Automation

The repetitive part can usually handle itself.

If a task follows the same steps every time, it doesn't need a person. It needs a workflow.

See how it works ↓
Choose a trigger and watch it runLive demonstration
Workflow builder · demo
When this happens…
…do this, every time
  1. Create customer recordCRM
  2. Send a welcome messageWhatsApp
  3. Assign an ownerTeam
  4. Schedule a follow-upReminders
Running…

What this can do

Small automations, compounding.

  • Messaging

    Replies and confirmations sent for you

    • Enquiry reply…
    • Booking confirm…
    • Reminder…
  • Data entry

    No more copy-paste between tools

    • Form → CRM…
    • Order → Sheet…
    • Invoice → Accounts…
  • Handoffs

    The right person gets told

    • Assign owner…
    • Notify team…
    • Escalate…
  • Scheduling

    Recurring work runs on time

    • Weekly report…
    • Invoice run…
    • Backups…
  • Monitoring

    You hear about problems early

    • Low stock…
    • Unpaid invoice…
    • Missed follow-up…
  • Integrations

    Your existing tools, connected

    • WhatsApp…
    • Payments…
    • Accounting…

The shape of it

One trigger. Several consequences.

Automation isn't about replacing people. It's about removing the parts of the day that don't need a person.

  • Trigger

    Something happens in your business

  • Rules

    You decide what should follow

  • Actions

    Systems update themselves

Why it matters

Before and after, side by side.

ManualAutomated
  • Copy enquiries into CRM…
  • Send confirmations manually…
  • Remember follow-ups…
  • Update systems one-by-one…

The same work, without anyone keeping it moving by hand.

Next step

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