Sales-Workflows

Sieh, wie KI Kontext liest und Antworten entwirft

Amica Order Processing & Logistics Orchestrator

Internal operations workflow for automated inventory verification, logistics planning, and QA documentation retrieval.

3 stepsDemo ansehen

Wielton Operational Efficiency & CRM Intelligence

AI-driven sales pipeline acceleration and lead generation for Wielton SA, overseen by Group IT.

5 stepsDemo ansehen

Cobalt Recruitment Automated Sourcing

End-to-end automated candidate sourcing, verification, and qualification pipeline for Cobalt Recruitment.

4 stepsDemo ansehen

The Zetter Bloomsbury VIP Pre-Arrival

Automated guest personalization and operational scaling for the Bloomsbury launch, orchestrated for Kevin Rockey.

8 stepsDemo ansehen

Sircle Guest Ops Automation

Automating Guest Inquiry to VIP Upsell & Operation Sync for Rick de Jonge

10 stepsDemo ansehen

OKKO Hotels Ops Automation

Automated Resolution of a Guest Maintenance Request and Reservation Loyalty Sync for OKKO Hotels.

8 stepsDemo ansehen

Nobis Hospitality: Automatiserad Incidenthantering

En AI-driven process som orkestrerar gästfeedback, underhåll och lojalitetsuppföljning mellan TrustYou, Opera PMS och Slack.

8 stepsDemo ansehen

PZFD Automatyzacja Członkostwa

Automatyzacja procesu przyjmowania nowych członków do Polskiego Związku Firm Deweloperskich oraz koordynacja konsultacji legislacyjnych.

10 stepsDemo ansehen

EDT Engineering Report Audit

Automated forensic engineering report auditing, technical compliance verification, and CRM synchronization for Engineering Design & Testing Corp.

8 stepsDemo ansehen

ActionCOACH: Automatización de Leads Iberoamérica

Flujo de trabajo de IA para Alejandro De Gyves que automatiza la calificación, registro en CRM y seguimiento de leads del Business Health Check.

8 stepsDemo ansehen

Omnipack DACH Fulfillment Automation

Automated return and refund processing for high-value e-commerce orders in the DACH region, coordinating Shopify, DHL, and Omnipack WMS.

8 stepsDemo ansehen

Freight Brokerage Automation: From Rate Inquiry to Carrier Booking

Logistics AI workflow for CargoBarn Inc. automating load intake, TMS validation, market analysis, and carrier booking via McLeod, DAT, and Highway.

10 stepsDemo ansehen

Natanex Logistyka GDP Automatyzacja

Automatyzacja dokumentacji i dyspozycji transportu farmaceutycznego zgodnego z GDP dla Natanex.

10 stepsDemo ansehen

18 Wheels Logistics Automation

Automated Order Processing and Multimodal Logistics Syncing for 18 Wheels Logistics.

10 stepsDemo ansehen

FURNIKO Automatyzacja Produkcji

Zautomatyzowany proces przetwarzania zamówień i planowania produkcji dla FURNIKO przy użyciu agentów AI.

8 stepsDemo ansehen

Mansion Global Editorial Automation

Automated pipeline for transforming high-end property listings into editorial-ready content for Lucy Blatter.

9 stepsDemo ansehen

Lutech Resources Recruitment Automation

End-to-end engineering candidate vetting and CRM orchestration for Bethany Mire, integrating Bullhorn, LinkedIn, and Microsoft 365.

8 stepsDemo ansehen

Alpha Guardian Automated Warranty & Logistics

Automated end-to-end orchestration for residential and commercial safe warranty claims, integrating Zendesk, NetSuite, Shopify, and Logistics APIs.

10 stepsDemo ansehen

Automated Load Tracking & Carrier Exception Handling

AI-driven freight monitoring for Evans Transportation Services to automate TMS updates, carrier communication, and exception management.

8 stepsDemo ansehen

Automatyzacja Logistyki BHP i Zamówień Hurtowych

Zautomatyzowany proces obsługi zamówień hurtowych sprzętu BHP, synchronizacja z Oxyok CRM oraz koordynacja logistyki w Prosave.pl.

