Stage 1
Collect incoming work
Email, forms, invoices, PDFs, and alerts land in one intake point instead of starting in five different places.
- Inbox and form intake
- Attachments and related files
- One place to start the workflow
Interactive demos
See intake, routing, and drafts before they land with your team
These walkthroughs show how real work can move with less chasing: clean intake, helpful drafts, clear ownership, and human review where judgment matters. Start with a live demo for a full story, or jump to more examples you can discuss with BCT.tech.
Walk the workflow step by stepCompare intake, automation, and reviewPick examples that are easy to explain internally
Step-by-step workflow map
See one work item move from request to review
The motion here is literal: one item comes in, AI sorts it, the workflow routes it, and a person reviews only where judgment is needed. Filter by category, pick a scenario, then follow the four stages from intake to review.
The default pattern behind most builds: mixed sources land in one intake lane, AI organizes them, automation prepares the next step, and people approve sensitive outcomes.
Quick path
- Inbox or form
- Clean up details
- AI sorts
- Owner gets task
Stage 2
AI sorts and pulls details
AI reads the request, tags urgency, pulls key details, and separates noise from work that actually matters.
- Priority and category
- Key details and summaries
- Spam, duplicates, and low-value noise
Stage 3
Route the next step
Once the item is understood, the workflow sends it into the right board, CRM owner, reminder, or draft response path.
- Send to the right place
- Keep context attached
- Prepare the next task or draft
Stage 4
Review where judgment matters
People stay involved for approvals, edge cases, and sensitive actions before anything final is sent or closed out.
- Human approval points
- Exceptions and escalations
- Ready-to-send output
Starter templates
Use these like conversation-ready workflow templates
The fastest way to make automation practical is to start from a familiar pattern, swap in your tools, and decide where review belongs before it affects customers or staff.
Email triage agent
Shared inboxes become sorted tasks, summaries, and follow-up drafts.
Gmail / OutlookAI sortingTask boards
Invoice follow-up engine
Aging invoices start the right reminder path with review controls.
QuickBooksEmail / SMSCRM notes
Disconnected tool handoff
Forms, portals, and older software move work forward without manual copy-paste.
Website formsVendor portalsInternal records
AI review loop
Your team can see what AI suggested, what changed, and where approval happened.
Review queueQuality checksApprovals
Connector groups
Think in categories before picking tools
Most useful automations connect one starting point, one decision step, one destination, and one review path. These categories help us scope the first version quickly.
AI support
Drafts, summaries, search, and review help
Team communication
Gmail, Outlook, Slack, Teams, SMS, phone tools
Business records
Salesforce, HubSpot, Airtable, Sheets, SQL, ticket queues
Custom handoffs
Forms, portals, older software, approvals, and owner alerts
Live walkthroughs
Pick a workflow that feels familiar
Each sample runs in your browser and uses fictional data only—safe for internal walkthroughs with leadership or operations before you decide what to improve first.
Start Here
Law Firms
Legal Client Intake AI
A client email comes in, the key intake details are pulled out, conflict-review prep is started, and staff get a draft reply to review.
What you'll see
Extracts intake detailsPreps conflict workflowDrafts first response
Open Demo
Property Management
Smart Maintenance Dispatch
A tenant request comes in, the issue is categorized, the right vendor is suggested, and the tenant gets a clear update.
What you'll see
Tags urgencyRoutes vendor dispatchKeeps tenants updated
Open Demo
Nonprofits
Donor Engagement Automation
A donation is logged, supporter records are updated, likely follow-up is flagged, and staff get a draft outreach sequence.
What you'll see
Updates supporter recordsFlags follow-up opportunitiesStarts nurture steps
Open Demo
Engineering Firms
AI Proposal Engine
An RFP is reviewed, the requirements are summarized, similar past work is surfaced, and a proposal draft is prepared for internal review.
What you'll see
Summarizes requirementsBuilds draft scopePackages internal review
Open Demo
Architecture Firms
Architectural Document Intelligence
Meeting notes are turned into decisions, action items, and project notes the team can actually use.
What you'll see
Captures decisionsCreates action itemsUpdates project notes
Open Demo
ExampleIT & Security Teams
Security Incident Response AI
A security alert comes in, the likely issue is classified, supporting context is gathered, and next-step guidance is prepared.
What you'll see
Classifies the alertEnriches contextPreps containment steps
Open Demo
Workflow ideas
More workflow ideas for your team
Not every useful example needs a full interactive walkthrough on day one. These cards show practical ways your team can reduce manual follow-up, from inbox sorting and missed-call response to invoice reminders, internal search, and website handoffs.
Mail -> AI -> To-do boards
Email Review -> Trello / Asana Routing
Read shared inboxes, separate spam from important threads, pull out action items, and create the right task in Trello or Asana with the original context attached.
