Missed-call text-back
WHENa call is missed
THEN
- texts the caller instantly
- captures the lead
- alerts the owner
No missed call goes cold.
Asked for in Home Services, Legal, Real Estate
AI WORKFLOW AUTOMATION · DONE FOR YOU
Stop doing by hand what software should do for you.
We find the repetitive work slowing your team down, build automations that handle it, and keep them running. Built on the tools you already use.
The work that slips
Missed follow-upsSomeone calls, the note lands in a thread, and the reply waits until a person remembers. By then the job has often gone to whoever answered first.
Copy-paste data entryThe same name, time, and address get typed into the inbox, the spreadsheet, and the calendar. Each extra paste is another place for a typo.
Things that depend on someone rememberingReview requests, payment nudges, and tomorrow's reminders happen only if they are still on someone's mind at the end of the day.
What we can automate
Examples. Every build is custom to your business.
Showing 8 examples
Instant lead follow-up
WHENa new web form, chat, or call
THEN- sends a personalized reply within a minute
You reply first, so you win the job.
Asked for in Home Services, Real Estate, Healthcare
Appointment reminders & no-show recovery
WHENan appointment is booked
THEN- sends reminders before the appointment
- sends a rebooking text if it is missed
Fewer empty slots.
Asked for in Healthcare, Home Services
Review requests
WHENa job is marked complete
THEN- sends a review request by SMS
More reviews, without asking awkwardly.
Asked for in Home Services, Healthcare
Quote follow-up sequence
WHENa quote is sent
THEN- sends timed follow-ups until a reply
Quotes stop dying in inboxes.
Asked for in Home Services, Legal
Lead logging & assignment
WHENany new lead
THEN- logs it to your sheet or CRM
- assigns it to the right person
One list of every lead.
Asked for in Home Services, Legal, Real Estate, Healthcare
Invoice & payment reminders
WHENan invoice is overdue
THEN- sends a polite reminder sequence
Get paid without chasing.
Asked for in Home Services, Legal
Daily lead digest
WHENevery morning
THEN- summarizes yesterday's calls, leads, and bookings
Know your day in 30 seconds.
Asked for in Home Services, Real Estate
How it works
- 1
Free automation plan
A 20-minute call. We map your busywork, pick the highest-payoff automations, and send you a fixed quote before any work starts.
- 2
We build it
We connect your tools and build and test each automation. You approve before anything goes live.
- 3
It runs, we maintain it
We monitor it, fix it if something changes, and add more when you're ready.
Pair it with an AI Voice Agent and every call becomes an automated workflow.
Your tools
We build around the tools you already use: your CRM, calendar, booking software, spreadsheets, and email. Tell us your stack on the free plan call.
Priced by the work, not a package
Every automation is priced by scope. On your free plan call we map the work, then send a fixed quote before anything is built. No surprises.
- 1Free plan
- 2Fixed quote
- 3Build
Questions
How is automation priced?
Pricing follows the effort in the build, not a public package. On the free plan call we map the work, then send a fixed quote. Nothing is built until you approve that quote. TODO: confirm whether ongoing monitoring is included in the build quote or billed as a separate agreement.
Do I need to switch tools?
No. The automations sit on the CRM, calendar, booking software, spreadsheets, and email your team already uses. If a tool has no workable connection, we say so on the plan call, before you commit to a build. TODO: confirm the short list of tools we cannot connect.
What if something breaks?
We watch the automations we built. If a field is renamed, a login expires, or a vendor moves an endpoint, we fix that chain. You are not left to debug it from a screenshot. TODO: confirm the response window (same business day or next business day) and whether monitoring is part of every build.
How long does a build take?
The plan call is 20 minutes and the quote arrives before any build starts. How long the build itself takes depends on how many tools and exceptions are in the scope, and nothing goes live until you approve it. TODO: confirm the usual range in business days for a first automation.
Do you work with my CRM/booking software?
If it is where your team stores contacts, books jobs, or takes payment, that is where we start. Tell us the names on the plan call and we will say what we can connect and what we will not promise. TODO: confirm the named CRMs and booking tools that are already running for clients.
Who owns the automations?
You own the workflows built for your business and the accounts they run in. We keep them maintained while you are a client, and you can ask for a written map of what each one does. TODO: confirm what happens to access and documentation if the maintenance agreement ends.