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.
Choose a trigger and watch it runLive demonstration
Workflow builder · demo
When this happens……do this, every time
- Create customer recordCRM
- Send a welcome messageWhatsApp
- Assign an ownerTeam
- 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
Where the hours actually go.
- Copying enquiries into a sheet40 min/day
- Sending the same reply35 min/day
- Chasing follow-ups25 min/day
- Updating stock by hand30 min/day
That's roughly two hours a day nobody has to spend again.
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Interested in: Automation
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