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Workflow ideas for evyAI

Workflows are the retention engine: something useful shows up on a schedule, it lives inside evyAI, and it asks you to finish it before it sends more. This catalog lists every workflow idea with a prototype of what the member receives.

45workflows
1live
23prototyped
21ideas

Read the strategy: three engines, phases, must-haves, and what is missing →

Vote ▲ on the ones you want. One vote per person per workflow, and you can change it. Open a workflow to leave a comment.

Live today  Live

Scheduled Posts

Posts written in your voice on a schedule, published directly or emailed to you to approve.

Contentdaily / weekly / monthlyPosted for you + Email
Workflow 01  Prototype

Industry News Brief

Monitor the sites and RSS feeds you trust. Each story arrives with why it matters to you and how to turn it into a post.

Intelligencedaily or weeklyEmail + Stored in workflow
Workflow 02  Prototype

The Monday 10

Every Monday, ten companies in your niche with AI research, a homepage screenshot, why they need you, and the exact way to approach them with evyAI.

Leadsweekly (Monday 7am)Email + Leads tab in workflow
Workflow 03  Prototype

Relationship Deck

From your connections, ten people a day to touch base with. A rotating deck of 50 max: you only get new people once you have dealt with the ones in your deck.

NetworkdailyIn-app Network tab + Email digest
Workflow 04  Prototype

Influencer Comment Queue

We watch the top voices in your industry (Gary V, Adam Grant, Tony Robbins, whoever you pick). Each day: the 5 best posts to comment on, why, and the exact comment to leave.

EngagementdailyIn-app + Email + Chrome extension badge
Workflow 05  Prototype

Active Prospect of the Week

Tell us the title you sell to. Each week we find one person with that title who is active on LinkedIn, and hand you their last 3 posts, a profile read, and the first comment to leave.

LeadsweeklyEmail + In-app
Workflow 06  Prototype

Calendly Meeting Finder

We find people in your ICP who have a Calendly (or any booking link) on their profile, tell you why they are worth 30 minutes, and hand you the link. Then we ask if you booked.

MeetingsweeklyEmail + In-app
Workflow 07  Prototype

Meet Me Network

Opt in with your booking link. Each day we send it, with your recent posts and your networking one-sheet, to one engaged evyAI member who wants to meet people like you.

MeetingsdailyEmail to the other person + In-app log
Workflow 08  Prototype

Daily LinkedIn Tip

A one-minute LinkedIn improvement every day, texted to you with a short video from Joe showing exactly what to do.

LearningdailySMS + Email fallback
Workflow 09  Prototype

Cold Email Autopilot

Connect Google. We find your ideal clients, write a customized email to each, and send 10 a day from your inbox with follow-ups. You only act when someone replies.

Outreachdaily (queue built a week ahead)Sent from your Gmail + Queue + replies in-app
Workflow 10  Idea

Warm Lead Radar

Every day, the people who liked, commented, viewed, or followed you yesterday, filtered to the ones who fit your ICP, with a next step for each.

LeadsdailyIn-app + Email
Workflow 11  Idea

Trigger Moments

When a connection changes jobs, gets promoted, hits a work anniversary, or has a birthday, you get the moment and a message written for it.

NetworkdailyIn-app + Email
Workflow 12  Idea

Dormant Reconnect

Each week, ten connections that used to matter and went quiet, with a reason to reconnect that is not 'just checking in.'

NetworkweeklyIn-app + Email
Workflow 13  Idea

Weekly Scorecard

Your week on LinkedIn in one page: posts, reach, comments, new followers, best post and why, plus three things to do next week.

Intelligenceweekly (Friday)Email + In-app
Workflow 14  Idea

Content Repurposer

Drop in a podcast, webinar, newsletter, or your best post of the month. Get five new posts, a carousel outline, and a newsletter issue, in your voice.

ContentweeklyLibrary drafts + Email
Workflow 15  Idea

Newsletter Drafter

Takes your best posts and comments from the period and drafts a newsletter issue with a title, intro, sections, and a CTA.

Contentweekly or monthlyEmail + Library
Workflow 16  Prototype

Local Event Finder

We scour Eventbrite, Meetup, LinkedIn Events, Google, associations, chambers, and industry sites for trade shows, networking, and events in your city. You get next month's best events a month in advance, each with price, location, where to sign up, and why you should go.

