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Workflows

Plug in the work you'd hand off first.

100+ ready-made workflows, built from 725 steps and 554 app connections.

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The workflows most owners plug in first.

The Front-line Guard leaps to catch a ringing phone, a calendar card glowing beside them.

Missed-Call Rescue

by VeloXP

Every missed call answered in minutes, with a booking link.

Workflow · Sales & marketingAuto repair +3

About 1 hour a week back

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The Scribe stamps a stack of invoices as a gold coin pops off the top.

Get Paid Faster

by VeloXP

Overdue invoices chased in your tone, with the pay link. Nothing is sent without your yes.

Workflow · Finance & adminContractors & home services +2

About 2.5 hours a week back

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Speed to Lead

by VeloXP

Every new lead answered in minutes, offered two times and booked.

Workflow · Sales & marketingContractors & home services +5

About 2 hours a week back

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Daily Pulse

by VeloXP

Your day in two minutes: what moved, what's stuck, what needs you.

Workflow · OperationsContractors & home services +6

About 2 hours a week back

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Database Reactivation

by VeloXP

Old leads and past clients worked again, with outreach in your voice.

Workflow · Sales & marketingMortgage +2

About 1.5 hours a week back

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Winback & Cart Recovery

by VeloXP

Abandoned checkouts and lapsed buyers, each worked with its own sequence from your order data.

Workflow · Sales & marketingEcommerce

About 1 hour a week back

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Hours are typical estimates; your AI strategy shows yours.

Everything in the library

Whole jobs, single steps, the apps they connect to, and ready-made teams.

Showing 24 of 141 workflows

Missed-Call Rescue

by VeloXP

Every missed call answered in minutes, with a booking link.

Workflow · Sales & marketingAuto repair +3

About 1 hour a week back

Add to my AI strategy

Get Paid Faster

by VeloXP

Overdue invoices chased in your tone, with the pay link. Nothing is sent without your yes.

Workflow · Finance & adminContractors & home services +2

About 2.5 hours a week back

Add to my AI strategy

Speed to Lead

by VeloXP

Every new lead answered in minutes, offered two times and booked.

Workflow · Sales & marketingContractors & home services +5

About 2 hours a week back

Add to my AI strategy

Daily Pulse

by VeloXP

Your day in two minutes: what moved, what's stuck, what needs you.

Workflow · OperationsContractors & home services +6

About 2 hours a week back

Add to my AI strategy

Database Reactivation

by VeloXP

Old leads and past clients worked again, with outreach in your voice.

Workflow · Sales & marketingMortgage +2

About 1.5 hours a week back

Add to my AI strategy

Winback & Cart Recovery

by VeloXP

Abandoned checkouts and lapsed buyers, each worked with its own sequence from your order data.

Workflow · Sales & marketingEcommerce

About 1 hour a week back

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A CRM that keeps itself up to date

by VeloXP

Contacts and deals updated from email, calendar and calls, with a follow-up when a deal goes quiet.

Workflow · Sales & marketingDeal-makers +1

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A proposal for every new lead

by VeloXP

Each new lead researched and sent a personal proposal, as slides or a web page, in minutes.

Workflow · Sales & marketingAgencies +1

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Ad results report

by VeloXP

A weekly report on what you spent on ads and what it brought in.

Workflow · Sales & marketingAny business

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AI-enabled accountability chart

by VeloXP

Your business mapped into an accountability chart, with the seats an assistant can run and what each one needs.

Workflow · IntegratorAny business

About half an hour a week back

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Appointment reminders on WhatsApp

by VeloXP

Patients get their appointment reminders and updates on WhatsApp.

Workflow · OperationsDental +2

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Bank reconciliation (QuickBooks)

by VeloXP

Bank statements pulled and transactions sorted in QuickBooks, with a note when the month reconciles.

Workflow · Finance & adminAccounting

About 2 hours a week back

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Bills review (QuickBooks)

by VeloXP

The bills you owe in QuickBooks reviewed and summed up in a PDF you can check in minutes.

Workflow · Finance & adminAccounting

About 1 hour a week back

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Birthdays & milestones

by VeloXP

Birthdays and milestones noticed, with a note from you drafted.

Workflow · OperationsAny business

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Borrower documents, collected

by VeloXP

Each borrower gets a checklist of the documents their loan needs; anything missing is chased for you.

Workflow · OperationsMortgage

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Brand kit

by VeloXP

Your site and logo turned into a complete brand kit: palette, type, logo use and voice.

Workflow · Sales & marketingAny business

About half an hour a week back

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Business signals

by VeloXP

Spots what's changing in the business, checks it, acts on it and tracks what happened.

Workflow · VisionaryDeal-makers +4

About 1 hour a week back

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Cancellation save

by VeloXP

When someone cancels, a pause or a better plan offered before they go.

Workflow · OperationsAny business

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Cash-flow forecast

by VeloXP

The next 13 weeks of cash forecast from your invoices, bills and payroll, updated every Monday.

Workflow · Finance & adminAny business

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Churn alerts

by VeloXP

Customers who have gone quiet flagged before they cancel, with a note to win them back.

Workflow · Sales & marketingAny business

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Client numbers, checked and explained

by VeloXP

Each client's financial ratios worked out, odd ones flagged, and the month explained in plain words.

Workflow · Finance & adminAccounting +1

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Client progress updates

by VeloXP

A monthly progress update written for every one-to-one client.

Workflow · OperationsAny business

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Company know-how in one place

by VeloXP

Your tools read end to end and turned into one organised guide to how your company works.

Workflow · IntegratorAny business

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Competitor pricing sweep

by VeloXP

A competitor's pricing page read, compared with yours and summed up in Slack.

Workflow · VisionaryEcommerce +1

About half an hour a week back

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