Workflow di vendita

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Amica Order Processing & Logistics Orchestrator

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

3 stepsGuarda demo

Wielton Operational Efficiency & CRM Intelligence

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

5 stepsGuarda demo

Cobalt Recruitment Automated Sourcing

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

4 stepsGuarda demo

The Zetter Bloomsbury VIP Pre-Arrival

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

8 stepsGuarda demo

Sircle Guest Ops Automation

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

10 stepsGuarda demo

OKKO Hotels Ops Automation

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

8 stepsGuarda demo

Nobis Hospitality: Automatiserad Incidenthantering

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

8 stepsGuarda demo

PZFD Automatyzacja Członkostwa

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

10 stepsGuarda demo

EDT Engineering Report Audit

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

8 stepsGuarda demo

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 stepsGuarda demo

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 stepsGuarda demo

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 stepsGuarda demo

Natanex Logistyka GDP Automatyzacja

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

10 stepsGuarda demo

18 Wheels Logistics Automation

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

10 stepsGuarda demo

FURNIKO Automatyzacja Produkcji

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

8 stepsGuarda demo

Mansion Global Editorial Automation

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

9 stepsGuarda demo

Lutech Resources Recruitment Automation

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

8 stepsGuarda demo

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 stepsGuarda demo

Automated Load Tracking & Carrier Exception Handling

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

8 stepsGuarda demo

Automatyzacja Logistyki BHP i Zamówień Hurtowych

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

8 stepsGuarda demo

CECONOMY Customer Order & Returns Orchestration

Automated end-to-end processing of high-value electronics returns, integrating SAP, Salesforce, and logistics providers.

8 stepsGuarda demo

Hospitality Ops & Guest Lifecycle Automation

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

10 stepsGuarda demo

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 stepsGuarda demo

ASH NYC Hospitality & Design Sync

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

10 stepsGuarda demo

Penteris Automated Due Diligence

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

8 stepsGuarda demo

Coursier.fr Express Delivery Automation

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

8 stepsGuarda demo

Stord Supply Chain Automation

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

8 stepsGuarda demo

Stord Logistics Orchestration

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

8 stepsGuarda demo

A Curious Group of Hotels

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

10 stepsGuarda demo

A Curious Group of Hotels Ops Workflow

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

10 stepsGuarda demo

Capera Quality Platform - AI Property Lifecycle

Automated property management lifecycle for Capera Immobilien Service GmbH, orchestrating casavi interactions and ERP synchronization for 1,000+ Berlin units.

8 stepsGuarda demo

tCognition Sales Lead & CRM Orchestration

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

8 stepsGuarda demo

CreativeRace Marketing Consultancy Pivot Research

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

6 stepsGuarda demo

Ari Motors AI Lead Orchestrator

Automated AI engine for Tomáš Pilous to manage 10x lead volume across 30+ Pipedrive pipelines with deep B2B synthesis.

8 stepsGuarda demo

Hanse Mondial Dispatch Automation

Automated Partner Dispatching & Trip Matching prototype for autonomous bus management and CO2 reduction.

8 stepsGuarda demo

TC Farnell Clarke: The Manual Middle Eliminator

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

10 stepsGuarda demo

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 stepsGuarda demo

Quru Lead Investigation Automation

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

7 stepsGuarda demo

Monterail Client Onboarding & Project Initialization

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

8 stepsGuarda demo

Document360 Knowledge Orchestrator

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

8 stepsGuarda demo

Apadmi Mobile Personalization & Lifecycle Optimization

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

10 stepsGuarda demo

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 stepsGuarda demo

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 stepsGuarda demo

Aircall Post-Call CRM Orchestrator

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

8 stepsGuarda demo

Anaplan Connected Narratives

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

10 stepsGuarda demo

AppAgent Creative-to-Data Automation

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

8 stepsGuarda demo

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 stepsGuarda demo

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 stepsGuarda demo

Anaplan AI Narrative Orchestrator

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

8 stepsGuarda demo

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 stepsGuarda demo

Post-Sale Onboarding Automation

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

8 stepsGuarda demo

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 stepsGuarda demo

Recruitment Automation & Salesforce Agentforce Orchestration

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

8 stepsGuarda demo

Big Dog Solar Pipedrive Automation

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

8 stepsGuarda demo

Anaplan Agentic Orchestration

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

9 stepsGuarda demo

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 stepsGuarda demo

Ari Motors: Pipedrive Pipeline Orchestration & Lead Handoff

Automated B2B dealership lead distribution system for ARI Bruni model, connecting central CRM with local dealer networks to achieve Digitized Distribution.

