מתי להשתמש
"דוגמת workflow", "Full automation", "End-to-end", "Combined skills".
הוראות עבודה
1. Workflow: Lead → Customer Pipeline (B2B SaaS)
1. Form submit → Webhook (Make.com)
2. Enrich (Clearbit/Apollo) → CRM contact
3. Lead score (HubSpot Workflow)
4. Route (Chili Piper / Make)
5. SDR notified (Slack)
6. Demo booked (Calendly)
7. Demo recorded (Gong) → AI summary (Claude)
8. Deal created (HubSpot)
9. Quote sent (PandaDoc)
10. Won → Contract (DocuSign)
11. Signed → Onboarding kickoff (Asana + Slack + CSM)
12. Welcome series (Klaviyo / HubSpot)
Skills: lead-routing, hubspot-workflows, make-com-strategy, claude-api-automations, sales-automation.
2. Workflow: Invoice Processing (Finance)
1. Email arrives with PDF (Gmail trigger)
2. Extract attachment (Make)
3. Claude Vision → Extract: vendor, amount, date, line items
4. Match to PO (Airtable lookup)
5. Decision routing:
- < $1K → Auto-approve
- $1K-10K → Manager approval (Slack buttons)
- > $10K → CFO approval
6. Add to QuickBooks/Hashav
7. Schedule payment
8. Notify accounting
9. Audit log entry
Skills: finance-automation, ai-document-processing, claude-api-automations, conditional-logic, governance-compliance.
3. Workflow: Customer Support AI Agent
1. Ticket created (Zendesk webhook)
2. AI classify (Claude): topic, urgency, language
3. RAG search (n8n + Pinecone): KB articles
4. Decision:
- High confidence FAQ → Auto-reply with answer + sources
- Medium → Suggest answer to agent
- Low → Standard queue
5. SLA timer started
6. If resolved → CSAT survey
7. If rating < 3 → Manager review
8. Daily digest of trends (Claude summarize)
Skills: customer-support-automation, ai-rag-automations, claude-api-automations, monitoring-automations.
4. Workflow: Onboarding Employee (HR)
Day -7:
1. Contract signed (HelloSign webhook)
2. Create accounts (Google Admin / Slack / Notion / GitHub APIs)
3. Order laptop (PO email to IT)
4. Schedule onboarding meetings (Calendly)
5. Create checklist (Asana)
6. Buddy assignment (HiBob)
Day 0:
1. Welcome message (Slack)
2. HR docs (DocuSign)
3. IT setup (Zoom call scheduled)
Day 7:
1. Check-in survey (Typeform)
2. 1:1 reminder (Calendar)
Day 30/60/90:
1. Review forms auto-sent
2. Manager 1:1 scheduled
Skills: hr-automation, make-com-strategy, lead-routing, error-handling.
5. Workflow: eCommerce Cart Recovery
1. Cart abandoned (Shopify webhook)
2. Wait 1 hour
3. Email 1 (Klaviyo): "Forgot something?"
4. Wait 24 hours
5. Check: Purchased? Yes → exit. No → continue.
6. Email 2: Reviews + urgency
7. Wait 48 hours
8. Email 3: Discount code (10%)
9. SMS (if opted-in): "Last chance"
10. After 7 days: Add to win-back segment
Skills: klaviyo-flows, email-automation.
6. Workflow: AI Content Pipeline
1. Idea added to Notion DB (trigger)
2. Claude generate brief (outline + key points)
3. Claude write draft (long form)
4. Editor review (Slack notification)
5. Approved → Schedule publish (Buffer/CMS)
6. Generate social variants (Claude)
7. Schedule posts (Buffer)
8. Track performance (GA4)
9. Weekly report (Claude summarize wins)
Skills: claude-api-automations, notion-automation, monitoring-automations.
7. Workflow: Daily Business Dashboard
1. Daily 8 AM cron (Make)
2. Pull data:
- Stripe → Revenue yesterday
- HubSpot → New customers
- GA4 → Traffic
- Slack → Team activity
3. Calculate KPIs
4. Claude summarize (3 wins, 2 concerns)
5. Generate chart (QuickChart API)
6. Email to CEO + Slack #leadership
Skills: data-pipeline-automation, claude-api-automations, monitoring-automations.
8. Workflow: Lead Magnet → Drip Campaign
1. Form submission (Typeform/Webflow)
2. Email lead magnet (Klaviyo/AC)
3. Tag in CRM
4. 5-day educational series
5. Day 7 — Webinar invite
6. Day 14 — Demo offer
7. If clicked demo → SDR alerted
8. If no engagement → Move to monthly newsletter
Skills: email-automation, activecampaign-automation, klaviyo-flows, lead-routing.
9. Workflow: Slack-First Internal Tooling
1. Slack slash command (e.g., /create-customer)
2. Open modal — collect data
3. Submit → Webhook to Make
4. Validate input (conditional logic)
5. Create in CRM (HubSpot/SF)
6. Reply in Slack with link to record
7. Audit log entry
Skills: webhooks, conditional-logic, governance-compliance.
10. Workflow: Compliance Reporting (PPL/GDPR)
1. User request: data deletion / data export
2. Form submitted in Notion
3. Validate identity (Slack approval from DPO)
4. Find user data across systems (parallel API calls):
- CRM (HubSpot)
- ESP (Klaviyo)
- Database (Postgres)
- Backups (S3)
5. Either:
- Export → Send to user (encrypted)
- Delete → Confirm + Audit log
6. Notify user complete
7. 90-day retention check
Skills: governance-compliance, security-automations, error-handling, documentation-automation.
פרומפט לדוגמה
תאר לי end-to-end workflow של lead → customer ב-SaaS.
Israeli company, רוצה compliance workflow ל-PPL. תכנון.
AI content pipeline — בוא נבנה.
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