Starts with
Shared inbox or review queueAI helps with
Spam filtering, priority sorting, action itemsEnds with
Trello, Asana, remindersOpen example
Contacts -> AI -> Print queue
Contact Database + Lob Letter Runs
Pull contacts from a database, clean the records, merge letter templates, and send print-ready batches to Lob when email is not the best channel.
Starts with
CRM or contact databaseAI helps with
Record cleanup, merge fields, QA checksEnds with
Physical letters via LobOpen example
Brief -> AI -> Calendar ops
Campaign Calendar + Deadline Alerts
Turn campaign briefs into calendars, milestones, reminders, and deadline alerts so launches stop relying on scattered spreadsheets and memory.
Starts with
Campaign brief + due datesAI helps with
Timeline build, dependency mapping, draftsEnds with
Calendar, alerts, approvalsOpen example
Calls -> AI -> Follow-up
Missed Calls + AI Callback Routing
Capture missed calls and voicemails, transcribe the request, score urgency, and route the next callback or text confirmation so opportunities do not disappear after hours or during busy stretches.
Starts with
Missed calls, voicemails, after-hours requestsAI helps with
Transcription, urgency scoring, callback prepEnds with
CRM tasks, callbacks, SMS confirmationsOpen example
Invoices -> AI -> Follow-up
QuickBooks -> Invoice Follow-Up Engine
Watch unpaid invoices, decide the right cadence, then send reminders across email, SMS, CRM notes, and printable letters without staff rebuilding the same outreach each time.
Starts with
QuickBooks invoicesAI helps with
Reminder timing, message drafting, routingEnds with
Email, text, letters, CRM notesOpen example
Leads -> AI -> CRM
Salesforce / HubSpot Lead Routing
Capture inbound leads from forms, inboxes, or spreadsheets, dedupe them, score urgency, assign the right owner, and create follow-up tasks without manual copy-paste.
Starts with
Forms, referrals, inbox leadsAI helps with
Duplicate checks, lead research, routing, owner assignmentEnds with
CRM records, owner tasks, follow-upOpen example
Updates -> AI -> Slack
Slack Alerts + Approval Routing
Turn tool updates, inbox changes, or urgent exceptions into readable Slack alerts, approval requests, and next-step assignments instead of scattered manual follow-up.
Starts with
Alerts, inbox updates, approvalsAI helps with
Summaries, priority scoring, draft handoffsEnds with
Slack alerts, approvals, task handoffOpen example
Envelope -> AI -> Archive
DocuSign Packet QA + Reminder Flow
Track outgoing envelopes, read signer status and due dates, draft reminders, and archive completed packets so approvals stop disappearing into email threads.
Starts with
DocuSign envelopesAI helps with
Status checks, reminder drafting, QAEnds with
Reminders, archived packets, visibilityOpen example
Docs -> AI -> Internal answers
Private Company Knowledge AI
Let your team search approved policies, summarize documents, and draft internal answers without pasting sensitive material into random tools.
Starts with
Intranet docs + shared filesAI helps with
Answer drafting, access checks, review supportEnds with
Secure staff answers and draftsOpen example
PDF -> AI -> Letter mail
PDF -> Physical Letter Pipeline
Take a PDF, pull the delivery details, match the right address, and turn it into a mail-ready physical letter with a clear review history.
Starts with
PDF or scanned documentAI helps with
Pull details, address match, prepEnds with
Mail-ready letter packageOpen example
Web form -> AI -> Handoff
Website Forms -> Team Handoff
When someone fills out a website form, AI helps sort the request and move the next step into your CRM, reminders, queues, or team notifications.
Starts with
Website forms and submissionsAI helps with
Sorting, added context, routingEnds with
CRM updates, reminders, team queuesOpen example
Request -> AI -> Team handoff
Hard-to-Connect Tool Handoff
Connect forms, vendor portals, older software, and internal records so your team can move work forward without manually copying the same details.
Starts with
Website form, vendor notice, or internal requestAI helps with
Detail cleanup, matching, exception detectionEnds with
Task, CRM update, owner alertOpen example
Recent work -> AI check -> Improvements
AI Review and Improvement Loop
Give your team a clear way to review AI suggestions, compare them against known good examples, and improve the workflow without guesswork.
Starts with
Recent workflow examplesAI helps with
Quality checks, scoring, change detectionEnds with
Review queue and improvement listOpen example
Threads -> AI -> Response queue
Reddit Reader + Alerted Reply Drafts
Monitor Reddit for keywords or account mentions, summarize what matters, alert the team, and let a human approve or edit a response before it goes out.
Starts with
Reddit posts and commentsAI helps with
Monitoring, summarization, response draftingEnds with
Alerts and reviewable repliesOpen example
Bring one real workflow and turn it into a first implementation move
Use these samples to spot the handoffs, intake steps, and repeat work slowing your team down, then bring that into a BCT.tech discovery conversation.
Find the bottleneckKeep human review where it mattersLeave with a clear first move
Built to help teams talk through workflow changes in plain terms.