Automations
Custom automations We automate the repetitive steps in your business, with workflows that are easy to follow and integrations between the tools you already use.
Requests and leads Requests reach the right place without copying by hand.
Rule-based routing Notifications A clear record Documents and invoices Preparing and sending repetitive documents.
Templates Automatic sending Fewer mistakes Integrations Your programs talk to each other: shop, accounting, calendar, email.
Virtual assistants An assistant that answers common questions, only where it makes sense and with data handled properly.
Common questions Hand-off to a person Protected data Pick what suits you A few automations we build often. Read what each one does, see how it works and mark the ones that interest you.
All (15) Sales and customers (3) Communication and support (3) Documents and money (4) Marketing (2) Online shop (1) Reports and monitoring (2)
Sales and customers Quote requests enter your records on their own Every request that arrives by website, email or form lands in a sheet or CRM, and the customer gets a confirmation.
What you gain: No request gets lost and nothing is copied by hand.
How it works The request arrives (form, email) The details are recorded in your system The customer gets a confirmation and you get a notification I am interestedSales and customers Reminders for quotes left unanswered After a few days with no reply, the customer gets a polite message and you see a list of quotes to follow up.
What you gain: More quotes carried through, without having to remember.
How it works The quote is marked as sent If no reply comes, a message goes out after the days you choose You get the list of people to call I am interestedSales and customers Bookings with confirmation and reminder Customers pick a free slot, get a confirmation and a reminder beforehand, and your calendar fills itself.
What you gain: Fewer coordination calls and fewer forgotten appointments.
How it works The customer picks a time Your calendar updates The confirmation goes out, then the reminder I am interestedCommunication and support Emails sorted, with a reply prepared Incoming messages are sorted by topic (quote, support, invoices), and for the frequent ones a reply is drafted for you to approve.
What you gain: The inbox empties faster, and you decide what goes out.
How it works The message arrives It is labelled and a reply is proposed You approve or edit, then it is sent I am interestedCommunication and support Assistant for common questions, with a hand-off to a person An assistant on your site answers the questions that repeat, using your information, and hands the conversation to a person when it does not know.
What you gain: Quick answers at any hour, without loading your team.
How it works You provide your information and rules The assistant answers only from them When needed, the message reaches a person I am interestedCommunication and support Phone notifications when something important happens Large orders, payments received, new forms or errors arrive as a message on Telegram, WhatsApp or email, only the ones you choose.
What you gain: You find out in real time, without checking dashboards all the time.
How it works You choose the events that matter The system watches them You get a short, clear message I am interestedDocuments and money Invoices prepared from orders, with no copying by hand The order details go into your invoice template, and the document is prepared (and, if you wish, sent) without retyping anything.
What you gain: Fewer mistakes and time saved on every order.
How it works The order is confirmed The details fill the invoice template The document is ready for your check, or sent I am interestedDocuments and money Reminder for unpaid invoices When an invoice passes its due date, the customer gets a polite message and you see the overdue ones in one place.
What you gain: You get paid more easily, without awkward conversations.
How it works The due date is tracked The message goes out, in the tone you choose Overdue items appear in a list I am interestedDocuments and money Documents filled automatically from templates Contracts, quotes and forms are filled with the customer details and saved as PDF in the right folder.
What you gain: The same document, correct every time and in its place.
How it works You start from a template The customer details are filled in The PDF is saved and can be sent I am interestedDocuments and money From receipts, received invoices or scanned forms, the key data (supplier, amount, date) is extracted into a sheet, with a check by you.
What you gain: Less typing, fewer wrong figures.
How it works You send the document or photo The data is read and proposed You check, then it goes into the sheet I am interestedMarketing Posts scheduled across several networks You write or upload the content once, and the post goes out at the chosen time on the networks you use.
What you gain: A steady presence without opening every app each day.
How it works You prepare the post once You pick the networks and time It goes out on its own, with your approval I am interestedMarketing Newsletter sent by simple rules People who subscribe join a list, and messages go out on schedule, with one-click unsubscribe.
What you gain: You stay in touch with customers without manual work at every send.
How it works The subscriber signs up They join the right list They receive the messages, with easy unsubscribe I am interestedOnline shop Your shop, accounting and stock kept in sync A new order updates stock, prepares the documents and tells whoever needs to know (delivery, warehouse), with no manual steps.
What you gain: The same figures everywhere and fewer stock errors.
How it works An order comes in Stock and documents update The team gets the notification I am interestedReports and monitoring Weekly or monthly report by email The figures that matter (sales, visits, requests) are collected from your sources and reach you as a short report, on the date you choose.
What you gain: You see how the business is doing without collecting figures yourself.
How it works You choose what to track The data is gathered automatically The report reaches your email on the set date I am interestedReports and monitoring Alert when your site or shop stops responding Your site is checked at short intervals, and you get a message as soon as something is wrong, then another when it is back.
What you gain: You find out before your customers and can react quickly.
How it works Your address is checked regularly On a problem, you get the alert When it is back, you get the confirmation I am interestedPick the ones that suit you and we put them in a ready-written request. You do not need to know everything: we adapt them to your process.
Get a quote These are starting points, not ready-made products: each automation is built around your process. Where a step is handled by an assistant, you approve before anything goes out.