8 stepsDemo ansehen

CECONOMY Customer Order & Returns Orchestration

Dieser KI-Workflow automatisiert den komplexen Lebenszyklus einer hochwertigen Retoure (z. B. MacBook) bei CECONOMY. Er orchestriert Daten zwischen Support-Tickets, Sendungsverfolgung, Lagerverwaltung und Finanzsystemen.

8 stepsDemo ansehen

Hospitality Ops & Guest Lifecycle Automation

AI-driven orchestration of guest maintenance requests, loyalty perks, and PMS synchronization for Empire Hotel Group.

10 stepsDemo ansehen

WCA Technologies MSP Automation

End-to-end automation for WCA Technologies, handling high-priority server alerts and client onboarding using ConnectWise, ITGlue, and RMM tools.

8 stepsDemo ansehen

ASH NYC Hospitality & Design Sync

Automated bridge between ASH NYC hotel operations and design procurement for custom furniture maintenance.

10 stepsDemo ansehen

Penteris Automated Due Diligence

AI-driven M&A document intelligence orchestrating high-volume legal review for Penteris.

8 stepsDemo ansehen

Coursier.fr Express Delivery Automation

Autonomous orchestration of high-priority courier dispatching and exception handling for Paris logistics.

8 stepsDemo ansehen

Stord Supply Chain Automation

Autonomous AI orchestration for multi-carrier shipment delay resolution and inventory impact mitigation.

8 stepsDemo ansehen

Stord Logistics Orchestration

AI-driven automated exception handling for delayed high-priority shipments using Stord WMS and carrier APIs.

8 stepsDemo ansehen

A Curious Group of Hotels

Automated Guest Request Management & Multi-Property Sync across L'Hotel Paris, Canal House, and Portobello Hotel.

10 stepsDemo ansehen

A Curious Group of Hotels Ops Workflow

Cross-property guest data orchestration for operational oversight and marketing automation across boutique properties.

10 stepsDemo ansehen

Capera Quality Platform - AI Property Lifecycle

Diese Demo zeigt die 'technologische Neuausrichtung' für Dr. Stefan Ollig und Uwe Becker. Sie automatisiert den Lebenszyklus von Immobilienanfragen von casavi über die Verifizierung und Qualitätskontrolle bis hin zum CRM-Abschluss.

8 stepsDemo ansehen

tCognition Sales Lead & CRM Orchestration

End-to-end AI agentic workflow for qualifying and routing AI consulting leads for tCognition.

8 stepsDemo ansehen

CreativeRace Marketing Consultancy Pivot Research

Automated Buyer Persona Research & Objection Mapping for CreativeRace's new consultancy model.

6 stepsDemo ansehen

Ari Motors AI Lead Orchestrator

Skalierbare KI-Orchestrierung, die 30+ Pipedrive-Pipelines überwacht, B2B-Signale recherchiert und Leads für die ARI Poly EV-Flotte qualifiziert.

8 stepsDemo ansehen

Hanse Mondial Dispatch Automation

Dieser KI-gesteuerte Workflow orchestriert über 1.000 Buspartner für ein autonomes Dispatching und maximiert die Auslastung durch intelligentes Empty-Leg-Matching.

8 stepsDemo ansehen

TC Farnell Clarke: The Manual Middle Eliminator

Automating the workflow between Dext, Xero, and GoCardless to shift focus from compliance to advisory.

10 stepsDemo ansehen

HoorayHR Sales-to-Onboarding AI Orchestrator

Automated handoff from Pipedrive to HoorayHR workspace provisioning, utilizing Zapier and AI agents to ensure a seamless customer onboarding experience.

7 stepsDemo ansehen

Quru Lead Investigation Automation

AI agent orchestrates the 'Investigation Phase' for inbound Leadfeeder leads within Pipedrive, automating firmographic research and contextual pitch generation.

7 stepsDemo ansehen

Monterail Client Onboarding & Project Initialization

Agentic AI workflow for software agencies: Automating project kickoffs from CRM win to dev environment setup.

8 stepsDemo ansehen

Document360 Knowledge Orchestrator

An AI-driven feedback loop that bridges Document360 Eddy assistant gaps with Azure DevOps engineering tasks and automated content updates.

8 stepsDemo ansehen

Apadmi Mobile Personalization & Lifecycle Optimization

Orchestrating rapid prototyping and automated UX personalization for Apadmi's mobile ecosystem.

