Automation guide for growing teams

Find what to automate first.

Explore 32 practical workflows, see how they run, and keep your team in control.

Common tools we can work with

Each connection is assessed and scoped for your workflow. Access, API limits and security are confirmed before delivery.

Open a business area, choose a workflow, then watch the steps and staff handoff before deciding what to build.

Business areas

6 workflows

Find, understand and follow up potential customers.

Sales workflow

Build a reviewable list of businesses or customers that match an approved target.

Starts when

The target market, location and fit rules are approved.

System handles

Searches allowed sources, removes duplicates and records useful details.

Team takes over

Staff review and approve prospects before any contact begins.

Public sourcesUploaded listsCRM

One workflow runs at a time so you can follow the trigger, automated work, response and staff decision.

These workflows show practical starting points. Final scope depends on your systems, data, approvals and handoff rules.

Workflow 1 of 6

Approved targeting, research and outreach become one visible path to a useful sales conversation.

Staff control: Staff approve the audience and message, then receive interested or unclear replies.

Moving through workflows automaticallyNext workflow: Customer question to clear next step

Choose a common question or type in your own words. The advisor will suggest a practical place to start.

Twenty Growth workflow advisorGuided business check

Advisor

Tell me where work waits, repeats or gets forgotten. I will narrow it down to a useful starting workflow.

Describe one bottleneck in your own words

Type a question or choose a prompt above.No contact details are required.

We will map the process, confirm the systems and staff controls, then turn the right starting workflow into a written scope.