Workflow Demos

Explore our powerful workflow automation capabilities with interactive demos

Each demo showcases real-world workflows that combine multiple AI agents, tools, and integrations. Watch as complex tasks are broken down into steps and executed automatically with detailed progress tracking.

Filter Workflows

Customer Risk Analysis & Special Offers

Intermediate
Business Intelligence
4 min

Identify top 50 customers at risk, create special offers, and send personalized emails

Use Case:

Customer retention and churn prevention

Key Features:
CRM Data Analysis
Risk Scoring
Offer Generation
+1 more
Benefits:
Reduce customer churn
Increase retention rates
+1 more

Sales Performance Dashboard Creation

Advanced
Business Intelligence
6 min

Analyze sales data and create comprehensive performance dashboards

Use Case:

Sales team performance monitoring

Key Features:
Data Aggregation
KPI Calculation
Visualization
+1 more
Benefits:
Real-time insights
Performance tracking
+1 more

Revenue Forecasting Model

Advanced
Business Intelligence
8 min

Build predictive models for revenue forecasting using historical data

Use Case:

Financial planning and budgeting

Key Features:
Data Analysis
Predictive Modeling
Scenario Planning
+1 more
Benefits:
Accurate predictions
Better planning
+1 more

Customer Segmentation Analysis

Intermediate
Business Intelligence
5 min

Segment customers based on behavior, demographics, and purchase patterns

Use Case:

Targeted marketing campaigns

Key Features:
Data Clustering
Behavior Analysis
Segment Creation
+1 more
Benefits:
Better targeting
Improved ROI
+1 more

Product Performance Analysis

Intermediate
Business Intelligence
4 min

Analyze product performance across different markets and segments

Use Case:

Product strategy optimization

Key Features:
Performance Metrics
Market Analysis
Trend Identification
+1 more
Benefits:
Product insights
Market understanding
+1 more

Operational Efficiency Report

Advanced
Business Intelligence
7 min

Analyze operational metrics and identify efficiency improvement opportunities

Use Case:

Operational improvement initiatives

Key Features:
Efficiency Metrics
Process Analysis
Optimization Suggestions
+1 more
Benefits:
Cost reduction
Process optimization
+1 more

Market Trend Analysis

Advanced
Business Intelligence
6 min

Analyze market trends and identify emerging opportunities

Use Case:

Strategic planning and market entry

Key Features:
Trend Analysis
Market Research
Opportunity Identification
+1 more
Benefits:
Market insights
Competitive advantage
+1 more

Data Quality Audit & Cleanup

Intermediate
Business Intelligence
5 min

Audit data quality issues and create automated cleanup processes

Use Case:

Data governance and quality management

Key Features:
Quality Assessment
Issue Identification
Cleanup Automation
+1 more
Benefits:
Improved data quality
Better insights
+1 more

Financial Statement Analysis

Advanced
Finance & Accounting
7 min

Analyze financial statements and generate comprehensive reports

Use Case:

Financial performance evaluation

Key Features:
Statement Analysis
Ratio Calculation
Trend Analysis
+1 more
Benefits:
Financial insights
Performance tracking
+1 more

Budget Variance Analysis

Intermediate
Finance & Accounting
5 min

Compare actual vs budgeted performance and identify variances

Use Case:

Budget management and control

Key Features:
Variance Calculation
Analysis
Reporting
+1 more
Benefits:
Budget control
Performance monitoring
+1 more

Cash Flow Forecasting

Advanced
Finance & Accounting
6 min

Predict cash flow patterns and identify potential shortfalls

Use Case:

Cash flow management and planning

Key Features:
Cash Flow Analysis
Forecasting
Scenario Planning
+1 more
Benefits:
Liquidity management
Risk mitigation
+1 more

Automated Expense Categorization

Beginner
Finance & Accounting
3 min

Automatically categorize and analyze business expenses

Use Case:

