Workflow Automation

Automate the Busywork. Elevate the Work That Matters.

Streamline repetitive tasks, reduce errors, and reclaim your team’s time with custom AI-powered workflow automation.

Build a Business That Runs Smoother—Automatically.

IModern businesses are drowning in manual tasks—copying data between tools, chasing follow-ups, and managing bloated systems that don’t talk to each other.
‍
We help teams replace outdated workflows with intelligent automation that saves time, reduces cost, and frees up human energy for high-value work. Whether you're syncing systems, building no-code automations, or integrating AI into your ops stack, we design solutions that fit your business—not the other way around.

What We Can Automate

Strategy & Operations

  • Assign tasks and manage deadlines

  • Auto-generate reports and dashboards

  • Organize files and manage document versions

  • Schedule meetings and draft agendas

Marketing

  • Schedule and repurpose social content

  • Automate email sequences (welcome, nurture, re-engagement)

  • Score and segment leads in real time

  • A/B test ad copy with AI-generated variations

  • Route and tag inbound leads automatically

Sales

  • Trigger follow-up sequences and reminders

  • Update CRM records automatically

  • Generate and customize proposals

  • Streamline quote approvals and e-signatures

  • Auto-summarize calls with AI transcription

Customer Experience

  • Power AI chatbots for 24/7 support

  • Tag, route, and prioritize support tickets

  • Launch automated onboarding flows

  • Collect and analyze customer feedback

Finance & Admin

  • Generate invoices and send payment nudges

  • Categorize expenses and route for approval

  • Deliver recurring reports to stakeholders

  • Track contract timelines and renewals

  • CRM updates and pipeline tracking

  • Onboarding sequences and task handoffs

  • Data cleanup and reporting flows

  • Internal comms, reminders, and status updates

  • Lead routing, tagging, and segmentation

  • Calendar scheduling and email triggers

How It Works

We start with a 360° AI Audit to assess your current workflows, tools, and team capacity. From there, we design and implement automations that reduce friction, increase visibility, and scale with your business.

Results You Can Expect

  • 10–30 hours saved per week

  • Happier, more productive teams

  • Reduced error rates and duplicate work

  • Seamless handoffs and faster execution

  • Real-time insight into what’s working (and what’s not)

Reclaim Your Time.

Start your automation journey with a free consult.

Ready to Work Smarter with AI?

Download The Applied AI Playbook
Discover how leading teams are using AI to cut production time, personalize outreach, and scale their impact—without losing their creative edge.

✔ 10 tools we actually use (and why)
✔ Top AI use cases for 2025
✔ Real-world workflows you can implement today

Get the free guide and start applying AI with clarity, not chaos.

Trusted by Industry Leaders

  • “What Works recently provided us with an in-depth audit which included current trends, competitor analysis, platform analysis and recommendations. They carefully analyzed our data and were constantly in touch with us as they developed the analysis, ensuring that all the details were accurate, and thus producing a hyper-relevant audit. We will be incorporating many of their insights and recommendations and greatly value their partnership!”

    Alyssa Yuan, Aerotek

  • "Working with the What Works team was a pleasure, from start to finish. I found their expertise invaluable. They were always honest about how to get where I wanted to go including challenges, work arounds, and results I could expect. I would not hesitate to engage the team again."

    Denise Russo, Kaiser Permanente

  • “What Works Studio has been instrumental in forging relationships with leading real estate portfolios—helping us close opportunities in both solar and EV infrastructure. Their data-driven outreach and real estate–tailored collateral gave us credibility from the first touch, accelerating our pipeline faster than we ever imagined.”

    James Wells, GreenWell Energy

Let’s Build Your Strategy

You don’t need another tool. You need a plan.
Book a call to explore what AI could do for your business—with a partner who understands how to turn vision into action.