Sample AI Workflow Use Cases

These are common first prototypes we deliver in under 24 hours. Each is KPI-gated: we only expand if early data shows movement vs baseline.

Lead Qualification & Follow-Up Drafting

Automate first-pass lead triage and generate contextual follow-up emails or CRM notes.

Time-to-first-response ↓SQL rate ↑Rep prep time ↓

Typical Stack

CRM (HubSpot/Pipedrive) + Zapier/n8n + LLM + Internal Playbook Docs

Prototype: < 24h prototype

Form / chat capture triggers enrichment & scoring logic (firmographic / keyword). Draft personalized reply & next-step suggestion; rep edits & sends.

Support Deflection Knowledge Assistant

Self-service answers from curated docs before a ticket is created.

Ticket deflection % ↑Avg handle time ↓CSAT maintained/↑

Typical Stack

Knowledge base (Notion / Confluence / Google Docs) + Vector / Indexed Search + LLM

Prototype: < 24h prototype

Users ask natural language question; retrieval over pruned, structured sources returns grounded answer + optional escalation path.

Personalized Outbound Sequence Drafting

Generate first-draft multi-step outreach tailored to prospect data & recent triggers.

Reply rate ↑Research time ↓Meetings booked ↑

Typical Stack

CRM + LinkedIn / Intent Data + LLM Prompt Library

Prototype: < 24h prototype

Rep selects prospect; automation pulls firmographic + recent news + product positioning template and drafts 3–5 step sequence for quick edit & send.

Internal Summarisation / Reporting Assistant

On-demand summaries of long docs, call transcripts, or weekly metrics digests.

Prep/reporting time ↓Information retrieval speed ↑

Typical Stack

Docs (Drive/Notion) + Meeting Transcripts + LLM + Prompt Snippets

Prototype: < 24h prototype

Upload / point to sources; assistant produces structured executive summary (highlights, risks, actions) with citation links.

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Book a Rapid Discovery session (90–120 min). We shortlist use cases, pick one, and deliver a working prototype inside 24 hours.