AI Automation Templates
Pre-built workflow blueprints for common business problems. Each template includes the workflow steps, connected tools, complexity rating, and deployment timeline. Pick a template. We customize and deploy it for your business.
Missed Call Text-Back
Never lose a lead to voicemail again. This template detects missed calls and sends an AI-personalized text message with a booking link — within 30 seconds.
Lead Scoring & Follow-Up
Automatically qualify inbound leads using AI. High-quality leads get immediate personalized outreach. Lower-quality leads enter a nurture drip campaign.
Support Email Triage
AI reads incoming support emails, classifies by urgency and topic, routes to the right team, and drafts a response for human review.
Weekly Client Report
Automated weekly reports with AI-generated insights. Pulls data from your analytics and ad platforms, creates a branded report, and emails it to your client.
Meeting Summary & Tasks
After every meeting, AI transcribes the recording, extracts decisions and action items, creates tasks in your project tool, and sends a summary to your team.
Invoice Reminder Sequence
Automated invoice follow-up that starts friendly and escalates. Tracks payment status and notifies your team when manual intervention is needed.
Client Onboarding Flow
When a new client is added to your CRM, this template creates a project workspace, sends a welcome sequence, schedules the kickoff, and automates check-ins.
Post-Close Review Request
Build your review pipeline automatically. After closing, AI sends a timed sequence: thank-you, review request, referral ask, and long-term check-in.
AI Knowledge Base Bot
An AI assistant trained on your documentation, SOPs, and FAQs. Answers customer and team questions instantly, with human escalation for edge cases.
Don't see your workflow?
We build custom automations too. Start with a free audit and we'll design a workflow tailored to your exact tools and processes.