Automation library
Stop repeating. Start automating.
AI automation connects the tools you already use and adds AI where a step needs reading, writing or judgement, so repetitive work runs on its own. This library shows the workflows DAIDU builds, by team and by industry, with the steps and tools behind each one.
Flagship workflow — Abandoned Cart Recovery
A shopper leaves checkout without completing payment.
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By industry
All workflows
84 workflows
Sales
11 Sales workflowsSales
AI Meeting Scheduling
Lets prospects and customers book, reschedule or cancel meetings through personal scheduling links or a chatbot, handles time zones and reminders, and logs every meeting in the CRM.
- Prospect requests meeting
- Offer available slots
- Route to right rep
- Confirm and remind
Sales
Automated Sales Follow-Up Reminders
Schedules follow-ups automatically based on pipeline stage and last contact, sends them by email, WhatsApp or SMS, and reminds reps when a personal call is needed.
- Lead enters pipeline
- Set reminder timeline
- Send follow-up message
- Prompt personal call
Sales
Contract Creation and E-Signature
Creates contracts from CRM deal data using approved templates, sends them for e-signature, chases pending signatures and files the signed copy automatically.
- Deal reaches stage
- Generate contract
- Legal or manager check
- Send for e-signature
Sales
Cross-Sell and Upsell Triggers
Spots the right moment to offer an add-on, upgrade or complementary product from purchase history and deal stage, and sends a personalised offer by email, WhatsApp or in-app.
- Customer event occurs
- Analyse behaviour
- Check eligibility
- Send personalised offer
Sales
Lead Capture and Instant Follow-Up
Captures leads from forms, chatbots, QR codes and ads, logs them in your CRM and sends a personalised email or WhatsApp reply straight away, followed by a short nurture sequence.
- Lead submits form
- Create CRM record
- Send instant reply
- Score the lead
Sales
Lead Scoring and Prioritisation
Ranks every lead by how likely it is to buy, using CRM data, website behaviour and engagement, so sales reps call the best prospects first.
- Collect lead signals
- Enrich lead profile
- Calculate the score
- Route hot leads
Marketing
15 Marketing workflowsMarketing
Abandoned Cart Recovery
Detects shoppers who leave items in their cart and sends a timed series of personalised reminders by email, WhatsApp or SMS, with product images and optional incentives.
- Cart abandoned
- Wait and check
- Personalise reminder
- Send reminder series
Marketing
Blog Distribution
When a blog post is published, AI writes platform-specific summaries and captions and shares the post across LinkedIn, X, Medium, newsletters and WhatsApp channels with tracked links.
- Post published
- Write channel copy
- Review drafts
- Publish and schedule
Marketing
Content Repurposing
Turns one long article, webinar or whitepaper into short video scripts, social captions, carousel content and newsletter intros, then schedules them across channels.
- Source content added
- Extract key points
- Create format variants
- Edit and approve
Marketing
Customer Segmentation
Groups customers automatically by behaviour, demographics and engagement, keeps the segments up to date, and feeds them into targeted campaigns.
- Customer data updates
- Unify profiles
- Assign segments
- Trigger campaigns
Marketing
Event and Webinar Promotion
Handles registrations, confirmations, reminders and post-event follow-up for webinars, workshops and conferences, and reports on attendance.
- Attendee registers
- Add to CRM
- Send confirmation
- Send reminder sequence
Marketing
Google Ads Optimisation
Monitors Google Ads performance continuously, shifts budget to what is working, pauses weak ads and keywords, and reports on campaign health, with a marketer approving major changes.
- Pull campaign data
- Analyse KPIs
- Recommend changes
- Approve changes
HR
Attendance Tracking
Records attendance digitally through biometrics, mobile geofencing, QR codes or web check-in, flags anomalies, syncs with HR and payroll, and alerts managers or parents to absences. Works for staff and for student class attendance.
- Check-in recorded
- Sync to records
- Validate entries
- Match with leave
HR
Employee Exit Process
When a resignation or termination is recorded, sends exit checklists, coordinates asset return and handover, revokes system access on the last day, schedules the exit interview and prepares final settlement data.
- Exit recorded
- Send checklists
- Schedule exit interview
- Revoke access
HR
Employee Onboarding
Starts automatically when a candidate accepts an offer: sends welcome messages and digital forms, collects documents, creates system accounts, assigns training and a buddy, and tracks progress.
- Offer accepted
- Send welcome pack
- Collect documents
- Provision accounts
HR
Employee Performance Reviews
Schedules review cycles, reminds employees and managers to complete feedback, gathers 360-degree input and KPI data, and produces draft review reports and dashboards.
- Review cycle starts
- Request feedback
- Pull KPI data
- Summarise input
HR
Employee Survey Collection
Sends engagement and pulse surveys on schedule by email, Slack, WhatsApp or the HR portal, reminds non-respondents, and summarises results and sentiment for HR.
- Survey scheduled
- Distribute survey
- Remind non-respondents
- Analyse responses
HR
Employee Training Reminders
Assigns required training, reminds employees before deadlines and certification expiry, tracks completion and issues certificates and compliance reports.
- Training assigned
- Notify employee
- Send reminders
- Track completion
Finance
15 Finance workflowsFinance
Automated Financial Reporting
Produces P&L, balance sheet, cash flow and management reports from accounting, ERP and payroll data on schedule, checks for anomalies and distributes them to stakeholders.
- Period closes
- Pull financial data
- Build statements
- Check anomalies
Finance
Bank Reconciliation
Imports bank feeds, matches transactions with ledger entries, flags duplicates and mismatches, and sends exceptions to finance for review with suggested fixes.
