Automation playbooks
Proven workflows that pay for themselves.
Each playbook is a battle-tested automation pattern we tailor to your tools, data and team. Explore how they work, step by step, then let's build yours.
Trigger: New lead
Instant Lead Follow-Up
Respond to every new lead in seconds: enriched, scored and routed to the right person.
- Lead captured
- Lead enriched
- AI qualification
- CRM updated
- Right person alerted
- Personal follow-up sent
Trigger: Contract signed
Client Onboarding on Autopilot
From signed contract to kickoff call, without a single manual step.
- Contract signed
- Invoice sent
- Workspace created
- Welcome email
- Kickoff scheduled
- Team briefed
Trigger: Milestone reached
Invoicing & Payment Reminders
Invoices out on time, reminders sent automatically and payments reconciled.
- Milestone reached
- Invoice generated
- Sent with pay link
- Smart reminders
- Payment reconciled
- Team updated
Trigger: Customer question
AI Support Assistant
Answer common questions instantly, 24/7, with seamless handoff to your team.
- Question received
- Knowledge searched
- Answer drafted
- Confidence check
- Reply or handoff
- Gaps logged
Trigger: Every Monday 8:00
Automated Reporting & Dashboards
Numbers from every tool in one live dashboard, plus a weekly summary in your inbox.
- Schedule fires
- Data collected
- Cleaned & combined
- Dashboard refreshed
- AI summary written
- Delivered
Trigger: Document received
AI Document Processing
Extract data from invoices, forms and PDFs straight into your systems.
- Document received
- Fields extracted
- Data validated
- Human review if needed
- Systems updated
- File organized
Free strategy call · 30 minutes
Don't see your workflow? We'll design it.
In 30 focused minutes, we'll map your biggest opportunities and outline the fastest path to results. No pitch deck, no pressure.
You'll walk away with
- Where you're losing time and leads today
- The quick wins worth doing first
- A recommended approach, timeline and budget range
- Honest advice, even if we're not the right fit
Prefer email? hello@deltacreationco.com or send us a brief.
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