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.
85% reduction in onboarding time
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).
40–60% fewer late payments
No-Show Recovery
Client misses an appointment – automatic SMS within 5 minutes: "Want to reschedule?" followed by a 3-touchpoint sequence over 48 hours.
Recovers 30–40% of no-shows
Review Request Automation
After every completed service – timed SMS and email with your Google review link. Perfectly timed, never forgotten.
SMS: 98% open rate; review volume from 5 to 20/month
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.
Rescues 30–50% of missed calls
Appointment Reminders (Multi-Channel)
SMS + email + WhatsApp reminders at the intervals that actually work. Optimised timing based on your no-show data.
No-shows drop to under 5%
Social Proof Collector
Project complete – automated NPS survey. Score 8+: routes to Google review. Score below 7: routes to private feedback for you.
Testimonials increase conversion 15–20%
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.
53% less onboarding time; 82% better retention
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