# Agents on the Clock

> AI-agent workflows for small-business lead follow-up, CRM, proposals, onboarding and support. Filter by your tools. Every entry labeled Researched or Tested.

Agents on the Clock lists practical AI-agent workflows for small businesses across five functions: lead generation, CRM, proposals, client onboarding, customer support. Each entry has the problem, tools, steps, a setup estimate, caveats, a source link and a last-checked date.

Labels: "Researched" means sourced and summarized but not run by us. "Tested" means run end-to-end with a published evidence pack. Currently 50 entries, 0 tested.

## Key pages

- [All workflows](https://agentsontheclock.com/workflows/)
- [Methodology: Researched vs Tested](https://agentsontheclock.com/methodology/)
- [Browse by tool stack](https://agentsontheclock.com/stack/)
- [Browse by industry](https://agentsontheclock.com/industry/)
- [Tested workflows](https://agentsontheclock.com/tested/): workflows we have run end to end, with evidence (0 so far)
- [Lead generation](https://agentsontheclock.com/lead-generation/): Find, qualify and follow up with new prospects faster, from lead lists to missed-call text-back.
- [CRM](https://agentsontheclock.com/crm/): Keep your CRM current: score and route leads, summarize pipelines, and spot at-risk accounts.
- [Proposals](https://agentsontheclock.com/proposals/): Turn sales-call notes into draft proposals and decks. Keep a human review before anything goes out.
- [Client onboarding](https://agentsontheclock.com/client-onboarding/): Give every new client consistent welcome steps, checklists and kickoff scheduling.
- [Customer support](https://agentsontheclock.com/customer-support/): Answer repeat questions on chat channels from your own docs and sort incoming requests.

## Lead generation workflows

- [Google Maps local-business lead list with AI scoring](https://agentsontheclock.com/workflows/google-maps-local-business-lead-list-with-ai-scoring/): Finding and prioritizing local prospects (e.g. roofers, dentists) by hand is slow, and lists end up full of duplicates. Status: Researched. Stack: n8n, Apify, Google Gemini, Google Sheets.
- [AI phone agent that qualifies leads and schedules calls](https://agentsontheclock.com/workflows/ai-phone-agent-that-qualifies-leads-and-schedules-calls/): Outbound and inbound lead calls eat staff time, and call notes go undocumented. Status: Researched. Stack: n8n, RetellAI, OpenAI, Google Sheets, Twilio, Gmail.
- [LinkedIn ICP prospecting with AI scoring and personalized messages](https://agentsontheclock.com/workflows/linkedin-icp-prospecting-with-ai-scoring-and-personalized-messages/): Manual LinkedIn prospecting and personalization doesn't scale. Status: Researched. Stack: n8n, AnySite, LinkedIn, OpenAI, Google Sheets.
- [Missed-call text-back plus AI appointment booking](https://agentsontheclock.com/workflows/missed-call-text-back-plus-ai-appointment-booking/): Missed calls are lost leads for trades and local services. Status: Researched. Stack: n8n, Twilio, OpenAI, Google Calendar, Google Sheets.
- [Multi-channel lead follow-up for real estate (email + SMS + WhatsApp)](https://agentsontheclock.com/workflows/multi-channel-lead-follow-up-for-real-estate-email-plus-sms-plus-whatsapp/): New leads in the real-estate CRM go cold without a fast first touch. Status: Researched. Stack: n8n, Follow Up Boss, Gmail, Twilio, WhatsApp.
- [Property enquiry qualification with matched listings and viewing slots](https://agentsontheclock.com/workflows/property-enquiry-qualification-with-matched-listings-and-viewing-slots/): Estate agents get enquiries from portals and site forms faster than they can qualify them, match them to stock and offer a viewing. Status: Researched. Stack: n8n, OpenAI, Google Sheets, Google Calendar, WhatsApp, HubSpot, Slack.
- [HVAC lead capture with AI classification, scheduling and SMS reminders](https://agentsontheclock.com/workflows/hvac-lead-capture-with-ai-classification-scheduling-and-sms-reminders/): HVAC companies lose leads between the first form fill, the callback and getting a visit on the calendar. Status: Researched. Stack: n8n, OpenAI, Google Sheets, Slack, Google Calendar, Twilio.
- [Law firm enquiry intake with a WhatsApp AI scheduling assistant](https://agentsontheclock.com/workflows/law-firm-enquiry-intake-with-a-whatsapp-ai-scheduling-assistant/): Prospective clients fill out a contact form and then wait for someone to call back and book a consultation. Status: Researched. Stack: n8n, Jotform, Google Sheets, WhatsApp, Google Gemini, Postgres, Google Calendar.
- [Dental lead nurture sequence with booking reminders and review request](https://agentsontheclock.com/workflows/dental-lead-nurture-sequence-with-booking-reminders-and-review-request/): New patient enquiries go cold when nobody follows up, and booked patients still miss appointments. Status: Researched. Stack: n8n, Google Sheets, Twilio, WhatsApp, Gmail, Google Calendar.
- [VIP lead alert: research the sender and flag high-value inbound emails in Slack](https://agentsontheclock.com/workflows/vip-lead-alert-research-the-sender-and-flag-high-value-inbound-emails-in-slack/): High-value prospects who email a general inbox wait in the queue with everyone else. Status: Researched. Stack: Activepieces, Gmail, Perplexity, Slack.
- [Facebook Lead Ads tracker with one-click email outreach](https://agentsontheclock.com/workflows/facebook-lead-ads-tracker-with-one-click-email-outreach/): Leads from Facebook Lead Ads sit in Meta's interface or a spreadsheet, and emailing them needs another tool. Status: Researched. Stack: Zapier, Facebook Lead Ads, Gmail.

