Automate the admin that eats your week
Every business has processes that should run themselves. Onboarding, chasing, reminding, following up -these workflows handle it all, automatically.
8 workflows ready to build
Client Onboarding Sequence
Client signs - AI coordinates the entire sequence: welcome email, forms, document collection, payment setup, intro call booking. Each step triggers the next automatically, with error handling if anything stalls. One workflow replaces 10 manual steps.
Invoice Follow-Up & Payment Recovery
Overdue invoice triggers an escalating sequence: friendly reminder (Day 1), firmer nudge (Day 7), final notice (Day 14), flag for you (Day 21).
No-Show Recovery
Client misses an appointment -automatic SMS within 5 minutes: "Want to reschedule?" followed by a 3-touchpoint sequence over 48 hours.
Review Request Automation
After every completed service -timed SMS and email with your Google review link. Perfectly timed, never forgotten.
Missed Call Text-Back
Nobody picks up -client gets an SMS within 60 seconds: "Sorry we missed you -how can we help?" with a booking link.
Appointment Reminders (Multi-Channel)
SMS + email + WhatsApp reminders at the intervals that actually work. Optimised timing based on your no-show data.
Social Proof Collector
Project complete -automated NPS survey. Score 8+: routes to Google review. Score below 7: routes to private feedback for you.
Employee Onboarding
New hire - AI coordinates across your systems: accounts created, welcome email sent, documents collected, training assigned, 30-60-90 day check-ins scheduled. Full audit trail of every step.
Ready to automate?
stop doing admin that a machine should handle