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 Cleaning companies and any appointment-based service
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 Security and cleaning companies with a website enquiry form
Change Order Approval Reminder
Get change orders approved before they delay the job.
Best for Security and cleaning companies
Open House Reminder
Before an open house, it emails a reminder from your records to everyone who RSVP'd, so more of them actually show up.
Best for Real estate: reminds interested buyers about an upcoming open house they RSVP'd to.
Google Review Request
After a job is done, it waits the number of days you pick, then emails happy customers a personal ask for a Google review — right when they're glowing.
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 Security and cleaning companies that lose leads to slow replies
Win Back No-Shows
When someone's marked a no-show, it sends a friendly, no-blame "let's get you rebooked" email — and an optional text — to fill that empty chair back up.
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.