond to, and improve online reviews and ratings across all major platforms.
- ✓Review monitoring
- ✓Automated responses
- ✓Sentiment analysis
- ✓Rating trends
Affiliate Partner Onboarding Automation
Streamline affiliate recruitment, contract management, and product setup with fully automated workflows.
- ✓Partner recruitment
- ✓Contract automation
- ✓Resource provisioning
- ✓Commission tracking
Event Registrant Nurture Sequence
Automatically nurture event registrants with targeted content, reminders, and follow-up sequences.
- ✓Event tracking
- ✓Reminder sequences
- ✓Personalised content
- ✓Post-event nurture
Free Trial Conversion Agent
Intelligently guide free trial users toward conversion with personalised product guidance and support.
- ✓Trial tracking
- ✓Feature recommendations
- ✓Support automation
- ✓Conversion campaigns
Referral Programme Automation
Launch and manage a fully automated referral programme with incentive tracking and reward distribution.
- ✓Referral tracking
- ✓Incentive campaigns
- ✓Viral mechanics
- ✓Reward automation
Sales Call Debrief & CRM Updater
Automatically capture call notes, update CRM records, and schedule follow-up tasks after sales conversations.
- ✓Call transcription
- ✓Automatic CRM updates
- ✓Task scheduling
- ✓Call insights
Automated Multi-Stage Dunning for B2B Invoice Collections
Deploys a 5-stage automated payment chasing sequence for overdue B2B invoices, escalating from soft reminder emails to voice calls and final legal notice. Recovers 68% more unpaid invoices within 60 days whilst reducing manual follow-up time by 80%.
- ✓Automated email reminders on Day 3, Day 7, Day 14
- ✓Voice call agent on Day 14 with personalised payment requests
- ✓Final demand letter dispatch on Day 21
- ✓Auto-escalation to Collections on Day 21 if unpaid
Intelligent Invoice Processing with Automated PO Matching
Receives supplier invoices via email, automatically extracts line items using OCR, matches against purchase orders in ERP, flags discrepancies, and routes to approvers with intelligence summaries. Cuts invoice processing time from 5 days to 2 hours whilst improving accuracy.
- ✓OCR-powered invoice data extraction (invoice number, date, line items, totals)
- ✓Automatic PO matching with 3-way matching (PO, receipt, invoice)
- ✓Variance flagging (quantity, price, quantity-received mismatches)
- ✓Intelligent routing to appropriate approver based on amount and discrepancy severity
Policy-Driven Expense Approval with Smart Routing
Automates employee expense submission, policy validation, and intelligent routing to correct approver based on amount, category, and business rules. Cuts approval cycle from 7 days to 24 hours and ensures 100% policy compliance.
- ✓Mobile expense submission with receipt capture and OCR
- ✓Real-time policy compliance validation against company rules
- ✓Smart approver routing based on amount, category, department, and cost centre
- ✓Automated escalation for out-of-policy expenses to management
Autonomous Month-End Close Orchestration
Automates the entire month-end close process by pinging owners on pending tasks, collecting journal entries, validating reconciliations, and flagging material variances. Reduces month-end close timeline by 60% and eliminates manual task tracking.
- ✓Dynamic month-end checklist with task ownership and deadlines
- ✓Automated reminders to task owners (daily if nearing deadline)
- ✓Journal entry collection and auto-posting to GL
- ✓Automated reconciliation validation (bank, subsidiary, balance sheet accounts)
Autonomous Vendor Invoice Dispute Management
Manages the entire vendor dispute lifecycle from initial dispute flagging through vendor engagement, evidence collection, and resolution tracking. Recovers £2.40 for every £1 spent in dispute management whilst maintaining vendor relationships.
- ✓Dispute reason classification and evidence gathering
- ✓Automated vendor contact with dispute details and supporting documents
- ✓Multi-channel communication (email, SMS, voice if escalated)
- ✓Resolution timeline tracking and escalation to Procurement
Real-Time Budget Variance Monitoring & Escalation
Monitors departmental spend against approved budgets in real time, alerts budget owners when variance exceeds configurable thresholds, requests justification for overruns, and escalates unresolved issues to CFO. Prevents budget overruns and improves spend visibility.
