Solutions Library

Pre-built automation blueprints

Explore our library of proven solutions. Each blueprint can be customized to fit your specific tools and workflows.

sales

Lead Qualification Bot

Scores and routes incoming leads based on custom criteria

Works with: CRM, Forms, Email
support

Support Ticket Triage

Classifies and routes support tickets to the right team

Works with: Helpdesk, Email, Chat
admindocuments

Invoice Processing

Extracts data from invoices and routes for approval

Works with: Email, Docs, Accounting
supportanalytics

Feedback Analysis

Aggregates and analyzes customer feedback at scale

Works with: Surveys, Reviews, CRM
supportoperations

Order Status Updates

Proactive order status notifications to customers

Works with: E-commerce, Email, SMS
admindocumentsoperations

Document Classification

Classifies incoming documents and routes to correct folders

Works with: Email, Docs, Storage
salesoperations

Smart Meeting Scheduler

AI-powered scheduling that considers availability and priority

Works with: Calendar, Email, CRM
operationsadmin

Vendor Onboarding

Streamlines vendor setup and compliance verification

Works with: Forms, Docs, Email

Don't see what you need?

These are just starting points. We build custom solutions for unique challenges. Let's discuss what you're trying to accomplish.

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