Workflows
Start with one workflow. Add the next when it works.
You do not need a company-wide AI project. Pick the process that costs your team the most hours, get the first fix live, measure what it saved, then decide what to automate next.
- 01Start with one of the three core workflow wedges.
- 02Launch the first fix with human approval where it matters.
- 03Measure usage, saved time, response speed, and missed opportunities recovered.
- 04Keep the workflow running, then add custom modules when your team is ready.
01 · Calls, texts, booking
AI Front Desk
Answers inbound calls and texts, qualifies the request, books the right next step, and sends the handoff to your team.
Local services, clinics, agencies, and high-ticket teams that lose revenue when response time is slow.
Comes in
You receive
Booked appointmentOn the right calendar
Qualified lead summaryWritten into your CRM
Team handoffPosted where your team already looks- Reads the request
- Qualifies it against your rules
- Replies and books the next step
- Connects to
- Phone/SMS · Calendar · CRM · Intake form · Team inbox
Includes
- AI receptionist
- SMS qualification
- Calendar booking
- Review requests
- CRM handoff
Checks it runs
- Lead intent
- Service fit
- Urgency
- Location or job details
- Booking rules
You receive
- Booked appointment
- Qualified lead summary
- Team handoff
- Review request
- Follow-up task
02 · Lead capture, nurture, revival
AI Lead Follow-Up
Enriches new leads, follows up over SMS and email, updates the CRM, and revives stale opportunities before they disappear.
Teams with inbound leads, old pipeline, manual follow-up, or too many prospects falling through the cracks.
Comes in
You receive
Stale CRM opportunityNo activity for 45 days
Inbound emailA pricing question from a past prospectPrioritized lead queueWho to call, in what orderBooked-call routeQualified leads land on the right calendarCRM notes and statusEvery touch recorded- Enriches the lead
- Scores fit and timing
- Writes the follow-up
- Connects to
- Website forms · CRM · Email · SMS · Calendar
Includes
- Lead enrichment
- CRM sync
- SMS follow-up
- Email nurture
- Booked-call routing
Checks it runs
- Lead source
- Fit
- Timing
- Missing context
- Next best step
You receive
- Prioritized lead queue
- Personalized follow-up
- Booked-call route
- CRM notes
- Stale-lead revival list
03 · Back-office finance
Finance Admin Workflow
Reviews bookkeeping/admin data, finds close blockers, drafts owner questions, and turns routine finance work into a clean review packet.
Owner-led service, trades, and operations businesses that need cleaner books and fewer finance admin loose ends without overbuilding accounting detail.
Comes in
You receive
QuickBooks or CSV exportThis week's transactions
Vendor listFrom your books
Weekly finance packetIn Google Docs or SheetsClose-blocker listWith suggested vendor rulesApproval trailEvery decision logged- Reviews the transactions
- Flags close blockers
- Drafts the owner questions
- Connects to
- QuickBooks or CSV exports · Google Sheets · Google Docs/Drive · Telegram or Slack
Includes
- Transaction review
- Owner questions
- Vendor cleanup
- Weekly finance packet
- Approval log
Checks it runs
- Bank/card reconciliation status
- Balance-sheet support
- AR/AP matching when QBO is the source
- 1099 vendor readiness
- Payroll tie-out
- Merchant-fee treatment
- Duplicate vendors
- Journal-entry risk
- Scope escalators
You receive
- Owner/bookkeeper question list
- Suggested vendor rules
- Close-blocker packet
- Weekly finance brief
- Approval trail
After the first workflow
Then add the next one, on the same plan.
More work never changes the price. When the first workflow is live and your team is using it, the next one is a request, not a new engagement.
AI Website Concierge
Turns the website into a guided sales assistant that answers questions, captures intent, books calls, and passes context to sales.
Custom AI Workflow
A focused workflow built around a recurring process your team already runs every week.
The pieces
What can sit inside a workflow.
Smaller modules Omni can connect, so you can see the parts without choosing every detail up front.
- AI receptionist, voice
- Inbound call handling, qualification, routing, and team handoff.
- SMS lead qualification
- Fast text follow-up that qualifies intent and pushes the next step.
- SMS review request
- Automated review asks after completed jobs, visits, or purchases.
- Conversion website with AI concierge
- A sharper front door with guided chat, booking, and CRM capture.
- CRM lead sync
- Clean records, source tracking, team assignment, and follow-up status.
- Email nurture sequence
- Follow-up emails that educate, remind, and route interested buyers.
- Calendar booking workflow
- Qualified leads land on the right calendar with context attached.
- Custom knowledge agent
- A website or team agent trained on approved business knowledge.
- Lead research and enrichment agent
- Company, contact, and fit research before outreach or follow-up.
- Finance review packet
- Owner questions, close blockers, vendor flags, and approval logs in one weekly packet.
- QuickBooks/CSV triage
- Read-only transaction review with confidence, evidence, and human approval before writes.
- Google Sheets review queue
- Structured rows for status, confidence, blocked actions, and owner/bookkeeper decisions.
Want to see them in a scenario? Read the example workflows →
Bring one messy workflow. We'll show you the first thing worth fixing.
If the first workflow saves time and your team uses it, Omni keeps managing it and adds the next workflow when you are ready.
Free · 30 minutes · 30-day go-live guarantee