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AI Automations Catalog

AI workflow automation for small business — triggered, chained, audited

Six proposed workflow chains are documented below for inbound, outbound, content, delivery, expansion review, and KPI reporting. W0 installs no inbox listener, scheduler, CRM hook, vendor integration, PHI flow, sender, invoice action, or deployment step.

What is an AI Automation?

A planning document can describe a sequence of bounded inputs and reviewable outputs. Before implementation, every data source, vendor, identity, permission, trigger, and consequential action must pass its own approval and test gate. W0 leaves all six manual.

The 6 workflows

  • Inbound to Deal

    Planned

    A planning chain for review artifacts. It does not poll an inbox, sign an SOW, write a calendar, contact a customer, or issue an invoice.

    Trigger:
    Proposed manual input: founder-supplied inquiry

    Chain

    1. AI Secretary drafts a classification and response
    2. AI Sales Engineer drafts the pre-call brief
    3. Founder runs the fit call
    4. AI Sales Engineer drafts the SOW
    5. AI Customer Success drafts proposed check-ins
    6. AI Accountant prepares an invoice draft from approved terms

  • Outbound Pipeline

    Planned

    A draft-only research and review chain. No cron, provider transport, form submission, or transmission is installed.

    Trigger:
    Proposed manual input: founder-requested prospect batch

    Chain

    1. SDR research pulls 25 prospects matching the ICP
    2. AI Head of Partnerships filters to the 5 with institutional fit
    3. AI Sales Engineer drafts 1:1 outreach for each
    4. Founder reviews; this workflow stops without sending

  • Content Engine

    Planned

    A planned content-draft chain. It is not scheduled, does not publish, and is not an approval or guarantee of HIPAA compliance.

    Trigger:
    Proposed manual input: founder-requested topic

    Chain

    1. AI SEO Specialist picks the topic from the AI-search-target queue
    2. AI Content Writer drafts the article
    3. AI Legal Compliance flags issues for qualified human review
    4. AI Head of Creative generates the hero image prompt
    5. Founder reviews the draft and decides whether to publish

  • Delegated Build

    Planned

    A proposed build-review sequence. It does not commit, deploy, or replace independent code review and risk-proportionate testing.

    Trigger:
    Proposed manual input: approved build brief

    Chain

    1. AI Head of COO drafts the project plan
    2. Developer (human or Claude Code) builds the deliverable
    3. AI Build QA Reviewer runs Lighthouse, a11y, React Doctor, schema validation
    4. Founder spot-checks the QA report
    5. Founder decides whether a separately authorized release may proceed

  • Cross-sell Trigger

    Planned

    A planning chain for an internal review packet. It does not monitor accounts, select an offer, contact a customer, or create a reminder.

    Trigger:
    Proposed manual input: founder-supplied account milestone

    Chain

    1. AI Customer Success summarizes the supplied milestone signal
    2. AI Sales Engineer assembles the vertical-specific pitch deck
    3. Founder decides whether any separately approved offer is appropriate
    4. AI CMO tracks conversion in the dashboard

  • Monthly KPI Rollup

    Planned

    A proposed read-only reporting chain. It is not scheduled and does not close books, access accounts, or file anything.

    Trigger:
    Proposed manual input: founder-supplied period records

    Chain

    1. AI Accountant prepares a draft categorization and P&L view
    2. Data Pulse summarizes supplied sources
    3. AI CMO drafts the dashboard
    4. Founder reviews the result

Frequently asked questions

What is an AI Automation?
On this page, it is a planned sequence of bounded role and skill steps. The six definitions are not installed triggers or schedulers. W0 keeps each step manual, reviewable, and unable to take external or consequential action.
How is an AI Automation different from a Zapier zap or n8n flow?
These documents describe generative draft and analysis steps with human review points. They do not assert a configured Zapier, n8n, inbox, CRM, webhook, cron, or vendor integration.
Are these HIPAA-safe?
They are not approved for PHI. Any future resident-data workflow must remain disabled until its exact data flow, vendor terms, BAA coverage, access controls, legal review, clinical review, and facility approval are confirmed.
Can I run an automation without all the underlying employees?
The definitions list proposed roles so reviewers can evaluate each boundary. A role file being present does not mean the chain is configured, tested end to end, scheduled, or enabled.
What does it cost to run one?
No automation price, setup fee, vendor cost, savings claim, or payback period is approved. A founder-approved written quote is required after the technical and vendor scope is known.
Do I get to see what the automation did before it ships?
Human review is mandatory, but these W0 planning definitions do not queue content in a CMS or Gmail, notify anyone, submit forms, select offers, or ship changes.

Want help mapping the right automation?

Thirty minutes on a call. We can map one manual, non-PHI workflow and identify the approvals and evidence it would need before any implementation.

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