Intelligencemonthly calendar, plus alerts when something new fitsEmail + Events tab in evyAI + Calendar file
Workflow 17  Idea

Competitor Watch

Five competitors you name. Each week: their best post, what it tells you, any launches or hires, and a post angle that positions you against it.

IntelligenceweeklyEmail
Workflow 18  Idea

Recommendation Ask

Once a month: three people most likely to write you a strong recommendation, a drafted ask, and a drafted recommendation they can edit (people say yes when you make it easy).

NetworkmonthlyEmail + In-app
Workflow 19  Idea

Podcast Pitch

A podcast in your niche that takes guests, the host's profile, recent episodes, and a pitch written around what their audience needs from you.

OutreachweeklyEmail
Workflow 20  Idea

Follow-Up Queue

Every DM, connection note, and email you sent that went unanswered, resurfaced at the right time with the next message written.

OutreachdailyIn-app + Email
Workflow 21  Idea

Community Conversations

Posts where someone in your target market is asking a question you can answer, found across LinkedIn, with your answer drafted.

EngagementdailyIn-app + Email
Workflow 22  Prototype

Profile Power Hour

Once a month we book an hour with you to improve one thing on your LinkedIn profile. We tell you exactly what, why, and hand you the draft. Twelve months later the whole profile has been rebuilt, one piece at a time, without a big scary overhaul.

Learningmonthly (a calendar hold you pick)Calendar invite + Email + SMS reminder + Profile checklist in evyAI
Workflow 23  Prototype

Evergreen Post Library

We download every post you have ever written, build a library of new posts in your voice from them, and add 20 more each month, each with a branded graphic made from your logo, photo, and topics.

Contentmonthly (library refill)Library in evyAI + Email summary
Workflow 24  Prototype

FAQ Builder

We research the questions your ideal clients are actually asking online, suggest an answer in your voice, and add it to your FAQ inside evyAI. You weigh in, then publish it as a post, share it on other socials, or turn it into a video.

ContentdailyIn-app FAQ + Email
Workflow 25  Prototype

Personal Brand Radar

We look you up everywhere: search results, articles, press releases, podcasts, YouTube, reels, shorts, every social site, and anything about your company. It all goes into a Brand Library you can learn from and repurpose. Then a weekly radar watches for anything new about you.

Intelligenceone-time deep dig, then weeklyBrand Library in evyAI + Weekly email
Workflow 26  Prototype

Keyword + AEO Library

We read your website and your LinkedIn profile, build a full keyword library for your brand, and suggest pages, blog posts, and questions you should own. Every week: new topics with hooks to rank for SEO, AEO (answer engines), and GEO (AI search), plus one tip you can act on.

Intelligenceone-time build, then weeklyKeyword Library in evyAI + Weekly email
Workflow 27  Prototype

Daily Video Script

Every day you get a script for a reel, short, or TikTok. You film it, upload it to evyAI, and link it to the script. We post it everywhere through Buffer. You never have to think of an idea, and the queue holds you accountable.

ContentdailyIn-app Script Library + Email or SMS nudge + Posted via Buffer
Workflow 28  Prototype

Lead Magnet of the Week

Every week, one lead magnet idea built for your business and your ideal client: what it is, why it will convert, and a first draft you can finish in an hour. Plus the LinkedIn post and the landing page copy to give it away.

Leadsweekly (Monday)Email + Lead Magnet Library in evyAI
Workflow 29  Prototype

Offer of the Month

Each month we design one offer you can sell to your audience this month: what it is, who it is for, the price, how many to sell, and the revenue if you do. You get the pitch, the launch posts, the DMs, and a 30-day plan. Then we hold you to it.

Leadsmonthly (1st of the month)Email + Offer Library in evyAI
Workflow 30  Prototype

Competitor Finder

We hunt for the people and companies that compete with you: their websites, LinkedIn profiles, offers, and content. You tell us competitor or not, and every month we find more, better matched. By year end you have a categorized map of your competition by geography, size, audience, and practice area.

Intelligencemonthly batch, you grade itEmail + Competitor Library in evyAI
Workflow 31  Prototype

Website Tip of the Month

Every month we look at your website and give you one tip: the single most valuable thing to add or fix, why it matters, and the content to do it with. One a month means it actually gets done, and twelve months later the site is a lead engine.

