Sales Workflows

Automated AI orchestration for Amica logistics: verifying stock in SAP, calculating freight rates via DHL, and fetching safety protocols from SharePoint.

Custom AI workflow for Wielton SA to automate stalled deal identification, Slack notifications, DACH region lead generation, and CRM data hygiene.

Automated workflow for Maria Sinclair to streamline candidate identification, data validation, CV analysis, and initial outreach.

This workflow demonstrates how AI agents automate the entire VIP guest journey at The Zetter Bloomsbury—from PMS data extraction and cross-property history analysis to team tasking and GM notifications.

A 10-step AI-driven workflow for Sircle Collection that automates high-value guest inquiries, personalizes upsell offers via Revinate data, and synchronizes operational tasks in Mews.

Automated workflow handling maintenance requests, room moves, and loyalty point adjustments via Mews PMS and Oxyok.

Demonstration for Fredrik Antin: How AI automates negative feedback handling by connecting TrustYou, Opera PMS, and maintenance systems for proactive service.

Comprehensive AI process handling developer verification, CRM sync, statutory document generation, and legislative group assignment.

AI-driven workflow for EDT to automate the review of forensic engineering reports, ensuring technical accuracy, consistency with CRM data, and adherence to forensic file management standards.

Custom demo for ActionCOACH: Intelligent lead management via AI agents automating initial diagnosis and appointment scheduling.

AI agent orchestration for Omnipack to automate DACH region returns, handling logistics, WMS updates, and customer service localized in German.

This demo visualizes how AI agents orchestrate a 10-step freight brokerage process, from initial load inquiry to final carrier dispatch, integrating with McLeod Software and market rate indices.

Automated workflow for GDP-compliant pharmaceutical logistics, coordinating fleet via Transics and route optimization via PTV.

Automated workflow for Ivan Vlahovic showing the journey from EDI/Email ingestion to warehouse fulfillment and TMS carrier scheduling.

AI agent demonstration managing the furniture order lifecycle: from CAD technical validation to ERP and logistics synchronization.

AI-driven workflow that monitors listings, analyzes luxury market fit, generates SEO-optimized drafts, and notifies the editorial team.

Automated workflow for high-priority engineering roles. Detects applications, parses CVs for energy sector skills, verifies history, syncs to Bullhorn, and schedules interviews.

This workflow prototypes the automation of a complex warranty claim for Alpha Guardian. It handles ticket ingestion, warranty verification via NetSuite, shipping cost estimation, technical guide generation, and replacement order creation in Shopify, ensuring a seamless customer experience for safe owners.

This workflow demonstrates how Evans Transportation Services uses AI agents to monitor stale loads, query carrier APIs, handle transit exceptions via NLP, and proactively update shippers.

AI-driven automation for wholesale BHP equipment orders, CRM synchronization, and logistics coordination for Prosave.pl.

This AI workflow automates the complex lifecycle of a high-value return (e.g., MacBook) at CECONOMY. It orchestrates data across support tickets, carrier tracking, warehouse management, and financial systems to ensure rapid refunds and customer retention.

Automated workflow handling high-tier guest requests by synchronizing Opera Cloud PMS, HotSOS maintenance, and personalized guest communications.

Custom AI workflow for Peter Fidler (WCA) demonstrating automated triage, diagnostics, and M365 provisioning across the MSP tech stack.

This workflow automates the lifecycle of a guest maintenance report at ASH NYC properties, identifying custom design assets, checking material lead times, and syncing procurement with hotel room availability.

Automated legal document intelligence platform for Penteris. Transitions manual M&A review into an agent-assisted workflow, accelerating due diligence while ensuring compliance with Polish law.

Demonstrates AI agents managing the full lifecycle of a delivery: from order ingestion and routing to real-time exception monitoring and CRM synchronization.

This workflow demonstrates how Stord uses AI agents to monitor freight delays via project44, analyze inventory impact in NetSuite, and autonomously execute recovery logistics via freight marketplaces while keeping customers informed through Salesforce and Gmail.

Prototype showing AI agents orchestrating supply chain recovery for delayed shipments via Stord, NetSuite, and carrier integrations.

Demonstrating backend operational automation for handling complex guest requests and property synchronization using AI agents.

AI-driven workflow managing guest feedback, sentiment analysis, and multi-system data synchronization for Andy Boardman and Joe Setchell.

This demo showcases the 'technological realignment' for Dr. Stefan Ollig and Uwe Becker. It automates the lifecycle of property requests from casavi through verification and quality control to CRM finalization, ensuring a 'leading quality platform' experience.

This demo showcases how tCognition leverages Agentic AI to automate the entire sales lead lifecycle—from initial website inquiry to deep firmographic research, intent analysis, and CRM record creation with personalized outreach preparation.

AI agents orchestrating deep market research, persona building, and objection mapping to support CreativeRace's strategic pivot to a Marketing Consultancy.

Scalable AI orchestration that monitors 30+ Pipedrive pipelines, researches B2B signals, and qualifies leads for the ARI Poly EV fleet.

