AI Automation

Workflows That Work for You

Part of your AI workforce — automate everything from lead qualification to appointment reminders. Your AI employees follow your rules and never miss a step.

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The Manual Work Problem

Your team spends hours on repetitive tasks that could be automated. Here's what it's costing you:

Time Wasted on Repetition

Your team manually qualifies leads, sends follow-ups, updates records, and schedules reminders. The same tasks, over and over, hundreds of times per week.

20+ hours/week on manual tasks

Inconsistent Execution

Someone forgets to send a follow-up. Lead qualification standards vary by person. Reminders get missed. Manual processes mean inconsistent results.

30% of tasks missed or delayed

Slow Response Times

Leads wait hours or days for qualification. Follow-ups happen 'when someone has time.' Customers expect instant responses but get eventual replies.

4-8 hour average response time

How Yobi Workflows Work

Powered by Yobi One, your AI workforce follows the rules you set—automatically executing tasks, sending messages, and updating records.

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Set Your Triggers

Choose what starts each workflow: new lead, form submission, missed call, email received, or schedule-based events.

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Define Your Rules

AI follows your logic: if lead score >70, assign to sales. If email contains 'urgent', notify manager. Simple if-then rules, no coding needed.

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AI Executes Actions

Your AI workforce sends emails, updates CRM records, assigns tasks, schedules appointments, and triggers other workflows automatically.

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Monitor & Improve

See exactly what AI did and when. Track workflow performance, identify bottlenecks, and refine rules based on real results.

Why Yobi Workflows Are Different

Automation that actually understands your business and customers.

Zapier/Make

Connect This App to That App

Great for simple data passing between tools. But they're just moving data—no intelligence, no understanding, no decision-making. You build the entire logic from scratch.

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Yobi AI Workflows

AI That Understands Context

AI reads email sentiment, qualifies leads intelligently, understands urgency, and makes smart decisions based on customer history. Not just moving data—actually helping.

HubSpot/Salesforce Workflows

CRM-Only Automation

Powerful but limited to what's in your CRM. Can't access emails, calls, or chat without complex integrations. Complex setup requires technical expertise.

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Yobi Unified Workflows

Access to Everything

Workflows trigger from emails, calls, chat, forms—everything your AI workforce handles. All customer data available instantly. No integration headaches or technical setup.

Custom Code

Hire Developers to Build

Want custom automation? You'll need developers to build it, maintain it, and fix it when it breaks. Expensive, slow, and requires ongoing technical resources.

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Yobi No-Code Builder

Anyone Can Create

Visual workflow builder that anyone can use. Drag, drop, configure. Test immediately. No coding, no developers, no technical debt. Update anytime yourself.

Everything You Need to Automate Your Business

Powerful automation features that work together seamlessly.

Smart Triggers

Start workflows from any customer interaction or scheduled event. Multiple triggers, conditional logic, and AI-powered decision points.

Email call chat form triggers
Schedule-based automation
Conditional branching logic

AI-Powered Actions

Your AI workforce executes complex actions automatically. Send messages, update records, assign tasks, and route conversations intelligently.

Send personalized emails & SMS
Update CRM and customer records
Assign & route to team members

Performance Analytics

Track workflow performance with detailed analytics. See what's working, identify bottlenecks, and continuously improve automation effectiveness.

Execution history & audit logs
Performance metrics & trends
AI optimization suggestions

Common Workflow Examples

Start with these proven workflows, then customize for your business.

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Lead Qualification

Automatically score and qualify new leads based on your criteria. Route hot leads to sales immediately, nurture warm leads, and filter out bad fits.

Example: New form submission → AI scores lead → High score? Assign to sales + send intro email. Low score? Add to nurture campaign.

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Appointment Reminders

Reduce no-shows with automated reminders via email and SMS. Send confirmation requests and reschedule links. Update calendar automatically.

Example: 24 hours before appointment → Send SMS reminder → Customer confirms or reschedules → Update calendar + notify team.

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Urgent Issue Escalation

AI detects urgent or angry customers and escalates immediately. Notify managers, create high-priority tickets, and ensure fast response.

Example: Email contains 'urgent' + negative sentiment → Create priority ticket → Notify manager via SMS → Route to senior agent.

Ready to Automate Your Business?

Join thousands of businesses using Yobi's AI workflows to automate repetitive tasks and focus on what matters.

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