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Workflow Library
Explore expert-built, customisable workflows that streamline operations and accelerate success.
What do you need for your business?
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Marketing
Finance
Human Resources
Sales
Operations
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Marketing
Website Content Personalisation
Enhance user experience by adjusting website content based on individual preferences and behaviour.
Marketing
Social Media Content Scheduling
Manage social media presence by automatically adapting and scheduling content across platforms.
Marketing
Ad Campaign Analytics and Optimisation
Improve marketing efforts by analysing performance data from various marketing channels into easy-to-understand reports.
Marketing
SEO Optimisation
Improve search ranking by analysing top-ranking pages, for search intent, and E-E-A-T signals.
Finance
Regulatory Compliance Reporting Automation
Speed up compliance reports by automatically pulling required data from financial systems.
Finance
Intercompany Transaction Reconciliation
Automatically match and reconcile transactions between different entities within a company group.
Finance
Automated Dunning Process for Overdue Accounts
Improving accounts receivable management by sending automated reminders to customers with overdue invoices,
Finance
Automate Expense Reporting
Match corporate card transactions with expense reports, highlighting discrepancies for review.
Finance
Automated Bank Reconciliation
Match bank statements with internal records, flagging discrepancies for efficient financial management
Finance
Reporting and Bookkeeping
Automatically record financial transactions and create reports
Finance
Financial Forecasting
Predict financial forecasting by using historical patterns and external factors.
Finance
Expense Tracking
Improve financial control by efficiently monitoring and categorising business expenses.
Sales
Sales Research
Gather and analyse data on potential customers, identifying key decision-makers and their needs.
Sales
Email Outreach
Personalise and optimise cold email campaigns for higher open and response rates.
Sales
Sales Forecasting
Analyse historical data, market trends, and current pipeline to predict future sales performance.
Marketing
E-Commerce & Retail
Email Marketing
Improve engagement by creating and scheduling tailored email sequences based on user behaviour and preferences.
Sales
Prospecting and Lead Prioritisation
Score and rank leads based on likelihood to convert, assigning to appropriate sales reps.
Marketing
Social Media Content Creation
Generate on brand and ICP relevant social media content.
Finance
Invoice Processing and Approval
Automatically process and approve incoming invoices based on predefined rules
Finance
Expense Tracking
Streamlining employee expense submission, approval, and reimbursement.
Human Resources
Employee Onboarding & Training
Automatically triggering onboarding tasks, document signing, and training assignments for new employees.
Operations
Resource Management and Allocation
Automatically assigning tasks, tracking progress, and optimising resource allocation based on project priorities and team capacity.
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