AI and Zapier workflows that moved leads without manual effort
- Organisations
- Lyzo AI · The Automation Lab
- Role
- Digital Marketing & Strategy Lead
- Tools
- AI tools · Zapier
01Challenge
Two growing products shared one leadership team, but leads and information passed between tools and people by hand — slowing follow-up and hiding performance.
02Approach
- Mapped the lead journey end to end across both brands.
- Ran AI strategy sessions with leadership to decide what to automate first.
- Built AI-powered and Zapier-based workflows to capture, route and follow up leads automatically.
03Outcome
Improved lead flow and operational efficiency in both organisations, and automation patterns that fed into early product concepts.