## CRM workflows

- [AI lead scoring and routing into HighLevel](https://agentsontheclock.com/workflows/ai-lead-scoring-and-routing-into-highlevel/): Form leads land in a sheet with no prioritization, and sales responds late. Status: Researched. Stack: n8n, Google Sheets, Azure OpenAI, HighLevel.
- [Daily AI summary of the Pipedrive pipeline](https://agentsontheclock.com/workflows/daily-ai-summary-of-the-pipedrive-pipeline/): Owners don't have time to review every deal and note. Status: Researched. Stack: n8n, Pipedrive, OpenAI.
- [Classify lead email replies by intent and create Pipedrive follow-ups](https://agentsontheclock.com/workflows/classify-lead-email-replies-by-intent-and-create-pipedrive-follow-ups/): Replies sit unread and follow-up tasks are created inconsistently. Status: Researched. Stack: n8n, Gmail, OpenAI, Pipedrive, Slack.
- [Churn-risk alerts from HubSpot deals, tickets and usage](https://agentsontheclock.com/workflows/churn-risk-alerts-from-hubspot-deals-tickets-and-usage/): Account managers learn about at-risk clients too late. Status: Researched. Stack: n8n, HubSpot, Google Sheets, OpenAI.
- [Deduplicate form leads before they reach GoHighLevel](https://agentsontheclock.com/workflows/deduplicate-form-leads-before-they-reach-gohighlevel/): The same person submits a form twice and ends up as duplicate contacts in the CRM. Status: Researched. Stack: n8n, Google Forms, Google Sheets, HighLevel.
- [Create Pipedrive people and deals from Stripe payments](https://agentsontheclock.com/workflows/create-pipedrive-people-and-deals-from-stripe-payments/): Payments happen in Stripe but the CRM never hears about them, so sales and account records drift apart. Status: Researched. Stack: n8n, Stripe, Pipedrive.
- [Score property buyer leads and save qualified ones to an Airtable CRM](https://agentsontheclock.com/workflows/score-property-buyer-leads-and-save-qualified-ones-to-an-airtable-crm/): Agents spend time on buyer enquiries that don't match budget, location or timeline. Status: Researched. Stack: n8n, OpenAI, Airtable, Gmail.
- [Daily AI nudges for stale deals in a Notion CRM](https://agentsontheclock.com/workflows/daily-ai-nudges-for-stale-deals-in-a-notion-crm/): Deals in a Notion CRM go untouched for weeks and nobody notices until they are lost. Status: Researched. Stack: n8n, Notion, OpenAI, Telegram.
- [Round-robin lead assignment with Zapier Tables and Interfaces](https://agentsontheclock.com/workflows/round-robin-lead-assignment-with-zapier-tables-and-interfaces/): Leads get assigned by memory or favoritism, so some reps are overloaded and others wait. Status: Researched. Stack: Zapier, Facebook Lead Ads.
- [Verify Typeform emails before creating HubSpot contacts](https://agentsontheclock.com/workflows/verify-typeform-emails-before-creating-hubspot-contacts/): Typos and fake addresses from web forms clutter the CRM and hurt email deliverability. Status: Researched. Stack: Make, Typeform, MailerCheck, HubSpot.