This AI-driven workflow orchestrates 1,000+ bus partners to achieve autonomous dispatching, maximizing occupancy through smart empty-leg matching and documented CO2 savings.

AI-driven workflow for TC Farnell Clarke that automates data extraction, ledger auditing, and advisory lead generation across Dext, Xero, and GoCardless.

This workflow automates the transition from a 'Won' deal in Pipedrive to a fully provisioned HoorayHR environment, notifying stakeholders and setting up the customer success path.

Automates lead qualification by scraping websites, detecting tech stacks, and finding job openings to generate a 'Formed Story' pitch in Pipedrive.

A multi-agent workflow that automates the transition from a 'Closed Won' deal to a fully initialized development environment, including Jira, GitHub, Slack, and compliance documentation.

Advanced knowledge management orchestration for Kovai.co, automating the path from user feedback to documentation updates and engineering debt tracking.

This workflow demonstrates Oxyok AI agents identifying mobile user friction, generating localized content, validating via automated UI tests, and syncing updates across Jira, LaunchDarkly, and Braze for Adam Fleming's engineering team.

Visualizing how AI agents automate Accentuate Agency's proprietary SEO framework and scale GEO content production for UK clients.

This AI-driven workflow automates the transition from a closed-won deal to a fully initiated project for Accentuate Agency, reducing manual overhead for Julie N. Yiga, Jessica Rayduta, and the AE team.

An AI-driven workflow that orchestrates the entire post-call follow-up process, updating Salesforce, generating tasks, and notifying stakeholders immediately after an Aircall session ends.

AI agent orchestration that monitors real-time changes in Anaplan models, synthesizes drivers behind data, and generates executive-ready narratives.

A 8-step autonomous workflow for AppAgent that bridges the gap between creative production and performance data, eliminating manual entry for growth teams.

This workflow demonstrates Birdie.ai's ability to orchestrate agents that ingest, normalize, and classify feedback at scale, delivering 10,000x cost efficiency and 80% faster insights for enterprise clients like Samsung and HP.

This AI-driven workflow automates the mapping and syncing of complex metafield data (using ACF) between Shopify Plus and Salesforce, ensuring high-scale data integrity without manual entry.

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

This demo showcases the January 2026 Agentic AI roadmap for Anaplan, featuring autonomous agents that handle data ingestion, market intelligence, and logic adjustment for rapid scenario planning.

Automates the transition from a 'Won' deal in Pipedrive to logistics, document generation, and hospitality partner onboarding.

This demo visualizes the GoDaddy Airo Agentic AI ecosystem, orchestrating a complex small business setup from a single intent. It leverages Airflow 3 for DAG-based coordination, the Agent Name Service (ANS) for trust, and GABI for internal business logic.

This workflow demonstrates how custom AI agents automate the recruitment lifecycle for Empiric, reducing manual entry for Anthony Mussell and Justin Reid by syncing LinkedIn data directly into Salesforce and Outreach.

This demo visualizes how Oxyok agents automate the Big Dog Solar sales pipeline, moving leads from Prospect to Qualified through intelligent research and outreach.

Visualizing the 'Agentic AI' flow from Salesforce opportunity triggers through Anaplan Intelligence analysis to Polaris engine updates.

Automates the manual overhead of solar permitting and installation tracking across 11 states for Big Dog Solar, reducing human touchpoints in the 90-day window.

AI-driven workflow that detects qualified leads for the ARI Bruni in Pipedrive, matches them with local certified dealers, verifies stock availability, and automates the handoff process including notifications and tracking.

Scales high-touch 1-on-1 coaching by analyzing Slack reflections against Extreme Ownership principles, drafting AARs, and updating the Oxyok CRM.

This workflow demonstrates how AI agents automate BDR recruitment by scraping profiles, benchmarking performance data, conducting AI roleplays, and syncing results to the CRM.

Automated workflow to migrate 10,000+ legacy Zonduurzaam customers to the Heartbeat ecosystem, enabling dynamic tariff optimization and VPP participation.

This AI workflow automates the resolution of delivery exceptions across the merged Instabee network, integrating nShift, Shopify, and Zendesk while maintaining direct, pragmantic communication with high-value merchants.

This workflow demonstrates how AI agents automate Manyone's complex prototyping and strategy processes, from initial Typeform briefs to Jira execution and Slack reporting.

This workflow demonstrates how PandaDoc's MCP Server connects AI agents to your document ecosystem, automating the transition from a 'Closed Won' deal in Salesforce to a paid invoice in Stripe.

A 10-step AI orchestration handling complex 'Project MASTER' inquiries, from deep-sea logistics to executive briefings.

Comprehensive AI workflow for Mixergy Ltd to automate installation requests, inventory management, and installer dispatch for smart hot water tanks.

This workflow showcases an end-to-end automated pipeline for curriculum creation. It uses specialized AI agents to fetch learning objectives, research materials, generate content, validate pedagogical standards, and sync with Snappet's TypeScript-based repository.

Visualizes how Oxyok AI agents automate medical-grade validation and personalized insights for Flo Health users.

