01
Manual input
Rep receives a lead → searches the company → checks the CRM for duplicates → scores it by feel → writes an email → sets a reminder.
Interactive operating map
Find the work worth automating.
Choose a department. See the workflow change from manual handling to controlled execution.
Explore by department
01
Store
Operational data and business context
02
Connect
Systems, permissions and decision logic
03
Automate
Triggered work with review checkpoints
Selected operation
Sales
02
AI capability
Enrichment, research summarization, scoring, personalized generation, tool calling.
03
Orchestrated flow
Lead lands → enrich firmographics → deduplicate against CRM → score against your ICP rules → draft context-aware outreach → route to owner → log activity → schedule follow-up sequence.
04
Controlled outcome
Faster first touch, consistent qualification, CRM records that stay complete without rep discipline.
Use-case library
Forty workflows we automate regularly.
Search or filter by function.
- Lead enrichmentSales
- Lead qualificationSales
- AI SDRSales
- Outbound callingVoice
- Inbound callingVoice
- Appointment bookingVoice
- Customer supportService
- Ticket triageService
- Email classificationService
- Email responseService
- Invoice processingDocuments
- Purchase order processingDocuments
- Contract extractionDocuments
- Claims processingDocuments
- Document classificationDocuments
- Knowledge retrievalKnowledge
- Internal searchKnowledge
- Employee onboardingHR
- Customer onboardingOperations
- Compliance evidence collectionCompliance
- Audit preparationCompliance
- ReportingReporting
- Executive summariesReporting
- Data synchronizationOperations
- CRM enrichmentCRM
- CRM hygieneCRM
- Pipeline managementCRM
- Sales forecastingReporting
- Marketing automationMarketing
- Content repurposingMarketing
- AEO monitoringMarketing
- LLM visibilityMarketing
- Workflow orchestrationOperations
- Approval workflowsOperations
- Escalation workflowsOperations
- IT service workflowsIT
- Security workflowsSecurity
- HR workflowsHR
- Finance workflowsFinance
- Operations workflowsOperations
40 of 40 use cases shown
Is your business ready?
Twelve conditions that predict automation value.
Check what applies. Four or more usually justifies a discovery engagement.
Result
0/12
Assessment Recommended
This is an indicator, not a diagnosis. The assessment quantifies volume, touch count, cycle time and labor cost per workflow so prioritization is based on your numbers.
Map My Automation Opportunities