EXAMPLE IMPLEMENTATION · SALES OPS · 30-DAY SPRINT
- Trigger-based follow-up from CRM stages
- Draft emails from deal context and docs
- Task and reminder creation
- Approval before any outbound send
- Full audit log of agent actions
Manual Process Today
How teams typically handle this workflow before automation — high friction, low traceability.
- Rep reads CRM notes, LinkedIn, and email history before each follow-up
- Manual copy-paste into templates; personalization is shallow or skipped
- Tasks created inconsistently — reminders live in personal calendars
- Managers chase reps for pipeline hygiene with no visibility into draft quality
- Marketing automation fires without deal-specific context or legal review
Tyon Implementation
What we build in a 30-Day AI Automation Sprint — one working assistant connected to your tools and approval workflow.
- Workflow agent triggered by CRM stage changes, inactivity timers, or manual request
- Agent pulls deal context, meeting notes, and relevant product docs to draft follow-up
- Suggested email, task list, and next-best-action presented in review queue
- Rep or manager approves, edits, or rejects before anything sends or updates CRM
- Approved sends logged with version history; rejected drafts feed prompt improvements
- Weekly summary of actions taken, approvals pending, and pipeline hygiene metrics
Tools Connected
Typical integrations for this example — adapted to your stack during discovery.
- CRM (HubSpot, Salesforce, Pipedrive, Zoho)
- Email (Google Workspace / Microsoft 365)
- Meeting notes (Zoom AI, Grain, or uploaded transcripts)
- Document library for product sheets and case studies
- Slack or Teams for approval notifications
- Optional LinkedIn or enrichment API for context (read-only)
Integration approach
Tyon connects via APIs where available, email and calendar where teams already work, and browser automation only when legacy tools have no API. You keep control of credentials, data boundaries, and which systems the agent can write to.
Human Approval Points
Automation proposes — humans approve. Every production Tyon workflow defines where people stay in control.
- Every outbound email requires rep or manager approval before send
- CRM stage changes suggested by agent — human confirms before update
- Bulk follow-up to more than N contacts requires manager approval
- Discount, contract, or pricing mentions always route to senior rep
- New sequence templates require ops approval before production use
30-Day Delivery Plan
The standard Tyon sprint cadence for this example — scoped to one production workflow with handover documentation.
Week 1 — Discovery
Map follow-up triggers, define approval roles, review CRM fields and email templates, set hygiene KPIs.
Week 2 — Build
Configure agent behavior, connect CRM read access, build draft templates and review queue.
Week 3 — Integrate
Wire email draft/send API, approval flows, task creation, and action logging.
Week 4 — Launch
Pilot with one sales pod, measure reply rates and approval throughput, refine triggers, hand over playbook.
Expected Measurable Results
Targets we define with you in Week 1 — not generic AI claims. Metrics depend on your baseline and traffic.
More consistent follow-upTarget 50%+ increase in timely follow-ups on stalled deals in pilot cohort.
Higher reply ratesContext-aware drafts — target 15–25% improvement vs. generic sequences.
Cleaner CRMStructured tasks and notes after each approved action — fewer stale opportunities.
Controlled automation100% of outbound sends human-approved — brand-safe, auditable workflow.