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Workflows

Workflows

Ninety automation recipes in thirteen categories, mirroring the 2026 AI Automation Market Report: the trigger, the steps, the tools and the expected result for each. Start with the ranked top ten, or browse by area.

01 — The 10 most common automations

Ranked by adoption and immediate return at micro and small businesses, per the 2026 market report.

  1. 01Missed-call text-back (SMS)30 seconds after a busy or unanswered call a personal text goes out: 'Hi! I'm with a customer and couldn't pick up.
  2. 02Inbound email triage and smart routingEvery new email is handed to the AI within seconds, classified by intent and urgency, labelled and routed to the right person.
  3. 03Google review funnel and reputation management30 minutes after service: 'Thanks for choosing us! How satisfied were you, 1 to 5?' 4–5 goes straight to Google with a direct link; 1–3 opens a private complaint form and alerts the owner.
  4. 04Central omnichannel AI agent (one brain for every channel)Webchat, Messenger, Instagram DM and WhatsApp handled by one AI engine with one knowledge base built from your PDFs, FAQ and policies, and one CRM profile per customer regardless of channel.
  5. 05The 'no-show killer': dynamic waitlist and confirmations24 hours before: SMS + WhatsApp asking for a [YES] or a rebooking link.
  6. 063-minute AI quote generatorFrom a form, email or survey notes the AI applies your pricing rules and norms, calculates materials, labour hours, delivery and warranty terms, and shows the finished draft on the salesperson's screen with one approve button.
  7. 07AI invoice intake and JSON extraction (IDP)Invoices arrive by a dedicated address (szamla@ceg.hu), a synced Drive/OneDrive folder or a staff phone photo.
  8. 08Dormant customer reactivation sprintContacts inactive for 6–18 months in the CRM or invoicing tool get a short, friendly, non-promotional text referencing their real history.
  9. 09Autonomous AI meeting assistant and live notesAn invisible participant (Fathom, Fireflies or a Whisper + Claude pipeline) joins Zoom, Teams or Meet, or records from a phone in the room.
  10. 10Central AI content repurposing engineThe 1-to-20 rule: one 15-minute customer conversation, a thought recorded on the phone, a case study or an old blog post a week.

02 — 13 categories, one recipe library

  1. 01

    Intelligent email systems

    2–3 hours a day spent on 50–200 emails by owners and support staff

    7 recipes in this category

  2. 02

    Phone calls and voice AI

    62% of callers do not leave a voicemail; they call the next number on Google

    7 recipes in this category

  3. 03

    Two-way SMS and conversational AI

    98% open rate and 45% reply rate for SMS; most read within 3 minutes

    7 recipes in this category

  4. 04

    Webchat, Messenger and WhatsApp

    Website visitors browse most between 20:00 and 08:00 and leave if a question is not answered within a minute

    6 recipes in this category

  5. 05

    Sales, lead generation and tireless follow-up

    80% of deals close between the 5th and 12th touch; most reps stop after one

    7 recipes in this category

  6. 06

    Intelligent quoting and proposals

    5–10 hours a week go to manual quoting at a typical SME

    7 recipes in this category

  7. 07

    Contract and document handling

    20–30% of office time goes to document handling

    7 recipes in this category

  8. 08

    Invoice processing, verification and receivables

    6–12 hours a week spent on invoice admin at an average SME

    7 recipes in this category

  9. 09

    Scheduling, calendar management and meeting ops

    15–25% of working time lost to scheduling chaos

    7 recipes in this category

  10. 10

    Data processing, spreadsheets, databases and analytics

    Anomaly guard reacts within hours: e.g. cart abandonment jumping from 45% to 88% because the card gateway broke

    7 recipes in this category

  11. 11

    Social media marketing, content production and promotion

    The 1-to-20 rule: one 15-minute recording a week feeds every channel

    7 recipes in this category

  12. 12

    Speech recognition, intelligent OCR and voice-driven processes

    Speech to text at 99% accuracy with engine noise filtered

    7 recipes in this category

  13. 13

    Repetitive business process automation (BPA and modern AI-RPA)

    30–45% of staff time is robot work at an average SME

    7 recipes in this category