Automation built around how you work.
From sales to HR, customer support to internal operations: start with the process that costs your team the most time.
By team.
Five processes teams usually automate first. Each one is a template you can open and change.
Customer support
When a message arrives on WhatsApp or chat
Answered, or passed to a person with the whole conversation.
Open the templateSupplier invoices
When an invoice lands in your inbox
Matched to its order and filed. Mismatches are flagged to you.
Open the templateBookings
When someone asks to book or move an appointment
Free slots offered, booking confirmed, reminder sent.
Open the templateLeads
When a form on your website is filled in
Scored and saved, the right salesperson told.
Open the templateMissed calls
When a call is missed after hours
Caller texted back, callback booked for 9:00.
Open the templateBy industry.
The same building blocks, shaped by the rules of your sector.
Healthcare
Patient onboarding, appointment scheduling and record updates, with a log of every step.
Financial services
Customer checks, transaction alerts and internal approvals, with full control and audit logs.
Software companies
Run operations, connect your CRM, send reports and scale support.
E-commerce and retail
Order updates, customer support and follow-up messages that keep customers buying.
Logistics and supply chain
Coordinate shipments, keep everyone informed and resolve issues as soon as they appear.
HR and people teams
Onboarding paperwork, accounts and first-week introductions that run on their own.
Start from a template.
Ready-made processes based on real use cases, so you can automate faster.
Support bot with human handoff
Answers common questions on chat and WhatsApp, and passes the hard ones to a person with the whole conversation.
Chat · OpenAI · Slack
Use this templateLead capture and follow-up
Every form becomes a scored lead, the right salesperson hears about it, and nobody forgets the follow-up.
Forms · Data · Email
Use this templateEmployee onboarding
Paperwork, accounts and first-week introductions run on their own, and HR sees where every new hire is.
Forms · Scheduler · Email
Use this templateAutomate your first process today.
Start free on your own, or book a demo and we'll build it with you.