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Every day, we feature the community's top-voted AI workflow in The Rundown newsletter. One post will put you on the radar of top founders, hiring managers, and operators across the industry.

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Build an AI Social Media Workflow for Instagram, LinkedIn, and X

Yesterday, I built a social media workflow in Awish for a business that wanted to post more consistently without managing three platforms manually. The idea was simple: let Awish understand the business first, then use that context to plan different content for Instagram, LinkedIn, and X instead of reposting the same thing everywhere. I built the entire workflow by describing what I wanted in the Awish chat. Step-by-step: 1. I opened Awish and wrote: “Analyze this business from its website. Based on what the company does, its audience, products, and positioning, create separate content plans for Instagram, LinkedIn, and X. Generate the posts, publish them automatically at the times I choose, analyze how each post performs, and send me the important insights on WhatsApp. I also want to be able to manage the workflow from WhatsApp.” 2. Awish analyzed the website, understood the business, and planned the complete content workflow. 3. I connected the company’s Instagram, LinkedIn, X, and WhatsApp accounts and approved the plan. 4. Awish created a different content strategy for each platform instead of copying the same post everywhere: more visual content for Instagram, business-focused posts for LinkedIn, and shorter, conversation-driven posts for X. 5. I chose the publishing schedule, and Awish started creating and publishing the posts automatically at those times. 6. After publishing, Awish tracked performance and analyzed which topics, formats, and messages were getting the strongest response on each platform. 7. Awish sent me short WhatsApp updates with the important insights, such as which post performed best, what topic was gaining traction, and what it recommended changing next. 8. I could also manage the automation directly from WhatsApp by asking what was scheduled, changing a publishing time, requesting another post, pausing publishing, or asking for the latest performance summary without opening Awish. The useful part for me is that this is not just automatic posting. The workflow starts by understanding the business, treats each social platform differently, learns from what gets published, and keeps the whole process manageable from WhatsApp.

Tools used
Industry
#contentautomation#marketingautomation#socialmediaautomation#workflowautomation
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Automate Month-End Close Reconciliation and Reporting in Awish

I recently built a month-end close workflow in Awish for a client at a finance company. The problem was not creating the final report. The real bottleneck was collecting data from different systems, checking what was missing, reconciling totals, chasing exceptions, and getting the report to the right people. I built the entire process in Awish by describing what I wanted. Step-by-step: 1. I opened the Awish chat and wrote: “At every month-end close, collect journal entries, invoices, vendor bills, and financial records from NetSuite together with reporting workbooks from Excel and SharePoint. Check submission completeness, reconcile totals across sources, identify missing data or unusual variances, prepare the management-reporting workbook, send unresolved exceptions to Finance in Microsoft Teams for approval, and once approved export the final report to PDF, store it in SharePoint, and distribute it through Outlook.” 2. Awish understood the request, planned the workflow, and selected NetSuite, Excel, SharePoint, Microsoft Teams, and Outlook for the required steps. 3. I reviewed the plan, connected the client’s accounts, and approved the automation. 4. At month-end, Awish pulls the required financial data and reporting files, checks whether anything is missing, reconciles totals, and flags unusual variances. 5. It updates the management-reporting workbook and sends only the unresolved exceptions to the Finance team in Microsoft Teams. 6. Once Finance approves the exceptions, Awish finalizes the report, exports it to PDF, stores it in SharePoint, and sends it to the authorized recipients through Outlook. The useful part is that Finance no longer has to spend most of the close manually collecting and checking information before making a decision. The repetitive reconciliation work is handled automatically, while the team retains control over unexplained exceptions and the final report. Trigger → Analyze → Approval → Action Month-end close → Reconciliation \u0026 variance checks → Finance approval → Final report \u0026 distribution

Tools used
Industries
#financeautomation#managementreporting#workflowautomation
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Automate Support Ticket Triage with Awish

I built an Awish workflow that handles a support ticket before anyone on the team opens it. I realized support tickets were not just taking time to answer. Someone still had to understand the problem, decide how urgent it was, search the documentation, route it to the right person, and prepare a response. I wanted that first layer of support work to happen automatically. I opened Awish and wrote: “Whenever a new support ticket comes in, understand the issue, determine its urgency, check our documentation, prepare a response, create a Jira issue if it looks like a product bug, and escalate anything important to the team before taking customer-facing action.” Awish understood the request, planned the workflow, and showed me which applications it needed. Step-by-step: 1. I described the complete support process I wanted in the Awish chat. 2. Awish planned the workflow and selected Zendesk, Notion, Jira, and Slack for the required steps. 3. I connected my accounts and approved the automation plan. 4. When a new Zendesk ticket arrives, the workflow identifies the issue type, urgency, and customer intent. 5. It checks the relevant Notion documentation and prepares a response based on the available information. 6. If the issue looks like a product bug, it creates a Jira ticket with the customer context already attached. 7. Urgent or sensitive cases are escalated to the team instead of being handled automatically. 8. I connected WhatsApp from the Awish chat. I now receive workflow updates there and can manage the automation without opening Awish. Customer-facing actions still stay under my control when approval is needed.

Tools used
Industry
#customersupport#supportautomation#whatsappautomation#workflowautomation#zendesk
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Automate Post-Sales-Call CRM Updates and Follow-Ups with Awish

After a sales call, the conversation is only part of the work. Someone still needs to write the notes, update the CRM, remember the next step, prepare the follow-up email, and make sure the deal does not disappear between meetings. I wanted that entire post-call process to happen automatically. I created an Awish workflow that starts when a sales call ends. It analyzes the conversation, extracts the important sales information, updates the CRM, creates the next actions, drafts a personalized follow-up email, and sends the team a short summary. The workflow looks for the information I would normally write down myself: what the prospect needs, the objections they raised, their timeline, agreed next steps, and anything that could affect the deal. Customer-facing actions stay under my control. The workflow prepares the follow-up, but I can review important messages before they are sent. Step-by-step: 1. I tell Awish what I want to happen after every sales call: analyze the conversation, update the CRM, prepare the follow-up, and notify the team. 2. Awish understands the request, plans the workflow, and determines which applications are needed. 3. I connect my meeting platform, HubSpot, Gmail, and Slack to the automation. 4. When a call ends, the workflow analyzes the transcript and extracts the prospect’s needs, objections, timeline, decisions, and agreed next steps. 5. It creates or updates the contact and deal in HubSpot and adds any follow-up tasks that came out of the conversation. 6. It drafts a personalized Gmail follow-up based on what was actually discussed instead of using a generic sales template. 7. It sends a short Slack summary to the team with the deal status, important points, and next action. Instead of a sales call ending as a transcript or a page of notes, it immediately becomes structured CRM data, clear next actions, and a follow-up that is ready to review. The useful shift for me is that the workflow is not replacing the sales conversation. It is handling everything that normally gets forgotten or delayed after the call.

Tools used
Industry
#crmautomation#revenueoperations#salesautomation#workflowautomation
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