Results That Speak for Themselves

See how Everyday Workflows has helped clients across industries save time, cut costs, and boost revenue with AI and automation. Here are real-world examples of measurable impact.

Case Studies

Real results from automation implementations across industries

Wealth Management

Trailing Stop Loss Dashboard

Challenge

Manual tracking was slow and risked missed price triggers.

Solution

Centralized dashboard with live market data and automated notifications every 5 minutes.

Results

90% reduction in monitoring effort
Price updates every 5 minutes

Service Firm

Automated Interview Scheduling

Challenge

15+ hours per week spent manually scheduling interviews.

Solution

Self-serve booking, calendar sync, automated reminders.

Results

85% less scheduling time
40% fewer no-shows

Law Firm

AI-Powered Document Processing

Challenge

20+ hours weekly spent manually reviewing legal documents.

Solution

AI-driven intake, classification, and export to DMS.

Results

70% faster processing
95% fewer classification errors

Inside Sales Team

AI Calling & CRM Automation

Challenge

Low contact rates and tedious manual data entry.

Solution

Voice AI for call screening, transcription, and automated CRM updates.

Results

80% less manual calling time
More qualified leads, higher conversion

Real Estate Brokerage

Rapid Lead Assignment & Engagement

Challenge

Delays between lead capture and agent contact led to lost sales.

Solution

Automated lead assignment, instant messaging, and SLA tracking.

Results

391% increase in conversion
Under 1 minute to first contact

Staffing Provider

Job Order Processing Automation

Challenge

Inconsistent data required manual cleanup.

Solution

Automated parsing, normalization, and validation.

Results

95% reduction in manual data entry
100% classification accuracy

Online Community Platform

Inbox Triage & Content Moderation

Challenge

Overflowing inbox risked missing critical messages.

Solution

AI-powered categorization and priority alerts.

Results

90% less inbox management time
Zero missed critical emails

B2B Sales Team

Automated Lead Qualification

Challenge

Inconsistent, slow manual resume updates.

Solution

Automated parsing, PDF generation, and CRM sync.

Results

75% faster resume updates
100% consistent presentation

Logistics & Nonprofit

Route Optimization & Financial Review Automation

Challenge

Slow, manual financial review; complex data.

Solution

Automated reporting, AI-powered insights.

Results

80% faster financial reviews
Greater insight, faster decisions

Manufacturing

Predictive Maintenance Automation

Challenge

Manual outreach lacked personalization and efficiency.

Solution

AI personalization, deduplication, and tracking.

Results

Fully automated outreach
100% campaign tracking accuracy

Sales Operations

Automated Lead Transfer & CRM Enrichment

Challenge

Slow response times and missed opportunities.

Solution

Automated lead transfer, enrichment, and instant team alerts.

Results

Zero manual data entry
100% accurate transfers

Blue Collar Recruiting

Recruitment Automation

Challenge

Manual hiring limited growth during peak season.

Solution

Automated sourcing, screening, and scheduling.

Results

Reduced time to hire from 6 weeks to 9 days
$50k in additional contracts

Methodology: how we calculate ranges

The following ranges summarize typical outcomes across completed projects. Results vary by scope, data quality, approvals, and vendor/API constraints.

Rapid deployment

  • Median implementation window across recent builds using our sprint approach.
  • Timeline depends on scope, 3rd‑party access, and approval cycles.

Ranges are directional and for planning. Managed hosting is provided under license by default; self‑host is available for ownership.

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