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Automation & Workflows

This page showcases  some of the high-impact AI-driven architectures engineered by Invari Tech. Each workflow is designed with a singular focus: transforming manual operational "chaos" into high-velocity, automated business engines.

Chrome Extension
Sales Prospecting Engine

Automated sales workflow infographic

Strategic Sales Infrastructure & Automated Enrichment


This custom Chrome Extension + Clay + Slack + CRM architecture transforms LinkedIn into a proactive lead-generation machine. By replacing manual research with an autonomous data "waterfall," your sales team recovers the "lost hours" and focuses exclusively on high-leverage outreach.
 

The Intelligent Workflow
 

  • One-Click Signal Capture: Sales reps click "Enrich" on any LinkedIn profile using a custom-built Invari extension.
     

  • 13-Provider Data Waterfall: The system instantly triggers a sequential search across 13 premium data providers (including Apollo, ZoomInfo, and Hunter), continuing until verified contact data—including mobile numbers and work emails—is found.
     

  • Real-Time Slack Intelligent Routing:

    • Management Audit: A summary of the prospect is posted to a central sales channel for transparency and tracking.

    • Rep Personalisation: The full data payload is sent privately to the requesting rep via Slack.
       

  • Frictionless CRM Integration: Reps can click "Add to CRM" directly within Slack, selecting their preferred pipeline stage via a dropdown to sync the lead instantly without leaving the app.

Sales Research Efficiency

85% reduction in manual lead research time

Pipeline Value

Significant boost in monthly pipeline value through increased outreach volume

Outreach Response Rate

Lead Response Time

Outreach Coverage

CRM Data Hygiene

New Client onboarding

New Cleint Workflow Infogrpahic

This automated client onboarding workflow transforms the critical "Closed Won" moment into a high-speed, error-free operational engine. By synchronising CRM data with team communications and financial systems, it ensures that every new client receives an immediate, white-glove experience while your internal team stays perfectly aligned without manual effort.
 

The "New Client" Rapid Onboarding Workflow

This system bridges the gap between sales and operations, triggering a cascade of actions the second a deal is finalized.

  1. Sales-to-Ops Handoff: The moment a deal hits "Closed Won" in the CRM, the automation captures the closing date, finalized price, and job slot volume.
     

  2. Instant Workspace Creation: A dedicated Slack Client Channel is automatically created. The system intelligently adds the assigned Talent Partners, Account Managers, and leadership (Adam, Michael) to ensure zero delays in starting the work.
     

  3. Proactive Team Briefing: The assigned Talent Partner and "Buddy" receive private messages with client-specific details, while a pre-drafted Intake Call Email is sent directly to the client channel for final team review before sending.
     

  4. Automated Financial Engine: Simultaneously, the Finance Channel is alerted. The system confirms payment terms, generates a Xero invoice, and emails it to the client as a PDF attachment—all without a single manual entry.
     

Strategic Benefits for Modern Businesses

  • Reduced "Time to Value" (TTV): By automating the setup phase, clients move from "signing" to "kickoff" in minutes rather than days, drastically improving initial satisfaction.

  • 100% Data Integrity: Directly syncing CRM data to Xero eliminates the manual transcription errors that cause billing disputes and financial delays.

  • Operational Scalability: This workflow allows a single operations team to handle 10x the client volume by removing "soul-crushing" administrative tasks.

  • Enhanced Team Accountability: Automated task assignments and private briefings ensure every team member knows their role the instant a project begins.
     

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Sales-to-Ops Handoff

60% Faster Client Onboarding

Admin Workload

90% Time Saving of Admin Workload

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Data Integrity

Invoice Cycle Time

Client Retention

Ops Scalability

From Signal to Scale: AI-Driven GTM Engine 

GTM Workflow infographic

In the modern B2B landscape, "spray and pray" outreach isn't just ineffective—it’s a brand risk. As inbox noise reaches an all-time high, the competitive advantage has shifted from those who send the most messages to those who send the right message at the exact moment of need.
 

Enter the "Signal-to-Scale" GTM Workflow. This high-velocity Go-To-Market engine transforms how sales teams operate by turning real-time hiring signals into active revenue opportunities.

By automating the discovery of companies in "growth mode" and launching multi-channel, AI-personalised campaigns, this workflow ensures your brand is the first to arrive when a prospect is ready to buy.
 

The Strategy: Why "Hiring Signals" are the Ultimate Lead Magnet

Traditional lead lists are static and decay quickly. In contrast, hiring data is a live pulse of company intent. When a company posts a job for a Sales Director or an HR Manager, they are publicly admitting three things:

  1. They have budget allocated.

  2. They have growth momentum.

  3. They have a pain point that needs an immediate solution.
     

By the time your competitors find these leads through manual research, an automated engine has already engaged the decision-maker.


The "Signal-to-Scale" Technical Workflow

This automated sequence moves beyond manual prospecting, using a sophisticated tech stack to trigger outreach based on real-world triggers.
 

1. The Scheduled Market Scrape

Every week, the engine scans platforms like LinkedIn Jobs and Indeed. It identifies companies actively hiring for specific roles that align with your service offering.
 

2. Strategic ICP Identification & Enrichment

The raw data is pushed to Clay, where the system identifies the exact Ideal Customer Profiles (ICPs) within those hiring companies. Using a multi-provider "Waterfall" method, the system uncovers:

  • Verified professional emails.

  • LinkedIn URLs.

  • Brief work histories and recent company news.
     

3. AI-Personalised Outreach via Gemini

This is where "Business Automation" meets "Human Touch." A pre-trained Gemini AI Outreach Agent analyses the specific job posting and company profile. It crafts a unique, context-aware message that references their current hiring needs, proving you’ve done your homework.
 

4. Multi-Channel Execution

To maximise touchpoints, the workflow triggers a synchronised attack:

  • Email: Leads enter a high-deliverability sequence in Smartlead.

  • LinkedIn: Simultaneously, Heyreach sends a connection request and a low-commitment "Intro" message to build familiarity.

  • Telesales Handoff: Fully enriched leads (including mobile numbers) are pushed to your CRM "Phone Outreach" stage for immediate human follow-up.

     

Reply Rates

30% Increase through Ai-driven personalisation

Sales Cycle Speed

25% faster by engaging leads during active hiring triggers

Meeting Book Rate

Lead Quality

Multi Channel 

High Intent Leads

Efficient analytics 

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Digest e-mails

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