If This, Then That — Reliably
Straightforward automations that follow a fixed path every time. Predictable, reliable, and perfect for repetitive tasks that shouldn't require human attention.
Email & Follow-Up Sequences
Trigger: New lead signs up or inquiry submitted
Actions: Welcome email → 3-day follow-up → 7-day check-in → book CTA
Real example: A dental practice auto-sends appointment reminders, post-visit surveys, and recall notices without staff touching a button.
Lead Capture → CRM Entry
Trigger: Form submission on website or landing page
Actions: Create contact in CRM → assign to rep → send Slack notification → add to email sequence
Real example: A real estate agency captures leads from Zillow, their website, and Facebook Ads — all routed into Pipedrive with the source tagged automatically.
Appointment Booking & Reminders
Trigger: Client books via Calendly, website, or phone
Actions: Confirm booking → sync to calendar → send reminder 24h before → send follow-up after
Real example: A fitness studio sends automated confirmations, day-before reminders, and no-show follow-ups — reducing missed appointments by 40%.
Invoice & Payment Workflows
Trigger: Job completed or service delivered
Actions: Generate invoice → send to client → track payment → send reminder if overdue → update books
Real example: A contractor finishes a job, and the invoice goes out the same day — with auto-reminders at 7, 14, and 30 days if unpaid.
Internal Notifications & Alerts
Trigger: Specific event or threshold reached
Actions: Send Slack/email/SMS alert to the right person → log the event → escalate if unresolved
Real example: An ecommerce store gets a Slack alert when inventory drops below 10 units, a daily sales summary at 6pm, and an urgent ping for any refund over $200.
Data Sync Between Platforms
Trigger: Record created or updated in any connected tool
Actions: Sync data across CRM, spreadsheet, project tool, and accounting software
Real example: A law firm keeps client data synced between their intake form, Clio, Google Sheets, and QuickBooks — no more copy-pasting between tabs.
Workflows That Think
Not everything fits a simple if/then rule. These automations use AI to read, interpret, and make decisions based on context — adapting to each situation instead of following a script.
Intelligent Lead Scoring & Routing
AI reads incoming leads — their message, source, and behavior — and scores them by likelihood to convert. Hot leads get routed to your best closer instantly. Cold leads enter a nurture sequence.
Real example: A marketing agency uses AI to analyze inquiry messages, auto-score by budget signals and urgency, and route enterprise leads directly to a partner while small inquiries get a self-service link.
Smart Email Triage & Response
AI categorizes incoming emails by intent (support request, sales inquiry, spam, urgent), drafts contextual responses, and routes to the right team member — or replies automatically for common questions.
Real example: A property management company gets 50+ emails a day. AI sorts them into maintenance requests, tenant inquiries, and vendor invoices — drafting replies for the routine ones and flagging emergencies.
Document Processing & Extraction
AI reads PDFs, contracts, forms, and invoices — extracts key data (names, amounts, dates, line items) — and populates your CRM, spreadsheet, or accounting tool automatically.
Real example: An accounting firm drops client receipts into a shared folder. AI extracts vendor, amount, date, and category — then populates QuickBooks entries for review.
Customer Support Triage
AI reads support tickets, understands the issue, checks your knowledge base, and either resolves it directly or routes to the right specialist with full context attached.
Real example: A SaaS company's support inbox gets auto-triaged: billing issues go to finance, bug reports go to engineering with reproduction steps extracted, and how-to questions get an instant KB article link.
Automated Reporting & Insights
AI pulls data from your tools, identifies trends, anomalies, and opportunities, and generates plain-language reports delivered to your inbox or Slack on a schedule.
Real example: A gym owner gets a weekly AI-generated report: new member signups vs. last month, class attendance patterns, which promotions are driving trials, and churn risk flags.
Multi-Step Decision Workflows
Complex workflows where AI makes branching decisions at each step based on real data — not just if/then rules. The system adapts its path based on context, history, and outcomes.
Real example: An ecommerce brand's return process: AI reads the return reason, checks order history, determines if it's a pattern returner, and decides whether to auto-approve, offer store credit, or flag for manual review.
Three Steps. Zero Guesswork.
We don't start with tools — we start with your operations. Every automation is built from an audit of how your business actually runs, tested on your real data, and monitored long after launch.
Audit & Map
We dig into your operations before we touch a single tool.
- We sit down with your team to understand how work actually flows — who does what, where things get stuck, and what a successful outcome looks like for your business.
- We inventory every tool in your stack — CRMs, email, calendars, spreadsheets, internal apps — and trace how data moves (or doesn't) between them.
- We deliver a clear automation opportunity map that ranks every bottleneck by impact and effort, so you know exactly where to start.
Build & Test
Custom workflows, validated on your real data before anything goes live.
- We build each workflow from scratch — no cookie-cutter templates. Every automation is tailored to how your business operates, not how a generic playbook says it should.
- We test with your actual data in a sandbox environment. You see exactly what the automation does, step by step, before it touches production.
- We walk you through every decision in plain language — why we chose this trigger, why this tool, why AI here and not there.
Deploy & Evolve
Your automations get smarter as your business grows.
- We launch with monitoring baked in — dashboards, alerts, and fallbacks so nothing runs silently broken.
- We track success metrics weekly: tasks automated, time saved, errors caught, and revenue impact. You get the numbers, not just a 'it's working' message.
- As your business changes — new tools, new hires, new processes — we adapt the automations to match. This isn't a one-time build, it's an ongoing partnership.
Automation for Your Industry
Every business has repetitive workflows. Here's what automation looks like in yours.
We connect the tools you already use
+ hundreds more via APIs and custom integrations