Part Three

Every workflow AI can automate for a small business.

Ten of the most common small-business workflows agents can run in production. Each workflow is: a schedule or event that triggers it, the tools the agent uses, the deliverable, and the realistic time saved.

Weekly financial digest. Trigger: Monday 8am. Tools: Stripe + QuickBooks + email. Deliverable: 1-page email to the founder with revenue, expenses, cash runway, top 3 anomalies. Time saved: 2 hours/week.

Lead capture + CRM enrichment. Trigger: form submission webhook. Tools: enrichment API + CRM + Slack. Deliverable: contact + deal record + lead-scored routing to the right salesperson. Time saved: 3 hours/week.

Customer support triage. Trigger: new email in support inbox. Tools: LLM classifier + KB search + CRM. Deliverable: severity-scored ticket + KB-linked draft response for the agent to send. Time saved: 8 hours/week for a 3-agent team.

Invoice categorization. Trigger: new email with invoice attachment. Tools: vision LLM + QuickBooks. Deliverable: draft bill in the accounting system awaiting reviewer sign-off. Time saved: 6 hours/week.

Appointment reminders. Trigger: cron every 15 minutes. Tools: calendar + SMS + email. Deliverable: personalized 24-hour and 1-hour reminders to attendees. Time saved: eliminates a $2,000/mo no-show cost for many service businesses.

Meeting notes to CRM. Trigger: recording processed webhook. Tools: transcript + LLM summarizer + CRM. Deliverable: meeting summary + action items assigned + deal timeline updated. Time saved: 4 hours/week.

Review request automation. Trigger: purchase or service completion. Tools: LLM personalizer + email + review platform. Deliverable: personalized review request 48h after service. Time saved: 2 hours/week + 3x review response rate.

Social media cross-posting. Trigger: post ready-to-publish tag. Tools: LLM adapter + platform APIs. Deliverable: platform-tuned versions posted to LinkedIn, X, Threads, Bluesky. Time saved: 3 hours/week.

Contract expiration reminders. Trigger: cron daily 9am. Tools: CRM + LLM drafter + email. Deliverable: draft renewal outreach at 90/60/30/14/7 days before expiration. Time saved: prevents 2-4 lost accounts per year.

PTO request router. Trigger: Slack command or form. Tools: calendar + HR record + Slack. Deliverable: manager notification + coverage-conflict check + calendar update on approval. Time saved: eliminates a Slack subthread per PTO request.

The remaining entries in the 30+ workflow catalog are being migrated from the vault reference document.