Resources · Templates
AI Workflow Templates
These are ready-to-copy workflows that map a common business process — outbound sales, cold calling, lead generation, marketing, appointment setting, follow-up, CRM upkeep — onto Eligoo’s AI employees. Each template names the stage chain, the employee that owns each stage, the setup steps in Eligoo, and the points where a person must approve before anything reaches the outside world.
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Templates
AI sales workflow
The full outbound chain: segment, list, sequence, calls, booking and reporting across Maven, Radar, Hook and Ledger.
OpenAI cold calling workflow
A calling campaign from verified list to logged outcome, with a browser test call before approval.
OpenLead generation workflow
Define the profile, find and enrich contacts, verify, score and segment — a list ready for outreach, without contacting anyone.
OpenAI marketing workflow
Research to positioning to content calendar to published posts and a performance report, across Maven, Sage and Pixel.
OpenAppointment setting workflow
Email and call steps that end in a calendar event with a meeting link and a brief for whoever attends.
OpenAI follow-up workflow
Never lose a reply, a no-show or an old quote: classify, respond, re-contact and log.
OpenAI CRM workflow
Reconcile activity, fix records with an audit trail, queue exceptions and report the funnel on a schedule.
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How to use a template
Copy the stages. Each template lists a chain of stages in order; the chain is the process, and most businesses will keep it as it is and change only the details — the segment, the message, the calling window.
Assign the employees. Every stage has an owner among Eligoo’s AI employees. If you have not hired that employee, the stage becomes manual or is skipped; the templates say which stages are essential and which are optional.
Set the approval points. Each template marks the steps that wait for a person — sequence enrolment, starting a calling campaign, publishing outside the approved calendar, any spend change. Decide who in your team approves them before the workflow starts, not after the first request arrives.
Measure the KPI. Every template names one outcome measure and the supporting measures to watch alongside it. The templates do not give target numbers; the right target depends on your market, and the first run establishes the baseline.
Copy a template into your workspace
Pick the process you want to run, hire the employees it needs and set the approval points. Start with a free trial.
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Last updated 23 September 2026