Lead follow up
A form or ad creates the record, sends a reply, and pings the right person.
Workflow automation
Connect your tools and automate routine tasks.
What You Get
- A map of the trigger and the next steps
- Connections to the tools you already use
- A person in the loop for exceptions
- Notes so you can tell what ran
Examples
Invoice reminders
The invoice goes out when the job is done, with a pay link and a polite chase if it sits.
Onboarding
A signed job starts the welcome, intake, folder, tasks, and kickoff without someone watching each step.
Data syncing
A new deal, a paid invoice, or a form lands in the right systems once.
More Examples
- Inbox triage and first replies
- Appointment reminders and missed visit follow up
- Employee onboarding and offboarding
- Daily or weekly digests
- Review requests
- Quotes and approval routing