Example Flows
Below are some examples of flows that we can implement for your team to save time and costs.
Of course, there are infinite possibilities but focus should always be on adding Real Value.
What is a Flow or Agent Flow?
At Business Flows, we build and implement modular automations we call Flows. Each Flow automates one process.
Agent Flow: contains a custom-built AI agent, a software program that decides what to do, and takes actions to achieve a goal.
Examples
Our modular Flows are designed to tackle common business challenges, transforming time-consuming manual tasks into efficient, automated processes. Below are just a few examples of how our solutions drive Real Value for our clients.
Lead Enrichment and Routing
Capture a lead, enrich, dedupe, assign an owner, and create the first task.
Value: Hours saved + faster response and cleaner pipeline.
Value: Hours saved + faster response and cleaner pipeline.
Invoice to Cash Light
Create the invoice from the deal, email with payment link, mark paid on receipt, post to accounting.
Value: Hours saved + fewer misses and faster cash.
New Client Onboarding Pack
On closed won, spin up the project, folders, templates, kickoff invite, and welcome email.
Value: Hours saved + consistent handoff and no dropped steps.
Value: Hours saved + consistent handoff and no dropped steps.
SLA Breach Prevention
Start timers on ticket open, alert at risk, and auto escalate on breach with context.
Value: Hours saved + fewer SLA misses and happier customers.
Value: Hours saved + fewer SLA misses and happier customers.
Quote Approval Lane
If a quote exceeds a threshold, route to finance and legal, block send until approved, update stage on sign.
Value: Hours saved + faster approvals and better control.
Value: Hours saved + faster approvals and better control.
Purchase to Fulfillment Sync
Create the PO from an approved request, notify warehouse, track received, update finance.
Value: Hours saved + fewer rekeys and smoother operations.
Value: Hours saved + fewer rekeys and smoother operations.
Marketing Source of Truth
Pull spend and outcomes, reconcile UTMs, publish one weekly report.
Value: Hours saved + clear decisions from one view.
Value: Hours saved + clear decisions from one view.
Collections Nudge and Status
Detect overdue invoices, send sequenced reminders, create tasks on intent to pay, update risk board.
Value: Hours saved + improved collections without manual chasing.
Value: Hours saved + improved collections without manual chasing.
Ecommerce Returns Orchestration
Create RMA, notify warehouse, restock, trigger refund on receive, close the loop with CX.
Value: Hours saved + faster refunds and better customer experience.
Value: Hours saved + faster refunds and better customer experience.
Revenue Ops Close Plan
For late stage deals, generate a mutual close plan, schedule milestones, surface blockers, alert executives on slips.
Value: Hours saved + higher win rates and tighter cycles.
Value: Hours saved + higher win rates and tighter cycles.
Example Agent Flows
Ticket Intent and Priority
Classify inbound tickets by intent and urgency, setting the right queue and suggesting tags for efficient resolution.
Value: Shorter triage time and improved response efficiency.
Value: Shorter triage time and improved response efficiency.
Meeting Notes to CRM Fields
Automatically summarize calls, extract key next steps, update relevant CRM fields, and create follow-up tasks.
Value: Accurate CRM data without manual admin work, ensuring no details are missed.
Value: Accurate CRM data without manual admin work, ensuring no details are missed.
AI Quote First Draft
From a concise intake, generate initial line items, terms, and a cover email, ready for review and customization.
Value: Expedited quote generation with consistent quality and reduced errors.
Value: Expedited quote generation with consistent quality and reduced errors.
Document Intake and Extraction
Read purchase orders, certificates, and contracts, extract critical fields, validate data, and attach to the correct records.
Value: Significant reduction in back-office tasks and enhanced data accuracy.
Value: Significant reduction in back-office tasks and enhanced data accuracy.
Smart Collections Assistant
Draft tone-appropriate reminders with relevant context, propose payment plans, and log outcomes in real-time.
Value: Fewer write-offs and improved cash flow through automated, personalized outreach.
Value: Fewer write-offs and improved cash flow through automated, personalized outreach.
AI Lead Scoring with Behavioral Data
Blend lead fit and activity data to score leads, surfacing top prospects daily and downranking unqualified contacts.
Value: Sales teams focus on high-intent buyers, increasing conversion rates.
Value: Sales teams focus on high-intent buyers, increasing conversion rates.
Knowledge-Based CX Answers
Provide instant answers to common product questions using a vetted knowledge base, escalating complex cases with a comprehensive summary.
Value: Faster customer replies, reduced repetitive tickets, and improved customer satisfaction.
Value: Faster customer replies, reduced repetitive tickets, and improved customer satisfaction.
Churn Risk Radar
Scan tickets, NPS scores, usage patterns, and billing data to flag at-risk accounts, suggest retention strategies, and open tasks for intervention.
Value: Proactive client retention, saving valuable accounts before churn.
Value: Proactive client retention, saving valuable accounts before churn.
Proposal Compliance Check
Review draft proposals for policy red flags, insert required legal clauses, and flag legal teams for further review when necessary.
Value: Fewer reworks, safer proposal sends, and enhanced regulatory adherence.
Value: Fewer reworks, safer proposal sends, and enhanced regulatory adherence.
Talent Screener and Scheduler
Score resumes against essential criteria, summarize candidate strengths, and schedule interviews for top candidates automatically.
Value: Shortlists generated in minutes, providing a smoother and faster candidate experience.
Value: Shortlists generated in minutes, providing a smoother and faster candidate experience.
And many more.