Browse ready-made business workflows Sails can run, customize, and keep working over time. Start with a use case, then shape it around your team, data, and tools.
Sales
Daily and when new leads arriveKeep new leads moving without relying on someone to remember every next step.
Built with
CRM, email, schedules, reports
Try asking
“Follow up with every new lead, remind me when someone goes quiet, and summarize the pipeline each morning.”
Use this workflow →Client Work
Weekly or on demandTurn project files, notes, and changes into polished client updates on a recurring schedule.
Built with
Project files, reports, publishing, schedules
Try asking
“Every Friday, prepare a client update with progress, blockers, decisions, and next steps.”
Use this workflow →Client Work
ContinuouslyGive each client one place to find files, timelines, requests, deliverables, and current status.
Built with
Files, pages, permissions, publishing
Try asking
“Create a portal for this client and keep it updated as the project changes.”
Use this workflow →Operations
Every morningStart each morning with the important changes, risks, deadlines, and decisions across the business.
Built with
MCP connections, schedules, summaries, reports
Try asking
“Every morning, tell me what changed, what needs attention, and what is due today.”
Use this workflow →Operations
Daily or when inventory changesTrack stock levels, identify shortages, and prepare restock recommendations before inventory becomes a problem.
Built with
Collections, schedules, alerts, reports
Try asking
“Check inventory every day and create a restock list for anything below its reorder point.”
Use this workflow →Operations
WeeklyKeep contracts, renewals, owners, invoices, and vendor risks from slipping through the cracks.
Built with
Records, documents, schedules, alerts
Try asking
“Review our vendors every Monday and flag renewals, price changes, and missing owners.”
Use this workflow →Marketing
Weekly or when content is addedTurn calls, webinars, notes, and long-form content into a steady stream of useful marketing material.
Built with
Files, goals, schedules, publishing
Try asking
“Turn this webinar into a newsletter, a case study, and three social posts.”
Use this workflow →Marketing
Continuously during campaignsLaunch a campaign page, collect responses, and keep the follow-up workflow moving in one place.
Built with
Pages, forms, collections, follow-ups
Try asking
“Launch a page for this offer and keep a list of everyone who responds and what we should do next.”
Use this workflow →Finance
Daily or weeklyKeep unpaid invoices visible and prepare professional follow-ups before cash-flow issues grow.
Built with
Records, schedules, email, reports
Try asking
“Check unpaid invoices every weekday and draft follow-ups for anything more than 30 days overdue.”
Use this workflow →Finance
MonthlyOrganize expenses and produce a clear recurring view of where money is going.
Built with
CSV, collections, analysis, reports
Try asking
“Categorize these expenses and give me a monthly report showing what changed and what looks unusual.”
Use this workflow →Team
ContinuouslyTurn scattered policies, documents, and tribal knowledge into a living onboarding process.
Built with
Knowledge base, files, checklists, search
Try asking
“Turn these documents into an onboarding guide and show me which procedures are still missing.”
Use this workflow →Team
Continuously with weekly reportsKeep milestones, decisions, risks, files, and updates together so projects do not disappear into chat threads.
Built with
Files, records, goals, reports
Try asking
“Build a project hub from these notes and give the team a status report every Monday.”
Use this workflow →Each workflow combines reusable Sails building blocks: files, records, schedules, goals, forms, publishing, and connected tools.
We can start with one of these use cases and adapt it around how your business actually works, including the systems you already use and the outputs your team needs.