Appointment Reminder Sequence (SMS + Email)
Automatically send a confirmation email at booking, a text the day before, and a final SMS an hour out. Clients show up, your calendar stays full, and your front desk stops making reminder calls.
Invoice Dispute and Credit Note Workflow
Automatically detect invoice disputes in client replies, pause collection reminders before they cause damage, and route each case to the right person with full context. Credit notes get generated once the dispute is resolved.
Weekly Revenue Snapshot to Slack
Automatically pull revenue figures from your accounting platform every Monday morning and deliver a formatted snapshot to Slack, complete with week on week comparisons. No logins, no spreadsheets, no chasing your bookkeeper.
Competitor Price & Activity Monitoring Agent
An AI agent tracks your competitors' pricing, promotions, reviews, and social media activity on a set schedule, then delivers a plain English digest of what changed and what it means for your business.
Lab and Diagnostic Result Notification
Automatically route pathology and diagnostic results to the right practitioner, track their review, and notify patients the moment results are ready. No more chasing fax machines or making dozens of phone calls each day.
Weekly Business Pulse Report Agent
An AI agent pulls data from your CRM, accounting software, analytics, support tickets, and project tools every Monday morning, then delivers a plain English executive summary with trends and anomalies. One message replaces an hour of logging into six different apps.
Weekly Database Health Report
An automated weekly digest that audits your CRM for missing data, stale deals, orphaned records, and misassigned leads, then delivers a prioritised action list so your team can fix problems in minutes instead of discovering them months later.
Appointment Booking Confirmation with Prep Instructions
Automatically send clients a confirmation with preparation checklists, intake forms, and documents tailored to their appointment type. They show up ready. You stay on schedule.
Post Appointment Review Request
When an appointment ends, this automation texts the client a quick satisfaction rating. High scores get a direct link to leave a Google or Yelp review. Low scores alert your manager privately so they can reach out before any damage is done.
AI Personalised Welcome Email Generator
Automatically draft personalised welcome emails for every new client using AI and their intake form data. Your team reviews and approves each one in Slack before it sends, so every client gets a warm, specific first impression without anyone spending 20 minutes writing it.
CRM Deal Won to Full Onboarding Kickoff
When a deal closes in your CRM, this automation instantly provisions billing records, creates communication channels, assigns your delivery team, and sends the client a personalised welcome email with a booking link. No admin lag, no dropped handoffs.
New Client Contract Auto Generation
When a new client record lands in your CRM with a signed engagement letter, a prefilled contract is automatically generated and sent for e signature. No copying, no delays, no forgotten clauses.
Form Submission to CRM + Spreadsheet Dual Write
Automatically send every web form submission to your CRM and a Google Sheet at the same time. Sales gets instant lead alerts with proper tags, and ops gets a clean audit trail without anyone copying and pasting a thing.
eSignature Completion to Folder Filing
When every party signs a document in DocuSign or PandaDoc, this automation downloads the completed PDF, renames it to your filing convention, stores it in the right client folder, and notifies the account manager. No manual downloading, no misfiled contracts.
Support Ticket Classification & First Response Agent
An AI agent that reads every incoming support ticket, classifies it by type and urgency, drafts a first response using your knowledge base, and routes it to the right person. First response times drop from hours to seconds, and over half your tickets never need a human at all.
New Employee Onboarding Data Sync
Automatically provision accounts across Google Workspace, Slack, your CRM, and project management tools the moment a new hire is added to your HR system. No checklists, no waiting, no forgotten logins.
Service Based Calendar Routing
When a website visitor tells your chatbot what service they need, an automated workflow sends them straight to the right specialist's calendar. No guesswork, no rescheduling, no lost leads sitting in a generic inbox.
Telehealth Link Generation and Pre Appointment Setup
Automatically generate unique video consultation links, send patients a pre appointment pack with connection instructions, and deliver a timed SMS reminder so they join with one tap.
Postoperative / Post Procedure Followup Sequences
When a procedure is marked complete, an automated sequence sends recovery instructions, symptom surveys, and booking prompts at timed intervals. Concerning responses trigger an immediate alert to the treating practitioner, catching complications days before the next scheduled appointment.
Proposal Viewed Notification and Follow Up
When a prospect opens your proposal, this automation logs the view in your CRM, pings the assigned salesperson on Slack, and sends a templated follow up email if the document stays unsigned after 48 hours.
Automated Reference Request After Deal Close
When a deal closes in your CRM, a timed sequence of personalised review requests goes out via email and SMS. Customers get a direct link to your Google review page while their experience is still fresh, and your team never has to remember to ask.
Customer Support Ticket Volume Dashboard
Automatically pull ticket counts, response times, and resolution rates from your helpdesk into a live dashboard, with threshold alerts that tell you when things are going wrong before customers start complaining.
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