All Use Cases
Client Intake Portal
Conflict Check & Matter Open
Secure Document Collection
OCR + Doc Intelligence
Legal Research
Draft Strategy Memo
Client Updates
eDiscovery Collection
OptionalDocket & Task Sync
Court Rules Calendaring
Engagement Letter
Attorney Review
Billing & Timekeeping
Case Closed Archive
Ongoing Client: Law Firm Operations
Receive website lead
Normalize fields + required checks
Enrich lead
Enrich lead
Find/Update/Create contact
Lookup/Update/Append row
Return success response
Notify sales
Capture website leads to HubSpot or Google Sheets with Slack follow-up
Receive website lead
Post lead alert
Add lead row
Send confirmation email
Capture website leads with Slack notifications, Gmail responses & sheets archiving
New submission
Search contact by email
Create/Update contact
Compute score + tier
Post prioritized alert
Typeform lead capture to HubSpot with scoring and Slack alerts
Lead intake
Validate + normalize
Enrich company/person
Enrich/contact intelligence
Score + tier
Create/Update contact
Notify team by tier
Automated lead capture, scoring & CRM integration with HubSpot, Clearbit & Slack
Receive visitor event
Extract company intelligence
Build visitor profile
Score + intent
Update CRM
Alert sales
Website intelligence & lead scoring with ScrapeGraphAI, HubSpot and Slack
Receive search request
Run Google Maps scraper
Store leads
Company summary
Extract business email
Scrape Google Maps business leads with Apify & GPT-4 email extraction
Detect contract PDF
Extract client/project/email
Create folder structure
Create project channel
Create project page
Log project
Notify team with links
Prepare welcome email
Draft welcome email
Automate client onboarding across Google Drive, Slack, Notion & Gmail with GPT-4o-mini
New form submission
Receive payload
Create client folder
Create project record
Notify team
Client onboarding automation: Tally Forms to Google Drive, Notion & Slack
Provide project details
Create project folder
Generate share link
Email client
Notify internal team
Automate client project onboarding with Google Drive, Gmail, and Slack notifications
Client intake + proposal upload
Extract key details
Generate onboarding task list
Create client folder
Create tasks
Notify team
Send welcome email
Automate client onboarding with GPT-4, Google Drive, ClickUp & Slack
New proposal request row
Generate structured proposal JSON
Fill template
Download PDF
Archive proposal
Generate business proposals with GPT-4o, Google Sheets and Google Docs
Load lead records
Validate emails
Keep booked leads
Generate collateral JSON
Upload collateral
Update proposal links
Send summary email
Automated sales proposal & summary generator using GPT-4o, Sheets, Drive & Gmail
Submit client notes
Receive payload
Expand into proposal sections
Generate proposal deck
Prepare follow-up email
Client proposal generator with GPT-4o, Tally.so, and Google Slides for agencies
Collect client inputs
Generate proposal JSON
Render PDF
Wait for PDF ready
Download PDF
Send proposal email
Generate professional proposals with GPT-4o and PDFMonkey
New client record
Clean client data
Generate proposal/contract content
Create document
Convert to PDF
Send email
Notify team
Log tracking
Send for signature
Send for signature
Generate consulting proposals and contracts with GPT-4o, Google Docs, Gmail and Slack
Collect agreement inputs
Generate draft
Internal approval
Send for e-signature
Track status
Deliver executed document
Automate full agreement lifecycle with JotForm, approvals, Signwell e-signatures & tracking
Payment succeeds
Find customer
Create customer
Create Sales Receipt
Automate Stripe payment to QuickBooks sales receipt sync
Fetch invoices
Validate response
Keep paid invoices
Download invoice PDF
Send receipt email
Upload PDF
Log errors
Append ledger row
Automate payment receipts: Email, archive, and track with Stripe and Google Workspace
Receive customer message
Filter + extract requirements
Save profile + memory
Query matching properties
Format listings response
Monitor confirmations
Send confirmation/follow-up
Create/Update booking
Real estate chatbot with AI property matching and automated calendar scheduling
Tour request submitted
Generate scheduling link
Send scheduling link
Receive booking confirmation
Create tour event
Notify team
Automate real estate property tours with Google Calendar, Slack & Calendly
Receive search request
Query matching properties
Generate report
Email results
Real estate property search with SQL database and email delivery
Daily trigger
Scrape queries
Extract top pain points
Load yesterday
Store today
Send alert
Track real estate market pain points with Apify, GPT-4o and Telegram alerts
Run every 10 minutes
Fetch filings feed
Parse XML
Append new filings
Download Form D doc
Extract issuer/investor fields
Update filing row + status
Track SEC Form D filings and send issuer and investor data to Google Sheets
Run every 10 minutes
Fetch RSS feed
Parse XML
Filter new filings
Append new rows
Automated SEC Form D filings tracker with Google Sheets integration
Scheduled run
Scrape competitor sources
Pull industry feeds
Combine sources
Analyze + output structured insights
Generate report
Store insights
Notify stakeholders
AI-driven competitor & market intelligence with GPT 4 & Apify
Identify competitor ads
Scrape active ads
Create campaign folders
Vision analysis
Generate variations
Store assets
Log links and metadata
Competitive ad research & image generator with Apify, GPT-4o & Facebook Ad Library
Trigger run
Get all workflows
Iterate workflows
Extract metadata
Upsert row
Rate limit pause
Create workflow inventory dashboard with n8n API and Google Sheets
Meeting ended webhook
Receive payload
Generate notes + action items
Save formatted notes
Post summary + link
Generate AI meeting notes from Zoom with GPT-4, Google Docs & Slack
Weekly trigger
Fetch docs + metadata
Keep updated docs
Combine content
Generate digest
Send email summary
Generate weekly document digests from Google Docs with GPT-4 and email delivery
New invoice created
Fetch invoice details
Render branded PDF
Send invoice PDF