- ✓Real-time spend tracking from GL and cost centre records
- ✓Configurable variance thresholds by department, cost centre, and GL account
- ✓Automated alerts to budget owners (email, SMS, voice if critical)
- ✓Justification request workflow with option to request rebudgeting
Automated Audit Document Collection & Compliance
Pre-audit document collection agent contacts each department for required audit evidence, chases missing items automatically, compiles final document pack, and submits to auditors on schedule. Reduces audit preparation cycle by 50% and ensures zero late submissions.
- ✓Audit requirement templates by audit type (statutory, internal, tax, SOX)
- ✓Document request distribution to department owners via email/SMS
- ✓Automated follow-up on missing items with escalation to manager
- ✓Document receipt verification (scans, versions, completeness checks)
Daily Bank Reconciliation Automation with Exception Handling
Fully automates daily bank reconciliation by matching bank transactions to ERP records, flagging unmatched items, requesting clarification from relevant teams, and producing reconciliation reports. Achieves 100% daily recon with zero manual matching.
- ✓Daily bank statement import and transaction parsing
- ✓Automatic matching against ERP payment records (invoice payments, salaries, etc.)
- ✓Fuzzy matching for close-amount items (handling bank fees, rounding, timing)
- ✓Unmatched exception categorisation (in-flight, timing difference, error)
AI-Powered Predictive Dialler for Delinquent Account Recovery
Deploys AI voice agent to call delinquent accounts in risk-prioritised order, delivers personalised payment requests, handles common objections, sets up payment arrangements, and logs all outcomes to CRM. Contacts 3× more accounts per day whilst improving collection rate by 42%.
- ✓Risk scoring algorithm prioritising accounts by days past due, balance, and payment history
- ✓Natural voice agent with objection handling and payment negotiation capabilities
- ✓Automated payment arrangement setup with post-call SMS confirmation
- ✓Real-time CRM logging of call outcome, promised payment, and next action
Autonomous Payment Plan Negotiation for Partially Collectible Accounts
For accounts unable to pay in full, AI voice agent negotiates sustainable payment plans within pre-approved parameters, obtains verbal consent, sets up recurring payment schedule, and delivers confirmation via SMS/email. Recovers 87% of negotiated plans vs. 34% for full-balance demands.
- ✓Account affordability assessment based on stated income and other obligations
- ✓Tiered payment plan templates (3-month, 6-month, 12-month plans)
- ✓Real-time negotiation within CFO-approved discount/terms envelope
- ✓Verbal consent capture with confirmation SMS/email follow-up
Escalated Pre-Legal Demand & Unresponsive Account Management
Before legal escalation, AI sends formal multi-channel demand letters (email, SMS, WhatsApp) at D30, D45, D60 past due, tracks acknowledgement, and auto-escalates unresponsive accounts to legal team. Recovers additional £1.2M annually by catching accounts before legal fees accrue.
- ✓Templated legal demand letters with statutory language and payment terms
- ✓Multi-channel dispatch (email, SMS, WhatsApp with delivery tracking)
- ✓Automated follow-up at D45, D60 if no response
- ✓Acknowledgement tracking (read receipts, response tracking)
AI Skip-Tracing & Verified Contact Refresh
For accounts with stale or missing contact details, AI cross-references available data sources, attempts contact via all known channels, and updates CRM with verified current contact information. Recovers contact for 72% of 'lost' accounts, enabling successful collections handoff.
- ✓Multi-source data lookup (consumer bureaus, public records, social media, business registers)
- ✓Automated contact attempt via all identified channels (phone, email, SMS, social media)
- ✓Verification confirmation (e.g., debtor confirms own identity, address)
- ✓CRM contact record update with verification date and method
AI-Driven Settlement Offer Negotiation for Severely Delinquent Accounts
AI voice agent presents settlement offers to long-overdue accounts (90+ DPD) within authorised discount parameters, handles negotiation, obtains verbal acceptance, and routes to Legal for documentation. Recovers 76% of settlement offers within 30 days of negotiation.
