Automation Use Cases

Explore real-world examples of automations that enhance efficiency and drive results.

Use Cases

Explore various automation examples to inspire your projects.

The Big Value Levers

AI Appointment Setter Agent

Cold emails/DMs prospects, qualifies them, books meetings automatically.
Integrated with Calendly/Google Calendar.
Works especially well for coaches, agencies, consultants.

AI Lead Qualification Agent

Filters inbound leads from forms, LinkedIn, or ads.
Scores them based on budget, intent, or custom criteria.
Hands only “hot leads” to sales reps.

Multi-Agent System

Example: Lead Gen Agent → Qualifier Agent → Appointment Setter Agent.
Businesses see more value when agents “hand off” to each other.

Property Listing Agent

Auto-creates property descriptions + social media posts.
Syndicates across Zillow, Realtor.com, and socials.
AI Insurance Claim Pre-Checker

Reads claim forms.
Flags missing info before submission.

Daily KPI digest

Collect sales, website analytics and marketing campaign stats from API’s > format into PDF> send via email or slack each morning

Invoice Automation

Extract payment details from Stripe / Paypal > generate invoice in Google docs> email to client and log into accounting software.

Meeting Summary and Task Creation

Record Zoom meeting> send transcript to OpenAI > extract action items > create tasks in ClickUP / Trello

Social Media Content Repurposer

Take a blog post > use AI to create a LinkedIN post > Twitter thread and Instagram captions > Schedule in Buffer

AI Automated HR Workflow for CV Analysis and Candidate Evaluation

This workflow automates the process of handling job applications by extracting relevant information from submitted CVs, analyzing the candidate's qualifications against a predefined profile, and storing the results in a Google Sheet.

Making money (lead gen, sales, upsells).
Saving money (automating staff tasks).
Reducing risk (compliance, mistakes, fraud)

Make---- Social Media > Triggered by a URL URL gets summarized > Creates a Instagram post > Generates an Instagram Image > Creates a LinkedIn and Facebook post > Places them all in AirTable for review.

n8n -- Lead Qualifier > Triggered by form submission > Form is classified > if meets criteria > goes to CRM for further sales communication. If not > goes to another CRM for more massaging.

AI Agent n8n -- Virtual Assistant > Triggered by chat message > Message is classified > One path finds data in CRM emails client / set's up meeting > Second path write a offer email client stores offer in drive folder > Third path asks for information to be searched and emails summarized results.

How You’d Build an Agent/Automation

Define the Trigger
Collect / Preprocess Data
Call AI Model
Branching the Logic
Action Nodes / Modules
Logging & Monitoring

Pick a use case (e.g., AI Appointment Setter, AI Invoice Chaser).
Map the workflow (trigger → processing → AI call → action).
Implement in platforms using nodes /modules (HTTP Request, OpenAI, Email/Slack/CRM, etc.).
Test & iterate.