EXAMPLE IMPLEMENTATION · SERVICE BUSINESS · 30-DAY SPRINT
- Website and email intake in one flow
- Structured qualification questions
- Document collection and reminders
- Calendar scheduling with human review
- CRM or spreadsheet handoff
Manual Process Today
How teams typically handle this workflow before automation — high friction, low traceability.
- Owner or coordinator reads every inbound email and form submission manually
- Back-and-forth emails to collect scope, budget, timeline, and required documents
- Calendar links sent ad hoc; double-bookings and no-shows when follow-up is slow
- Notes copied into CRM, spreadsheet, or project tool — often incomplete or outdated
- No single view of what was promised, who approved it, or what happens next
Tyon Implementation
What we build in a 30-Day AI Automation Sprint — one working assistant connected to your tools and approval workflow.
- A branded intake assistant on your website and via email forwarding
- Conversation flow that asks qualification questions based on service type
- Document upload requests with reminders until required files are received
- Calendar integration to propose times — booking confirmed only after rules pass
- Structured record created in CRM or project tool with full conversation history
- Escalation to a human owner when confidence is low or value exceeds thresholds
Tools Connected
Typical integrations for this example — adapted to your stack during discovery.
- Website chat widget or embedded intake form
- Email inbox (Google Workspace / Microsoft 365)
- CRM (HubSpot, Pipedrive, Zoho) or Airtable / Notion
- Calendar (Google Calendar / Outlook)
- Document storage (Google Drive, SharePoint, Dropbox)
- Slack or Teams for internal notifications
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.
- High-value leads flagged for manager review before a discovery call is booked
- Custom quote requests held until a human confirms scope and pricing band
- Document packages reviewed before a project is marked ready to start
- Calendar bookings above a duration or service tier require owner confirmation
- Any CRM update that changes deal stage or owner requires approval
30-Day Delivery Plan
The standard Tyon sprint cadence for this example — scoped to one production workflow with handover documentation.
Week 1 — Discovery
Map intake paths, define qualification rules, inventory forms and documents, agree success metrics (e.g. time-to-qualified-lead, incomplete submission rate).
Week 2 — Build
Configure assistant prompts, connect knowledge (services, pricing bands, FAQs), wire document collection and CRM fields.
Week 3 — Integrate
Connect calendar, email, and notifications; implement approval gates and action logs.
Week 4 — Launch
Pilot with real inbound traffic, refine questions, train staff on review queue, hand over documentation.
Expected Measurable Results
Targets we define with you in Week 1 — not generic AI claims. Metrics depend on your baseline and traffic.
Faster qualificationReduce time from first contact to qualified lead — target 40–60% faster than manual email intake.
Fewer incomplete submissionsStructured collection cuts back-and-forth — target 30% fewer missing-document chases.
Higher booking rateImmediate scheduling with reminders — target 20%+ improvement in booked discovery calls.
Traceable handoffEvery intake logged with sources, answers, and approvals — ready for ops review and compliance.