Finance / Accounting
Invoice Processing Workflow
A workflow that monitors an inbox for new invoices, extracts vendor details, amount, due date, and invoice number, checks for missing data, routes the invoice for approval, and updates a tracker or accounting system.
Tools: Gmail, OCR, OpenAI, Google Sheets, QuickBooks, Slack, n8n
Sales Ops
CRM Cleanup & Follow-Up Automation
A sales ops workflow that enriches new leads, updates CRM fields, summarizes call notes, drafts follow-up emails, and reminds sales reps when a deal has no next step.
Tools: HubSpot, Gmail, OpenAI, Slack, Google Sheets, n8n
Operations / HR / IT / Admin
Internal Request Router
A workflow that receives internal requests from a form or Slack, uses AI to classify the request, sends it to the right person or department, creates a task, and tracks status until resolved.
Tools: Slack, Airtable, Notion, ClickUp, OpenAI, n8n
Customer Support
Support Ticket Triage
An AI workflow that reads incoming support tickets, detects urgency and category, drafts a response, routes escalations, and updates the customer record.
Tools: Zendesk, Intercom, Gmail, OpenAI, Slack, CRM, n8n