Codexo Automations - AI-Powered Workflows

Remove repeat work.
Keep your team focused on revenue.

We build production automations connected to Claude and GoHighLevel. You point to the bottleneck and we ship the workflow with clear triggers, owner handoff, and documented logic.

Cx
๐Ÿ“Š
CRM Sync
Auto-update deal stages
โœ“ Live
โœ‰๏ธ
Email Sequences
5-step nurture series
+44% opens
๐Ÿ””
Lead Alerts
Instant Slack + SMS
<2 min response
โšก
Task Router
Assign by rules
โˆ’77% manual work
๐Ÿ“ˆ
Revenue Reports
Auto-generated daily
248% 3yr ROI
AI
AI Follow-ups
Personalized at scale
+76% win rate
0%
Average no-show rate reduction
0%
Conversion lift on automated follow-up leads
0d
Day follow-up sequences, fully automated
0d
Average time from kickoff to live automations
New Lead
Carlos Ruiz
BlueOcean
$3,400
AI Scored 73
Nina Patel
CoreTech
$15,000
AI Scored 86
Lily Zhang
Bloom Agency
$11,200
AI Scored 94
Qualified
Alex Torres
Nexus Group
$12,000
Email Sent
Diana Chen
LogiFlow
$8,400
Call Booked
Proposal
Raj Patel
Growthly
$22,000
AI Drafted
Won โœ“
Maria Santos
Apex Digital
$18,500
Closed
Tom Wells
Clearview
$9,200
Closed
Sales Automation

Close More.
Work Less.

AI-powered sales workflows score leads automatically, send follow-ups at the right moment, and route deals to the right rep - so your team focuses only on closing.

Intelligent Lead Scoring
AI analyzes behavior signals and ranks prospects automatically - so reps always work the hottest leads first.
โ†‘ 76% win rate improvement
Automated Follow-up Sequences
Trigger personalized email + SMS sequences the moment a lead enters your pipeline. No manual touchpoints.
โ†‘ 25-30% faster sales cycle
CRM Auto-Population
Calls, emails, and meetings log themselves. Save 2+ hours your reps waste on data entry every day.
โ†“ 17% admin time saved
Operations Workflows

Eliminate
Manual Work.

Connect your tools, remove bottlenecks, and let intelligent workflows handle the repetitive processes that eat your team's time - from approvals to reporting to task routing.

70%
Reduction in operational errors with process automation
22%
Average cost reduction within 3 years
60%
Efficiency improvement in mature organizations
240h
Hours saved per employee per year
1
Trigger Event
New form submission, webhook, or scheduled timer
Active
2
AI Enrichment
Enrich data, classify, score, and apply business rules
AI Step
3
Route & Assign
Distribute tasks to teams, tools, or external services
Smart Route
4
Notify & Execute
Send alerts via Slack, email, SMS, or API call
Multi-channel
5
Log & Report
Auto-generate audit trails and executive dashboards
โœ“ Done
D1
Welcome
Welcome to Codexo - here's what to expect
Auto-personalized ยท Sent on signup
68%
Open Rate
D3
Value
3 ways automation saves your team 10+ hours/week
Educational content ยท Triggered D3
44%
Open Rate
D7
Social
How [Similar Co.] grew 3x - automation case study
Social proof ยท Link click triggers CRM tag
38%
Open Rate
D14
Offer
Ready to automate? Book a 20-min strategy call
CTA trigger ยท Calendar integration
29%
Book Rate
D21
Re-eng.
Last chance - your automation setup is waiting
Re-engagement ยท Sends only to unopeners
22%
Recovery
Marketing Automation

Campaigns That
Run Themselves.

Codexo Automations builds intelligent marketing sequences that nurture leads, trigger on behavior, personalize at scale, and convert - 24/7 without a single manual touchpoint.

Behavioral Email Triggers
Emails send based on what a lead clicks, visits, or ignores. Not just a calendar schedule.
โ†‘ 77% higher conversion rate
AI Content Personalization
Subject lines, body copy, and CTAs dynamically adapt to each recipient's profile and behavior.
โ†‘ 80% more leads generated
Cross-Channel Orchestration
Synchronize email, SMS, social retargeting, and paid ads into one cohesive buyer journey.
$5.44 return per $1 invested
Research-Backed Impact

The Numbers
Don't Lie.

Real-world results from businesses that committed to automation. These are measured outcomes from companies just like yours.

248%
3-Year ROI
Median payback under 6 months. 248% three-year return on low-code automation platforms. Source: Forrester
76%
Win Rate Boost
Teams embracing AI-driven automation see a 76% boost in win rates and 79% improvement in team profitability. Source: HubSpot
$46K
Annual Savings
Average yearly savings per organization automating finance-related workflows like invoicing and approvals. Source: McKinsey
544%
Marketing ROI
Companies earn $5.44 for every $1 spent on marketing automation. 544% average ROI. Source: Nucleus Research
70%
Error Reduction
Business process automation reduces operational errors by more than 70%, dramatically improving data quality. Source: Gartner
240h
Per Employee Per Year
Employees estimate automation could save them 240 hours annually. Leaders estimate 360 hours for themselves. Source: Salesforce
Codexo Workflow Builder - Sales Pipeline v3.2
โš™๏ธ
Lead Trigger
Form submit / CRM event
AI
AI Score
Probability: 84%
โš™๏ธ
Decision Router
Score > 70 โ†’ Hot
โš™๏ธ
Email Sequence
5-step nurture flow
โš™๏ธ
SMS + Slack Alert
Rep notified instantly
Live Workflow Example

Inbound Lead to Enriched
Contact Card in 30 Seconds.

