Stale Lead Reengagement Trigger
Automatically detect leads that have gone quiet in your CRM and launch personalised outreach sequences to bring them back. No more forgotten contacts or wasted pipeline.
Weekly Appointment & No Show Report
Automatically compiles your weekly appointment data, calculates no show rates by provider and time slot, and delivers a clear summary every Monday morning so you can take action on the patterns costing you revenue.
Meeting Booked to Deal Creation
When a prospect books a discovery call, a deal is created in your CRM within seconds. Contact records are enriched, a premeeting questionnaire goes out, and your rep gets a prep brief. No manual data entry, no pipeline ghosts.
Meeting Notes & Action Item Agent
An AI agent that turns your meeting recordings into structured summaries, assigned action items, and tracked tasks across Slack, Asana, and Notion. No more post meeting admin, no more forgotten decisions.
Intake Form to Appointment Pipeline
Automatically turn website consultation requests into booked appointments. When a prospect submits your intake form, this automation creates their CRM record, sends a scheduling link matched to the right service and team member, and follows up if they don't book.
Multi Channel Customer Inquiry Router
An AI agent pulls every incoming message from website chat, Facebook, Instagram, WhatsApp, and SMS into a single queue, reads each one, figures out what the person wants, and routes it to the right place. Booking requests go straight to your calendar. Complaints reach the owner. Pricing questions get an instant reply. Nothing sits unanswered.
Multi Channel Intake Form Router
Automatically capture enquiries from your website, Facebook, Instagram, Google, and email into one place. Every lead gets an instant reply, a CRM record, and a route to the right person on your team.
Multi Channel Lead Source Attribution Tracker
Automatically tag every lead with its true acquisition source, connect that source to closed revenue, and see exactly which marketing channels earn money and which ones waste it.
Invoice to PDF and Auto Send
When a project is marked complete in your project management tool, this automation pulls billable hours and rates, generates a branded PDF invoice, and emails it to the client with payment instructions. A copy lands in the client folder without anyone lifting a finger.
NPS & Customer Satisfaction Trend Report
An automated weekly workflow pulls your NPS survey responses, calculates rolling scores and trends, uses AI to group verbatim comments by theme and sentiment, and delivers a formatted report to your leadership team. Score drops trigger instant alerts so you catch dissatisfaction before clients walk.
Recurring Appointment Auto Rebooking
When a recurring appointment finishes without the next one booked, this automation sends the client a prefilled booking link for their usual day and time, follows up by SMS if they don't act within three days, and flags lapsed clients in your CRM for personal outreach.
New Enquiry Instant Auto Reply
When a prospect fills out your contact form, this automation sends a personalised reply by email and SMS within seconds, logs the lead in your CRM, and alerts your team. No one has to be watching the inbox.
AI Powered Patient Intake and Symptom Triage
An automated intake workflow that collects patient symptoms, uses AI to assess urgency and flag drug interactions, then routes emergencies to your practitioner instantly while scheduling routine visits into the next available slot.
Deal Stage Change Notification to Slack Channel
When a deal moves stages in your CRM, a formatted notification lands in your team's Slack channel within seconds. Deal name, value, rep, and new stage included. Closed Won deals get a celebratory announcement the whole company can see.
Website & SEO Performance Weekly Briefing
An automated weekly workflow pulls your Google Analytics, Search Console, and keyword ranking data, then delivers a plain language summary with AI generated insights straight to your inbox or Slack every Monday morning.
Negative Review Alert and Response Workflow
Monitors your Google Business Profile for new reviews, instantly alerts you when a negative one lands, and drafts a personalised response ready for your approval. Positive reviews get an automatic thank you.
AI Email Triage & Routing
An AI agent reads every email hitting your shared inbox, classifies it by intent and urgency, and routes it to the right person or channel in seconds. No more buried client requests or Monday morning inbox dread.
Patient Consent Form Collection and Storage
When a procedure appointment is booked, a digital consent form is automatically sent to the patient, signed remotely, and filed to their record before they arrive. No more chasing paperwork on the day.
Referral Thank You and Tracking
Automatically thank the people who send you business and track every referral in one place. When a new lead is tagged with a referral source, the referrer gets an instant thank you, and the referral is logged for reporting.
Invoice Payment Reminder Escalation
Automatically chase overdue invoices through a timed escalation sequence of emails, SMS, and internal alerts, so you collect faster without the awkward phone calls.
Duplicate Lead Detection and Merge
Automatically detect and merge duplicate contacts the moment they enter your CRM, so every rep sees the full history and no returning prospect gets treated like a stranger.
Post Visit Summary and Next Steps Email
After every appointment, your client receives a branded summary email with everything discussed, clear next steps, and a link to book their follow up. The practitioner fills out a quick structured note; automation handles the rest.
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Everything we've learned building 300+ automations for small businesses, in one practical guide. Written for business owners, not engineers.
- Where your team's hours are actually disappearing
- The five automations worth setting up first and why
- How to calculate what manual work is actually costing you
- A step by step checklist to get your first automation live this week
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