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AI Workflow Automation

Build AI workflows that run
your business processes
while your team sleeps

We build AI workflows that handle your most manual, repetitive work — across sales, ops, and marketing. Live in 30 days.

Workflow examples

The automations we build most often

📋

AI Proposal Generation

Discovery call notes flow into a structured prompt → GPT-4o generates a first-draft proposal → inserted into your branded template → partner notified for a 20-minute review. Gone are 8-hour proposal days.

65%
Less time per proposal
📨

Customer Inquiry Triage

Inbound email classified by AI (service request / billing / complaint / update) → response drafted → routed to right team member via Slack for 1-click approval → sent from your business address. Response time: under 25 minutes.

22 min
Avg response time (was 6 hours)
📊

CRM Auto-Population

Every email, call summary, and form submission automatically parsed and pushed to the right CRM record. No manual data entry. CRM stays current without your sales team touching it.

91%
CRM completeness rate (was 54%)
📈

Automated Weekly Reporting

Every Monday at 7am, AI pulls from 4 data sources, generates the narrative summary, and emails the formatted ops report to leadership. What used to take 4 hours now takes 15 minutes.

4 hrs → 15 min
Weekly reporting time saved
🎯

AI Lead Qualification

Inbound leads scored against your ICP criteria automatically → high-fit leads routed immediately to the right rep with context → low-fit leads sent to nurture. Your team only works leads worth their time.

3–5x
Faster lead response time

AI Content Production

Monthly topic bank → AI generates content briefs → full blog drafts with schema-ready headings and FAQs → optimized with Surfer SEO → human review in 30 minutes → published with schema. 10 blogs a month instead of 2.

5x
Content output, same team size
A real workflow, step by step

How the AI Proposal
Automation actually works

This is one of the most popular automations we build. A concrete example of how Make, OpenAI, and HubSpot combine into a workflow that runs itself.

1
HubSpot
Deal moves to "Proposal Required"

Stage change triggers the workflow automatically — no manual action needed from the team.

2
Make
Deal data extracted

Company name, contact, deal value, scope, call notes — all pulled from HubSpot and structured for the AI prompt.

3
OpenAI GPT-4o
First-draft proposal generated

Structured prompt with deal context → complete proposal sections returned as JSON. Tone trained on your 10 best past proposals.

4
Google Docs API
Inserted into branded template

Generated content fills your standard proposal template automatically via placeholder replacement.

5
Slack + HubSpot
Partner notified, draft sent as tracked PDF

15–20 minute review, personal edits, sent. Every open and view logged automatically.

30-Day AI Workflow Sprint
30-day sprint — scoped after discovery
30 days • Scope-dependent
  • 2–4 live AI workflows deployed in your stack
  • SOPs documented for each workflow
  • 2-hour team training session
  • 30-day post-sprint support window
  • Day 30 performance report
Start Your Workflow Sprint →
Start with a free AI Opportunity Audit if you're unsure where to begin.
Ready to automate?

Book a free 30-minute
AI Discovery Call

Tell us the three most manual, repetitive processes in your business. We'll tell you which ones AI can automate, how long it takes, and what it costs — no commitment needed.