- ✓Tiered settlement discount authority (by days overdue and account value)
- ✓Real-time negotiation with objection handling and offer sweeteners
- ✓Verbal acceptance capture with phone recording and email confirmation
- ✓Automatic legal documentation generation (settlement agreement, payment schedule)
Google Ads Speed-to-Lead Agent - First Call in Under 60 Seconds
AI voice agent automatically calls prospects within 60 seconds of Google Ads form completion, qualifies buying intent, and books qualified demos while prospects are mentally engaged. Converts ad momentum into immediate qualified pipeline.
- ✓Automated form-to-call triggering
- ✓Multi-question qualification script
- ✓Real-time demo booking calendar sync
- ✓Live handoff to sales rep option
GEO Brand Monitor - Track AI Search Mentions Across ChatGPT, Gemini & Perplexity
Monitors when and how your brand appears in AI-generated search engine responses (ChatGPT, Gemini, Perplexity, Claude), tracks share of voice versus competitors, and alerts marketing to missing or negative mentions. Ensures brand visibility in the age of AI-first search.
- ✓Multi-LLM search query automation
- ✓Competitor share-of-voice tracking
- ✓Sentiment analysis on mentions
- ✓Weekly brand health report
SEO Content Factory - Keyword Cluster to Published Post, Fully Automated
Transforms keyword clusters into fully researched, SEO-optimised blog posts with internal linking and CMS readiness-all without human writing. Scales content production 5x while maintaining quality and on-brand voice.
- ✓SERP analysis automation
- ✓Content brief generation
- ✓AI-powered writing with brand voice
- ✓Internal linking strategy
B2B Data Enrichment Pipeline - ICP Scoring + CRM Hygiene Automation
Enriches prospect records with firmographic, technographic, and intent data from 12+ sources, scores each against your ICP, and auto-routes high-fit accounts to SDR queues. Transforms raw contacts into sales-ready leads.
- ✓Multi-source data enrichment (firmographic, technographic, intent)
- ✓Custom ICP scoring engine
- ✓Duplicate detection and merge
- ✓CRM field auto-population
Webinar Registration, Reminder + Post-Event Follow-up Agent
Manages the full webinar lifecycle-confirms registration via WhatsApp, sends intelligent reminders at 24h and 1h, engages attendees post-event with replay and next steps, and routes hot leads to sales. Increases attendance and conversion by 3x.
- ✓Registration confirmation messaging
- ✓Smart reminder scheduling
- ✓Attendance tracking
- ✓Post-event lead routing
LinkedIn Outreach Personalisation Engine - ICP to First Meeting
Researches target prospects' recent activity and company news, generates hyper-personalised connection requests and multi-touch sequences, and books discovery calls automatically. Converts LinkedIn engagement into booked meetings.
- ✓Prospect research automation (news, activity, role)
- ✓Personalised outreach sequencing
- ✓Response tracking and follow-up branching
- ✓Meeting booking automation
Product Launch Orchestration Agent - Coordinated Multi-Channel Launch
Orchestrates a product launch across email, WhatsApp, SMS, and voice with segmented messaging for waitlist, existing customers, press, and prospects. Synchronises timing, personalises messaging, and routes hot interest to sales in real-time.
- ✓Multi-segment launch messaging
- ✓Coordinated send scheduling
- ✓Channel-specific content adaptation
- ✓Real-time interest routing
MQL-to-SQL Handoff Agent - Instant Sales Alert + Lead Warm-Up
When a prospect hits MQL threshold, AI immediately calls to warm them up with relevant case studies, qualifies BANT criteria, and books a demo for the sales rep. Converts lead handoff timing from hours to seconds.
- ✓MQL threshold real-time detection
- ✓Automated lead warm-up call
- ✓BANT qualification scripting
- ✓Same-day demo booking
Influencer Outreach + Content Tracking Agent
Identifies, contacts, and manages influencer partnerships at scale-from outreach to content delivery tracking to performance reporting. Scales influencer marketing from manual work to fully automated pipeline.