- Bank feed arrives
- Match transactions
- Apply recurring rules
- Flag exceptions
Finance
Budget Tracking Dashboard
Consolidates income, spending and forecasts from accounting, payroll and ERP into live budget-versus-actual dashboards and alerts managers to overspending.
- Data syncs
- Categorise spending
- Update dashboards
- Alert on variance
Finance
Expense Approval
Employees submit receipts from their phone; AI reads them, checks policy, routes claims to the right approver and sends approved expenses to accounting and reimbursement.
- Receipt submitted
- Read receipt
- Check policy
- Route approval
Finance
Financial Forecasting
Builds rolling forecasts for revenue, costs and cash flow from ERP, CRM and accounting data, runs what-if scenarios and updates dashboards as new data arrives.
- New data arrives
- Analyse history
- Generate forecasts
- Run scenarios
Finance
Fraud Detection Alerts
Monitors transactions across bank accounts, payment systems and ERP in real time, flags suspicious patterns such as duplicate payments or unusual transfers, alerts finance or the customer, and holds risky items for review.
- Transaction occurs
- Score risk
- Check threshold
- Send alerts
Operations
16 Operations workflowsOperations
AI-Assisted Exam Grading
Scores multiple-choice and short-answer assessments automatically, drafts feedback on written answers for teacher review, checks for plagiarism and records grades in the LMS.
- Assessment submitted
- Auto-score objective items
- Draft written feedback
- Check integrity
Operations
Assignment Deadline Reminders
Syncs assignment due dates from the LMS and reminds students before deadlines by email, SMS, WhatsApp or app, with overdue alerts and submission tracking for teachers.
- Assignment created
- Schedule reminders
- Send reminders
- Check submission
Operations
Class Scheduling
Builds conflict-free timetables from enrolments, teacher availability and room capacity, updates them when things change and notifies students and teachers automatically.
- Term planning starts
- Gather constraints
- Generate timetable
- Admin adjusts
Operations
Delivery Status Updates
Connects to courier and logistics systems and sends customers branded updates by SMS, WhatsApp or email when an order ships, is out for delivery, delivered or delayed, with a tracking link.
- Shipment event
- Match to order
- Send update
- Detect delays
Operations
Healthcare Appointment Reminders
Sends patients personalised appointment reminders by SMS, WhatsApp or email before their visit, lets them confirm, cancel or reschedule by reply, and updates the clinic schedule.
- Appointment booked
- Send reminder
- Capture response
- Update schedule
Operations
Hospitality Inventory Ordering
Monitors stock of food, beverages, linen and supplies in hotels and restaurants, forecasts demand from bookings and events, and raises purchase orders to suppliers before items run out.
- Stock level updates
- Forecast demand
- Check reorder point
- Draft purchase order
Customer Service
14 Customer Service workflowsCustomer Service
AI FAQ Chatbot
Answers common customer questions instantly on your website, WhatsApp, Instagram and Messenger using your own knowledge base, and hands complex questions to a person with the conversation history.
- Customer asks question
- Understand intent
- Answer from knowledge base
- Check confidence
Customer Service
AI Knowledge Base Updates
Reviews support tickets and chats for recurring questions, flags missing or outdated help articles, drafts new content for approval and keeps translations in step.
- Tickets and chats analysed
- Find content gaps
- Draft article
- Manager approves
Customer Service
Automated Ticket Assignment
Reads incoming support requests from email, chat, phone and portals, tags category and priority, and assigns each ticket to the best-suited available agent while balancing workload.
- Ticket arrives
- Classify ticket
- Apply routing rules
- Assign agent
Customer Service
Customer Onboarding for Financial Services
Takes new banking and financial-services customers through digital application, document verification, account setup and a personalised welcome, with progress tracked on a dashboard.
- Application started
- Collect documents
- Verify identity
- Open account
Customer Service
Customer Satisfaction Surveys
Sends CSAT or NPS surveys automatically after a support ticket, delivery or service, analyses responses and sentiment, and routes negative feedback for follow-up.
- Interaction completed
- Send survey
- Analyse responses
- Route negative feedback
Customer Service
Guest Feedback Requests
Sends hotel and restaurant guests a short feedback request after checkout or their meal, analyses responses, invites happy guests to leave a public review and flags unhappy guests for follow-up.
- Guest checks out
- Send feedback request
- Analyse responses
- Route by sentiment
CRM
CRM Auto-Updates and Data Enrichment
Creates and updates CRM records automatically from forms, emails, calls and chats, fills missing details from enrichment sources and merges duplicates so the database stays accurate.
- New contact detected
- Create or update record
- Enrich missing fields
- Merge duplicates
CRM
Live Chat to CRM Integration
Syncs every website chat, WhatsApp, Instagram and Messenger conversation into the CRM, creates new leads automatically, tags conversations by topic and urgency, and creates follow-up tasks.
- Customer starts chat
- Match or create contact
- Tag the conversation
- Log transcript
How DAIDU delivers
From one workflow to a working system
- 01
Discover
We map how the work happens today with the people who do it, and pick the first one to three workflows worth automating.
- 02
Design
A short specification: trigger, steps, systems, AI prompts, approval points and error handling. You sign it off before we build.
- 03
Build
We connect your existing tools and suitable AI models, then test with real examples, including the awkward ones.
- 04
Run
Staged launch, monitoring and alerts, and close attention in the first weeks so issues are fixed quickly.
- 05
Train
Your team learns how it works, how to handle exceptions and how to make simple changes themselves.
Consultation
Not sure which workflow to start with?
- A 30-minute call with someone who builds automations
- We look at one process you repeat every week
- You leave with a clear next step, whether or not you work with us
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