Standard first build
Lead intake and routing
Checks fit and urgency, assigns an owner, and creates the CRM record with context.
Web formsGmail / OutlookHubSpot / PipedriveSlack
See price and proof 15 Rivet workers · 5 teams
If the work repeats, it can probably be automated.
These are the workflows we build most often, each run by a Rivet worker. Three are standard first builds with published prices. The rest are scoped through a Bottleneck Audit. If yours isn't listed, start there.
Sales & new leads
Make sure every inquiry is seen, owned, and followed up while it is still warm.
Scoped via audit
Speed-to-lead follow-up
Drafts a first reply in your voice for approval and nudges the owner on schedule.
CRMEmailSlack
Book the $2,500 audit Scoped via audit
Quote and proposal requests
Collects scope details, pre-fills the proposal template, and routes it for review.
FormsGoogle DocsPandaDocCRM
Book the $2,500 audit Scoped via audit
CRM hygiene
Flags duplicate, stale, and ownerless records and sends a short cleanup list.
HubSpot / PipedriveGoogle SheetsSlack
Book the $2,500 audit Client service & support
Get the right request to the right person before the team reads the whole queue.
Standard first build
Shared inbox triage
Sorts by type and urgency, assigns an owner, and sends unclear items to review.
Gmail / OutlookFront / Help ScoutSlack
See price and proof Scoped via audit
Support ticket tagging
Tags category and priority, suggests a reply from your docs, and escalates when needed.
Zendesk / Freshdesk / IntercomDocs
Book the $2,500 audit Scoped via audit
Client onboarding
Creates the project, sends the welcome pack, collects documents, and chases what is missing.
CRMAsana / ClickUpEmailDrive
Book the $2,500 audit Operations & internal requests
Fewer interruptions, clearer ownership, and answers people trust.
Standard first build
Internal knowledge assistant
Answers from your docs and SOPs with the source attached, and flags gaps instead of guessing.
SlackNotion / ConfluenceGoogle Drive
See price and proof Scoped via audit
Internal request intake
Captures a structured request, routes it to the owner, and tracks it to done.
SlackFormsAirtable / Sheets
Book the $2,500 audit Scoped via audit
Approval routing
Sends it to the right approver with context and logs the decision.
SlackEmailSheets
Book the $2,500 audit Finance & admin
Repeat admin handled on schedule, with a person approving anything with money attached.
Scoped via audit
Invoice reminders (AR follow-up)
Sends polite reminders on a schedule and escalates to a person after the final one.
QuickBooks / XeroEmailSlack
Book the $2,500 audit Scoped via audit
Document collection
Requests each document, checks it arrived, and chases what is missing.
EmailFormsDrive / Dropbox
Book the $2,500 audit Scoped via audit
Expense and receipt capture
Pulls out the amount, vendor, and category, and queues it for approval.
EmailSheetsQuickBooks / Xero
Book the $2,500 audit Reporting
The numbers the team already asks for, delivered without anyone building them by hand.
Scoped via audit
Weekly operations digest
Summarizes leads, open requests, and overdue items into one Slack or email update.
CRMHelp deskSlack / Email
Book the $2,500 audit Scoped via audit
Pipeline summary
Shows stage movement, stalled deals, and next actions for each owner.
HubSpot / PipedriveSheetsSlack
Book the $2,500 audit Not on the list?
Describe the process. We reply within 1 business day with whether it fits and how to start.