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🎯  SalesπŸ“£  MarketingπŸ’¬  Customer SupportπŸ‘₯  HR & People🧾  Accounting & FinanceπŸ“¦  OperationsπŸ› οΈ  Software DevelopmentπŸ”—  Cross-System

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🎯 Sales automation

Let sales automation rocket your growth

AUTOMAIT connects your tools and automates the admin, so your reps spend their day closing instead of clicking.

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The problem

Your reps spend more time clicking than closing β€” AI fixes that

Sales teams lose up to 75% of their day to administrative, low-value work: researching leads by hand, keying them into the CRM, scoring prospects manually, chasing cold follow-ups and copy-pasting data between tools.

The cost shows up everywhere β€” missed opportunities, slower sales cycles, wasted ad spend and an inconsistent customer experience.

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Manually researching and enriching leads

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Re-typing the same data into the CRM

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Scoring prospects on gut feel

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Follow-ups that never go out

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Copy-pasting between five different tools

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No single view of the pipeline

Prospect β†’ Qualify β†’ Discover β†’ Present β†’ Propose β†’ Close β†’ Onboard β†’ Retain

How it works, stage by stage

1

Prospecting & Lead Generation

Hunting for leads by hand is slow, inconsistent and full of dead ends. Automation scrapes business data, captures form submissions and enriches profiles with firmographics, contact details and behavioural signals. Instead of chasing, your team is handed warm, prioritised leads that are ready for outreach.

Result

Your team spends less time chasing and more time converting.

Workflow examples

Scrape & enrichScrape business data (Apify, Clearbit) β†’ extract best email with AI β†’ enrich profile β†’ store in CRM/Google Sheets
Multi-source captureAuto-capture leads from forms, ads and LinkedIn β†’ push straight to the CRM
Segment & routeScore and segment leads automatically β†’ assign to the right rep
Hot-lead alertsSlack alert the moment a high-fit lead lands

Live example β€” Cold outbound engine

Scrape business data with Apify→Extract best email with AI→Save leads in Google Sheets→Generate cold email with AI→Send via Gmail→Update sheet with status & timestamp
2

Qualification

Not every lead is worth your time, and sorting unqualified contacts burns selling hours. Automation scores, segments and routes leads on fit and intent. Duplicates are merged and records enriched, so your CRM stays sharp and reps only see the opportunities that matter.

Result

Reps work a shortlist, not a spreadsheet.

Workflow examples

Enrich on arrivalWebhook (new lead) β†’ Clearbit (enrich) β†’ CRM (update score)
Score and notifyCRM trigger β†’ Function node (calculate lead score) β†’ Slack (notify rep)
Keep the CRM cleanSchedule trigger β†’ CRM (check duplicates) β†’ CRM (merge duplicates)
Priority sortingHubSpot trigger (new contact) β†’ Airtable (sort by lead score) β†’ Slack

Live example β€” Intelligent lead routing

Webhook→Scoring engine→Competitor detection→Slack routing→Hot-lead alert→Call summary
3

Discovery & Outreach

Consistency wins deals, but reps drop the ball on timely follow-ups. Automation makes sure outreach happens on schedule β€” emails, LinkedIn touches, SMS reminders and meeting confirmations all land exactly when they should. No sticky notes, no missed opportunities.

Result

Every lead gets the follow-up you promised them.

Workflow examples

AI-written first touchGoogle Sheets trigger (new lead) β†’ OpenAI (generate email) β†’ Gmail (send) β†’ Sheets (update status)
Sequenced follow-upSchedule trigger β†’ Airtable (get leads) β†’ Gmail (send follow-up) β†’ Slack
Engagement trackingGmail trigger (email opened) β†’ Google Sheets (update) β†’ Slack
Domain rotationWebhook β†’ Function (select sending domain) β†’ Gmail β†’ Google Sheets

Live example β€” Hourly outreach loop

Schedule trigger (hourly)→Fetch leads from Google Sheet→Filter only new leads→Batch process leads→Send email to lead→Mark lead as contacted→Loop back
4

Presentation & Demo

Preparing for demos means endless admin: reminders, invites and pre-reads. Automation handles all of it β€” scheduling follow-ups, sending case studies and logging demo recordings into the CRM. Your team shows up prepared and prospects feel supported.

Result

Presentations turn into conversions instead of admin.

