Client Workflows
4 automation workflows requested or running across your workspace.
| Business Goal | Target Systems | Volume | Priority | Stage | Requested |
|---|---|---|---|---|---|
Auto-draft quarterly renewal proposals from CRM usage data WF-204 · Northwind Logistics | HubSpotSupabase | 1,200 / month | High | Building | 4 Aug 2026 |
WhatsApp concierge for onboarding new franchise partners WF-203 · Kestrel Retail Group | WhatsAppn8nSupabase | 4,500 / month | Critical | Live | 22 Jul 2026 |
Sync signed contracts into finance ledger and notify AR team WF-202 · Alderman & Vance | GmailSlackSupabase | 600 / month | Medium | Scoping | 9 Aug 2026 |
Weekly churn-risk digest for account managers WF-201 · Duo.AI Internal | HubSpotSlack | 200 / month | Low | Requested | 12 Aug 2026 |