Use Cases

Automation That Changes Everything

Real automation solutions for the workflows that consume your team's time and attention. From lead capture to proposal generation — we have a proven playbook.

Lead Automation

Never lose a lead again

The Problem

Sales teams manually track leads in spreadsheets, follow up days late, and lose deals because of the delay.

The Solution

Automated lead capture from all sources → instant CRM entry → scoring → personalised email sequence → sales alert with full context.

100% lead capture rate
Instant follow-up
3× conversion improvement
15+ hours/week saved

Tools Used

Make.comHubSpot / NotionWhatsApp APIGmail / Mailchimp
Automate This for My Business

How It Works

1

Lead fills form / sends WhatsApp / clicks ad

2

Auto-captured into CRM with tagging

3

Scoring algorithm qualifies lead

4

Personalised email + WhatsApp sent within 60 seconds

5

Sales rep notified with full lead context

6

Follow-up sequence begins automatically

WhatsApp Workflows

Your business, running on WhatsApp — automatically

The Problem

Teams spend hours manually responding to WhatsApp messages, leading to delayed responses and missed opportunities.

The Solution

Automated response flows handle 80% of queries. Complex cases get intelligently routed to humans with full conversation history.

24/7 automated responses
80% queries auto-resolved
5× faster response time
Full audit trail

Tools Used

WhatsApp Business APIMake.com / n8nOpenAIAirtable
Automate This for My Business

How It Works

1

Customer sends WhatsApp message

2

AI classifies intent (inquiry, complaint, order, etc.)

3

Automated response sent within seconds

4

Complex queries escalated to human agent

5

Agent sees full conversation history

6

Resolution logged and analyzed

Proposal Automation

Professional proposals in minutes, not hours

The Problem

Creating proposals takes 3-4 hours per client — copy-pasting, formatting, customising. One person can only create 2-3 per day.

The Solution

Client fills discovery form → AI generates customised proposal from your templates → auto-sent for approval → tracked until signed.

10× faster proposal creation
Consistent professional quality
100% tracking visibility
12+ hours/week saved

Tools Used

Typeform / TallyGoogle Docs / NotionOpenAI APIPandaDoc / DocuSign
Automate This for My Business

How It Works

1

Client completes discovery questionnaire

2

Data flows into proposal generation engine

3

AI creates customised proposal using your template

4

Review notification sent to proposal owner

5

Approved proposal sent to client automatically

6

Opened, read, and signed status tracked

Approval Workflows

Get decisions in hours, not days

The Problem

Approvals live in email chains. Nobody knows the status. Critical decisions are delayed by 3-7 days on average.

The Solution

Structured digital approval flows with automatic routing, deadline reminders, escalation logic, and complete audit trails.

90% faster approval cycles
Zero lost approvals
Full compliance audit trail
Automatic escalation

Tools Used

Jotform / TypeformSlack / Microsoft Teamsn8n / Make.comGoogle Sheets / Notion
Automate This for My Business

How It Works

1

Request submitted via form or app

2

Automatically routed to correct approver(s)

3

Approver notified via email/Slack/WhatsApp

4

Reminder sent if no action within deadline

5

Auto-escalated to senior if still pending

6

Decision logged with timestamp & notes

Knowledge Assistants

Your company's brain, always available

The Problem

Knowledge is locked in people's heads and scattered across documents. New staff take months to onboard. Experts are interrupted constantly.

The Solution

Custom AI trained on your internal docs, SOPs, product info, and FAQs. Deployed on WhatsApp or Slack — answers questions instantly.

70% fewer interruptions
Instant knowledge retrieval
3× faster onboarding
Always accurate & up-to-date

Tools Used

OpenAI / Anthropic ClaudeNotion / Google DriveWhatsApp API / SlackCustom vector database
Automate This for My Business

How It Works

1

Your knowledge base is ingested (docs, SOPs, FAQs)

2

AI is trained and tested on your content

3

Deployed to WhatsApp / Slack / website

4

Team members ask questions in natural language

5

AI answers with citations and source links

6

Escalates to human for complex/sensitive queries