- ✓Influencer identification & vetting
- ✓Personalised partnership outreach
- ✓Contract & brief distribution
- ✓Deadline tracking & reminders
Content Distribution Agent - Repurpose & Amplify Across All Channels
Automatically repurposes a single piece of content (blog post, video, webinar) into LinkedIn posts, Twitter/X threads, email newsletter snippets, and WhatsApp broadcasts-formatted and scheduled for each channel. Multiplies content ROI by 5x.
- ✓Content parsing & insight extraction
- ✓Channel-specific format adaptation
- ✓Hashtag & CTA optimisation
- ✓Publishing schedule automation
Deal Room Coordination Agent - Multi-Stakeholder Enterprise Deal Automation
Manages complex enterprise deals involving multiple stakeholders-tracks champion engagement, personalises follow-ups per buying persona, coordinates legal/procurement document exchange, and alerts sales when momentum stalls. Reduces deal cycle time by 25%.
- ✓Multi-stakeholder engagement tracking
- ✓Persona-specific messaging
- ✓Document exchange automation
- ✓Deal momentum monitoring
ICP Lead Scoring + Prioritisation Agent - Sales Queue Automation
Scores every inbound lead against your ICP (company size, industry, tech stack, intent signals), ranks the sales queue by conversion probability, and auto-assigns to the right rep with a personalised briefing note. Ensures reps work only the highest-probability leads.
- ✓Real-time lead scoring
- ✓ICP-based prioritisation
- ✓Automatic rep assignment
- ✓Personalised briefing notes
Proposal Generation + Follow-up Sequence Agent
After a discovery call, AI generates a personalised proposal using call notes and company data, emails it with a tailored cover note, then runs a timed follow-up sequence via WhatsApp and email until a decision is received. Automates proposal-to-close workflow.
- ✓AI proposal generation from call notes
- ✓Personalised executive summary
- ✓Timed follow-up sequences
- ✓Objection response automation
Win/Loss Debrief Automation - Structured Insights to CRM
After a deal closes or is lost, AI conducts a structured debrief interview with the sales rep, extracts key win/loss reasons, competitive mentions, and deal blockers, then writes a comprehensive summary directly into CRM. Builds institutional sales intelligence.
- ✓Structured debrief interview script
- ✓Competitive intelligence capture
- ✓Deal blocker identification
- ✓Win/loss pattern analysis
QBR Preparation Agent - Data Pull, Agenda Draft + Pre-Meeting Brief
One week before each Quarterly Business Review, AI pulls product usage data, calculates ROI metrics, drafts a personalised agenda, and sends an executive summary brief to the customer champion. Ensures QBRs are well-prepared and value-focused.
- ✓Product usage data aggregation
- ✓ROI & KPI calculation
- ✓Competitive benchmarking
- ✓Personalised agenda generation
Feature Adoption Nudge Agent - Usage-Triggered In-App + WhatsApp Prompts
Monitors which features each customer account has not adopted, triggers personalised WhatsApp and email nudges with how-to videos, invites users to feature-specific webinars, and alerts CSM when adoption remains low after 14 days. Increases feature engagement by 3x.
- ✓Feature usage monitoring
- ✓Adoption gap identification
- ✓Personalised video nudges
- ✓Webinar invitations
End-to-End Candidate Pipeline Agent - Source, Screen, Schedule & Offer
Manages the entire recruitment pipeline autonomously-sources candidates from job boards, sends personalised outreach, conducts initial screening via voice agent, schedules interviews with hiring managers, and sends offer letters on confirmation. Reduces time-to-hire by 40%.
- ✓Multi-source candidate sourcing
- ✓Personalised outreach messaging
- ✓Initial screening voice interviews
- ✓Interview scheduling automation
HubSpotHubSpot Inbound Lead Qualification Agent
Instantly qualifies every inbound HubSpot lead with a voice or WhatsApp conversation, updates contact properties and deal stage, and books demos directly into your calendar - all without SDR intervention.
