Workflow templates.

Every form fill, chat, and missed call lands in the CRM, gets enriched and scored, and receives a personalized reply inside 60 seconds — 24/7.

A timed email and SMS sequence that follows up for two weeks, watches for replies, and books meetings straight onto the calendar.

Moves deals, updates fields, nudges owners on stale opportunities, and posts a pipeline digest to Slack every morning.

Signed proposal triggers the intake form, folder structure, kickoff calendar invite, welcome email, and project board — before you hang up.

Counts sync between store and warehouse in real time; when stock crosses the reorder threshold, a purchase order drafts itself.

AI reads inbound PDFs — contracts, invoices, intake forms — extracts the fields, names the file, and routes it to the right folder and record.

Job completion generates the invoice, sends it with a payment link, and chases politely until paid. Clients pay up to 40% faster.

AI reads supplier invoice PDFs, matches them to purchase orders, and routes approvals by dollar threshold via Slack or email.

Pulls revenue, spend, and pipeline from source systems every night and refreshes the dashboard before anyone asks for it.

Publish once; the workflow reformats for LinkedIn, X, and the newsletter, schedules each post, and logs performance back to one sheet.

Completed job or delivered order triggers a timed review request by text and email, routes unhappy replies to a human first.

Three-email recovery sequence with an escalating offer. Typically recovers 10–15% of abandoned carts without touching a keyboard.

AI classifies inbound tickets, answers the 70% that are order-status and FAQ questions, and escalates the rest with full context attached.

Answers every call, captures the caller's details and job request, books the appointment, and texts a summary to the owner.