AI Sales Outreach Engine
Researches, enriches, drafts, and tracks LinkedIn and email outreach through a repeatable sales process.
AI workflow apps, automations, and systems
Turn repeatable business work into AI-powered workflows.
WorkflowTransform builds practical AI workflow apps, automations, and systems for sales, finance, marketing, and operations - connecting tools like monday.com, Xero, Slack, WhatsApp, LinkedIn, email, and documents.
How we position AI
We don't just advise on AI. We build working workflow systems.
WorkflowTransform turns high-friction business processes into repeatable workflows that people can actually use. The goal is simple: fewer manual handoffs, cleaner data, better follow-up, and systems that keep work moving.
monday.comXeroSlackWhatsAppLinkedInemaildocuments
Practice areas
Workflow brands for the work that runs a business.
Finance workflows
WorkflowCFO
Finance workflows for billing, reporting, cash, Xero, timesheets, AP/AR, and management information.
Sales workflows
WorkflowCRO
Sales workflows for LinkedIn/email outreach, CRM, enrichment, follow-ups, and pipeline visibility.
Operations workflows
WorkflowCOO
Operations workflows for order capture, admin, Slack/WhatsApp processes, supplier tasks, and internal workflows.
Marketing workflows
WorkflowCMO
Marketing workflows for LinkedIn content creation, campaign planning, approval flows, and content operations.
Example workflows
First systems we can shape, build, and improve.
AI Content Workflow Engine
Turns ideas, notes, and source material into planned, reviewed, and ready-to-publish marketing content.
AI Time-to-Bill Workflow
Connects timesheets, billing rules, monday.com, and Xero so work moves cleanly from delivery to invoice.
AI Order Capture Agent
Captures orders from Slack, WhatsApp, or email and turns them into structured tasks and next actions.
AI Contract Drafting Workflow
Supports legal teams with intake, drafting prompts, board updates, and controlled document workflows.
AI CV Extraction Workflow
Extracts candidate information from CVs and screening videos into cleaner recruitment workflows.
Ready to start small?
Book a Workflow Audit.
Pick one repeatable process, map how work moves today, and identify the fastest useful AI workflow to build first.