Workflow examples library
What practical automation actually looks like.
Illustrative workflow maps. Steps marked Human stay with a person. Every real implementation is designed around your own process, systems and approval points.
- 01Website form
- 02AI classification
- 03CRM creation
- 04Company/account enrichment
- 05Salesperson assignment
- 06Acknowledgement
- 07Follow-up task
- 08Pipeline reporting
Removes the delay between an enquiry arriving and the right salesperson acting on it.
- 01CRM opportunity
- 02Customer information
- 03Pricing/product rules
- 04Proposal draft
- 05Human approvalHuman
- 06Send
- 07CRM update
- 08Follow-up
Speeds up proposals while pricing and final wording stay approved by a person.
- 01CRM + finance + operational information
- 02Data consolidation
- 03Analysis
- 04Exceptions
- 05Weekly management summary
- 06Human reviewHuman
Managers review the week instead of assembling it.
- 01Signal
- 02Research
- 03QualificationHuman
- 04Decision-maker
- 05Evidence
- 06Suggested approachHuman
How the Evans Opportunity Engine combines AI-supported research with human qualification and judgement. It is not fully autonomous: people check relevance and decide the approach.
- 01Document emailed
- 02Classified
- 03Data extracted
- 04Validation
- 05Exceptions to a personHuman
- 06ERP/finance updated
Stops retyping without letting uncertain data flow straight into core systems.
- 01Request received
- 02Urgency and topic classified
- 03Approved answer suggested
- 04Agent reviewsHuman
- 05Reply sent
- 06Escalation if needed
Faster first responses, with people handling anything sensitive or unclear.
Six solution families
Where automation usually pays back first.
Sales & CRM Automation
Lead capture, qualification, CRM administration, follow-up, research, pipeline updates and sales reporting.
See the workflows →02Customer & Enquiry Automation
Incoming enquiries, routing, acknowledgements, classification, FAQs, appointments, support triage and escalation.
See the workflows →03Document & Data Automation
Data extraction, document classification, data entry, summaries, document generation and moving information between systems.
See the workflows →04Reporting & Management Automation
Weekly reports, management summaries, dashboards, performance alerts, KPI consolidation and recurring analysis.
See the workflows →05Operations & Admin Automation
Scheduling, task creation, internal requests, forms, handover, approvals and repeated back-office workflows.
See the workflows →06AI Agents & Business Assistants
Research, approved information retrieval, drafting, workflow steps and commercial support — controlled, with human approval.
See the workflows →Discuss a workflow
Tell us about the workflow.
Describe the process, the people involved and the systems it touches. Evans will tell you plainly whether automation looks worthwhile, and what a sensible first step would be.
Or call 0330 043 8477 · info@evanssalesconsultancy.co.uk