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Interactive Demo

Workflow Automation

Watch a sample lead capture workflow execute in real time. This is how a form submission on your website becomes a qualified lead in your CRM — automatically.

Sample Workflow — Lead Qualification
Trigger
New form submission received
Website contact form — name, email, message
Waiting
AI Process
Qualify and categorize lead
GPT analyzes intent, urgency, and service match
Waiting
Action
Update CRM and notify team
Lead added to HubSpot, Slack notification sent
Waiting
Output
Send personalized auto-reply
AI-drafted email sent to the lead within 30 seconds
Waiting

More workflow examples

Invoice Processing

Extract data from PDF invoices and populate your spreadsheet automatically.

Email → AI Extract → Google Sheets

Support Triage

Categorize incoming support emails and route to the right team member.

Gmail → AI Classify → Slack Channel

Content Repurposing

Turn a blog post into social media captions, email copy, and summaries.

URL → AI Transform → Notion + Buffer

Appointment Follow-Up

Send automated review requests and follow-ups after client appointments.

Calendly → Delay → AI Email

Want a workflow like this for your business?

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