🤖 Example Use Cases

Real Estate Lead Follow-Up

Automating form submissions → CRM → email follow-up

A small real estate agency receives 20+ web inquiries a week. We’d automate their workflow so every new lead is instantly added to their CRM, tagged, and send a personalized email with a link to schedule a viewing, all within 30 seconds.

FREE AUDIT

Coach Onboarding Made Simple

Coaching intake → contract → Zoom link

An online business coach needs to onboard clients faster. We’d build a form-triggered flow that sends a welcome email, digital contract, and Calendly link the moment someone signs up, saving hours each week.

FREE AUDIT

Legal Inbox Triage

Parsing emails → filing info into Notion or Google Sheets

A legal admin team gets flooded with emails. We’d use AI to extract client names, case numbers, and deadlines, then file them into structured tools like Notion, removing manual work entirely.

FREE AUDIT

Shopify Chatbot Conversion Booster

Website chatbot for sales, support, and tracking

A fashion brand wants better customer engagement. We’d deploy an AI chatbot on their site and WhatsApp to answer FAQs, recommend products, and give real-time tracking updates, leading to more sales with less staff.

FREE AUDIT

SaaS Team Task Automation

Internal updates → Slack/Notion → weekly reports

A startup uses multiple tools but no sync. We’d link their lead forms to create ClickUp tasks, ping updates to Slack, and send weekly KPI reports, all without team input.

FREE AUDIT

Online Store Fulfillment Flow

Automating post-checkout comms

An eCom brand wants to impress after purchase. We’d automate order confirmations, tracking emails, and follow-up review requests, improving retention and reducing support tickets.

FREE AUDIT