Example AI Agent & Automation Builds
Not templates, not fake case studies. These are practical build patterns we can adapt around your real tools, approvals, and data.
Lead Ops
Lead Reply & Qualification Agent
Responds to new enquiries, checks fit, asks for missing details, updates the CRM, and books qualified prospects while interest is still fresh.
HubSpot, Salesforce, Pipedrive, Gmail, Outlook, WhatsApp, Calendly, Google Calendar
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Finance
Invoice & Document Processing Agent
Extracts invoice, contract, or form data, checks confidence, routes exceptions for approval, and posts clean records into finance tools.
Gmail, Outlook, Google Drive, Dropbox, QuickBooks, Xero, Lexoffice, Slack, Microsoft Teams
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Support
Support Triage & Reply Assistant
Classifies tickets, drafts replies from your knowledge base, escalates urgent issues, and keeps customer records updated.
Zendesk, Intercom, Freshdesk, Shopify, WooCommerce, Notion, Confluence, Slack
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Bookings
Appointment Follow-up Automation
Confirms bookings, follows up on no-shows, sends payment links or reminders, and updates calendars without manual chasing.
Calendly, Acuity, Treatwell, Google Calendar, Outlook Calendar, WhatsApp, Stripe, SumUp
CRM
CRM Hygiene & Enrichment Workflow
Finds incomplete records, standardizes fields, enriches company data where approved, and alerts your team before pipeline quality drops.
HubSpot, Salesforce, Pipedrive, Airtable, Apollo, Clearbit, Google Sheets, Make, n8n
Operations
Operations Monitor Agent
Watches handoffs, failed automations, missing data, overdue tasks, and risky exceptions so small problems are caught early.
Airtable, Notion, Google Sheets, Asana, Trello, Monday.com, Slack, Microsoft Teams