Automate the Tasks That Slow You Down
From lead capture and client onboarding to social media, support, and internal ops—our platform lets you build smart workflows that handle the busywork, so you can focus on what matters most. Choose from ready-to-run templates or customize your own with just a few clicks.
Automate the Busywork. Focus on Growth.
Stop wasting time on repetitive tasks that drain your team’s energy. Our intelligent workflow engine handles everything from lead follow-ups to internal task routing—so you can spend less time managing details and more time growing your business.
Lead Capture & Follow-Up
Automatically capture form submissions, qualify leads, and follow up via email or SMS based on behavior. Assign hot leads to sales. Send welcome sequences. Enrich lead data (via AI or API)
New Client Onboarding
Trigger a personalized onboarding process once a lead becomes a customer. Send welcome emails with next steps. Assign internal tasks to staff. Share intake forms or setup instructions
Social Media Scheduling
Auto-post to Facebook, Instagram, X (Twitter), LinkedIn on a schedule—AI can even generate the content. Create weekly/monthly calendars. Repost high-performing content. Auto-generate captions and hashtags
Email Campaigns & Newsletters
Schedule or trigger targeted campaigns based on user activity or customer stage. Send product updates or offers. Nurture inactive subscribers. Segment based on engagement
Internal Task Routing
Use workflows to coordinate tasks between support, sales, marketing, and operations. Route customer requests to the right team. Auto-create tasks in your CRM or task manager. Notify staff based on urgency or category
Support Ticket Handling
Automatically categorize and assign incoming requests, and follow up after resolution. Triage based on keywords or customer type. Escalate high-priority issues. Request feedback after resolution
Content Production Pipeline
Manage content from ideation to publication—especially useful for teams and agencies. Assign blog ideas to writers. Trigger reviews and edits. Auto-schedule publish dates
Quote & Invoice Workflows
Turn a quote request into an invoice or order approval flow with smart notifications. Auto-generate quote PDFs. Notify managers for approval. Trigger invoice or payment request
Staff & Task Reminders
Keep your team on track with automated alerts, assignments, and status updates. Daily to-dos sent by email or chat. Remind users to update progress. Trigger escalations if overdue
Tailor-Made Automation for the Way You Work
No two businesses run the same—and your workflows shouldn’t be one-size-fits-all. Our platform gives you the power to design intelligent automation tailored to your exact business logic. Trigger actions from form submissions, CRM activity, AI-generated insights, or anything in between. Whether you're handling approvals, managing unique customer journeys, or connecting multiple departments in a single flow, you can build it—your way.
Niche Industry Processes
From healthcare onboarding to real estate listing workflows—build processes that match your specific operational needs.
- Healthcare: Automate patient intake, follow-up reminders, or internal handoffs—all while maintaining compliance.
- Real Estate: Manage property listings, schedule showings, and auto-update CRM records as deals progress.
- Manufacturing & Trades: Track job orders, auto-generate estimates, and route work orders to the right teams.
- We can develop the right automation for ANY industry!
Multi-Step Approvals
Set up layered approval chains with automatic routing, notifications, and status tracking—perfect for quotes, hiring, or content reviews.
- Quotes & Proposals: Route estimates to managers for pricing approval before sending to clients—automatically notify each step.
- Hiring Processes: Create multi-stage interview and approval workflows that involve HR, team leads, and execs.
- Content Reviews: Assign draft content to editors, legal, or marketing leads in sequence—track revisions and approvals in one flow.
- Any so much more.
Hybrid Sales + Support Sequences
Seamlessly hand off leads from sales to support or success teams, with automated transitions, updates, and customer comms at every step.
- Automated Handoffs: When a deal closes, instantly notify your support or onboarding team with all relevant customer info—no manual steps.
- Customer Follow-Ups: Trigger personalized welcome emails, setup instructions, or surveys once a client enters the post-sale stage.
- Cross-Team Visibility: Keep sales reps, support agents, and managers in sync with real-time updates and status tracking across departments.
- Just about anything from Sales & support to management and all employees.
Ready to Automate?
Start your automation journey today and transform your workflow.