Automation workflows
When this happens, do that — without anyone remembering
A visual builder for the follow-ups you keep meaning to send: reminders, review requests, nudges for leads that went quiet. It runs whether or not anyone is at the desk.
The situation
Everyone agrees the reminders should go out the day before. They go out on the days somebody remembers, which is not Fridays and never in August.
A call is missed
TriggerIt is inside opening hours
ConditionSend an SMS with the booking link
ActionCreate a task for the front desk
ActionIf nobody replies in 24 hours, follow up once
ActionInstall from the library or build your own. It runs whether or not anyone remembers — including on a Friday in August.
Triggers, waits and branches
Start from a lead arriving, a booking made, a stage changing, a tag added or a conversation going quiet. Then wait, branch on a condition, and act.
- Send an SMS, WhatsApp or email
- Assign, tag, move stage, set priority
- Notify a staff member or an admin
- Wait minutes, hours or days between steps
Guard rails you do not have to think about
Quiet hours are respected on every send, so nothing arrives at 2am. A daily cap sits behind every rule, so a bad filter cannot text your whole list. And a contact cannot re-enter a rule until its cooldown has passed.
- Quiet hours honoured on every send
- A per-rule daily cap
- Re-entry rules you set, not "once, forever"
- Every run logged step by step
You publish it, not us
A rule built from a sentence by the AI Operator is saved as a draft. It does nothing until a person opens the builder, reads the steps, and publishes it.
In short
See it on your own data.
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