Working list · v.01
Things we ship
for you.
Every workflow below has been built and shipped at least once. They compose: most engagements bundle 2–4 from a single category under one Setup. If your need isn't listed, it almost certainly assembles from these primitives — bring it to a call.
/ 01
Sales & lead generation
Pipeline that fills, qualifies, and follows up while you sleep.
- 01
Inbound lead enrichment & routing
Capture every form fill or DM, enrich it with company + contact data, score it, and drop it into the right rep's CRM with a draft first reply ready to send.
FounderSales lead
- 02
LinkedIn + email outbound SDR
Multi-channel cold outreach with openers personalized from the prospect's posts and site. Bookings drop into your calendar.
FounderAgency ownerSales lead
- 03
AI voice receptionist & cold caller
A 24/7 voice agent that answers, qualifies, books, and escalates — for clinics, agencies, home services, and consultants.
Service businessSolo consultant
- 04
No-show & follow-up rescue
Confirms appointments, reschedules cancellations, chases ghosted leads on a timed sequence — recovers revenue you'd have written off.
Service businessSales lead
- 05
CRM hygiene & deal-stage updater
Auto-logs calls, updates deal stages, fills missing fields from emails and call transcripts. Your pipeline stays clean without anyone touching it.
Sales leadRevOps
- 06
Proposal & quote generator
Reads the brief or call transcript and drafts an on-brand proposal with pricing, scope, and terms — ready to send in minutes.
Agency ownerFreelancerB2B sales
/ 02
Marketing & content
Turn one idea into ten assets. Stay top-of-search and top-of-mind.
- 01
Content repurposing engine
One podcast, video, or blog post becomes clips, LinkedIn posts, a newsletter, threads, and a Loom-style summary — automatically.
FounderCreatorMarketer
- 02
SEO + GEO content factory
Keyword research → brief → first draft → internal links → published, optimized for both Google and LLM citation (the new game).
AgencyIn-house marketer
- 03
Newsletter & social scheduler
Pulls signal from sources you trust, drafts each issue in your voice, schedules across LinkedIn / X / Bluesky / your newsletter platform.
SolopreneurCreatorMarketer
- 04
Reddit & forum opportunity hunter
Monitors subreddits and communities for buying intent or complaints. Drafts a non-spammy reply for your review before posting.
FounderMarketer
- 05
Review & reputation manager
Watches Google, Trustpilot, and App Store reviews. Drafts responses, alerts you to negatives, and politely asks happy customers for reviews.
EcommerceLocal business
- 06
Competitor monitor
Tracks competitors' pricing, sites, ad creative, and product releases. Sends a clean weekly digest with what changed and what it might mean.
FounderProductMarketing
/ 03
Customer support & operations
Cut response times. Deflect the easy stuff. Keep humans for the hard stuff.
- 01
Discord / Slack community support agent
Answers FAQs from your docs, routes hard questions to the right human, and drops a daily digest of community sentiment.
SaaS founderCommunity manager
- 02
Shopify order, returns & refunds agent
Handles 'where's my order', returns, and refunds end-to-end via Shopify and carrier APIs. Typical deflection: 60–85% of tier-1 volume.
Ecom ops
- 03
Inbox triage & reply drafter
Sorts your inbox by urgency, drafts replies in your voice, archives noise. You review and send — or auto-send the safe ones.
FounderExecSupport lead
- 04
Tier-1 ticket auto-resolver
Reads incoming Zendesk / Intercom / HelpScout tickets, resolves the common ones, escalates the rest with full context and a suggested reply.
Support manager
- 05
Client onboarding workflow
Contract signed → intake form → folders created → kickoff email → CRM and PM tools set up. From one trigger, fully done.
AgencyConsultant
/ 04
Internal team & knowledge
Stop answering the same question twice. Let your tools talk to each other.
- 01
Slack 'ask the company' agent
Answers internal questions from your Notion, Drive, and Confluence — so senior staff stop being a help desk.
FounderOpsHR
- 02
Meeting → CRM / PM auto-updater
Transcribes calls, extracts action items, updates HubSpot / Linear / Asana, sends recap emails. The follow-up just happens.
SalesPMFounder
- 03
Weekly executive digest
Pulls Stripe, GA4, CRM, and support metrics into a Monday-morning narrative. Reads like a smart CoS wrote it.
FounderExec
/ 05
Recruiting & HR
Hire faster without burning candidates on slow processes.
- 01
Resume screener & shortlister
Parses every applicant, scores them against the role, drafts personalized outreach to the top 10%. Cuts your top-of-funnel time in half.
RecruiterFounderHR
- 02
Candidate outreach + scheduling
Sources candidates, sends warm messages, books interviews on your calendar, and emails prep materials before the call.
Agency recruiterIn-house TA
/ 06
Finance & back office
The boring stuff that costs you weekends — done quietly.
- 01
Invoice & receipt processor
Pulls receipts from your inbox and Drive, extracts data, categorizes, pushes to QuickBooks / Xero. Bookkeeping that finishes itself.
BookkeeperOpsSolo founder
- 02
AR chase agent
Watches aging invoices, sends escalating reminders, flags disputes, posts payment confirmations. Cash comes in faster, no awkward emails.
OpsFinance leadAgency owner
- 03
Contract & document review
Reads incoming contracts and leases, flags risky clauses, compares against your playbook. Spots the things lawyers charge $400/hr to find.
Real estateLegalAgencyOps
/ 07
Specialist & agency
High-leverage workflows for specific industries we keep getting asked about.
- 01
Real estate deal-flow agent
Pulls new listings, runs comps, drafts buyer/seller summaries, syncs everything into Follow Up Boss or your CRM of choice.
BrokerInvestor
- 02
White-label client reporting
Auto-pulls GA4, Ads, SEO, and social data into branded weekly/monthly reports — with AI-written commentary that sounds like you.
Agency owner
- 03
Inbound RFP responder
Reads the RFP, checks fit against your services, drafts a response from your past-wins library. Shortlist-ready in hours, not days.
B2B salesAgencyServices firm
Don't see yours? It's on the list.
These compose. Bring the workflow you actually want automated to a free 20-min call — we'll tell you honestly whether it fits the Setup tier or needs Enterprise.