Resources & templates
Templates, build guides and the exclusive VIP workflow library.
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The build checklist
Every workflow in the library follows the same seven parts:
What success looks like.
Background the agent needs.
What feeds the workflow.
What the agent can use.
What it produces.
The boundary a human controls.
How it improves over time.
Workflow categories
Sales & lead generation
Capture, qualify and follow up enquiries.
Content & marketing
Draft, adapt and schedule across platforms.
Student success & community
Reminders, follow-up and engagement.
Admin & operations
Notes-to-actions, summaries and handovers.
Client delivery
Proposals, reporting and project follow-through.
Finance & reporting
Track, summarise and flag what matters.
Productised workflows & templates
Package a repeatable workflow for reuse.
Recommended starting workflows
For your first build, start with a recurring task that has a clear input and output — for example, turning meeting notes into actions, drafting follow-ups, or preparing a daily briefing. Deploy one, test it, then expand.
The 30-day implementation framework
A pacing reference for rolling out your workflows over time — not a promise of client acquisition. Week by week: set up and deploy one workflow, review its output, refine your approval boundaries, then add the next.