Expense management and tracking

Key Features:
Expense Processing
Categorization
Analysis
+1 more
Benefits:
Time savings
Better tracking
+1 more

Automated Invoice Processing

Intermediate
Finance & Accounting
4 min

Process invoices automatically and extract key information

Use Case:

Accounts payable automation

Key Features:
Invoice Extraction
Data Processing
Validation
+1 more
Benefits:
Faster processing
Reduced errors
+1 more

Bank Reconciliation Automation

Intermediate
Finance & Accounting
5 min

Automate bank reconciliation processes and identify discrepancies

Use Case:

Bank account reconciliation

Key Features:
Reconciliation
Discrepancy Detection
Matching
+1 more
Benefits:
Time savings
Accuracy improvement
+1 more

Tax Compliance Reporting

Advanced
Finance & Accounting
8 min

Generate tax compliance reports and ensure regulatory adherence

Use Case:

Tax compliance and reporting

Key Features:
Tax Calculation
Compliance Checking
Report Generation
+1 more
Benefits:
Compliance assurance
Risk reduction
+1 more

Competitive Analysis Report

Advanced
Market Research
5 min

Perform competitive analysis for a segment and publish comprehensive report

Use Case:

Strategic planning and market positioning

Key Features:
Market Research
Competitive Intelligence
Report Generation
+1 more
Benefits:
Market insights
Competitive advantage
+1 more

Customer Satisfaction Survey Analysis

Intermediate
Market Research
4 min

Analyze customer feedback and generate satisfaction reports

Use Case:

Customer experience improvement

Key Features:
Survey Analysis
Sentiment Analysis
Report Generation
+1 more
Benefits:
Customer insights
Service improvement
+1 more

Market Size Estimation

Advanced
Market Research
6 min

Estimate market size and potential for new products or services

Use Case:

Market entry and expansion planning

Key Features:
Market Analysis
Size Calculation
Growth Projection
+1 more
Benefits:
Market understanding
Investment decisions
+1 more

Product-Market Fit Analysis

Advanced
Market Research
5 min

Analyze product-market fit and identify improvement opportunities

Use Case:

Product development and optimization

Key Features:
Fit Analysis
Customer Feedback
Gap Identification
+1 more
Benefits:
Better products
Market alignment
+1 more

Brand Perception Analysis

Intermediate
Market Research
4 min

Analyze brand perception across different customer segments

Use Case:

Brand management and positioning

Key Features:
Perception Analysis
Segment Analysis
Trend Tracking
+1 more
Benefits:
Brand insights
Positioning optimization
+1 more

Pricing Strategy Analysis

Advanced
Market Research
6 min

Analyze pricing strategies and optimize price positioning

Use Case:

Pricing optimization and strategy

Key Features:
Price Analysis
Competitive Pricing
Elasticity Study
+1 more
Benefits:
Revenue optimization
Competitive positioning
+1 more

Inventory Optimization Analysis

Advanced
Supply Chain
6 min

Optimize inventory levels and reduce carrying costs

Use Case:

Inventory management and optimization

Key Features:
Demand Forecasting
Inventory Analysis
Optimization
+1 more
Benefits:
Cost reduction
Stock optimization
+1 more

Supplier Performance Analysis

Intermediate
Supply Chain
4 min

Analyze supplier performance and identify improvement opportunities

Use Case:

Supplier relationship management

Key Features:
Performance Metrics
Analysis
Scoring
+1 more
Benefits:
Better suppliers
Cost reduction
+1 more

Logistics Route Optimization

Advanced
Supply Chain
5 min

Optimize delivery routes and reduce transportation costs

Use Case:

Transportation and delivery optimization

Key Features:
Route Planning
Optimization
Cost Analysis
+1 more
Benefits:
Cost reduction
Efficiency improvement
+1 more

Demand Forecasting Model

Advanced
Supply Chain
7 min

Build predictive models for demand forecasting

Use Case:

