Form → validation → AI classification → human approval → CRM → follow-up
Suggested stack: Make / n8n, HubSpot, GmailSafety rule: Never let the model reject a lead automatically. Route low-confidence classifications to a person.
- 1
Define required form fields and consent
- 2
Validate and normalize email, phone and company data
- 3
Classify need, urgency and fit using a fixed rubric
- 4
Require approval before changing deal stage
- 5
Create the CRM record and assigned-owner task
- 6
Send a logged, approved follow-up
PILOT PACKAGEDiscovery + prototype + test + handoff
RECURRING SERVICEMonitoring + corrections + optimization
Inbox → remove sensitive data → classify → retrieve approved answer → agent approval → reply
Suggested stack: n8n, help desk, vector databaseSafety rule: Do not expose customer conversations to unapproved models. Escalate billing, legal and safety requests.
- 1
Define request categories and service-level targets
- 2
Remove or mask unnecessary personal data
- 3
Retrieve answers only from approved help content
- 4
Attach source links and confidence score
- 5
Require agent review for consequential replies
- 6
Log resolution, escalation and correction
PILOT PACKAGEDiscovery + prototype + test + handoff
RECURRING SERVICEMonitoring + corrections + optimization
Brief → source collection → outline → draft → fact check → editor → schedule
Suggested stack: Notion, Perplexity/API, LLM, BufferSafety rule: AI output is a draft. Preserve sources, verify claims and never invent quotations.
- 1
Create a brief with audience, goal and evidence standard
- 2
Collect primary sources and publication dates
- 3
Generate an outline mapped to sources
- 4
Draft with explicit citation placeholders
- 5
Run claim-by-claim editorial verification
- 6
Approve brand voice, rights and publishing date
PILOT PACKAGEDiscovery + prototype + test + handoff
RECURRING SERVICEMonitoring + corrections + optimization
Calendar → recording consent → transcript → decisions → tasks → project tool
Suggested stack: Meet/Zoom, transcription, ClickUp/AsanaSafety rule: Inform every participant before recording. Restrict access and define a deletion period.
- 1
Check attendee consent before recording
- 2
Store transcript in a restricted workspace
- 3
Extract decisions separately from suggestions
- 4
Assign tasks only after owner confirmation
- 5
Send a reviewable summary
- 6
Delete raw media according to policy
PILOT PACKAGEDiscovery + prototype + test + handoff
RECURRING SERVICEMonitoring + corrections + optimization
Email/upload → malware/type checks → OCR → field validation → duplicate check → accounting review
Suggested stack: n8n, OCR, Drive, accounting softwareSafety rule: Never post financial records without validation and human approval.
- 1
Accept only permitted file types and sizes
- 2
Scan and store originals immutably
- 3
Extract supplier, date, tax and amount fields
- 4
Compare totals and detect duplicates
- 5
Route exceptions to finance staff
- 6
Post only after approval and preserve audit trail
PILOT PACKAGEDiscovery + prototype + test + handoff
RECURRING SERVICEMonitoring + corrections + optimization
Data sources → quality checks → metrics → variance analysis → narrative → approval → distribution
Suggested stack: Sheets/warehouse, n8n, LLM, emailSafety rule: Prevent the model from changing numbers; generate narrative only from locked metrics.
- 1
Define one owner for every metric
- 2
Check freshness, missing data and anomalies
- 3
Calculate KPIs outside the language model
- 4
Provide the model a locked metric table
- 5
Require approval for conclusions and forecasts
- 6
Distribute with source and refresh timestamp
PILOT PACKAGEDiscovery + prototype + test + handoff
RECURRING SERVICEMonitoring + corrections + optimization
Mentions → deduplicate → sentiment/topic → risk rules → draft → community manager
Suggested stack: Make, social APIs, help deskSafety rule: Do not auto-publish replies about crises, health, finance, politics or personal complaints.
- 1
Collect mentions through official APIs
- 2
Deduplicate reposts and spam
- 3
Classify topic, urgency and reputation risk
- 4
Generate a draft using approved tone rules
- 5
Escalate sensitive topics to a named owner
- 6
Publish only after approval and archive response
PILOT PACKAGEDiscovery + prototype + test + handoff
RECURRING SERVICEMonitoring + corrections + optimization
Payment/contract → workspace → checklist → welcome → milestone reminders → health score
Suggested stack: Stripe/provider, CRM, project tool, emailSafety rule: Payment and contract events must be verified server-side; never trust a browser redirect alone.
- 1
Verify signed contract and payment event
- 2
Create least-privilege workspace access
- 3
Generate project checklist from purchased scope
- 4
Send approved welcome resources
- 5
Track missing inputs and milestone risk
- 6
Remove temporary access at project close
PILOT PACKAGEDiscovery + prototype + test + handoff
RECURRING SERVICEMonitoring + corrections + optimization