The Automation Library

Every AI automation we build, in one place.

A growing library of production-ready AI workflows for Austin marketing, sales, ops, and ecommerce teams. Browse by category, pick the one that fits, and we’ll have it running on your stack in 2–3 weeks.

Every workflow below is a starting template. We tailor it to your stack, your voice, and your data.

49

automations live in the library

6

core categories to browse

2–3

weeks to deploy on your stack

🧲
Marketing

AI Lead Enrichment

Enrich every inbound lead with firmographics, tech stack, and intent signals the moment they submit a form. No more manual Clay runs.

ClayHubSpotOpenAI
90% lead data completeness
🔄
Marketing

Content Repurposer

Turn every blog post into a LinkedIn thread, newsletter blurb, X post, and Instagram caption, in your brand voice, drafted automatically.

ClaudeBufferNotion
5x content output per post
🔍
Marketing

SEO Brief Generator

Pull SERP data, competitor outlines, and keyword clusters into a writer-ready brief. Everything your content team needs to start writing.

ChatGPTAhrefsGoogle Docs
70% faster brief creation
✉️
Marketing

Email Personalizer

Generate segment-specific email copy by industry, role, and behavior, without writing 12 versions of every campaign by hand.

KlaviyoClaudeSegment
32% open rate lift
🎯
Sales

Lead Scoring & Routing

AI scores inbound leads in real time and routes them to the right rep before the tab even closes. No more lead roulette in Slack.

HubSpotClaySlack
2x faster lead response
📞
Sales

Call Summary & CRM Close-Out

Every sales call auto-summarized, next steps extracted, and CRM fields updated, by the time your rep gets to the parking lot.

GongClaudeHubSpot
Zero dropped follow-ups
📄
Sales

Proposal Drafter

Generate fully custom proposals from discovery call notes and CRM data. Rep reviews, edits, and sends. Same day, not next week.

PandaDocClaudeHubSpot
60% faster proposal delivery
📊
Sales

Pipeline Health Monitor

A daily Slack digest that flags stalled deals, suggests next-best-actions, and prompts reps to move specific opportunities forward.

SalesforceClaudeSlack
25% fewer stalled deals
💬
Customer Service

AI Tier-1 Support

Instantly answer common support tickets with your brand voice and KB context, before a human ever reads them.

IntercomClaudeZendesk
40% ticket deflection
🚨
Customer Service

Sentiment Triage

Detect frustrated customers the moment they message and auto-escalate to a CSM or manager before the churn ticket gets filed.

IntercomClaudeSlack
Zero missed at-risk accounts
📚
Customer Service

Knowledge Base Auto-Writer

Turn resolved tickets into polished help center articles automatically. Your KB grows every week without anyone adding it to their to-do list.

ZendeskClaudeNotion
10+ new articles per month
🚀
Customer Service

Onboarding Sequencer

Personalized onboarding flows by account type, plan tier, and use case, so every new customer gets a path built for them.

IntercomHubSpotKlaviyo
45% faster time-to-value
🧾
Operations

Invoice Reconciliation

Match incoming invoices to POs, flag discrepancies, and route exceptions to the right owner. Finance stops playing detective.

QuickBooksClaudeGoogle Sheets
80% fewer billing errors
📝
Operations

Meeting Notes → SOP Builder

Recurring meeting notes get distilled into living SOPs that update themselves. Your ops playbook stays current without a Notion janitor.

FirefliesClaudeNotion
Live, always-current SOPs
📮
Operations

Vendor Email Triage

Categorize, prioritize, and route vendor emails to the right owner automatically. Inbox zero for your ops lead, finally.

GmailZapierClaude
Inbox zero for ops leads
🧑‍💼
Operations

Hiring Pipeline Digest

Daily summary of every candidate in your pipeline with red/yellow/green flags and action items. Hiring managers stay aligned without 30 Slack pings.

GreenhouseClaudeSlack
Faster hiring decisions
🎙️
Content & Creative

Podcast Waterfall

One podcast episode becomes a blog post, newsletter, 5 social posts, and short clips, published across channels while you're still editing audio.

DescriptClaudeBuffer
8x content from one record
🎨
Content & Creative

Ad Creative Brief Generator

Turn product data, target audience, and winning creative patterns into production-ready ad briefs. Designers get direction, not blank canvases.

