Automations you can turn on this week
Each one solves a real problem — leads, payments, bookings, follow-up. Preview exactly what it does before you create an account.
Start with a template
Pick a workflow below, connect your tools, preview the result, and turn it on yourself — usually in under an hour.
Or have us build it for you
Tell us the problem and our team designs, builds, tests, and launches a custom automation around how you actually work.
Request a custom build10 workflows
Appointment Requests & Reminders
Let customers request an appointment online and automatically receive confirmations and reminders.
Best for Dental practices, salons, and appointment-based services
Daily Follow-Up Digest
Start each day knowing exactly what needs attention.
Best for Owners who want clarity without adopting a CRM
QuickBooks Payment Reminders
Recover overdue QuickBooks invoices without chasing each customer yourself.
Best for Businesses already running on QuickBooks Online
Lead Capture & Nurturing
Every new inquiry is saved, acknowledged, and brought to your attention within seconds.
Best for Florists, contractors, and consultants with a website form
Change Order Approval Reminder
Get change orders approved before they delay the job.
Best for Contractors and project-based businesses
Open House Reminder
Automatically reaches out when status is blank/"RSVP'd" — it reads a Google Sheet of your records and emails the right person from your Gmail, so nobody has to track this by hand.
Best for Real estate: reminds interested buyers about an upcoming open house they RSVP'd to.
Google Review Request
Ask happy customers for a Google review after a completed job or visit. Reads your job sheet, waits the number of days you choose, then sends a personalized review request from your Gmail.
Best for Every local business lives and dies by Google reviews. This automates the awkward "would you mind leaving us a review?" follow-up after a job — consistently, politely, and only when enough time has passed since the visit.
Payment Reminders
Recover overdue invoices without chasing every customer yourself.
Best for Businesses tracking invoices in Google Sheets
AI Lead Response & Qualification
Knows which emails are actually leads, scores them, and lets you approve every reply — so it earns your trust before it earns autonomy.
Best for Contractors, agencies, and clinics who lose leads to slow replies
Win Back No-Shows
Recovers missed appointments automatically — a friendly, blame-free "let's get you rebooked" email (and optional SMS) the moment a row is marked as a no-show. Pairs with Appointment SMS reminders so empty chairs get fewer second chances to stay empty.
Best for For any appointment-based business — salons, clinics, auto shops, consultants. Pair Instant Call Recovery → Appointment reminders → No-Show recovery so you never lose the call, the reminder, or the rebook. A missed appointment is a lost job unless someone reaches out fast; this does it automatically, with a friendly tone that keeps the relationship intact.