NexAgent Labs
Templates

Automation patterns we build often

Illustrative examples, not client work (that's on the Work page). A starting point for what's possible before we scope your specific workflow.

Abstract visualization of an automated workflow pipeline
Lead capture and routing
A new lead gets enriched, scored, and routed to the right person automatically, instead of sitting in an inbox until someone checks it.
  1. 01
    CaptureA form fill, ad lead, or inbound email creates a new lead record automatically.
  2. 02
    EnrichCompany and contact details fill in from public data before anyone looks at it.
  3. 03
    Score and routeLeads are scored against your criteria and sent to the right rep or queue.
  4. 04
    NotifyThe right person gets a Slack or email ping with full context, not just a name.
n8nWebhooks/REST APIsPostgres
Related service: Automation
Invoice and document processing
Incoming invoices get read, checked against your purchase orders, and synced automatically, with only real exceptions reaching a human.
  1. 01
    IngestInvoices arrive by email or upload and enter the pipeline automatically.
  2. 02
    ExtractLine items, totals, and vendor details are pulled out and structured.
  3. 03
    ValidateExtracted data is checked against the matching purchase order.
  4. 04
    Sync or flagClean matches sync straight to accounting; mismatches get flagged for review.
LangGraphPythonDocument extraction pipeline
Related service: AI Agents
Support ticket triage
New tickets get classified and routed the moment they land, with known request types resolved before a human ever sees them.
  1. 01
    ClassifyEach new ticket gets tagged by intent and urgency the moment it lands.
  2. 02
    Auto-resolveKnown, low-risk request types get resolved immediately, no human touch.
  3. 03
    RouteEverything else goes to the right team with the classification attached.
  4. 04
    TrackSLA timers start automatically so nothing quietly ages out.
LangChainFastAPITicketing API
Related service: Support Agents
Meeting notes to action items
A call or meeting turns into a clean summary and a set of assigned tasks, without anyone typing up notes afterward.
  1. 01
    TranscribeCall recordings or notes get transcribed as soon as a meeting ends.
  2. 02
    SummarizeKey decisions and open questions are pulled out in plain language.
  3. 03
    Extract actionsAction items are identified with an owner and a rough deadline.
  4. 04
    AssignTasks land directly in your project tool, already assigned.
LangChainn8nProject tool API
Related service: AI Agents
Content repurposing
One piece of long-form content becomes drafts for every channel you actually post to, ready for a quick review, not blind auto-posting.
  1. 01
    SourceA long-form piece (blog post, webinar, call) enters the pipeline.
  2. 02
    DraftPlatform-specific drafts get generated: a thread, a caption, a summary post.
  3. 03
    ReviewDrafts land in a queue for a quick human pass before anything goes out.
  4. 04
    PublishApproved posts go out on schedule across the right channels.
n8nOpenAI/Anthropic APIsSocial platform APIs
Related service: Automation
Cart and lifecycle recovery
Abandoned carts trigger a personalized follow-up sequence automatically, with outcomes tracked back to the exact trigger.
  1. 01
    DetectA cart sits abandoned past your defined window.
  2. 02
    PersonalizeA follow-up sequence kicks in, tailored to what was actually in the cart.
  3. 03
    RecoverCustomers who return and convert are tracked back to the exact trigger.
  4. 04
    SyncOutcomes sync back to the CRM so the sequence keeps improving.
n8nOrder management APIEmail/WhatsApp
Related service: Support Agents
Meeting scheduling and calendar coordination
The back-and-forth email thread to find a time disappears. Real availability gets checked and the meeting gets booked directly.
  1. 01
    RequestA booking request comes in by email, form, or chat.
  2. 02
    Check availabilityReal calendar availability is checked across everyone who needs to attend.
  3. 03
    Propose or bookA time gets proposed automatically, or booked directly when the request allows it.
  4. 04
    ConfirmConfirmations and reminders go out without anyone touching a calendar invite.
n8nCalendar APIsWebhooks/REST APIs
Related service: Automation
CRM data enrichment and deduplication
Messy, duplicate CRM records get cleaned and filled in automatically, so reporting and outreach work from one accurate list.
  1. 01
    ScanNew and existing records are scanned on a schedule for duplicates and gaps.
  2. 02
    EnrichMissing company and contact details are filled in from available data sources.
  3. 03
    MergeDuplicate records are merged automatically, or flagged when it's not a clean call.
  4. 04
    SyncThe cleaned data syncs back to the CRM, ready for reporting or outreach.
n8nCRM APIPostgres
Related service: Automation
Contract and document review triage
Incoming contracts get scanned for the clauses that actually need a lawyer's attention, instead of a full read-through every time.
  1. 01
    IngestA contract arrives and enters the review pipeline automatically.
  2. 02
    CompareKey clauses are compared against your standard terms and known risk patterns.
  3. 03
    FlagDeviations and high-risk clauses are flagged with the relevant page cited.
  4. 04
    RouteA summary with flagged items goes to the right reviewer, not a blank PDF.
LangChainpgvectorDocument extraction pipeline
Related service: RAG Systems
Social listening and sentiment alerts
Mentions of your brand across channels get read for sentiment and urgency, so a real problem reaches someone before it spreads.
  1. 01
    MonitorMentions across the channels you care about are pulled in continuously.
  2. 02
    ScoreEach mention is scored for sentiment and urgency, not just keyword-matched.
  3. 03
    AlertGenuinely urgent or negative mentions trigger an immediate alert.
  4. 04
    LogEverything else logs quietly into a weekly digest instead of a notification storm.
FastAPISocial platform APIsOpenAI/Anthropic APIs
Related service: AI Backends
Expense report processing
Receipts and expense claims get read, checked against policy, and routed for approval without a manual line-by-line review.
  1. 01
    CaptureReceipts and claims come in by upload, email, or app.
  2. 02
    ExtractAmounts, dates, and categories are pulled out automatically.
  3. 03
    Check policyEach claim is checked against your expense policy for exceptions.
  4. 04
    Approve or flagClean claims route straight to approval; policy exceptions get flagged with the reason.
LangGraphPythonDocument extraction pipeline
Related service: AI Agents