Case Study - Workflow agents for faster revenue operations
A network of AI workflow agents that qualifies leads, drafts compliant outreach, and manages long-running follow-ups across systems.
- Client
- Revenue operations team (anonymized)
- Year
- Service
- Workflow automation, Agent orchestration, Integrations
Overview
Revenue teams often run on fragmented tools: CRM, email, calendars, enrichment providers, and internal data. The work is multi-step and stateful, which makes simple “copilot” features insufficient.
We built a set of workflow agents that collaborate across the revenue lifecycle: qualification, outreach drafting, sequencing, next-best action recommendations, and clean handoffs.
What we did
- Multi-agent workflows
- CRM + email integrations
- Policy-aware generation
- Long-running state
- Observability
The agents reduced manual work immediately, and the handoff quality to our reps improved without sacrificing compliance.
- Lead response times
- Faster
- Manual CRM work
- Lower
- Handoff consistency
- Higher
- Traces and review queues
- Observable