Five everyday tasks to build AI workflows around

1. Prepare a reply to a new enquiry

Read the enquiry, find the customer record and prepare a relevant reply. Route the draft to the owner with the original request attached. This is useful when several people share responsibility for new business.

• Inputs: enquiry text, contact details and relevant company information.
• Review: the owner checks the response and the proposed next step.
• Measure: time to a reviewed reply and enquiries without an owner.

2. Prepare the team for a client meeting

Bring together the latest conversations, open questions and agreed actions before the meeting. Keep links to the source records so the attendee can check the summary.

• Inputs: meeting details and permitted customer records.
• Review: the attendee checks facts, missing context and unresolved questions.
• Measure: preparation time and important details missed during meetings.

3. Turn meeting notes into sales follow-ups

Use approved meeting notes to draft a deal update and propose the next tasks. Let the sales owner confirm the stage, dates and commitments before the records change.

• Inputs: notes, opportunity record and existing tasks.
• Review: check that proposed tasks reflect what was actually agreed.
• Measure: missing follow-ups, duplicate tasks and corrections needed.

4. Chase missing onboarding information

Check the onboarding checklist and prepare a reminder for the specific item that is still missing. Stop the reminder when the item arrives or a colleague marks it as unnecessary.

• Inputs: required items, received documents and last contact date.
• Review: the account owner checks exceptions and the reminder schedule.
• Measure: time waiting for information and unnecessary reminders.

5. Prepare a customer support handover

Summarise the customer question, the conversation so far and any relevant account details for the person taking over. Keep unresolved questions visible instead of presenting a guessed answer as fact.

• Inputs: the support conversation and records the support team can access.
• Review: the team member confirms the summary before replying.
• Measure: repeated questions and time spent reconstructing the conversation.

Agree the first project before building

Write down the trigger, the information required, the output and the person who approves it. Check what the connected apps allow, then test an ordinary case, a missing-data case and a failed connection. Custom workflows and support are scoped separately from the platform subscription.

• Name the person who owns the process after launch.
• Agree a baseline and a useful success measure.
• Plan how to pause the workflow and correct mistakes.

Which AI workflow should we build first?

Choose a frequent task with reliable inputs and a result your team can review quickly. Avoid starting with a process that has unclear ownership or depends on poor data. A short implementation review can help choose and scope the first project.