53 Automations. 4 Tiers. One Platform.
Every automation is validated against our AI agents' 700+ skill library and delivered as a production-ready workflow for your business.
Tier 1: Essentials
Lead Capture
Automatically captures inbound leads from website forms, ads, and landing pages into your CRM.
Lead Assignment Router
Routes new leads to the right team member based on territory, availability, or round-robin rules.
Welcome Sequence
Sends a personalized welcome email series to new leads or clients automatically.
Lead Scoring Engine
Ranks incoming leads by engagement, fit criteria, and behavioral signals.
Email Follow-up Sequences
Triggers automated follow-up email chains based on prospect activity and timing rules.
SMS Reminder System
Sends automated SMS reminders for appointments, deadlines, and follow-ups.
Missed Call Auto-Response
Automatically texts or emails callers when you miss their call with a personalized response.
Review Request Automation
Sends review requests to clients after project milestones or completed services.
Task Auto-Assignment
Automatically assigns tasks to team members based on workload, role, or project rules.
Deadline Reminder System
Sends automated reminders for upcoming tasks, renewals, and important deadlines.
Status Update Notifications
Posts automated status updates to Slack, email, or project boards when milestones change.
Daily Digest Reports
Generates and delivers daily summary reports of key metrics and activity to your inbox.
Tier 2: Growth
Client Onboarding Workflow
Sends welcome emails, collects documents, assigns tasks, and sets up access for new clients.
Document Collection System
Automatically requests, tracks, and organizes required documents from clients.
Client Portal Access Setup
Provisions client portal accounts and permissions when new clients are onboarded.
Renewal Processing
Tracks contract and policy renewal dates and triggers the renewal workflow automatically.
Quote Generation Engine
Generates professional quotes from templates using project details and pricing rules.
Proposal Builder
Creates client proposals from templates, pre-filled with project scope and pricing.
Quote Follow-up Sequence
Sends timed follow-up emails after quotes are sent to improve close rates.
Pricing Calculator Integration
Embeds dynamic pricing calculations into your quoting workflow based on real-time data.
Invoice Generation & Sending
Creates and sends invoices automatically from project or billing data.
Payment Reminder Workflow
Sends automated payment reminders for overdue and upcoming invoices.
Payment Confirmation System
Sends confirmation emails and updates records when payments are received.
Subscription Billing Automation
Manages recurring billing cycles, charges, and payment tracking automatically.
Data Enrichment Pipeline
Enriches contact and company records with data from external sources automatically.
Duplicate Detection & Merge
Identifies and merges duplicate records across your CRM and databases.
Record Cleanup Automation
Standardizes, validates, and cleans data fields across your systems on a schedule.
Cross-Platform Data Sync
Keeps data consistent across CRM, email, accounting, and other platforms in real time.
Tier 3: Scale
Multi-Stakeholder Approval Workflow
Routes documents and requests through multi-step approval chains with notifications.
Policy/Service Renewal Engine
Manages complex renewal workflows with multi-touch reminders and document generation.
Claims Processing
Automates claims intake, validation, routing, and status updates across stakeholders.
Commission Calculation Engine
Calculates sales commissions based on custom rules, tiers, and deal structures.
Executive Dashboard Builder
Creates live executive dashboards pulling data from all connected systems.
Automated Performance Reports
Generates weekly or monthly performance reports with KPIs, trends, and insights.
Pipeline Forecasting System
Projects revenue based on pipeline data, win rates, and historical trends.
Client Health Score Monitor
Tracks engagement, satisfaction, and risk signals to flag at-risk clients early.
AMS/CRM Integration Suite
Connects your agency management system or CRM with all operational tools.
Accounting System Integration
Syncs invoices, payments, and financial data between your accounting and operational systems.
Email Platform Integration
Connects email marketing platforms with your CRM for seamless campaign automation.
Calendar Sync & Scheduling
Syncs calendars across platforms and automates scheduling based on availability rules.
Abandoned Quote Recovery
Re-engages prospects who received quotes but didn't respond with targeted follow-ups.
Referral Program Automation
Manages referral tracking, rewards, and communications for your referral program.
Event/Webinar Registration System
Handles event registration, reminders, follow-ups, and attendee management.
Lead Magnet Delivery
Automatically delivers lead magnets and triggers nurture sequences on download.
Compliance Checklist Automation
Tracks regulatory requirements and automates compliance checklist completion.
Audit Trail System
Maintains detailed audit logs of all system changes, approvals, and data modifications.
E-Signature Workflow
Routes documents for electronic signature with reminders and status tracking.
Certificate/License Expiry Tracking
Monitors expiration dates and triggers renewal workflows for certificates and licenses.
Tier 4: Enterprise
Custom API Integration
Connects any system with a custom-built API integration tailored to your workflow.
AI-Powered Lead Qualification
Uses AI to qualify leads based on conversation analysis, behavior, and fit scoring.
Advanced Reporting with Predictive Analytics
Provides advanced dashboards with trend forecasting and predictive business insights.
Multi-Channel Campaign Orchestration
Coordinates marketing campaigns across email, SMS, social, and ads from one workflow.
Custom Workflow Builder
A bespoke automation designed to your exact specifications, included with any package.
Build Your Custom Package
Mix and match automations from any tier, or choose a pre-built package tailored to your business.
Free strategy call. No commitment, no pressure.