Workflows
Workflows
Ninety automation recipes in thirteen categories, mirroring the 2026 AI Automation Market Report: the trigger, the steps, the tools and the expected result for each. Start with the ranked top ten, or browse by area.
01 — The 10 most common automations
Ranked by adoption and immediate return at micro and small businesses, per the 2026 market report.
- 01Missed-call text-back (SMS)30 seconds after a busy or unanswered call a personal text goes out: 'Hi! I'm with a customer and couldn't pick up.
- 02Inbound email triage and smart routingEvery new email is handed to the AI within seconds, classified by intent and urgency, labelled and routed to the right person.
- 03Google review funnel and reputation management30 minutes after service: 'Thanks for choosing us! How satisfied were you, 1 to 5?' 4–5 goes straight to Google with a direct link; 1–3 opens a private complaint form and alerts the owner.
- 04Central omnichannel AI agent (one brain for every channel)Webchat, Messenger, Instagram DM and WhatsApp handled by one AI engine with one knowledge base built from your PDFs, FAQ and policies, and one CRM profile per customer regardless of channel.
- 05The 'no-show killer': dynamic waitlist and confirmations24 hours before: SMS + WhatsApp asking for a [YES] or a rebooking link.
- 063-minute AI quote generatorFrom a form, email or survey notes the AI applies your pricing rules and norms, calculates materials, labour hours, delivery and warranty terms, and shows the finished draft on the salesperson's screen with one approve button.
- 07AI invoice intake and JSON extraction (IDP)Invoices arrive by a dedicated address (szamla@ceg.hu), a synced Drive/OneDrive folder or a staff phone photo.
- 08Dormant customer reactivation sprintContacts inactive for 6–18 months in the CRM or invoicing tool get a short, friendly, non-promotional text referencing their real history.
- 09Autonomous AI meeting assistant and live notesAn invisible participant (Fathom, Fireflies or a Whisper + Claude pipeline) joins Zoom, Teams or Meet, or records from a phone in the room.
- 10Central AI content repurposing engineThe 1-to-20 rule: one 15-minute customer conversation, a thought recorded on the phone, a case study or an old blog post a week.
02 — 13 categories, one recipe library
- 01
Intelligent email systems
Email automation means a program looks at every message that arrives in the company inbox, decides what it is about and how urgent it is, sends it to the right person, and writes the reply draft that a colleague then approves.
7 recipes in this category
- 02
Phone calls and voice AI
Phone automation means a program answers the phone in Hungarian when nobody can pick it up: it asks what the caller needs, answers questions about prices and opening hours, books an appointment, and writes down everything that was said.
7 recipes in this category
- 03
Two-way SMS and conversational AI
Two-way SMS means text messages your customers can actually reply to: a program reads the answer, replies in a sentence or two, confirms an appointment or books one, instead of the reply going nowhere.
7 recipes in this category
- 04
Webchat, Messenger and WhatsApp
This means one program answers everywhere your customers write to you, in the chat box on your website, in Facebook Messenger, on Instagram and on WhatsApp, with the same answers from your own price list and rules, and hands over to a person when needed.
6 recipes in this category
- 05
Sales, lead generation and tireless follow-up
Sales automation means nobody has to keep in their head who still needs chasing: a program scores every new enquiry, tells you which ones to call today, and follows up the rest by itself until they answer or the file is closed.
7 recipes in this category
- 06
Intelligent quoting and proposals
Quote automation means the calculation and the formatting are no longer your job: from an enquiry or a voice note recorded on site, a program works out the numbers from your own pricing rules and hands you a finished, branded quote to check and send.
7 recipes in this category
- 07
Contract and document handling
Document automation means a program takes the paperwork off your hands: it recognises what each incoming file is, renames it and files it, pulls out the parties, the amounts and the deadlines, and warns you before a deadline runs out.
7 recipes in this category
- 08
Invoice processing, verification and receivables
This is the whole paperwork around money: a program reads every supplier invoice that arrives, checks it against the order and against the tax authority's own record, and then chases your unpaid customer invoices day by day.
7 recipes in this category
- 09
Scheduling, calendar management and meeting ops
This covers everything around a meeting: agreeing the time in ordinary messages instead of endless back and forth, reminding the customer so they actually turn up, and writing down afterwards what was decided and who promised what by when.
7 recipes in this category
- 10
Data processing, spreadsheets, databases and analytics
This is what happens to your spreadsheets and lists: a program tidies up and merges the files somebody now copies together by hand, answers questions about your own numbers in plain Hungarian, and writes the weekly summary on its own.
7 recipes in this category
- 11
Social media marketing, content production and promotion
This turns one piece of raw material a week, a recorded thought, a customer conversation or an old article, into what each channel needs: posts, pictures and short videos, instead of inventing fifteen to twenty posts a week from nothing.
7 recipes in this category
- 12
Speech recognition, intelligent OCR and voice-driven processes
This replaces the keyboard with your voice and your phone camera: you say or photograph what happened, and the program writes it down, understands it, and puts each detail where it belongs in your systems.
7 recipes in this category
- 13
Repetitive business process automation (BPA and modern AI-RPA)
This is the robot work nobody likes: copying data from one program into another, registering a new client or a new colleague, issuing the same invoices every month, and keeping stock in step across several sales channels.
7 recipes in this category