Explore Our Automations

Automatically collect, organize, and store new client information, signed agreements, and required documents without manual follow-up.

Eliminate back-and-forth emails by auto-scheduling meetings based on real-time calendar availability, with confirmation emails and reminders.

Automatically send follow-ups to leads, clients, or prospects based on actions they take (or don’t take), keeping communication consistent and timely.

Create and send invoices, track payments, and follow up with late payers automatically.

Request, receive, and file key documents from clients without having to chase them down or manually upload files.

Generate real-time dashboards or scheduled reports by pulling data from multiple tools and consolidating it into a single view.

Automatically categorize, forward, or tag emails based on keywords, sender, or context — so the right person sees it and nothing gets missed.

Capture leads from web forms or social media and auto-assign them to the right rep, update the CRM, and trigger the next step in your funnel.

Automatically create and assign tasks based on incoming projects or client requests, keeping your team organized from day one.

Notify the right team member instantly when a high-priority form is submitted, payment is received, or a support ticket comes in.

Track receipts from Home Depot and automatically match them to the correct customer or job using purchase order data, saving hours of manual tracking and bookkeeping.

Extract and analyze answers from intake forms, then categorize or route submissions to the appropriate workflows automatically.

Monitor inventory levels across systems and trigger alerts or restock tasks when stock runs low.

Automatically create and assign user access, folders, or permissions when onboarding new clients or team members.