## Proposals workflows

- [Post-sales-call proposal generator (form → Google Slides → email)](https://agentsontheclock.com/workflows/post-sales-call-proposal-generator-form-google-slides-email/): Writing a custom proposal after every sales call takes hours. Status: Researched. Stack: n8n, OpenAI, Google Drive, Google Slides, Gmail.
- [Premium proposal generator with PandaDoc](https://agentsontheclock.com/workflows/premium-proposal-generator-with-pandadoc/): Agencies want branded, e-signable proposals without manual formatting. Status: Researched. Stack: n8n, OpenAI, Google Slides, Google Drive, PandaDoc, Gmail.
- [Proposal deck from a Google Slides template](https://agentsontheclock.com/workflows/proposal-deck-from-a-google-slides-template/): Small teams need consistent proposals that address each client's challenges. Status: Researched. Stack: n8n, OpenAI, Google Slides, Google Drive, Gmail.
- [Typeform post-call notes → PandaDoc draft + ClickUp CRM + Gmail draft](https://agentsontheclock.com/workflows/typeform-post-call-notes-pandadoc-draft-plus-clickup-crm-plus-gmail-draft/): Proposal, CRM update and follow-up email are three separate manual jobs. Status: Researched. Stack: n8n, Typeform, OpenAI, PandaDoc, ClickUp, Gmail.
- [Capped proposal follow-ups for stale HubSpot deals](https://agentsontheclock.com/workflows/capped-proposal-follow-ups-for-stale-hubspot-deals/): Proposals go out and then nobody follows up consistently, or reps over-chase prospects. Status: Researched. Stack: n8n, HubSpot, Google Sheets, Gmail, Slack.
- [Pipedrive deal stage → PDF quotation → e-signature with DottedSign](https://agentsontheclock.com/workflows/pipedrive-deal-stage-pdf-quotation-e-signature-with-dottedsign/): Building a quote document from deal data and sending it for signature is manual copy-paste. Status: Researched. Stack: n8n, Pipedrive, Gotenberg, DottedSign.
- [Junk removal quotes from customer-texted photos with owner approval](https://agentsontheclock.com/workflows/junk-removal-quotes-from-customer-texted-photos-with-owner-approval/): Quoting junk removal means a site visit or a long back-and-forth over text. Status: Researched. Stack: n8n, Twilio, OpenAI, Google Sheets, Google Drive, Google Calendar.
- [Freelance proposal PDF from a job post, written with your past projects](https://agentsontheclock.com/workflows/freelance-proposal-pdf-from-a-job-post-written-with-your-past-projects/): Freelancers and small studios spend too long writing a tailored proposal for every job post. Status: Researched. Stack: n8n, Tally, OpenAI, SerpAPI, Google Sheets, PDF.co, Gmail.
- [Send a PandaDoc document when a HubSpot deal reaches a chosen stage](https://agentsontheclock.com/workflows/send-a-pandadoc-document-when-a-hubspot-deal-reaches-a-chosen-stage/): Reps forget or delay sending the proposal once a deal is ready for it. Status: Researched. Stack: Make, HubSpot, PandaDoc.
- [Deal desk: HubSpot quote approvals in Slack with SLA reminders](https://agentsontheclock.com/workflows/deal-desk-hubspot-quote-approvals-in-slack-with-sla-reminders/): Discounted or non-standard quotes stall while reps chase managers for approval. Status: Researched. Stack: Zapier, HubSpot, Slack.

## Client onboarding workflows

- [HubSpot onboarding drip with team alerts](https://agentsontheclock.com/workflows/hubspot-onboarding-drip-with-team-alerts/): New clients get inconsistent welcome steps and the team misses milestones. Status: Researched. Stack: n8n, HubSpot, Telegram.
- [AI-generated onboarding checklist and task routing for consultancies](https://agentsontheclock.com/workflows/ai-generated-onboarding-checklist-and-task-routing-for-consultancies/): Each new engagement needs a custom checklist, owner and kickoff. Status: Researched. Stack: n8n, OpenAI, Google Sheets, Slack, Google Calendar.
- [Personalized welcome email from an onboarding form](https://agentsontheclock.com/workflows/personalized-welcome-email-from-an-onboarding-form/): Generic welcome emails feel impersonal and get written by hand. Status: Researched. Stack: n8n, Google Sheets, Google Forms, Google Gemini, Gmail.
- [Staged onboarding emails for new law firm matters from Clio](https://agentsontheclock.com/workflows/staged-onboarding-emails-for-new-law-firm-matters-from-clio/): New legal clients get inconsistent "what happens next" communication in the first week. Status: Researched. Stack: n8n, Clio.
- [Assign the least-busy CSM and send an AI welcome email on HubSpot closed-won](https://agentsontheclock.com/workflows/assign-the-least-busy-csm-and-send-an-ai-welcome-email-on-hubspot-closed-won/): The handoff from sales to customer success is slow, and new customers wait for a welcome. Status: Researched. Stack: n8n, HubSpot, OpenAI, Gmail.
- [GoHighLevel "Won" opportunity → AI onboarding plan, tasks, Drive folder and kickoff](https://agentsontheclock.com/workflows/gohighlevel-won-opportunity-ai-onboarding-plan-tasks-drive-folder-and-kickoff/): After a deal closes, setting up the folder, tasks, welcome email and kickoff call takes an hour of admin per client. Status: Researched. Stack: n8n, HighLevel, Anthropic Claude, Google Drive, Gmail, Google Calendar, Slack, Google Sheets.
- [Pre-visit patient intake reminders with AI risk flags for the clinician](https://agentsontheclock.com/workflows/pre-visit-patient-intake-reminders-with-ai-risk-flags-for-the-clinician/): Intake forms arrive incomplete or late, and staff have no time to read them before the appointment. Status: Researched. Stack: n8n, Google Calendar, Gmail, Google Sheets, Azure OpenAI, Slack.
- [Typeform onboarding answers → AI client summary → Asana task](https://agentsontheclock.com/workflows/typeform-onboarding-answers-ai-client-summary-asana-task/): Onboarding questionnaires get read once and the useful details never make it into the project plan. Status: Researched. Stack: Activepieces, Typeform, Asana.
- [Client portal with project board, documents and a help form](https://agentsontheclock.com/workflows/client-portal-with-project-board-documents-and-a-help-form/): Clients email the same "where are we?" questions, and files and tasks are scattered across tools. Status: Researched. Stack: Zapier.