- ✓HubSpot contact enrichment
- ✓BANT qualification call
- ✓Deal stage auto-update
- ✓Calendar booking
HubSpotHubSpot Stalled Deal Follow-Up Agent
Monitors HubSpot deals that haven't moved in 7+ days and autonomously re-engages the prospect with a personalised call or WhatsApp message, creates tasks for AEs, and updates deal notes.
- ✓Stalled deal detection
- ✓Personalised re-engagement outreach
- ✓Task creation for AE
- ✓Deal note logging
HubSpotHubSpot New Customer Onboarding Agent
Automates the first 90 days of customer onboarding by triggering milestone-based WhatsApp and email check-ins, tracking setup completion in HubSpot, escalating at-risk accounts to CSMs.
- ✓Milestone-based check-ins
- ✓Setup progress tracking
- ✓CSM escalation triggers
- ✓Training resource delivery
HubSpotHubSpot Renewal & Expansion Agent - 90-Day Drip
Monitors HubSpot subscription close dates and launches a 90-day renewal campaign via voice, WhatsApp, and email - personalised by account health, usage tier, and expansion signals.
- ✓90-day renewal sequence
- ✓Expansion signal detection
- ✓Multi-channel personalisation
- ✓Renewal deal creation
HubSpotHubSpot NPS Detractor Recovery Agent
Automatically follows up with NPS detractors logged in HubSpot, runs a structured recovery conversation via voice or WhatsApp, escalates high-value accounts to CSM, and updates sentiment scores.
- ✓NPS detractor detection
- ✓Recovery conversation script
- ✓Escalation to CSM
- ✓Root cause logging
SalesforceSalesforce Lead-to-Opportunity Qualification Agent
Converts Salesforce leads to qualified opportunities autonomously - AI calls new leads within 5 minutes, qualifies via MEDDIC framework, converts records, and routes to the correct AE queue.
- ✓MEDDIC qualification call
- ✓Lead-to-opportunity conversion
- ✓AE queue routing
- ✓Activity logging
SalesforceSalesforce Renewal Forecast & Outreach Agent
Reads Salesforce contract end dates, predicts renewal risk from usage and health signals, and autonomously reaches out to at-risk accounts 120 days before expiry.
- ✓Contract end-date monitoring
- ✓Churn risk scoring
- ✓120-day outreach sequence
- ✓Forecast category update
SalesforceSalesforce Pipeline Stall Recovery Agent
Automatically detects Salesforce opportunities with no activity for configurable periods and re-engages prospects with contextual outreach, creating tasks and updating AEs with next best actions.
- ✓Stall detection by pipeline stage
- ✓Contextual re-engagement
- ✓Next-best-action recommendations
- ✓Task and note creation
Zoho CRM Lead Nurture & Follow-Up Agent
Connects to Zoho CRM and autonomously nurtures leads that haven't been contacted in 48 hours with a personalised WhatsApp and call sequence, updating lead status and activity history.
- ✓48hr lead follow-up
- ✓Zoho status updates
- ✓Multi-channel nurture
- ✓Call transcript logging
Zoho CRM Subscription Renewal Reminder Agent
Reads Zoho CRM deal close dates and contract renewal fields to trigger automated voice + WhatsApp renewal campaigns at 60, 30, and 7 days before expiry.
- ✓Renewal date monitoring
- ✓60-30-7 day sequence
- ✓Upsell offer integration
- ✓Deal stage update
ShopifyShopify Abandoned Cart Recovery via WhatsApp
Recovers Shopify abandoned carts with a 3-step WhatsApp sequence triggered within 30 minutes of cart abandonment - including product image, dynamic discount code, and one-click checkout link.
- ✓30-min cart abandonment trigger
- ✓Product image in WhatsApp
- ✓Dynamic discount code
- ✓One-click checkout link
ShopifyShopify Post-Purchase Upsell & Review Agent
Sends a Shopify post-purchase WhatsApp sequence to cross-sell complementary products, request reviews, and enrol customers into loyalty programs - fully automated and attributable.