Production and inventory planning

Key Features:
Data Analysis
Model Building
Forecasting
+1 more
Benefits:
Better planning
Reduced waste
+1 more

Warehouse Layout Optimization

Advanced
Supply Chain
6 min

Optimize warehouse layout for maximum efficiency

Use Case:

Warehouse operations improvement

Key Features:
Layout Analysis
Space Optimization
Efficiency Calculation
+1 more
Benefits:
Space optimization
Efficiency improvement
+1 more

Quality Control Automation

Intermediate
Supply Chain
4 min

Automate quality control processes and reduce defects

Use Case:

Quality assurance and control

Key Features:
Quality Monitoring
Defect Detection
Automation
+1 more
Benefits:
Quality improvement
Defect reduction
+1 more

SWOT Analysis Automation

Intermediate
Strategic Planning
4 min

Conduct comprehensive SWOT analysis for strategic planning

Use Case:

Strategic planning and decision making

Key Features:
Analysis Framework
Data Collection
Insight Generation
+1 more
Benefits:
Strategic insights
Better decisions
+1 more

Scenario Planning & Modeling

Advanced
Strategic Planning
7 min

Create multiple scenarios for strategic planning and risk assessment

Use Case:

Strategic planning and risk management

Key Features:
Scenario Creation
Modeling
Analysis
+1 more
Benefits:
Risk mitigation
Better planning
+1 more

OKR Framework Implementation

Intermediate
Strategic Planning
5 min

Implement OKR framework for goal setting and tracking

Use Case:

Organizational goal setting and alignment

Key Features:
Goal Setting
KPI Definition
Tracking Setup
+1 more
Benefits:
Goal alignment
Performance tracking
+1 more

Resource Allocation Optimization

Advanced
Strategic Planning
6 min

Optimize resource allocation across projects and initiatives

Use Case:

Resource planning and optimization

Key Features:
Resource Analysis
Optimization
Allocation Planning
+1 more
Benefits:
Efficiency improvement
Cost optimization
+1 more

Strategic Performance Dashboard

Advanced
Strategic Planning
5 min

Create comprehensive dashboard for strategic performance monitoring

Use Case:

Strategic performance monitoring

Key Features:
KPI Definition
Dashboard Creation
Real-time Monitoring
+1 more
Benefits:
Real-time insights
Performance tracking
+1 more

Change Management Planning

Advanced
Strategic Planning
6 min

Create comprehensive change management plans and communication strategies

Use Case:

Organizational change management

Key Features:
Impact Analysis
Communication Planning
Timeline Creation
+1 more
Benefits:
Smooth transitions
Reduced resistance
+1 more

Lead Scoring Automation

Intermediate
Sales & Marketing
4 min

Automate lead scoring and prioritize sales opportunities

Use Case:

Sales lead management and prioritization

Key Features:
Lead Analysis
Scoring Algorithm
Prioritization
+1 more
Benefits:
Better lead quality
Increased conversion
+1 more

Email Campaign Optimization

Intermediate
Sales & Marketing
4 min

Optimize email campaigns for better open rates and conversions

Use Case:

Email marketing optimization

Key Features:
Performance Analysis
A/B Testing
Optimization
+1 more
Benefits:
Higher open rates
Better conversions
+1 more

Social Media Analytics & Reporting

Intermediate
Sales & Marketing
5 min

Analyze social media performance and generate comprehensive reports

Use Case:

Social media performance monitoring

Key Features:
Data Collection
Performance Analysis
Report Generation
+1 more
Benefits:
Performance insights
Content optimization
+1 more

Content Performance Analysis

Intermediate
Sales & Marketing
4 min

Analyze content performance across different channels and formats

Use Case:

Content marketing optimization

Key Features:
Performance Tracking
Channel Analysis
Content Optimization
+1 more
Benefits:
Content optimization
Better engagement
+1 more

Customer Journey Mapping

Advanced
Sales & Marketing
6 min

Map customer journeys and identify optimization opportunities

Use Case:

