Real workflows. Import and adapt.
Ready-to-use n8n workflow files and downloadable templates pulled directly from the methodology in The AI Workforce Playbook. These are starting points - not full play implementations. Import the JSON, review how it's built, and adapt it to your firm's stack.
What these are - and what they're not.
These workflow files are educational starting points designed to help you understand how the plays in the book are structured in practice. They demonstrate the logic and mechanics of a real workflow build. Full implementation of the 12 plays requires configuration, data architecture decisions, integration work, and testing that goes beyond what a single JSON file covers. If that's the level of build you need, Revenue Institute can handle it. If you're learning and exploring, start here.
Play 2 Workflow: Lead Qualification
Automatically scores and routes inbound leads based on fit criteria you define. Pulls from your CRM, enriches data via Clay, and outputs a qualified/unqualified verdict with reasoning.
Play 4 Workflow: RFP Generator
Takes a qualified opportunity and generates a structured proposal draft using GPT-4. Pulls context from your CRM and past proposals, outputs a formatted document for human review.
Play 5 Workflow: Client Onboarding
Fires a structured onboarding sequence the moment a deal closes. Creates tasks, sends templated kickoff emails, and notifies the delivery team - all without manual handoff.
30-60-90 Day AI Implementation Roadmap
A phased rollout framework for getting your first three plays operational without disrupting existing operations. Includes milestones, dependencies, and a weekly checklist.
AI Stack Audit Template
A structured worksheet for auditing your current tool stack. Identifies what you already have that's AI-ready, what needs replacing, and what's missing before you start building.
Play 12 Workflow: Predictive Reporting
Pulls KPI data from your CRM and project management tools, summarizes it with GPT-4, and emails a formatted report to leadership every Monday morning. No spreadsheet required.
Coming Soon
Additional workflows are being prepared and will be added on a rolling basis. Drop your email on the homepage to get notified when new files are available.
Revenue Institute
These workflows give you a working model to learn from. If you need someone to architect and build the full implementation for your firm - custom to your stack, your data, and your team - that's what Revenue Institute does.