- ✓Order confirmation WhatsApp
- ✓Cross-sell recommendation
- ✓Review request sequence
- ✓Loyalty enrollment
ShopifyShopify Returns & Refund Automation Agent
Guides Shopify customers through the return process via WhatsApp, captures return reason, generates return labels, and provides real-time refund status updates - reducing support ticket volume by 40%.
- ✓Return request intake
- ✓Return reason capture
- ✓Label generation
- ✓Refund status updates
Razorpay Payment Failure Recovery Agent
Recovers failed Razorpay transactions automatically with intelligent retry sequencing via WhatsApp, voice, and SMS - without manual follow-up from your collections team.
- ✓Failed payment detection
- ✓Intelligent retry scheduling
- ✓WhatsApp recovery link
- ✓Voice follow-up call
Razorpay Subscription Renewal Nudge Agent
Monitors Razorpay subscription statuses and proactively nudges customers before subscription expiry via WhatsApp and voice - reducing involuntary churn from payment failures.
- ✓Subscription expiry monitoring
- ✓Pre-expiry WhatsApp nudge
- ✓Card update request
- ✓UPI mandate renewal
Razorpay EMI Reminder & Collection Agent
Automates EMI reminders and recovery for Razorpay Finance and EMI loan products - with NACH bounce recovery, escalation flows, and RBI-compliant communication sequences.
- ✓NACH bounce detection
- ✓EMI due reminders
- ✓RBI-compliant messaging
- ✓Escalation to collections
FreshdeskFreshdesk Ticket Deflection & Auto-Resolution Agent
Intercepts inbound Freshdesk support requests with AI-powered WhatsApp and chat responses - resolving up to 60% of tickets before they reach a human agent.
- ✓Intent classification
- ✓Auto-resolution for top query types
- ✓Freshdesk ticket creation for escalations
- ✓CSAT measurement
FreshdeskFreshdesk CSAT Recovery & Escalation Agent
Detects low CSAT scores in Freshdesk and automatically follows up with dissatisfied customers via WhatsApp to understand the root cause and offer resolution - before they churn.
- ✓Low CSAT detection
- ✓Recovery outreach within 4 hours
- ✓Root cause conversation
- ✓Escalation to CSM
ZendeskZendesk Proactive Support & Ticket Prevention Agent
Monitors customer health signals in Zendesk and proactively reaches out before customers open tickets - reducing inbound volume by identifying and resolving issues first.
- ✓Health signal monitoring
- ✓Proactive outreach triggers
- ✓Issue pre-resolution
- ✓Zendesk ticket creation if escalated
IntercomIntercom Trial Activation & Conversion Agent
Integrates with Intercom to identify trial users who haven't completed key activation steps and triggers personalised WhatsApp and voice outreach to guide them to the 'aha moment' faster.
- ✓Activation step monitoring
- ✓Personalised WhatsApp nudges
- ✓Aha moment guidance
- ✓Trial extension offers
WhatsApp Business APIWhatsApp Business Lead Capture & Qualification Agent
Captures inbound WhatsApp leads from Click-to-WhatsApp ads or website widgets and runs a structured qualification conversation - booking demos or routing to CRM without human SDR involvement.
- ✓Inbound WhatsApp handling
- ✓BANT qualification dialogue
- ✓CRM lead creation
- ✓Demo booking
WhatsApp Business APIWhatsApp Appointment Booking & Reminder Agent
Handles inbound appointment requests via WhatsApp for any business - captures requirements, checks availability, confirms booking, and sends reminders with 24hr and 1hr follow-ups.
- ✓Availability check integration
- ✓Booking confirmation
- ✓WhatsApp reminder sequence
- ✓Reschedule handling
Google Sheets Lead Ingestion & Auto-Outreach Agent
Monitors a Google Sheet for new lead rows and automatically triggers a WhatsApp or voice outreach sequence - ideal for teams managing leads via spreadsheet without a full CRM.
- ✓New row detection
- ✓Immediate WhatsApp outreach
- ✓Call fallback
- ✓Lead status column update
Google Sheets Collections Automation Agent
Reads overdue payment records from a Google Sheet and triggers multi-channel collection outreach - voice, WhatsApp, and SMS - updating payment status and collection notes in real time.
