The eight workflows companies in the US, UK, UAE, Canada, Australia and New Zealand are putting into production in 2026, and how each one runs: what starts it, what the AI does, where a person checks it, and what lands in your tools.
//01Sales
Speed-to-lead for inbound demand
A form fill or chat is scored against your ideal customer profile and offered a meeting slot within minutes, not the next morning.
Every new lead or buying signal is enriched with company data, scored against your past wins and sent to the right owner or sequence.
TriggerNew lead, sign-up or buying signal
AIEnriches and scores the account
CheckLow-confidence scores go to review
ResultOwner assigned, sequence started
Clay
Apollo
HubSpot or Salesforce
Slack
88% of B2B marketers say enrichment improves lead quality or conversion. DemandGen, via Apollo
//03Sales
Outbound research and first drafts
Each target account is researched and a personal first email is drafted. Your reps approve or edit it before anything is sent.
TriggerTarget account list
AIResearches the account, drafts the opener
CheckRep approves or edits in one click
ResultSequence live, replies triaged
Clay
Apollo
Instantly
HubSpot
Claude or GPT
44% of B2B sales teams use AI SDRs in 2026. LinkedOtter
//04Sales ops
Meeting notes to CRM
Sales calls are transcribed, the fields that matter are pulled out, and the deal record updates without anyone retyping notes.
TriggerZoom, Meet or Teams call ends
AIExtracts next steps, stage and risks
CheckRep confirms the summary
ResultDeal record and tasks updated
Fireflies or Gong
HubSpot or Salesforce
Slack
n8n
Manual CRM entry takes about a sixth of a rep's week. Sybill
//05Support
Support triage and answers
Tickets, chats and calls are classified and answered from your help centre when the answer is known, and handed to a person with full context when it isn't.
TriggerTicket, chat or call
AIClassifies intent, drafts the answer from your docs
CheckSensitive or unsure cases go to a person
ResultResolved, or handed over with context
Zendesk or Intercom
Your help centre
Twilio or Vapi for voice
Claude or GPT
Agentic AI use in service teams rose from 39% to 66% across 2025 and 2026. Futurum Group
//06Finance
Invoice and purchase order processing
Invoices and POs that arrive as PDFs are read, matched against orders and receipts, and posted. Only the exceptions reach a person.