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Automation Workflows

Production-ready automation workflows — multi-step AI agents that route, call tools, and integrate with your existing operations.
Implemented with Zapier, Make, n8n, and Microsoft Power Automate.

Workflow 01

User Onboarding — Form Submission Agent

Automate user provisioning across Slack, Jira, and Microsoft Entra ID

On every "Create User" form submission, an AI agent determines manager status, then routes to the correct Slack action — adding the user to a channel or updating their profile — while querying Entra ID and creating a Jira task in parallel.

Workflow 02

Enterprise System Integration Agent

Connect AI agents to CRMs, scheduling platforms, call systems, support tools, databases, and third-party APIs

A single AI orchestrator routes customer inquiries across your entire enterprise stack — looking up contacts in Salesforce, scheduling via Calendly, opening Zendesk tickets, sending Twilio SMS, logging to PostgreSQL, and charging via Stripe.

Workflow 03

CRM B2B Sales Workflow Agent

Full-stack CRM automation — from lead identification to triggered follow-up actions

An AI agent drives a 6-step B2B sales workflow: searching and identifying leads, enriching firmographic data, updating CRM records, logging interaction notes, and triggering downstream actions — with live integrations across Salesforce, HubSpot, Zoho, and Pipedrive.

Workflow 04

Sales Intelligence Automation Agent

Multi-path AI pipeline for real-time lead qualification and intelligent outreach

A webhook-triggered router dispatches incoming sales signals across three specialized AI pipelines — data extraction and HTTP enrichment, CRM field mapping, and website intelligence — each powered by a Supabase AI Agent with OpenAI, conversation memory, and Google Sheets integration, delivering results via Slack.