Use cases
Find the hours hiding in your week.
Real workflows we automate for sales, support, finance, marketing and ops teams — pick yours and see exactly how the agent works.
Agent runningSales
New lead from Acme Corp
Enriched company data
Scored fit: 92/100
Drafted reply in rep's voice
Booked call for Tue 10:30
Hours saved this month1284.0
Working…
Explore by team
Ten workflows teams hand to Lumo first.
Sales
Instant lead follow-up
12hrs / week
Hot leads wait hours for a reply and go cold.
New lead→Enrich→Score→Draft reply→Book call
Replies in 30 secHubSpot, Gmail, Calendly
Proven at Northwind — read the case study ↗Automate this for my team →Sales
CRM hygiene on autopilot
8hrs / week
Reps skip notes, so pipeline data is always wrong.
Call ends→Transcribe→Summarise→Update CRM
100% logged callsGong, Salesforce, Slack
Automate this for my team →Support
Tier-1 ticket resolution
30hrs / week
Agents answer the same 50 questions all day.
Ticket→Classify→Find answer→Reply or escalate
68% auto-resolvedZendesk, Notion, Shopify
Proven at Etery — read the case study ↗Automate this for my team →Support
Refund & return handling
10hrs / week
Returns need four systems and ten clicks each.
Request→Check policy→Issue label→Refund
Same-day refundsShopify, Stripe, Gorgias
Automate this for my team →Finance
Invoice processing
14hrs / week
Month-end means a week of typing invoices.
PDF in→Extract→Match PO→Post for approval
−94% errorsNetSuite, Gmail, Drive
Proven at Formix — read the case study ↗Automate this for my team →Finance
Expense review
6hrs / week
Policy checks are manual and inconsistent.
Receipt→Read→Check policy→Flag or approve
Close 3 days fasterRamp, Xero, Slack
Automate this for my team →Marketing
Content repurposing
16hrs / week
One webinar should become 20 posts — it becomes 2.
Source→Draft 20 pieces→Brand check→Queue
5× outputNotion, LinkedIn, HubSpot
Proven at Zenon — read the case study ↗Automate this for my team →Marketing
Weekly performance report
5hrs / week
Someone spends Monday building the same deck.
Pull data→Analyse→Write insights→Send
Report by 9am MondayGA4, Meta Ads, Slack
Automate this for my team →Operations
Onboarding new hires
9hrs / week
Ten tools, five owners, and things always slip.
Offer signed→Create accounts→Send kit→Check-ins
Day-one readyBambooHR, Google, Slack
Automate this for my team →Operations
Vendor & contract tracking
4hrs / week
Renewals sneak up and auto-renew at higher prices.
Contract in→Extract terms→Track→Alert owner
No surprise renewalsDrive, DocuSign, Slack
Automate this for my team →Don't see your workflow? We'll map it in a free 30-minute audit.Book a free audit →
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Trusted by teams shipping AI with Lumo
Northwind
Formix
Orbital
Lumen
Nimbus
Helix
Etery
Zenon
Kairo
Vertex
Quanta
Arcadia
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