ClaudeAirtableFigma
3x creative volume shipped
Content & Creative

UGC & Review Aggregator

Collect, categorize, and surface the best customer reviews and UGC across every channel, so your social proof pipeline never runs dry.

YotpoClaudeShopify
Always-fresh social proof
📬
Content & Creative

Blog → Newsletter Adaptor

Every new blog post gets rewritten into your newsletter voice automatically. Weekly sends go out on autopilot, you just hit approve.

ClaudeMailchimpNotion
Newsletter on autopilot
📈
Data & Reporting

Weekly Marketing Report

Auto-generated exec summary of your marketing performance every Monday. Channels, funnels, wins, losses. In plain English, not dashboards.

GA4HubSpotClaude
Zero manual reporting hours
☀️
Data & Reporting

Daily KPI Slack Digest

Morning Slack post with yesterday's core KPIs plus anomaly flags, so your team starts the day aligned instead of Slack-surfing for context.

SegmentClaudeSlack
Team aligned every morning
🕵️
Data & Reporting

Competitor Intel Brief

Weekly brief on competitor pricing changes, product launches, key hires, and press mentions. Never get blindsided on a sales call again.

PerplexityClaudeNotion
Never miss a competitor move
⚠️
Data & Reporting

Churn Risk Predictor

Flag accounts likely to churn 30 days out based on product usage, support tickets, and engagement signals. Your CS team acts early, not late.

SegmentClaudeHubSpot
20% churn reduction
☎️
Customer Service

AI Receptionist

An AI voice agent that answers every call 24/7, books appointments, answers FAQs, and routes real conversations to your team, in a voice that sounds like you.

TwilioOpenAIGoHighLevel
Zero missed calls, ever
📵
Customer Service

Missed Call Text-Back

Can't pick up? The caller instantly gets a text that starts the conversation, answers questions, and books the appointment before they call your competitor.

GoHighLevelTwilioClaude
Every missed call recovered
🤖
Customer Service

Website Lead Chatbot

A chatbot trained on your services and pricing that qualifies visitors, answers questions, and books calls straight into your calendar, day and night.

OpenAIHubSpotCalendly
Leads captured while you sleep
🎣
Sales

AI Lead Generation Engine

Build targeted prospect lists from intent signals, firmographics, and lookalikes, then keep them fresh automatically. Your pipeline never starts from zero.

ClayApolloClaude
Always-full top of funnel
📤
Sales

Cold Outreach Engine

Personalized cold email and LinkedIn sequences drafted by AI from real research on each prospect, then sent, followed up, and logged automatically.

InstantlyClayClaude
Replies, not spam flags
📅
Sales

AI Scheduling Assistant

Back-and-forth scheduling handled by AI: it proposes times, books the meeting, reschedules, and chases no-shows without a human touching a calendar.

CalendlyGoogle CalendarClaude
Zero scheduling ping-pong
🖋️
Sales

Contract & Document Generator

Contracts, SOWs, and agreements generated from deal data and your templates, routed for e-signature, and filed where they belong.

PandaDocClaudeHubSpot
Signed same day, not next week
📣
Marketing

AI Social Media Manager

Drafts your posting calendar, writes platform-native captions in your voice, schedules everything, and flags the comments worth a human reply.

BufferClaudeCanva
Consistent posting on autopilot
📡
Marketing

SEO Autopilot

Ongoing SEO busywork automated: rank tracking, meta and internal-link updates, content refresh flags, and a monthly action list in plain English.

AhrefsWordPressClaude
SEO maintenance handled
🛒
Marketing

Abandoned Cart Recovery

Win back lost checkouts with AI-personalized email and SMS sequences based on what shoppers left behind and why they likely bounced.

KlaviyoShopifyClaude
Recovered revenue every week
💌
Marketing

SMS & WhatsApp Automation

Two-way text marketing that sounds human: promotions, reminders, and follow-ups, with AI handling the replies and the opt-outs.

TwilioGoHighLevelKlaviyo
Texts that get answered
📥
Operations

AI Email Inbox Assistant

Your inbox triaged, prioritized, and pre-drafted: AI writes replies in your voice for routine email and surfaces the messages that actually need you.

GmailClaudeZapier
Hours back from email, daily
💸
Operations

Invoice & Payment Chaser

Invoices generated and sent on time, polite payment reminders that escalate automatically, and your cash-flow picture updated in real time.

