Simple AI Workflows

Lightweight automation solutions designed for SMBs looking for immediate efficiency gains with minimal integration complexity.

Home Custom AI Simple Workflows

Appointment Scheduling Assistant

Integrates with Google Calendar/Outlook to auto-schedule meetings or service slots.

  • Calendar integration
  • Automated scheduling
  • Conflict detection

Invoice Generation from Emails

Auto-parses client emails to extract service requests and create draft invoices.

  • Email parsing
  • Auto invoice creation
  • Service request extraction

Lead Qualification Bot

Gathers and qualifies incoming leads from website chat or form.

  • Lead scoring
  • Qualification criteria
  • CRM integration

Employee Onboarding Checklist Agent

Sends tasks and documents to new hires, tracks completions.

  • Task automation
  • Progress tracking
  • Document delivery

Meeting Notes Summarizer

Auto-generates summaries and action items from recorded Zoom or Teams meetings.

  • Meeting transcription
  • Action item extraction
  • Summary generation

Internal IT Support Bot

Resolves common IT issues (password reset, printer setup, etc.) via chat.

  • Issue resolution
  • Self-service support
  • Ticket creation

Social Media Post Generator

Suggests and drafts posts based on blog links, events, or offers.

  • Content generation
  • Multi-platform support
  • Scheduling integration

Email Classifier & Router

Automatically labels and routes customer emails to appropriate departments.

  • Smart classification
  • Auto routing
  • Priority detection

Simple Survey Bot

Collects NPS, product feedback, or customer satisfaction via embedded website widget.

  • NPS tracking
  • Feedback collection
  • Analytics dashboard

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