10 stepsDemo ansehen

Automated SEO Prompt To Profit & GEO Content Engine

Orchestrating AI agents to automate the 'SEO Prompt To Profit' framework and scale Generative Engine Optimization content production.

8 stepsDemo ansehen

Accentuate Agency - Automated Client Onboarding & Project Setup

An end-to-end automation orchestrating client onboarding from contract signature to technical setup and team notification.

8 stepsDemo ansehen

Aircall Post-Call CRM Orchestrator

Automated multi-step back-office orchestration between Aircall, Salesforce, and Slack to eliminate mundane post-call tasks.

8 stepsDemo ansehen

Anaplan Connected Narratives

Automated FP&A storytelling: Identifies OpEx variance, retrieves transaction context, synthesizes market factors, and writes executive narratives back to Anaplan.

10 stepsDemo ansehen

AppAgent Creative-to-Data Automation

Automated pipeline bridging creative production with performance marketing data for AppAgent.

8 stepsDemo ansehen

Closing the Feedback Loop

Automated ingestion and classification of customer feedback across Reddit, Amazon, and Zendesk to reduce analysis time by 80% for Everton Cherman and Dan Bellenbaum.

10 stepsDemo ansehen

Shopify Custom Field Sync & CRM Orchestration

Automated synchronization of Accentuate Custom Fields (ACF) from Shopify Plus to external CRMs like Salesforce for enterprise merchants.

8 stepsDemo ansehen

Anaplan AI Narrative Orchestrator

AI agent automating the data-to-story gap by synthesizing Anaplan Bulk API data into personalized executive narratives.

8 stepsDemo ansehen

Anaplan AI Orchestrator for Enterprise Scenario Planning

AI-driven autonomous scenario modeling for Finance and Product teams, automating Flash Forecasts and What-If analysis.

9 stepsDemo ansehen

Post-Sale Onboarding Automation

AI-driven bridge between Pipedrive deal closure and fulfillment operations for Lowlander Botanical Brewing Co.

8 stepsDemo ansehen

GoDaddy Airo Intent-to-Outcome Orchestration

Automating the transition from domain purchase to a full e-commerce and booking setup using Airflow 3, ANS, and GABI.

10 stepsDemo ansehen

Recruitment Automation & Salesforce Agentforce Orchestration

End-to-end recruitment automation integrating LinkedIn discovery with Salesforce Agentforce for US-market expansion.

8 stepsDemo ansehen

Big Dog Solar Pipedrive Automation

AI-driven solar lead orchestration: automated research, contact verification, and multi-threaded outreach for Pipedrive deals.

8 stepsDemo ansehen

Anaplan Agentic Orchestration

Orchestrating Salesforce CRM data through Anaplan Intelligence and Data Orchestrator (ADO) to optimize enterprise planning.

9 stepsDemo ansehen

Big Dog Solar Permitting Automation

End-to-end AI orchestration for the 60-90 day solar installation lifecycle, bridging Oxyok CRM and local government portals.

8 stepsDemo ansehen

Ari Motors: Pipedrive Pipeline Orchestration & Lead Handoff

KI-gesteuerter Workflow, der qualifizierte Leads für den ARI Bruni in Pipedrive erkennt, sie lokalen zertifizierten Händlern zuordnet, die Bestandsverfügbarkeit prüft und den Übergabeprozess einschließlich Benachrichtigungen und Tracking automatisiert.

10 stepsDemo ansehen

Combat Ready LDAP AAR Automation

Automated After-Action Report and coaching feedback loop for the Leadership Development and Advisory Program (LDAP) based on Extreme Ownership principles.

8 stepsDemo ansehen

Rocket4Sales Automated BDR Recruitment & Performance Audit

End-to-end AI orchestration for sourcing, vetting, and onboarding BDRs for Emily Morey.

8 stepsDemo ansehen

Legacy Customer Migration to Heartbeat Ecosystem & Dynamic Tariff Optimization

AI agent orchestration automating the transition of legacy solar customers into the 1KOMMA5° Heartbeat system with VPP integration.

8 stepsDemo ansehen

Instabee Post-Merger Logistics Orchestrator

Automated delivery exception handling and merchant development for Instabee (Budbee/Porterbuddy), optimizing last-mile efficiency and merchant communication.

