Live Workflow Demos
See the Automation In Motion
These are real workflow patterns we've built for clients. Each demo plays through step by step — so you can see exactly what gets automated and how.
01
Workflow Automation
Demo
Lead Capture → CRM → Automated Follow-Up
Ready
1
Form Submitted
Visitor fills out contact form on your website
2
Workflow Triggers
MEB automation catches the submission and routes it
3
CRM Record Created
Contact added to HubSpot or Pipedrive automatically
4
Email Sequence Starts
3-part follow-up drip kicks off within seconds
5
Owner Gets SMS Alert
You're notified instantly — no checking the inbox
02
AI Chatbots & Agents
Demo
AI Agent Qualifies & Routes a Website Lead
Ready
1
Visitor Starts Chat
AI agent greets visitor on your site, any time of day
2
Agent Asks Questions
Qualification questions built around your service offering
3
Visitor Responds
AI understands natural language — no button menus needed
4
Hot Lead Routed
CRM updated, owner texted, booking link sent — all at once
03
Data & Reporting Pipelines
Demo
Google Ads + Meta + GA4 → Auto-Generated Weekly Report
Ready
1
Data Sources Connected
Google Ads, Meta, and GA4 linked via API
2
Pipeline Aggregates
Data normalized, cleaned, and merged nightly
3
Live Dashboard Updates
Looker Studio refreshes automatically — always current
4
AI Report Emailed
GPT-written Monday digest lands in your inbox
5
Anomalies Slacked
Spend spikes or CPC drops trigger instant Slack alerts
04
Home Services — End-to-End
Demo
Job Created → Tech Dispatched → Review Collected
Ready
1
New Job Created
Job entry appears in your field management software
2
AI Reads & Routes
Automation finds the right tech based on location and availability
3
Tech Gets SMS
Dispatch text with customer details and route — within 90 seconds
4
Invoice Auto-Created
On job completion, invoice generates and sends itself
5
Review SMS Fires
2 hours later, AI sends personalized review request
05
Workflow Automation — Collections
Demo
Invoice → 3-Day Reminder → Late Notice → Payment Confirmed
Ready
1
Invoice Generated
Auto-created and emailed on job completion
2
3-Day Reminder
Friendly follow-up email sent automatically on day 3
3
Payment Check
On day 7, automation checks Stripe for payment status
4
Late Notice (if needed)
If unpaid, late notice with fee is sent automatically
5
Payment Confirmed
Stripe logs it, owner notified, record updated — done
These are real workflows
Which One Is Your Business Missing?
Every automation above was built for an actual client. In a 30-minute free call, we'll tell you which ones apply to your business and what it would take to build them.