Reference workflows
The workflows we ship the most.
Each one is annotated with triggers, retry policies, error branches, and integrations. Click through to inspect the canvas or trigger a run.
/01Sales
Lead capture → AI qualification → CRM
Every inbound form submission is enriched, scored by an LLM against your ICP criteria, and pushed into the CRM with an owner assignment and a Slack ping to the right pod.
WebhookClearbitOpenAIHubSpotSlack
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/02Support
WhatsApp inquiry → AI response → CRM
Meta webhook fires on inbound message. The workflow classifies intent, drafts a reply grounded in your knowledge base, and either sends autonomously (high confidence) or hands off to a human with the full context.
WhatsApp Cloud APIPineconeGemini 3 FlashHubSpotPagerDuty
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/03CX
Customer review collection → Sentiment analysis
Runs every 15 minutes: pulls new Google, Trustpilot, and Shopify reviews, scores sentiment, drafts a response, and escalates 1★–2★ to the CX lead within 5 minutes.
Google My BusinessTrustpilotShopifyGemini 3 FlashSlack
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/04Operations
Appointment reminder automation
Runs hourly. Looks 24h and 2h ahead in the calendar, sends WhatsApp/SMS/email based on customer preference, and offers 1-tap reschedule via a signed link.
Google CalendarWhatsApp Cloud APITwilio SMSSendGrid
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/05Marketing
Email campaign automation
Marketer drops a brief; the workflow segments the list, writes per-segment copy, warms sending across pools, and cuts off underperforming variants automatically.
AirtableGemini 3 FlashSendGridSegmentSlack
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