## Customer support workflows

- [WhatsApp AI support assistant that reads your website live](https://agentsontheclock.com/workflows/whatsapp-ai-support-assistant-that-reads-your-website-live/): Small businesses can't staff WhatsApp 24/7. Status: Researched. Stack: n8n, WhatsApp, OpenAI, Postgres, Supabase.
- [WhatsApp support bot with a Google Docs knowledge base](https://agentsontheclock.com/workflows/whatsapp-support-bot-with-a-google-docs-knowledge-base/): FAQ and policy questions repeat all day. Status: Researched. Stack: n8n, WhatsApp, Google Docs, Google Gemini, Google Sheets.
- [Telegram support bot answering from your Google Docs SOP/FAQ](https://agentsontheclock.com/workflows/telegram-support-bot-answering-from-your-google-docs-sop-faq/): Customers on Telegram need instant, accurate answers. Status: Researched. Stack: n8n, Telegram, OpenAI, Google Docs.
- [Auto-categorize support tickets with sentiment and team reports](https://agentsontheclock.com/workflows/auto-categorize-support-tickets-with-sentiment-and-team-reports/): Requests arrive unsorted, and nobody sees trends. Status: Researched. Stack: n8n, Typeform, Google Gemini, Google Sheets.
- [Rewrite and categorize new HubSpot tickets, then alert the right person in Slack](https://agentsontheclock.com/workflows/rewrite-and-categorize-new-hubspot-tickets-then-alert-the-right-person-in-slack/): Tickets arrive vague and unassigned, and the right teammate finds out late. Status: Researched. Stack: Activepieces, HubSpot, Slack.
- [Classify support emails by sentiment with ChatGPT and open Freshdesk tickets](https://agentsontheclock.com/workflows/classify-support-emails-by-sentiment-with-chatgpt-and-open-freshdesk-tickets/): Customer emails pile up in a shared inbox with no ticket and no sense of which ones are upset. Status: Researched. Stack: Make, Gmail, OpenAI, Freshdesk.
- [Automatic CSAT survey when a Freshdesk ticket is resolved](https://agentsontheclock.com/workflows/automatic-csat-survey-when-a-freshdesk-ticket-is-resolved/): Satisfaction surveys are sent late or not at all, and the answers are scattered. Status: Researched. Stack: n8n, Freshdesk, Google Sheets.
- [Clinic WhatsApp assistant for bookings and FAQs with human takeover](https://agentsontheclock.com/workflows/clinic-whatsapp-assistant-for-bookings-and-faqs-with-human-takeover/): Clinic front desks are flooded with WhatsApp messages about appointments, services and documents. Status: Researched. Stack: n8n, WhatsApp, OpenAI, Pinecone, Google Docs, Google Sheets, Gmail.
- [Triage Google reviews with Gemini: auto-reply to routine ones, hold risky ones for approval](https://agentsontheclock.com/workflows/triage-google-reviews-with-gemini-auto-reply-to-routine-ones-hold-risky-ones-for-approval/): Reviews go unanswered for days, and a rushed reply to a bad review can make things worse. Status: Researched. Stack: Zapier, Google Business Profile, Google Gemini.
- [Classify Intercom conversations and route to ClickUp or Slack](https://agentsontheclock.com/workflows/classify-intercom-conversations-and-route-to-clickup-or-slack/): Support, product feedback and sales questions all land in the same Intercom inbox. Status: Researched. Stack: n8n, Intercom, OpenAI, ClickUp, Slack.

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