QuickBooksStripeClaude
Faster payments, fewer awkward emails
📒
Operations

AI Bookkeeping

Transactions categorized, receipts matched, anomalies flagged, and month-end close prepped automatically. Your books stay current, not caught up.

QuickBooksClaudeGoogle Sheets
Books that close themselves
📋
Operations

AI Resume Screener

Every applicant scored against the role's real requirements, top candidates surfaced with the reasoning shown, and interviews scheduled automatically.

GreenhouseClaudeCalendly
Shortlists in hours, not weeks
🧩
Marketing

Customer Segmentation AI

Your customer base auto-segmented by behavior, value, and lifecycle stage, with each segment synced to your email and ad platforms.

HubSpotKlaviyoClaude
Right message, right segment
👂
Marketing

Social Listening & Brand Monitor

Track brand mentions, competitor chatter, and trending topics across social, with AI summarizing what matters into a weekly digest.

Brand24ClaudeSlack
Never miss a mention
💧
Marketing

Email Marketing & Drip Flows

Welcome, nurture, and win-back sequences built and maintained by AI, triggered by real customer behavior instead of a calendar.

KlaviyoHubSpotClaude
Lifecycle email on autopilot
📍
Marketing

Google Business Profile Optimizer

Weekly GBP posts, Q&A answers, photo prompts, and review velocity tracking, so you climb the local map pack without thinking about it.

Google Business ProfileClaudeZapier
Local visibility that compounds
📰
Marketing

AI PR Machine

AI drafts your press releases, builds targeted media lists, and personalizes every pitch to the journalist reading it.

ClaudeMuck RackGmail
Pitches that get opened
🎬
Marketing

YouTube Automation

Titles, descriptions, tags, chapters, and thumbnail briefs generated for every upload, plus clips scheduled across Shorts and socials.

YouTubeClaudeDescript
Every upload fully optimized
🧪
Marketing

Landing Page Optimizer

AI drafts landing page variants, rotates headlines and CTAs, and reports which version actually converts.

UnbounceClaudeGA4
Pages that convert better monthly
🔁
Marketing

Retargeting Automation

Audiences synced from your CRM and site behavior into Meta and Google, with ad copy refreshed automatically as segments shift.

Meta AdsGoogle AdsHubSpot
Warm traffic never goes cold
🧮
Marketing

Marketing Attribution Tracker

Every lead's touchpoints stitched into one view, so you know which channels actually drive revenue, not just clicks.

GA4HubSpotClaude
Know what's actually working
🪄
Marketing

Website Personalization

Headlines, offers, and CTAs that adapt to each visitor's industry, source, and behavior, without a dev sprint per variant.

WordPressClaudeHubSpot
A homepage for every visitor

Don't see the one you need?

These are the ones we’ve shipped most often. We build custom AI workflows every week. Tell us the process you want to automate, and we’ll scope it in your free audit.

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What clients say.

★★★★★

“Best decision we made for our social media. Content for weeks, and it actually matched our brand.”

MattThe Austin Diamond Room
★★★★★

“They just get it. We show up, they direct everything, and the content keeps our feed alive for months.”

GabrielBaldinucci Pizza Romana
★★★★★

“Professional, organized, and genuinely kind. The photos and video elevated how our nonprofit shows up.”

BrittanyAustin Child Guidance Center
★★★★★

“White Wolf made us look like the organization we are. Consistent, on-brand, and stress-free.”

SaraAustin Angels
★★★★★

“Best decision we made for our social media. Content for weeks, and it actually matched our brand.”

MattThe Austin Diamond Room
★★★★★

“They just get it. We show up, they direct everything, and the content keeps our feed alive for months.”

GabrielBaldinucci Pizza Romana
★★★★★

“Professional, organized, and genuinely kind. The photos and video elevated how our nonprofit shows up.”

BrittanyAustin Child Guidance Center
★★★★★

“White Wolf made us look like the organization we are. Consistent, on-brand, and stress-free.”

SaraAustin Angels
Ready when you are

Let's map the 3 workflows that will save your team the most time.

Free 30-minute audit. We’ll review your stack, flag the highest-ROI automations from this library (and beyond), and leave you with a prioritized plan, whether you hire us or not.

30-minute call, no slides, free. Prefer email? Use the form and a senior person replies within one business day.