10 stepsDemo ansehen

Manyone Strategy Activation & AI Data Readiness Orchestrator

An automated design-to-implementation pipeline for Manyone ApS, bridging the AI data readiness gap using multi-agent orchestration.

7 stepsDemo ansehen

PandaDoc Quote-to-Cash AI Automation

Automated contract generation and Stripe invoicing using PandaDoc MCP Server and Salesforce integration.

8 stepsDemo ansehen

Project MASTER: Impact Travel Orchestration

Automated logistics and information filtering for ultra-luxury submarine expeditions, designed to eliminate information overload for leadership.

10 stepsDemo ansehen

Automating Installer Network & Supply Chain Orchestration

End-to-end AI orchestration for Mixergy Ltd, coordinating smart tank installations across supply chain, logistics, and field service networks.

10 stepsDemo ansehen

Automated Curriculum Drafting & Metadata Enrichment Agent

Demonstrates how AI agents automate initial curriculum drafting, metadata tagging, and integration with Snappet's internal engine for educational specialists.

10 stepsDemo ansehen

Automated Health Data Processing & Personalized Medical Insights Orchestration

AI workflow automating the bridge between raw user health logs and personalized medical research application, focusing on medical-grade accuracy.

10 stepsDemo ansehen

Snappet Automated School Onboarding

Automated ingestion of school roster data into AWS architecture with Clever SSO integration.

10 stepsDemo ansehen

BrowserStack Acquisition Automation

Automated Bug-to-Test-Case pipeline integrating Bird Eats Bug session recordings and Requestly network logs into BrowserStack Real Device Cloud.

8 stepsDemo ansehen

Blinkist Go1 B2B Upskilling Pathway

Dieser Workflow demonstriert die automatisierte Orchestrierung eines personalisierten B2B-Lernpfads, der Blinkist-Inhalte mit Qualifikationslücken in Unternehmen abgleicht und mit Go1 LXP synchronisiert.

8 stepsDemo ansehen

Automated Compensation Framework: Job Code Mapping & Semantic Matching

Oxyok AI agents orchestrate the process of mapping internal customer job titles to Ravio's standardized global compensation framework and updating HRIS systems.

10 stepsDemo ansehen

IPS Intelligence OSINT Fusion

Automated intelligence-led investigation workflow for Fabio Romani and Mauro Collalto, fusing OSINT with internal validation and risk scoring.

10 stepsDemo ansehen

Leadspicker Decision Engine Logic

Qualitative research automation for Vlastimil Vodička's 'Decision Engine' logic to qualify leads at scale.

8 stepsDemo ansehen

Automated Coaching Sales Admin & Multi-Threaded Outreach

AI agent orchestrates manual-free sales operations and multi-threaded outreach for Tiffany Largie's team.

10 stepsDemo ansehen

Kanda Contractor Financing Automation

End-to-end AI orchestration for contractor financing applications, from document intake and KYC to credit assessment and automated loan issuance.

8 stepsDemo ansehen

The Pitch: Seasonal Application & Aftermath Pipeline

Orchestrates seasonal application screening and 'Aftermath' founder tracking to build a production-ready story pipeline for Season 15.

8 stepsDemo ansehen

Nostromo Production Orchestrator

AI agent orchestrating international co-production logistics between Spain and UK, ensuring tax credit compliance and real-time budget sync.

8 stepsDemo ansehen

Flo Health Medical Verification & Triage

Automated pipeline for medical content verification and support triage for 100M+ users using Databricks, Mosaic AI, and Amazon Bedrock.

8 stepsDemo ansehen

URG uLink Automation

Orchestrating RaaS support and uLink Open API diagnostics for United Robotics Group cobots.

8 stepsDemo ansehen

Automated Heavy-Load Planning & SAP Maintenance Synchronization

Visualisiert den automatisierten Übergang der Schwerlast-Transportplanung von Altsystemen zu Cloud-nativen SAP- und HeavyGoods-Umgebungen unter Nutzung von Echtzeit-Telemetrie.

10 stepsDemo ansehen

Automated Technical Specification & EU Food Safety Compliance Orchestrator

End-to-end automation of hose assembly technical documentation, SAP batch tracing, and EU regulatory compliance verification for Alfotech.

8 stepsDemo ansehen

AI Technical Spare Parts Assistant

Visualisiert, wie ein KI-Agent Industriekomponenten mittels Vision AI identifiziert und den Bestellprozess über SAP und Salesforce orchestriert.

