Industry automation playbook

Professional Services automation.

Turn enquiries, proposals, scheduling and follow-up into repeatable client-service workflows.

Best-fit prototypes

Try before you scope.

These are reusable starting points, not a claim that every professional services workflow is identical. Production deployment uses your rules, approvals and systems.

🤖#03 · AI Agents

AI Website Sales Chatbot

A sales-focused chatbot that answers questions, qualifies interest and converts conversations into opportunities.

🎯#04 · Sales

Lead Qualification & Booking Agent

Capture requirements, score fit, recommend a solution and route qualified leads to a meeting or CRM.

🧾#15 · Sales

AI Quotation & Proposal Generator

Turn requirements into scope, deliverables, assumptions, commercial structure and a follow-up plan.

📧#08 · Workflow

Email → Action Agent

Turn an incoming email into intent, priority, tasks, deadlines, reply drafts and follow-ups.

#06 · Workflow

Task Automation Agent

Turn plain-language instructions into scheduled tasks, reminders, owners and execution logs.

Custom process

Your workflow is not on the list?

Describe the repetitive process and the Process → Automation Agent will map triggers, decisions, integrations and approval points.

Map the process