LearningmonthlyEmail + Website Library in evyAI
Workflow 32  Prototype

Personal Brand Asset Builder

Each month we hand you one thing to build for your personal brand or your company's: a capabilities deck, a speaking one-sheet, a networking sheet, a style guide, a social strategy, a personal brand website. We draft it from what evyAI already knows about you. You finish it, and it goes in your Brand Asset Library.

LearningmonthlyEmail + Brand Asset Library in evyAI + Calendar hold (optional)
Workflow 33  Prototype

Goals + Accountability Coach

We help you set goals for the year by asking the right questions, across the 10 areas of your life. Then every week we check in: your wins, your KPIs, what needs to happen this week to move closer, and what needs to change. A coach that never forgets what you said you wanted.

Learningyearly goal setting, quarterly review, weekly check-inWeekly email or SMS + Goals tab in evyAI + Chat
Workflow 34  Prototype

Company Signals Watch

Name the companies you care about, or give us an ICP and we pick them. We watch for hiring, layoffs, leadership changes, funding, expansions, and news, and tell you what it means and what to do. Built for recruiters first, and for anyone who sells to companies.

Intelligencedaily alerts, weekly digestEmail digest + In-app Signals tab + Instant alert for big moves
Workflow 35  Idea

Reply Queue

All the comments on your posts and all your unanswered DMs in one queue, each with a reply drafted in your voice. Reply, edit, or skip. The highest-intent engagement you have, finally handled.

EngagementdailyIn-app + Chrome extension badge + Email digest
Workflow 36  Idea

First 14 Days

A new member gets one five-minute task a day for two weeks: connect the extension, label 10 people, post once, comment on 3 posts, book office hours. Each one reports back a result so they see evyAI working before the first invoice.

Learningdaily for 14 daysEmail + In-app checklist + SMS (optional)
Workflow 37  Idea

Your evyAI ROI Report

Once a month: everything evyAI did for you, in numbers. Posts written, comments drafted, messages sent, leads surfaced, meetings booked, hours saved, and what it would have cost to do by hand.

IntelligencemonthlyEmail + In-app
Workflow 38  Idea

Weekly Introductions

Each week we find two people in your network who should know each other, tell you why, and draft the double intro. You send it. Givers gain, and you become the person who connects people.

NetworkweeklyIn-app + Email
Workflow 39  Idea

Referral Ask

Pick a target from your Monday 10 or name a company. We find the people in your network who know someone there, rank the paths, and write the ask.

LeadsweeklyIn-app + Email
Workflow 40  Idea

Client Care

Your clients, labeled in evyAI, watched for quiet periods, renewal dates, milestones, and moments to offer more. Each week: who to check in with and what to say.

NetworkweeklyIn-app + Email
Workflow 41  Idea

After the Event

The morning after an event you marked Attending, we ask who you met. Type names, paste a photo of badges or cards, or forward the attendee list. You get connect notes and follow-ups for each, plus a post about the event.

Networktriggered by an Attending eventIn-app + SMS the morning after
Workflow 42  Idea

Team Advocacy + Company Page

For businesses with a team: a weekly post drafted for each employee in their own voice about the company, a company page calendar, and a leaderboard. The owner approves, the team posts, the company shows up everywhere.

ContentweeklyEmail to each team member + Company page calendar in evyAI
Workflow 43  Idea

Win-Back

When a member has not opened evyAI in 10 days, a short personal text, one easy task, and a reminder of the last thing that worked for them. Not a marketing email. A coach noticing you missed practice.

Learningtriggered by 10 days of inactivitySMS in Joe's voice + Email + A small task in-app
Workflow 44  Idea

Stop Doing

Every quarter, the opposite of advice: the post formats that never work for you, the topics nobody engages with, the people who never reply, the workflows you do not use. Three things to stop, with what to do with the time instead.

IntelligencequarterlyEmail + In-app

The shape every workflow shares

  1. Setup once. A short form: what you care about, who you want, how often.
  2. Scheduled run. Daily, weekly, or monthly. A run produces a small, finishable batch (5, 10, or 1).
  3. Delivery. Email, SMS, in-app, or sent on your behalf. Always also stored in the workflow.
  4. The loop. Mark items done, skipped, or snoozed. No new items until the batch is handled. Caps keep it from feeling like a backlog.
  5. Evidence. A count of what was done and what it produced, so the member sees progress.