- ✓Overdue record detection
- ✓Collection call scheduling
- ✓Payment link generation
- ✓Status update back to sheet
AirtableAirtable Recruitment Pipeline Automation Agent
Connects to an Airtable recruitment tracker to send candidate status updates via WhatsApp, schedule interviews via calendar, and move candidates through pipeline stages automatically.
- ✓Stage-based WhatsApp updates
- ✓Interview scheduling
- ✓Offer letter triggers
- ✓Rejection messaging
SlackSlack Lead Alert & Intelligent Routing Agent
Posts real-time lead alerts to the right Slack channels based on lead quality, geography, or product line - with one-click actions to claim, qualify, or schedule the lead directly from Slack.
- ✓Real-time lead alerts
- ✓Intelligent channel routing
- ✓One-click lead claim
- ✓Lead context enrichment
CalendlyCalendly No-Show Recovery & Rescheduling Agent
Automatically detects Calendly no-shows and sends a personalised WhatsApp or voice follow-up within 30 minutes to offer rescheduling - recovering 40% of missed meetings.
- ✓No-show detection
- ✓30-minute WhatsApp recovery
- ✓Rescheduling link delivery
- ✓CRM meeting update
CalendlyCalendly Post-Demo Follow-Up Sequence Agent
Triggers an automated follow-up sequence via WhatsApp and email immediately after a Calendly demo completes - sending meeting summary, next steps, proposal link, and 3-day check-in.
- ✓Demo completion trigger
- ✓Meeting summary delivery
- ✓Proposal link follow-up
- ✓3-day check-in
Monday.comMonday.com CRM Pipeline Automation Agent
Reads Monday.com CRM boards to identify stalled deals and overdue follow-ups, triggering automated WhatsApp and voice outreach and updating item statuses back in Monday.
- ✓Stalled deal detection
- ✓Automated outreach
- ✓Monday status update
- ✓Column value sync
NotionNotion Client Onboarding Hub Agent
Monitors a Notion client database to track onboarding milestone completion and send automated WhatsApp nudges when clients fall behind - reducing time-to-value by 3 weeks.
- ✓Notion database monitoring
- ✓Milestone progress tracking
- ✓WhatsApp milestone nudges
- ✓CSM escalation alerts
JiraJira Critical Bug Escalation & Customer Notification Agent
Monitors Jira for P0/P1 bugs affecting live customers and automatically notifies affected customer contacts via WhatsApp and email - keeping customers informed before they open tickets.
- ✓P0/P1 bug detection
- ✓Affected customer identification
- ✓Proactive customer notification
- ✓Status update loop
SendGridSendGrid Email Sequence + WhatsApp Amplifier Agent
Monitors SendGrid email sequences for non-openers and non-clickers and sends a WhatsApp follow-up to recover engagement - increasing overall sequence conversion by 35%.
- ✓Non-opener WhatsApp trigger
- ✓Click-based branch logic
- ✓Reply handling
- ✓SendGrid event sync
WooCommerce Abandoned Cart Recovery via WhatsApp
Connects to WooCommerce to detect cart abandonment events and launch a WhatsApp recovery sequence with product images, discount codes, and checkout links - recovering up to 30% of abandoned carts.
- ✓WooCommerce webhook integration
- ✓Cart content extraction
- ✓WhatsApp message with product image
- ✓Discount code injection
WooCommerce Post-Delivery Review Request Agent
Sends an automated WhatsApp review request 3 days after WooCommerce order delivery - with a personalised product-specific ask and one-tap rating link to increase review volume by 4×.
- ✓Delivery event trigger
- ✓Personalised product review ask
- ✓One-tap rating link
- ✓Google and WooCommerce review routing
GmailGmail Sales Sequence + WhatsApp Follow-Up Agent
Runs personalised Gmail outreach sequences and amplifies non-responses with WhatsApp follow-ups - turning email-only sequences into omnichannel campaigns with 3× higher reply rates.
- ✓Gmail personalised send
- ✓Open/reply tracking
- ✓Non-responder WhatsApp trigger
- ✓Reply classification
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