Workflow examples

Demo bookedCRM trigger (new demo) β†’ Google Calendar (schedule) β†’ Gmail (send invite) β†’ Slack (notify rep)
Pre-reads on timeSchedule trigger β†’ Google Drive (fetch pre-read docs) β†’ Gmail (send to prospect)
Recording captureDemo completed β†’ Zoom (recording) β†’ CRM (attach recording)
Follow-up tasksWebhook β†’ Asana (create follow-up tasks) β†’ Slack

Live example β€” Demo-request qualifier

Webhook captures new Calendly demo requests→AI agent scores lead on title, company size, domain quality→HTTP request verifies meeting with Calendly→Switch node routes to qualified / nurture / disqualify→HTTP request adds prospect to sequence→Google Sheets logs score, routing & timestamp
5

Proposal & Negotiation

Nothing kills momentum like waiting days for a proposal draft or an internal approval. Automation generates proposals instantly from CRM data, routes them for sign-off and notifies the rep the moment a prospect opens the file. Follow-ups go out on their own.

Result

Deals keep moving while you sleep.

Workflow examples

Instant proposalCRM trigger (stage = Proposal) β†’ Google Docs (generate) β†’ PDF generator β†’ Gmail (send)
Contract outCRM trigger β†’ DocuSign (send contract) β†’ Slack (notify)
Signed and filedDocuSign webhook β†’ Google Drive (store signed contract) β†’ Slack
Nudge automaticallyCRM trigger β†’ OpenAI (draft follow-up email) β†’ Gmail

Live example β€” AI proposal builder

Post-call form captures client details, pitch notes & price→AI generates professional proposal copy→HTTP request sends proposal to PandaDoc→ClickUp lead updated with company, proposal URL & quote→Gmail draft created with proposal link & thank-you
6

Closing

Closing should feel like winning, not paperwork. Automation connects eSignature tools to your CRM, updates the deal stage the moment a contract is signed and kicks off invoicing immediately.

Result

Deals glide from β€œyes” to β€œclosed won” in record time.

Workflow examples

Stage syncDocuSign webhook β†’ CRM (update deal stage) β†’ Slack (notify sales)
Invoice on signatureCRM trigger (deal closed) β†’ QuickBooks (create invoice) β†’ Gmail (send invoice)
Handoff boardCRM trigger β†’ Trello (create onboarding board)
Celebrate the winCRM trigger β†’ Slack (post the win)

Live example β€” Contract generation

Trigger listens for new Typeform submissions→Extract data parses form answers→Generate contract fills template→Create PDF exports filled contract→Send email delivers PDF to client
7

Post-Sale Handoff & Onboarding

The sale does not end with a signature β€” it is the start of the customer journey. Automation triggers onboarding workflows, assigns tasks to Customer Success and launches welcome sequences, so every new client feels supported from day one.

Result

Churn risk drops before it ever appears.

Workflow examples

Welcome sequenceCRM trigger (new customer) β†’ Gmail (welcome email)
Task creationCRM trigger β†’ Asana (create onboarding tasks) β†’ Slack
Training materialsCRM trigger β†’ Google Drive (send training materials) β†’ Gmail
Support enrolmentCRM trigger β†’ Intercom (add customer) β†’ Slack

Live example β€” Timed onboarding journey

Webhook receives signup data→Validate customer info→Create contact in HubSpot CRM→Send personalised welcome email→Wait 2 hours → deliver onboarding documents→Wait 1 day → personal check-in email→Wait 3 days → week-1 success guide→Update CRM status & notify team
8

Retention & Customer Success

Happy customers stay longer, but it takes constant attention. Automation monitors product usage, flags low engagement and sends NPS surveys at key milestones. Renewal reminders go out automatically, giving account managers a head start.

Result

Renewals stop being a fire drill.

Workflow examples

NPS on scheduleSchedule trigger β†’ Airtable (get customer list) β†’ Typeform (send NPS) β†’ Slack
Churn signalsCRM trigger (low engagement) β†’ CRM (flag) β†’ Slack (alert AM)
Renewal runwaySchedule trigger β†’ CRM (renewal date) β†’ Gmail (send renewal email)
Support visibilityIntercom trigger (support ticket) β†’ Slack β†’ Google Sheets (log)

Live example β€” AI-orchestrated customer success engine

Customer success request→Strategic analysis→Task delegation to 6 specialised agents→Onboarding program creation→Support system development→Health scoring & risk identification→Expansion strategy→Training curriculum design→Retention campaign development→Integrated deliverables with actionable recommendations
Keep exploring

Other departments we automate

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Marketing

Plan, produce, publish and prove ROI

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Customer Support

Faster answers on every channel

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HR & People

Hire, onboard and pay without the admin

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Accounting & Finance

Zero-touch invoices and reconciliation

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Operations

Plan, execute and optimise the supply chain

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Software Development

Ship faster with AI in the pipeline

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Cross-System

Make every tool speak the same language

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