Agentic Workflows

Here's what 100x ROI actually looks like.

Six workflows that run at companies your size, today. Each one requires reasoning that rule-based automation can't do. We find which ones deliver the biggest return for yours.

H HubSpot SF Salesforce in LinkedIn M Gmail # Slack C Clearbit
1 / 6
Sales

Lead Qualification + Enrichment Agent

What the agent does

1Reads the inquiry:understands intent, urgency, and what they're really asking for
2Researches the company:website, LinkedIn, funding stage, tech stack, recent news
3Checks your CRM:prior interactions, open deals, related contacts
4Scores the lead:ICP fit, buying signals, timing indicators
5Writes the brief:a ready-to-act summary your rep can send in minutes

Before vs. After

Before
10:00amLead fills out contact form
2:00pmRep sees it between meetings
2:30pmResearches on LinkedIn for 30 min
3:15pmSends semi-generic follow-up
Next dayLead already talking to competitor
After
10:00amLead fills out contact form
10:04amAgent researches, scores, enriches CRM
10:05amRep gets Slack alert with full brief
10:12amRep sends personalized response
10:30amMeeting booked
~$41,600/yr saved Response time: 4 hours → 5 minutes
J Jira A Asana Q QuickBooks # Slack S Sheets N Notion
2 / 6
Operations

Executive Reporting + Blindspot Monitoring Agent

What the agent does

1Pulls data from every system:PM tools, CRM, finance, comms channels
2Identifies what matters:projects behind, clients going quiet, revenue trends
3Catches blindspots:correlations no dashboard would surface on its own
4Writes the narrative:not a data dump, an analysis with recommendations
5Flags decisions needed:with options, tradeoffs, and suggested actions

Before vs. After

Before
Fri 2pmOps manager opens 6 tabs, exports CSVs
Fri 3:30Copies numbers into a Google Doc
Fri 4:45Tries to write a summary, gets interrupted
Fri 5:30Sends bullet points nobody reads
MondayNobody acts on it
After
Fri 6amAgent gathers data from every system
Fri 6:15Identifies the 3 things leadership needs to know
Fri 6:20Posts narrative summary in leadership Slack
Fri 9amOps manager reviews, adds one observation
Fri 10amTeam makes a decision
~$39,000/yr saved Reporting: 15+ hrs/week → 3 hrs/week
in LinkedIn A Apollo M Gmail C Calendly H HubSpot SF Salesforce
3 / 6
Revenue

High-Quality B2B SDR Agent

What the agent does

1Researches each prospect deeply:challenges, initiatives, tech stack, trigger events
2Identifies the right angle:which pain point is most acute right now
3Writes personalized outreach:references specific things happening at their company
4Sequences follow-ups:builds on prior context, adjusts based on engagement
5Qualifies and books:handles objections, confirms fit, schedules the meeting

Before vs. After

Before
MondaySDR gets 50 target accounts
Mon-FriManually researches 3-5 per day
DailySends same template, swaps company name
Result2-3% reply rate, mostly "not interested"
WeeklyMaybe 2 meetings booked
After
MondayAgent receives target account list
HoursDeeply researches all 50 companies
DailySends genuinely personalized messages
Result12-18% reply rate, relevant conversations
Weekly8-12 qualified meetings booked
~$85,000/yr saved Qualified meetings: 2/week → 10/week
S Shopify Q QuickBooks S ShipStation S Sheets # Slack
4 / 6
Supply Chain

Inventory Monitoring + Intelligent Management Agent

What the agent does

1Monitors all channels:stock levels, sales velocity, seasonal patterns in real time
2Predicts stockouts:"SKU-4521 runs out in 6 days, supplier needs 10, reorder now"
3Recommends reorders:factors in bulk discounts, cash flow, warehouse capacity
4Identifies dead stock:suggests markdowns or bundles based on what's moving
5Detects anomalies:unusual spikes, shrinkage patterns, supplier quality issues

Before vs. After

Before
WeeklySomeone exports inventory spreadsheet
ManualChecks which items are running low
ReactiveCalls suppliers when stock hits zero
QuarterlyDiscovers dead stock during audit
AlwaysOver-orders "just in case," tying up capital
After
AlwaysAgent monitors every SKU in real time
ProactiveFlags items 6-10 days before stockout
SmartRecommends optimal quantities and timing
WeeklySurfaces dead stock opportunities
Same-dayCatches anomalies before they compound
~$52,000/yr saved Stockouts reduced 15-25% · Carrying costs down 10-20%
I Intercom S Stripe # Slack N Notion H HubSpot
5 / 6
Retention

Customer Onboarding + Success Agent

What the agent does

1Builds a personalized plan:based on their contract, use case, and tech stack
2Monitors progress:which steps are complete, where they're stuck, what milestones hit
3Intervenes proactively:detects friction and reaches out with specific guidance
4Analyzes usage patterns:feature adoption, engagement trends, support frequency
5Identifies churn risk and expansion:declining usage, renewal timing, upsell potential

Before vs. After

Before
Day 1Welcome email template sent
Day 3Same onboarding email everyone gets
Day 7Customer stuck on setup, nobody notices
Day 14Customer stops logging in
Day 30CS checks in. Customer found an alternative
After
Day 1Agent builds custom plan for their stack
Day 3Notices they're stuck, sends specific help
Day 5Setup complete, agent suggests first workflow
Day 14Tracks healthy usage, notes expansion opp
Day 30CS gets brief: "$15K upsell opportunity"
~$67,000/yr saved Churn reduced 20-30% · Time-to-value cut in half
G Search Console A Ahrefs # Slack AI Image Gen W WordPress W Webflow F Framer S Shopify V Vercel
6 / 6
Growth

SEO Content Engine Agent

What the agent does

1Audits SEO performance:pulls Search Console data, identifies ranking opportunities, declining pages, and untapped queries
2Analyzes competitors:reads the pages that rank for your target keywords, identifies what they cover and where they're weak
3Builds a content gap matrix:maps commercially valuable keywords against your existing content, prioritizes by traffic potential and business value
4Writes one optimized article per day:researched, structured, internally linked, with custom images generated for each piece
5Previews in Slack for review:content manager gets a formatted preview with SEO metadata, approves or requests edits before publish

Before vs. After

Before
WeeklyMarketing checks SEO dashboard, picks a topic
2-3 daysWriter researches, drafts, and edits one article
Day 4Designer creates images, formats for CMS
Day 5Published. Maybe 1-2 articles per week
MonthsSlow traffic growth, competitors outpace you
After
AlwaysAgent monitors rankings and competitor content
Daily 6amWrites a fully optimized article with images
Daily 9amPreview lands in Slack for content manager
Daily 10amApproved and published. 30 articles per month
WeeksOrganic traffic compounds, rankings climb
~$96,000/yr saved Content output: 1-2/week → 30/month · Writer + designer replaced
The Math

Add them up.

Lead Qualification
~$41,600/yr
Executive Reporting
~$39,000/yr
B2B SDR Agent
~$85,000/yr
Inventory Management
~$52,000/yr
Customer Onboarding
~$67,000/yr
SEO Content Engine
~$96,000/yr
Total ~$380,600/year

The AI infrastructure costs $5-10K per year. You do the math.

And that's before counting the revenue from faster sales cycles, fewer stockouts, and lower churn.

Get Started

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work for your business?

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