The workflow library
Steal these ideas. Then build your own.
The same kinds of tools come up again and again: helpers that read your email, calendar or customer list and prepare the next step for you. Here they are by industry and by role — what each one does, which apps it uses, and why it's hard to share with a team today.
Monday pipeline follow-ups
- TriggerEvery Monday, 8am
- ReadsYour open deals in the CRM
- Your logicFind deals quiet for 14+ days
- PreparesA follow-up per deal, in your drafts
- A personYou skim, tweak and send
Personalised candidate outreach
- TriggerA candidate is shortlisted
- ReadsThe job spec and their profile
- Your logicMatch what they did to what you need
- PreparesA first message, from your mailbox
- A personYou review and send
Client meeting prep
- TriggerA client meeting tomorrow
- ReadsEmails, open items, account notes
- Your logicPull out what changed and what's owed
- PreparesA one-page briefing
- A personThe advisor walks in ready
By industry
Software & SaaS
Common AI tools that sales, success and support people at software companies build for themselves — and how to share them with the whole team safely.
Recruiting & staffing
Common AI tools recruiters build — candidate outreach, interview scheduling, pipeline summaries — and how to share them across a recruiting team without shared logins.
Financial services & insurance
Common AI tools advisors, brokers and operations teams build for themselves, and how to share them in a way compliance and IT can approve.
Real estate
Common AI tools agents and brokerages build — lead follow-ups, listing descriptions, showing schedules — and how to share them across a team.
Agencies & professional services
Common AI tools account managers, consultants and project leads build — status reports, time summaries, proposal drafts — and how to share them with the team.
E-commerce & retail
Common AI tools support, merchandising and operations people at online stores build, and how to share them with the team safely.
By role
Sales
The AI helpers sales reps and managers build most often — follow-ups, meeting prep, CRM updates — and how to share them with the whole team.
Customer success & support
The AI helpers customer success managers and support agents build — account summaries, renewal prep, reply drafts — and how to share them safely.
Recruiting & HR
The AI helpers recruiters and HR teams build — outreach, scheduling, onboarding checklists — and how to share them without putting personal data at risk.
Marketing
The AI helpers marketers build — content drafts, campaign reports, event follow-ups — and how to share them across the team.
Finance & operations
The AI helpers finance and operations people build — invoice chasers, expense checks, vendor follow-ups — and how to share them in a way auditors accept.
IT & security
What IT and security teams need before approving AI tools built by business teams — and how Cresec gives it to them.