Custom AI agents and workflow automation
Custom AI workflows that give your team back 10+ hours a week
WorkflowPal designs and builds custom AI agents and workflow automations for small and mid-size businesses, from a US base for clients worldwide. You work directly with the founder, the price is fixed before work starts, and everything runs in your own accounts. For one freight brokerage, spot-quote prep went from about 45 minutes to under 5 minutes.
- Freight brokerageSpot-quote prep45 to under 5minutes to prepare a spot quote
- Recruiting and staffingCandidate sourcing20+ to under 1hours a week spent sourcing candidates
- E-commerce and DTCTier-1 support4 hrs to under 2 minfirst response time
- Marketing agenciesClient reporting20+ hrs/weekof reporting and research automated
- Your businessThe empty drawer: a free audit finds the 3 tasks worth automating first.
Hover a drawer or Tab through the index to open a drawerEvery figure is a measured client result
What does WorkflowPal build?
Three kinds of work, usually combined. Each one plugs into the tools your team already uses.
AI workflow automation
Connect your CRM, inbox, spreadsheets and ATS, TMS or ERP, with AI steps that read, classify and draft where rules alone break down.
AI workflow automationCustom AI agents
Support agents, research assistants, document Q&A over your own data, and internal tools your engineers never get to.
Custom AI agentsCRM and lead-response automation
Instant AI follow-up on new leads, routing to the right person, and pipeline sync in GoHighLevel or HubSpot.
CRM automation
What results have clients seen?
These are real client projects. Names are withheld; every number links to the case study it comes from.
| Ref. | Measure | Before | After | Client |
|---|---|---|---|---|
| F1.0 | minutes to prepare a spot quote | 45 | under 5 | freight brokerage case study: minutes to prepare a spot quote |
| F1.1 | loads per broker per day, no added headcount | 8 | 14 | freight brokerage case study: loads per broker per day, no added headcount |
| R1.1 | placements per recruiter per month, same headcount | 3 | 5 | staffing firm case study: placements per recruiter per month, same headcount |
| E1.0 | of tier-1 support tickets resolved by an AI agent | — | 70% | DTC brand case study: of tier-1 support tickets resolved by an AI agent |
| S1.0 | to build an internal AI research tool instead of hiring 2 engineers | — | 1 week | SaaS case study: to build an internal AI research tool instead of hiring 2 engineers |
| A1.1 | taken on without hiring | — | +8 clients | marketing agency case study: taken on without hiring |
- TriggerJob order lands
- AI stepRead the requirements
- AI stepPull and rank matching candidates
- AI stepDraft personalized outreach
- Person decidesRecruiter reviews, adjusts and sends
- hours a week spent sourcing candidates
- 20+tounder 1
- TriggerTicket arrives
- AI stepAgent reads it
- Your systemsOrder and shipment looked upShopify and shipping data
- AI stepRoutine ticket resolvedorder status, returns, address changes
Exception path Everything else goes to the team
- of tier-1 support tickets resolved by an AI agent
- 70%
- TriggerResearch question
- AI stepInformation gathered
- AI stepFirst-pass summary written
- Person decidesPeople review the output
- to build an internal AI research tool instead of hiring 2 engineers
- 1 week
- TriggerReporting cycle starts
- Your systemsClient data pulled together
- AI stepRecurring report and research drafted
- Person decidesAccount lead reviews and adds judgment
- of reporting and research automated
- 20+ hrs/week
Which industries do you work with?
Mostly teams where skilled people spend hours a day on lookups, data entry and status updates. Each page lists the workflows we automate and the tools we plug into.
- Recruiting and staffing
Plugs into: ATS, LinkedIn, job boards, email, spreadsheets
2 case studies on file - Freight brokerage
Plugs into: TMS, load boards, email, text, Email
2 case studies on file - Manufacturing
Plugs into: Email, ERP, spreadsheets, email
Adjacent results cited - E-commerce and DTC
Plugs into: Shopify, Gorgias or Zendesk, carrier tracking, returns app, helpdesk
1 case study on file - B2B SaaS
Plugs into: Your docs, web, CRM, data providers, warehouse
2 case studies on file - Marketing agencies
Plugs into: Google Analytics, ad platforms, Google Sheets, Web, CRM
1 case study on file - Real estate
Plugs into: CRM, website forms, portals, email, text
Adjacent results cited - Law firms
Plugs into: Website forms, email, practice management, Practice management, Document management
Adjacent results cited
How does it work?
- Free auditYou describe how the work gets done today. We send back a one-page plan with the 3 tasks worth automating first, the hours each would save, and a fixed price.
- Fixed-price buildClear scope and milestones, no open-ended hourly billing. The first workflow is usually live within a couple of weeks.
- HandoverIt runs in your accounts on your tools. You get documentation and a recorded walkthrough, and you own all of it.
- Optional supportKeep us on to adjust and extend as you add workflows, or run it yourself.
Pricing: fixed-price builds, with your first workflow from $1,000 and ongoing automation from $3,000 a month. Start with a free audit. See pricing.
Who will I work with?
You work directly with the founder. WorkflowPal is US-based, works with clients worldwide and is founder-led: the person who scopes your audit is the person who builds and hands over the workflow, with no account manager in between.
Frequently asked questions
What does the free workflow audit include?
A one-page plan: the 3 tasks worth automating first, hours saved, and what a build would cost. It takes about 15 minutes of your time and there is no obligation.
How fast can the first workflow go live?
Usually within a couple of weeks of approving the scope. Larger builds are split into milestones so something useful ships early.
Do we have to switch tools?
No. We build on the CRM, inbox, spreadsheets and industry systems you already use, so your team keeps working where it works today.
Who owns what you build?
You do. Everything runs in your accounts on your tools, and you get documentation and a recorded walkthrough at handover. There is no platform you have to keep paying us for.
Is our data used to train AI models?
No. What we build runs in your own accounts and uses AI providers’ business APIs, which do not train on your data by default. Steps that send something to a customer or change a record can be set to wait for a person’s approval.