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
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By industry
Automations for Professional Services
6 workflows · AI for Professional Services
Sales
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
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
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
Finance
Invoice Generation and Payment Reminders
Creates branded invoices when a deal closes or work is delivered, sends them by email or WhatsApp, reminds clients before and after the due date and updates status when payment arrives.
- Deal closed or delivered
- Generate invoice
- Send invoice
- Send reminders
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
Proposal and Quote Generation
Generates branded proposals and quotations from CRM data and your price list in minutes, with scope, deliverables and terms filled in, ready for client approval and e-signature.
- Select opportunity
- Pull pricing data
- Draft the proposal
- Review and approve
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
Replies within working hours