Work
Workflow examples you can review
Each example shows what it starts with, what the system does, and what you get.
Examples below cover both service businesses and commerce/retail — and show where AI can assist without taking control.
Example workflows
Examples your team can review and adapt.
Keeps daily priorities visible in one place.
Starts with:
- Open jobs in a job system
- Assigned responsible person
The system does:
- Builds one daily priorities list
- Flags overdue items and missing next steps
So you get:
- Clear daily list
- Visible responsibility
Starts with:
- Enquiry form submission from a live marketing site
- Contact details and message
The system does:
- Captures enquiries reliably
- Prepares enquiries for the follow-up path you choose (email, CRM, or tasks)
So you get:
- Clean lead capture
- Faster first response
Shows how tools pass data and status updates.
Starts with:
- Source system
- Destination system
The system does:
- Defines trigger events and required fields per handoff
- Defines failure handling and an issue path
So you get:
- Stable sync
- Clear issue path
Keeps teams aligned on what changed and what’s next.
Starts with:
- Current status
- Notes
The system does:
- Updates once per day (or per shift, if applicable) with structured prompts
- Marks blockers clearly and records next step
So you get:
- Shared visibility
- Faster decisions
Keeps invoice follow-up visible and consistent.
Starts with:
- Issued invoices
- Due dates and payment status
The system does:
- Sends reminders on schedule
- Flags overdue items and adds them to an exceptions list
So you get:
- On-time reminders
- Clear payment status
Moves approved quotes into a confirmed job without rework.
Starts with:
- Approved quote
- Preferred date
The system does:
- Confirms slot before dispatch
- Creates booked job record without duplicates
So you get:
- Booked job record
- Clean handoff to delivery
FAQ
We deliver working workflow setups with clear responsible people, rules, a handover pack, and run notes so your team can run them day-to-day.
No. We start with what you already use and only recommend a change when the current setup blocks the workflow.
You do. Everything is set up under your logins and billing so your team stays in control.
Most first setups are shipped in days. If multiple tools are involved, we ship the first workflow first.
You get a handover pack and run notes with what changed, who runs each step, and how to run it reliably.
We provide a clear checklist of what was configured and where each part lives in your tools.
Talk to a specialist, choose the first service to ship, and we confirm responsible people, access, and rollout plan.
A short kickoff call and access to the tools involved. If you have forms, templates, or sheets, we use those as the starting point.
No. We configure and connect tools you choose, and you pay providers directly.
Want help tightening these workflows?
Tell us what is slipping and we will recommend the first setup to ship.