Library

Workflow demos, held for review

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Niche

All12Agencies4Recruitment4Service businesses4

Workflow type

Lead qualificationCRM handoverFollow-upReply detectionReportingClient deliveryInbox triageDraftingProfile generationStandardizationEvidence analysisScoringNext actionsSearch prepBriefingEscalationSchedulingIntakeDocument intakeExtractionOperations

Reliability

Human reviewAudit logNo auto-sendStop on replySource traceConfidence flagPII minimizationEscalation path

12 of 12 workflows · any selected chip

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Agencies01

AI Lead Qualification & CRM Handover

Inbound leads sit in a shared inbox while reps guess fit from incomplete form fills.

Fit scoreCRM draftRouting note

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Agencies02

AI Follow-up Monitor (Stop on Reply)

Sequences keep emailing people who already replied, because nobody is watching the thread.

Pause eventThread statusReview queue

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Agencies03

Client Reporting Automation

Weekly client reports are rebuilt by hand from ads, the CRM, and a messy notes doc.

Report draftSource logReview status

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Agencies04

AI Inbox Triage for Agencies

Client mail, vendor mail, and new business land in one inbox and get answered in the order they shout.

LabelDraft replyOwner route

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Recruitment05

Candidate Profile Generator

Search profiles are rewritten from scratch for every CV, so clients see a different format every time.

Standard profileGap listSource snippets

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Recruitment06

Candidate-to-Role Evidence Analysis

Shortlists argue from memory instead of a visible map between the role and the candidate.

Evidence tableGap questionsReview hold

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Recruitment07

Search Inbox Assistant (Thread Summary → Next Actions)

Search threads sprawl across candidates, clients, and references, and the next action lives in someone’s head.

Thread summaryOpen asksNext action

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Recruitment08

Search Launch Preparation Assistant

Kicking off a search means rebuilding the same brief, target skeleton, and outreach draft under time pressure.

Search briefTarget skeletonOutreach draft

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Service businesses09

Customer Support Email Agent

The owner answers the same support questions at night, and anything unfamiliar gets a rushed guess.

Draft replyMatch statusEscalation card

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Service businesses10

Appointment Request Automation

Booking requests arrive as prose, and the calendar is confirmed by a chain of “does Tuesday work?” emails.

Parsed requestProposed slotsConfirm hold

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Service businesses11

AI Document Intake

New customers email a pile of documents, and missing pages are noticed days later.

Field extractChecklistMissing-items draft

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Service businesses12

Daily Executive Operations Brief

The owner starts the day by hunting through mail, bookings, and yesterday’s notes for what actually needs a decision.

Decision listAwareness listSource status

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