9 stepsDemo ansehen

Automated SDR Operations & Lead Intelligence Orchestration

A multi-threaded AI-driven prospecting sequence for Operatix, orchestrating research, enrichment, and multi-channel outreach for high-value targets.

10 stepsDemo ansehen

CABERO Automated Data Center Cooling Management

KI-gesteuerte Orchestrierung für CABERO Wärmetauscher: Erkennung von Effizienzverlusten, Anpassung thermischer Sollwerte zur PUE-Sicherung und Koordination ERP-integrierter Wartung.

8 stepsDemo ansehen

Kapio Transit Customs Automation

Automated ingestion and processing of customs documentation for the Dakar logistics hub using specialized AI agents.

8 stepsDemo ansehen

Automated Digital Blueprint & MES Talent Sync

Dieser KI-gesteuerte Workflow synchronisiert den 'Digital Blueprint' der Fabrikplanung von Northvolt mit der betrieblichen Bereitschaft und stellt sicher, dass die MES-Rückverfolgbarkeit und das Engineering-Personal auf die physischen Baufortschritte in Heide abgestimmt sind.

8 stepsDemo ansehen

CARTO Agentic GIS Orchestration

Autonomous AI Agent orchestration for spatial site selection using Snowflake, BigQuery, and CARTO Analytics Toolbox.

8 stepsDemo ansehen

Automated Multi-Step Sales Operations & CRM Sync

AI orchestration for high-value Chargebee sign-ups: data enrichment, CRM synchronization, and multi-level approval logic.

8 stepsDemo ansehen

Automated SPI Data Analysis & OEE Reporting Agent

KI-Agenten automatisieren die Konsolidierung von Smart Production Insights (SPI)-Daten, berechnen die OEE und berichten an das Team für digitale Entwicklung.

8 stepsDemo ansehen

SANY Canada 'No More Waiting' Service Orchestrator

Automated Service Triage & Dealer Support Orchestrator for SANY Canada, eliminating manual delays in heavy equipment repair.

8 stepsDemo ansehen

Automated Tractor Financing and Package Deal Lead Management

AI-orchestrated sales and finance workflow for Capital Tractor, Inc. managing Kubota L-Series package deals across multiple locations.

8 stepsDemo ansehen

Automated AI Infrastructure Customization & Support Interface

Automated workflow for Rittal Canada to bridge custom AI-ready enclosure requirements with Perforex manufacturing systems.

9 stepsDemo ansehen

Automated TikTok Shop Affiliate Management & Gorgias Support Scaling

AI agent orchestration for Salt & Stone to manage high-volume TikTok affiliate applications and Gorgias support tickets at $140M+ scale.

9 stepsDemo ansehen

Automated Building Audit & Fault Detection (FDD) Agent

AI-driven orchestration for Canada Controls to automate building retrofits and energy audits in alignment with the Canada Green Buildings Strategy.

7 stepsDemo ansehen

Revium HubSpot to Salesforce Lead Sync

Automated marketing-to-sales hand-off synchronizing HubSpot leads with Salesforce CRM records.

10 stepsDemo ansehen

Automating Precision Data Tasks for High-Value Work

AI agent orchestration for Ralliant/Hengstler to automate precision sensor manufacturing workflows, replacing manual data entry between RBS and ERP systems.

9 stepsDemo ansehen

Fort Robotics Safety Lifecycle Automation

Automated HARA and HAZOP workflow for safety-critical robotics, integrating Jira, Jama Connect, and ISO 26262 compliance checking.

8 stepsDemo ansehen

Global Technical Inquiry & Filter-Campus Automation

Automatisierte Triage, technische Validierung und Weiterleitung komplexer Filteranfragen unter Nutzung der Filter-Campus Datenbank und MPZ Eco 80 GTS Leistungsdaten.

8 stepsDemo ansehen

Butler and Land eLivePortal to ERP Automation

Automated synchronization of e-commerce orders from eLivePortal to Infor ERP and Oxyok CRM, eliminating manual entry for the operations team.

8 stepsDemo ansehen

Skinimalist D2C Order Orchestration

Automated order resolution for Youth To The People, handling backorders for high-tier loyalty members with a 'Skinimalist' philosophy.

8 stepsDemo ansehen

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