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Examples · not real requests

Example briefs: what buyers send

These 14 briefs are examples we wrote to show the kind of automation and AI work buyers ask agencies for. No real company, person or date is behind any of them. They do not include prices; measured figures from live listings are on the AI agency prices page.

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Fourteen example briefs

Categories: CRM automation · n8n/Make/Zapier workflow · AI agent · MCP server · internal dashboard · voice agent · support chatbot · data sync.

Sync Shopify orders into HubSpot and Slack

ExampleCRM automation

New orders should create or update a HubSpot contact and deal, then post a short summary in a Slack channel. Refunds and failed payments need to flag the deal so sales sees them the same day.

ShopifyHubSpotSlackn8n

Route web-form leads to the right salesperson

Examplen8n/Make/Zapier workflow

Leads from three website forms land in one inbox today. The buyer wants them scored, de-duplicated against the CRM and assigned by region, with a Slack ping to the owner.

ZapierPipedriveSlack

Chase overdue invoices without a spreadsheet

Examplen8n/Make/Zapier workflow

Pull unpaid invoices from the accounting tool, send a polite reminder sequence, and stop when payment lands. A weekly summary goes to the finance lead.

MakeXeroGmail

AI agent that triages support tickets

ExampleAI agent

Read each new ticket, tag the topic and urgency, draft a reply from the help centre, and hand anything unclear to a person. A person approves every draft at first.

OpenAIZendeskPython

MCP server so staff can query internal docs from Claude

ExampleMCP server

Expose a read-only search over the company wiki and policy PDFs through an MCP server, with per-team access rules and a log of what was asked.

MCPTypeScriptPostgres

Operations dashboard that replaces the Monday spreadsheet

Exampleinternal dashboard

Combine job status, staff hours and open orders from three systems into one page the ops manager checks each morning. Read-only to start, with simple filters.

RetoolPostgresGoogle Sheets

Voice agent that answers the clinic's phone

Examplevoice agent

Answer common calls about opening hours and bookings, book into the calendar, and transfer to a person when the caller asks or the agent is unsure. Call transcripts saved for review.

VapiTwilioGoogle Calendar

WhatsApp support chatbot for order questions

Examplesupport chatbot

Customers ask where their order is. The bot looks up status, answers returns questions from a short policy page, and passes the chat to staff with the history attached.

WhatsApp Businessn8nOpenAI

Two-way sync between the CRM and the billing system

Exampledata sync

Customer records drift apart between the CRM and the billing tool. The buyer wants one source of truth for plan, status and renewal date, with a conflict report instead of silent overwrites.

SalesforceStripePython

Client portal on top of Airtable

Exampleinternal dashboard

Clients see their project status, files and invoices without emailing the team. Staff keep working in Airtable; the portal only shows what is marked visible.

AirtableSoftrStripe

First-pass screening for inbound job applications

ExampleAI agent

Parse CVs, compare them with the role's must-haves, and add a short note to the applicant tracker. People still decide who moves forward; the tool only sorts and explains.

OpenAIMakeGreenhouse

Keep stock levels in step across three sales channels

Exampledata sync

Stock sold on one channel should drop everywhere within minutes. The buyer also wants a daily low-stock email and a log of every change.

ShopifyAmazonMake

Turn sales call recordings into CRM notes and tasks

ExampleCRM automation

After each call, write a short summary, the agreed next steps and any pricing mentioned into the CRM, and create follow-up tasks for the rep to confirm.

FirefliesHubSpotZapier

Outbound voice reminders for missed appointments

Examplevoice agent

Call people who missed a booking, offer two new slots, and write the result back to the scheduling system. Calls stay inside agreed hours and stop on request.

RetellTwilioCal.com

Have a project like one of these?

Write two or three plain sentences: what is done by hand today, which tools are involved, and roughly what you can spend. Verified agencies from the index send short pitches, and you pick who to talk to.

Post a project on the bounty boardPublic requestsAI agency prices

Questions

Are these real requests?

No. They are examples we wrote to show what a useful brief looks like. They have no company, person or date behind them, and every card says Example.

How much do projects like these cost?

These example briefs do not list prices. Measured project, hourly and retainer figures from live agency listings are on the AI agency prices page.

What should my own brief include?

The manual process today, the tools involved, what done looks like, a budget range and when you need it. Two or three honest sentences beat a long document.

Is posting a project free?

Yes. Posting on the bounty board is free for buyers, and your name and email stay private.

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