Customer experience optimization

Key Features:
Journey Mapping
Touchpoint Analysis
Optimization
+1 more
Benefits:
Better experiences
Conversion improvement
+1 more

Marketing Attribution Analysis

Advanced
Sales & Marketing
5 min

Analyze marketing attribution and optimize channel performance

Use Case:

Marketing budget optimization

Key Features:
Attribution Modeling
Channel Analysis
ROI Calculation
+1 more
Benefits:
Budget optimization
Channel efficiency
+1 more

Sales Forecasting Model

Advanced
Sales & Marketing
6 min

Build predictive models for sales forecasting and pipeline management

Use Case:

Sales planning and forecasting

Key Features:
Data Analysis
Model Building
Forecasting
+1 more
Benefits:
Better planning
Pipeline optimization
+1 more

Customer Support Ticket Automation

Intermediate
Customer Service
4 min

Automate customer support ticket routing and resolution

Use Case:

Customer support optimization

Key Features:
Ticket Routing
Automation
Resolution Tracking
+1 more
Benefits:
Faster resolution
Better satisfaction
+1 more

Customer Sentiment Analysis

Intermediate
Customer Service
4 min

Analyze customer sentiment across different channels and touchpoints

Use Case:

Customer experience monitoring

Key Features:
Sentiment Analysis
Channel Monitoring
Trend Tracking
+1 more
Benefits:
Early warning system
Proactive support
+1 more

Knowledge Base Optimization

Intermediate
Customer Service
5 min

Optimize knowledge base content and improve self-service resolution

Use Case:

Self-service support improvement

Key Features:
Content Analysis
Usage Tracking
Optimization
+1 more
Benefits:
Reduced support tickets
Faster resolution
+1 more

Customer Feedback Analysis

Intermediate
Customer Service
4 min

Analyze customer feedback and identify improvement opportunities

Use Case:

Service improvement and optimization

Key Features:
Feedback Collection
Analysis
Insight Generation
+1 more
Benefits:
Service improvement
Customer satisfaction
+1 more

Support Performance Dashboard

Intermediate
Customer Service
4 min

Create comprehensive dashboard for support team performance monitoring

Use Case:

Support team performance management

Key Features:
KPI Tracking
Dashboard Creation
Real-time Monitoring
+1 more
Benefits:
Performance tracking
Efficiency improvement
+1 more

Recruitment Process Automation

Intermediate
Human Resources
5 min

Automate recruitment processes and improve candidate experience

Use Case:

Recruitment process optimization

Key Features:
Process Automation
Candidate Screening
Communication
+1 more
Benefits:
Faster hiring
Better candidates
+1 more

Employee Performance Analysis

Intermediate
Human Resources
4 min

Analyze employee performance and identify development opportunities

Use Case:

Performance management and development

Key Features:
Performance Analysis
Development Planning
Goal Tracking
+1 more
Benefits:
Performance improvement
Development planning
+1 more

Workforce Planning & Analytics

Advanced
Human Resources
6 min

Plan workforce requirements and analyze staffing needs

Use Case:

Strategic workforce planning

Key Features:
Planning Analysis
Forecasting
Gap Analysis
+1 more
Benefits:
Better planning
Cost optimization
+1 more

Employee Engagement Survey Analysis

Intermediate
Human Resources
4 min

Analyze employee engagement surveys and identify improvement areas

Use Case:

Employee engagement improvement

Key Features:
Survey Analysis
Engagement Measurement
Action Planning
+1 more
Benefits:
Engagement improvement
Retention
+1 more

Training Needs Analysis

Intermediate
Human Resources
5 min

Analyze training needs and create personalized development plans

Use Case:

Employee development and training

Key Features:
Needs Analysis
Skill Assessment
Plan Creation
+1 more
Benefits:
Skill development
Performance improvement
+1 more
How to Use These Demos

Each demo is an interactive replay of a real workflow execution. Use the playback controls to:

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Step Details

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Results

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