10 stepsGuarda demo

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 stepsGuarda demo

Rocket4Sales Automated BDR Recruitment & Performance Audit

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

8 stepsGuarda demo

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 stepsGuarda demo

Instabee Post-Merger Logistics Orchestrator

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

10 stepsGuarda demo

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 stepsGuarda demo

PandaDoc Quote-to-Cash AI Automation

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

8 stepsGuarda demo

Project MASTER: Impact Travel Orchestration

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

10 stepsGuarda demo

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 stepsGuarda demo

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 stepsGuarda demo

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 stepsGuarda demo

Snappet Automated School Onboarding

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

10 stepsGuarda demo

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 stepsGuarda demo

Blinkist Go1 B2B Upskilling Pathway

Automated pipeline transforming B2C interest into a personalized B2B learning journey within Go1 LXP.

8 stepsGuarda demo

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 stepsGuarda demo

IPS Intelligence OSINT Fusion

Prototipo per IPS S.p.A. che dimostra l'ingestione automatizzata di OSINT, l'estrazione di entità, la fusione sociale e la reportistica di intelligence per le forze dell'ordine.

10 stepsGuarda demo

Leadspicker Decision Engine Logic

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

8 stepsGuarda demo

Automated Coaching Sales Admin & Multi-Threaded Outreach

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

10 stepsGuarda demo

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 stepsGuarda demo

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 stepsGuarda demo

Nostromo Production Orchestrator

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

8 stepsGuarda demo

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 stepsGuarda demo

URG uLink Automation

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

8 stepsGuarda demo

Automated Heavy-Load Planning & SAP Maintenance Synchronization

AI-driven orchestration for Goldhofer AG, transitioning legacy easyLOAD workflows to HeavyGoods cloud and SAP ERP with real-time LINK telemetry.

10 stepsGuarda demo

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 stepsGuarda demo

AI Technical Spare Parts Assistant

AI agent orchestrates WEIMA's 40,000+ machine database to identify and order technical spare parts via vision and ERP integration.

9 stepsGuarda demo

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 stepsGuarda demo

CABERO Automated Data Center Cooling Management

Autonomous AI orchestration for thermal optimization and maintenance coordination following a cooling efficiency drop.

8 stepsGuarda demo

Kapio Transit Customs Automation

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

8 stepsGuarda demo

Automated Digital Blueprint & MES Talent Sync

Orchestrating Northvolt Drei's Heide factory readiness by syncing Autodesk construction milestones with MES logic and HR capacity.

8 stepsGuarda demo

CARTO Agentic GIS Orchestration

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

8 stepsGuarda demo

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 stepsGuarda demo

Automated SPI Data Analysis & OEE Reporting Agent

Orchestrating SPI data analysis across IMPRESSA and PROGRESSA lines for Fritsch Bakery Technologies' Iphofen HQ consolidation.

8 stepsGuarda demo

SANY Canada 'No More Waiting' Service Orchestrator

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

8 stepsGuarda demo

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 stepsGuarda demo

Automated AI Infrastructure Customization & Support Interface

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

9 stepsGuarda demo

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 stepsGuarda demo

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 stepsGuarda demo

Revium HubSpot to Salesforce Lead Sync

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

10 stepsGuarda demo

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 stepsGuarda demo

Fort Robotics Safety Lifecycle Automation

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

8 stepsGuarda demo

Global Technical Inquiry & Filter-Campus Automation

AI-driven automation for EMW filtertechnik GmbH to process technical inquiries using Filter-Campus knowledge and MPZ Eco 80 GTS performance data.

8 stepsGuarda demo

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 stepsGuarda demo

Skinimalist D2C Order Orchestration

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

8 stepsGuarda demo

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