Automate Smarter With AI Insights
In August 2023, Venn CRM introduced AI-Powered Workflow Suggestions—a feature that analyzes how you use the system and recommends automation workflows to streamline your operations.
It’s like having a digital strategist inside your CRM, helping you identify missed opportunities and reduce busywork without needing to start from scratch.
What the AI Can Suggest
- Follow-up sequences for missed calls
- Welcome workflows for new leads or bookings
- Review request automations for recent customers
- Nurture campaigns based on time since last contact
Where to Find It
- Go to the Automation section
- Click on Workflow Suggestions
- Review the AI-generated options tailored to your business
- Select a workflow, customize it if needed, and activate
Why This Is a Game Changer
Most business owners don’t have time to map out every touchpoint, but customer experience still matters. Venn’s AI tools help close the gap, giving you a head start with smart, proven workflows that adapt to your goals.
Whether you’re brand new to automation or just want to save time, this feature helps you implement smarter processes in minutes—not days.
