SalesPurchasingCRMMarketingSupportFinance
~/workflows

AI agents that do your busywork.

Custom AI workflows for businesses of any size, and for anyone with too much on their plate. They handle the repetitive work and bring you the decisions.

Start with one workflow See one work ↓
salespurchasingCRMmarketingsupportfinancehiring
01 · sales

From customer enquiry to a ready‑to‑send quote.

Quoting eats hours: reading the request, finding the products, digging up old prices. An agent can do the digging and leave the decisions to you.

step 1

The enquiry comes in

A salesperson forwards the customer email. The agent picks out each requested item and the customer's country.

step 2

It matches your products

Each item gets a direct match, an equivalent or an alternative. Custom requests wait until the details are added.

step 3

Priced from your past quotes

Prices come from your own quotation history. No comparable price? It asks the salesperson for a margin instead of guessing.

step 4

A person hits send

The quote and a draft email wait for review. A person checks them before anything goes to the customer.

02 · purchasing

Stock reordered before it runs out.

Running out costs sales. Over-ordering ties up cash. An agent can watch the shelves and start the reorder at the right moment.

step 1

It watches your stock

Connected to your inventory or sales system, it can follow every sale and every delivery as it happens.

step 2

Low stock gets flagged

When an item nears its reorder point, based on how fast it actually sells, it gets flagged before the shelf is empty.

step 3

Suppliers compared, request drafted

It can check your suppliers' latest prices and delivery times, then draft a purchase request for approval.

step 4

Ordered and tracked

Once approved, the order goes out. When the delivery arrives, stock is updated and the team is told.

03 · CRM

A CRM that keeps itself up to date.

An agent can turn call notes and emails into CRM records, so nobody retypes them. Then your team can ask it questions in plain words.

step 1

A note or an email comes in

After a call, a salesperson types a few lines. Or a customer email arrives. Plain words, no forms.

step 2

It picks out what matters

Contact, company, what they want, budget, deadline. The agent can find each piece in the text.

step 3

The record updates itself

It can update the right contact and deal, and set a follow-up task before the deadline.

step 4

Ask it a question

"What did we quote to Germany last year?" The answer can draw on the CRM and the mail archive, with sources shown.

04 · marketing

Every lead gets a follow-up.

Someone fills in a form on your site. An agent can take it from there and tell sales when that person looks ready to talk.

step 1

A form comes in

A new contact fills in the website form or downloads a brochure.

step 2

It learns who they are

The agent can look up the company, sort the contact by industry and size, and note what they asked about.

step 3

A follow-up that fits

A short series of emails written for that company, not a generic newsletter. You approve the templates first.

step 4

Sales hears when it's warm

When the contact opens, clicks and comes back, sales can get a heads up with the full picture.

05 · support

Messages sorted, drafted or routed.

An agent can draft replies to routine questions and send urgent ones straight to the right person.

step 1

Messages come in

Email, contact form, chat. They can all land in one queue.

step 2

It sorts by topic and urgency

Each message can get a topic and a priority, so urgent ones don't sit under twenty routine ones.

step 3

Routine gets a draft reply

Drafted from your own policies and past answers, with the source shown. A person approves with one click.

step 4

Urgent goes to a person

Anything urgent or unusual can go straight to the right person, with a short summary.

06 · finance

Invoices checked before anyone pays.

An agent can read supplier invoices and match them against the purchase order, so your team only looks at the odd ones.

step 1

An invoice arrives

A PDF lands in the invoices inbox. Nobody opens it yet.

step 2

It reads the invoice

The agent can pick out supplier, number, date, line items and totals.

step 3

It matches the order

Each line can be checked against the purchase order and what was actually delivered.

step 4

Clean ones go through

Matching invoices go on to accounting. A difference is flagged for a person, with the reason spelled out.

and more

If it repeats every week, it can be a workflow.

sales

Leads spotted in the inbox

New business in the day's mail is flagged, researched and sent to the right person.

sales

Stale deals nudged

Deals that have gone quiet get a reminder and a suggested next step.

sales

Replies to incoming offers

When a supplier or partner sends an offer, a comparison and a reply draft are waiting.

purchasing

Supplier quotes compared

Price, lead time and terms from several suppliers, side by side, with a recommendation.

operations

Late orders chased

A delayed order triggers a reminder draft to the supplier and a heads up to the team.

marketing

Content planned and scheduled

A campaign topic turns into post drafts and a calendar, published after approval.

hiring

Applicants screened

Incoming CVs are scored against your criteria and turned into a short list.

your team

Something else?

Copying, retyping, chasing, remembering. Describe it →

design principles

How the agents are built.

01

Built to ask, not guess

When the data isn't there, the workflow is designed to pass the decision to a person.

02

Only the access it needs

Agents get the access the job calls for, and you decide what they can change.

03

You set the approval line

Customer emails, payments or anything sensitive can wait for your click. You choose where.

how it works

Three steps, on the tools you already use.

$ ping

Show the busywork

A short call about what gets copied, retyped, chased or forgotten every week.

$ map

Mapped and built

On your email, CRM and files, so your team has little or nothing new to learn.

$ run

It runs, you stay in charge

The agent handles the routine and brings you the decisions.

What eats your week?

Describe it in one email. You'll get an honest answer on whether an agent can take it off your hands.

Email about a workflow
ping@pingtheguy.com ·