This workflow automates the transition of new school district data into Snappet’s AWS-backed microservices (Lambda, DynamoDB, Aurora) while ensuring seamless Clever SSO/rostering integration.

Automatically converts bug reports from Bird Eats Bug and Requestly into executable Playwright scripts on BrowserStack.

This workflow demonstrates the automated orchestration of a personalized B2B learning pathway, matching Blinkist content to corporate skill gaps and syncing with Go1 LXP.

Automated mapping of internal job titles to Ravio's standardized job codes using semantic AI and real-time market data validation.

Prototype for IPS S.p.A. demonstrating automated OSINT ingestion, entity extraction, social fusion, and intelligence reporting for Law Enforcement.

Multi-step AI orchestration that automates the transition from LinkedIn Signal to Qualified Lead using the Decision Engine framework.

A 10-step AI workflow automating team coordination, lead research, and multi-threaded outreach for DTDT Nation.

This workflow demonstrates how Kanda leverages AI agents to automate the financing lifecycle. It integrates OCR, identity verification, open banking, and CRM sync to provide instant decisions for home improvement projects.

Automates the intake of ~1,000 startup applications and monitors past founders for high-stakes 'Aftermath' updates, scoring them for visual-first storytelling potential.

AI agent managing complex data flow for international co-productions like 'The Night Manager' S2, handling talent logistics and Spanish tax incentive validation.

Scalable AI workflow for Flo Health to manage high-volume medical inquiries with human-in-the-loop verification, ensuring 4.9-star CSAT.

Automated workflow for United Robotics Group (URG) demonstrating an AI agent managing uLink API errors and RaaS logistics for Plato/Sawyer cobots.

Visualizes the automated transition of heavy-load transport planning from legacy systems to cloud-native SAP and HeavyGoods environments, utilizing real-time telemetry for predictive maintenance.

This workflow demonstrates how AI agents automate the translation of data from Alfotech's hose configurator into technical documentation and regulatory compliance certificates by integrating MS Dynamics 365 and SAP.

Visualizes how an AI agent identifies industrial shredder components using Vision AI and orchestrates the ordering process through SAP and Salesforce.

This workflow visualizes an AI agent orchestrating the sales development lifecycle for Operatix, targeting stakeholders like Robert Westell, Hannah Allen, and Joseph Grieves through deep intelligence gathering and personalized execution.

AI-driven orchestration for CABERO heat exchangers: detecting efficiency drops, adjusting thermal setpoints to preserve PUE, and coordinating ERP-integrated maintenance.

Comprehensive AI workflow for Kapio Transit to automate Bill of Lading and Customs Declaration processing for Apik Logistics fleet management.

This AI-driven workflow synchronizes Northvolt’s 'Digital Blueprint' factory design with operational readiness, ensuring MES traceability and engineering talent are aligned with physical construction milestones in Heide.

This demo showcases an AI Agent autonomously handling spatial data analysis across Snowflake and BigQuery to perform a comparative site selection report for retail locations.

This workflow demonstrates how AI agents manage the lifecycle of a high-value trial lead, from initial sign-up in Chargebee to CRM synchronization and contract generation after VP approval.

AI agents automate the consolidation of Smart Production Insights (SPI) data, calculating OEE and reporting to the digital development team.

This AI-driven workflow automates the transition from a dealer fault report to a dispatched solution, leveraging IoV telemetry and SAP inventory data to meet SANY's 'No More Waiting' promise.

Automates the end-to-end sales process for tractor package deals, from inventory verification across Montgomery, Brundidge, and Dothan to pre-populating Kubota Credit applications and updating the CRM.

Automates the modification services interface for AI-ready data centers, connecting sales, engineering, and manufacturing.

Visualizing an AI-driven workflow that monitors TikTok Shop affiliates, validates content against brand guidelines, and synchronizes with Gorgias for seamless customer support scaling.

Automated workflow for building audits, identifying HVAC faults via Delta Controls BACnet API, calculating energy impact with EnergyPlus, and logging results in Oxyok CRM.

AI-driven orchestration that monitors HubSpot for qualified leads, researches the stakeholder, checks Salesforce for duplicates, and synchronizes data across the Revium tech stack.

This workflow demonstrates the automation of high-precision instrument orders, freeing engineering teams for high-value innovation following the Ralliant Business System (RBS) principles and recent IPO scaling requirements.

This AI workflow orchestrates the generation of Hazard Analysis and Risk Assessment (HARA) documentation by extracting functional requirements, calculating ASIL levels, and syncing with safety engineering teams.

Automates the triage, technical validation, and routing of complex filter inquiries using EMW's Filter-Campus database and specialized efficiency calculations.

This AI workflow automates the flow of data from the eLivePortal e-commerce site directly into internal ERP and CRM systems, handling customer verification, inventory checks, and team notifications.

AI-driven backend orchestration that automates stock exceptions for YTTP. It identifies backorders, rewards VIP loyalty status, and communicates with a brand-aligned 'Ingredients as Muse' tone, allowing the founders to focus on product innovation.