This is one workflow we deploy on every new build. A prospect fills out a form. Thirty seconds later, a qualified, AI-enriched contact is in GHL, a voice agent has already called them, and the pipeline stage has advanced.

500+ native app integrations
AI decision nodes for scoring and classification
Conditional branching and retry logic
Live analytics dashboard
Real-time execution logs and error alerts
Webhook support for any external system
Step by Step

What actually happens
in those 30 seconds.

Here is exactly how it works - and what it replaces. From form submission to enriched CRM contact, outbound AI call, and pipeline stage advancement.

01
Inbound webhook received

Form Submitted

A prospect fills out the contact form on your site. The webhook fires in under 200ms. The automation starts immediately.

Replaces
Someone checking an inbox and manually forwarding a lead to the right person.
02
AI enrichment: company size, stack, news, intent

Claude Enriches the Contact

Claude analyzes the submission and runs a background enrichment pass - company size, industry, likely pain, and intent signals based on what they wrote. The contact record is built before anyone sees it.

Replaces
A rep spending 20 minutes Googling the prospect before the first call.
03
CRM: contact + pipeline stage

GHL Contact Created with Custom Fields

The enriched contact lands in GoHighLevel with all custom fields populated: intent score, company context, service inquiry, source, and AI summary. It enters the correct pipeline stage automatically.

Replaces
Manual data entry. Reps moving contacts by hand. Context living in someone's head.
04
ElevenLabs voice AI: qualify + book

Voice Agent Calls Within 60 Seconds

The AI voice agent dials the prospect within 60 seconds of form submission. It introduces itself, references the service they inquired about, qualifies their need, and books directly to the GHL calendar if they are ready.

Replaces
A rep scrambling to call back within an hour. Speed to lead is everything. 60 seconds wins.
05
ElevenLabs Scribe v2 + Claude enrichment

Call Transcribed, Tagged, Synced

The call is transcribed the moment it ends. Claude writes a structured summary - sentiment, objections raised, qualification status, and recommended next action. Everything syncs to the contact record in GHL. The pipeline stage advances automatically.

Replaces
Notes that never get written. Context that lives nowhere. Reps who forget what was said.
Total elapsed time: under 30 seconds

From form submission to enriched CRM contact, outbound AI call, and pipeline stage advancement. No human involved. No delay. No dropped lead.

Build This For My Business
What We Automate

Every manual process
is a candidate.

We build automation in four categories: sales follow-up, operations, customer communication, and data enrichment. If a human is doing it on a schedule, we can automate it.

Missed Call Recovery

Call slips through? The AI follows up via SMS within 60 seconds. No lead goes cold.

18-Day Follow-Up Sequences

Multi-channel sequences across SMS, email, and voice that run without supervision and stop the moment a lead responds.

Appointment Confirmation

Two-way SMS confirmation sequences that drop no-show rates by an average of 61%.

Post-Job Review Request

Fires the moment a job is marked complete. Captures reviews at peak satisfaction - not a week later.

Invoice and Payment Triggers

Jobs marked complete trigger invoice creation and payment link delivery automatically.

Team Notifications

Stage changes, high-priority leads, and churn alerts route to the right person in Slack or SMS in real time.

The Stack

Build once.
Run forever.

Every automation is built in a visual workflow engine you can see, edit, and audit. No black boxes. No mystery. You get the full workflow map, every trigger documented, and ownership of every node.

We do the initial build. We document every connection. If something needs to change six months from now, you know exactly where to look.

Visual workflow engine with drag-and-drop builder
GoHighLevel CRM and calendar hooks
Claude AI enrichment on every trigger
ElevenLabs voice agent calls
400+ native app integrations
Conditional branching and retry logic
Real-time execution logs and error alerts
Webhook support for any external system
Common Questions

Answered directly.
No fluff.

Do I need to understand the automation tooling?

No. We build the workflows, document every node, and hand off a fully operational system. If you want to learn it, the documentation makes that easy. If you do not, it runs without you.

What happens if a workflow breaks?

Every execution is logged with full error details. We build error-handling and retry logic into every workflow from day one. You get an alert when something fails. Most issues resolve automatically.

Can I add more automations after the initial build?

Yes. We document the full stack so expansions are fast. Most additions are a new workflow that hooks into the same triggers and data already flowing through your system.

How long does a typical automation build take?

Seven days from kickoff to live workflows. Simple single-trigger automations go faster. Complex multi-step enrichment pipelines take the full window. We have never missed seven days.

Start Today

Your Workflows.
Fully Automated.

Book a call. We will map your current workflow, identify the highest-leverage automation opportunities, and show you exactly what can go live within seven days.