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§ workflows · 08 total

Every automation we build.

Eight concrete workflows. Each one is a real build we've shipped or scoped. Pick the one that sounds like your problem.

01customer support

Let AI triage and draft replies to every inbound support ticket.

Classify, tag, and draft responses to customer emails — your team reviews and sends.

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02operations

Your Monday-morning metrics report, written automatically.

Pulls from your revenue, product, and support tools. Writes the summary your team used to write.

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03sales

Every inbound lead researched and replied to, before your rep sees it.

Looks up the company, finds relevant context, drafts a personalized first reply — sitting in the rep's inbox within minutes.

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04finance

Every vendor invoice read, matched, and queued for approval.

Extract line items, validate against POs, push to your accounting system. Your AP team reviews and approves — no data entry.

ap inboxfloworksquickbooksslack
05customer success

Know which customers are about to leave — before they do.

Combine product usage, support tickets, and payment patterns into a single health score. Alert CS weeks before renewal, not the day of the cancellation.

productfloworkshubspotslack
06operations

Stop copying data between systems.

Keep your CRM, billing, support, and ops tools in sync — including the edge cases Zapier can't handle. Runs silently, fixes itself when tools drift.

hubspotfloworksstripezendesk
07revenue ops

Every renewal conversation teed up, on time.

Track renewal dates across your CRM and contract system, draft personalized outreach, schedule follow-ups — all before the rep has to think about it.

hubspotfloworksgmailhubspot
08legal ops

Every incoming contract read, summarized, and flagged for deviations.

Compare against your playbook. Surface risky clauses. Draft redlines. Your legal or ops team reviews a short summary — not a 40-page PDF.

inboxfloworksdocusignslack
let's talk

Bring a problem.
Leave with a plan.

30 minutes on a call. Within a week, a written scope hits your inbox: what we'll build, when it ships, what it costs. Concrete, like the example to the right.

free · no prep · no sales pitch

scope · example
draft · v1
client
mid-size SaaS · 20 ops people
problem
800 support tickets / week
monday reports take 6 hrs
build
01inbox triage & drafting
02monday-morning report
timeline
5 weeks · weekly demos
your team
0 engineers required
pricing
fixed scope · paid in 3
acceptance
[ ]inbox auto-classified · 80%+ no-touch
[ ]first-reply drafted in under 60s
[ ]monday report posted to #leads by 9am ET
[ ]tone matches sarah's last 30 replies
shipped when all criteria pass+ 30d support after