Everything we build. In one list.
Live, in pilot, scoped, or planned—the full surface. Filter, browse, direct-link by ID. Updated when /notes ships.
64 automations
Showing 64 of 64 automations.
- A01 Inbound email triage Built
Every inbound email read, categorised and routed to the right person or queue. Nothing sits unseen in a shared inbox.
- A02 Missed-call text-back Built
A missed call triggers an instant text offering a callback slot or a quick answer. The lead doesn't ring the next name on the list.
- A03 After-hours auto-responder Built
Out-of-hours messages get a written reply that sets expectations and captures the detail you need to act in the morning.
- A05 WhatsApp enquiry handler Built
Enquiries that arrive over WhatsApp get the same triage and logging as email, instead of living on one person's phone.
- A07 Live chat to booking Built
Website chat qualifies the visitor and offers a real slot, then hands warm context to your team.
- A12 Out-of-hours enquiry triage · Marlow Built
Every enquiry replied to within 90 seconds. Urgent jobs get a callout slot. The rest get a holding reply and land in your inbox first thing.
- A24 New patient triage + intake · Wren Built
Enquiry comes in, intake forms sent, insurance pre-checked, slot offered—before reception touches it.
- A47 Vendor weekly update · Bramley In development
Every vendor gets a Friday update in your branch's voice—viewings logged, feedback summarised, market context. Generated, not typed.
- A04 Lead capture to CRM Built
Every enquiry, whatever the channel, lands in your CRM with the source, the detail and a suggested next step already filled in.
- A06 Speculative enquiry filter Built
Time-wasters get a polite, useful reply. The serious enquiries get fast-tracked to a human while they are still warm.
- A08 Quote builder from price list Built
Describe the job and get a draft quote off your own price list, ready to check and send in a minute, not an evening.
- A09 Dormant enquiry re-engagement Built
Enquiries that went quiet get one well-timed, genuinely useful nudge weeks later. Some of them come back.
- A10 Referral request sequence Built
Happy customers get asked for a referral at the moment they're most likely to give one, in your words.
- A18 Quote follow-up sequence · Pemberton Built
Quotes get a 24-hour, 3-day and 7-day nudge in your tone of voice. You hear back from the silent ones.
- A42 Viewing booking + chase · Halden Built
Viewing requests answered instantly, slots offered, confirmations sent, no-shows chased. Negotiators see only what needs them.
- A52 Valuation request triage · Hessle In development
Genuine vendors prioritised, speculative requests filtered politely. Negotiators only see the ones worth a call.
- A11 Calendar conflict resolver Built
Double-bookings get caught and resolved before they become an awkward phone call on the day.
- A13 Appointment reminder sequence Built
Reminders go out on the schedule that actually reduces no-shows, in your wording, across text and email.
- A14 Document collection chase Built
Outstanding forms, IDs and sign-offs get chased until they land, so jobs don't stall waiting on paperwork.
- A15 Job scheduling assistant Built
New jobs slot into the diary around travel time and existing work, instead of by guesswork.
- A16 Supplier price-change watch Built
Supplier price changes get flagged the day they happen, so your quotes don't quietly go underwater.
- A21 Job photo to invoice draft · Tilbury Built
Snap a photo of the finished job. The invoice draft hits your accounting tool by the time you're in the van.
- A23 Material order chase · Hardwick Built
Outstanding deliveries get chased automatically. You know what's late before the customer asks.
- A31 Appointment no-show recovery · Easton Built
Missed appointments rebooked within the hour. The slot gets filled the same day where possible.
- A33 Recall scheduling · Calder Built
Recall windows watched, patients reminded in your tone, calendars filled without reception lifting a finger.
- A17 Invoice payment reminder Built
Overdue invoices get a firm, polite reminder sequence in your name. You stop being the one who has to chase.
- A19 Expense receipt capture Built
Photograph a receipt and it's categorised and filed to your accounting tool, not stuffed in the glovebox.
- A20 Payment reconciliation Built
Incoming payments get matched to invoices automatically, and the genuine mismatches get surfaced for a human.
- A22 Deposit request and tracking Built
Deposits get requested, tracked and chased so work doesn't start on an unpaid promise.
- A25 Late payment escalation Built
Persistently overdue accounts move through a defined escalation, with the right tone at each step.
- A26 Retainer billing prep Built
Recurring invoices get drafted and checked before they go out, so nothing's missed or double-charged.
- A28 Quote-to-invoice conversion Built
Accepted quotes turn into draft invoices with the right lines already in place, ready to send.
- A29 Onboarding pack auto-send Built
New starters get the right documents, logins and first-week plan the moment they sign, without anyone assembling it by hand.
- A30 Timesheet chase Built
Missing timesheets get chased before payroll, so Friday isn't a scramble for the office.
- A32 Holiday request routing Built
Leave requests get logged, checked against cover and routed for approval in one pass.
- A34 Certification expiry watch Built
Tickets, registrations and insurance renewals get flagged well before they lapse, not after.
- A35 Shift reminder and cover finder Built
Staff get shift reminders, and when someone drops out the cover request goes to the right people first.
- A37 New starter compliance checklist Built
Right-to-work, DBS and policy sign-offs get tracked to completion for every new hire.
- A27 Post-job review request · Hollis Built
The right ask sent at the right moment to the right customer. Reviews climb. You did nothing.
- A36 Treatment plan follow-up · Penn Built
Patients with open treatment plans get the right nudge at the right interval. Plans get completed instead of forgotten.
- A38 Post-visit review request · Eames Built
The right ask to the right patient on the right day. Reviews stack up. Reception's phone doesn't.
- A39 Review request engine Built
The right review ask, on the right channel, at the moment a customer is happiest. One engine behind every vertical.
- A40 Negative feedback interception Built
Unhappy customers get a private route to be heard before they reach for a public star rating.
- A41 Milestone touchpoint Built
Customers hear from you on the dates that matter, in a way that reads personal rather than automated.
- A43 Complaint acknowledgement and routing Built
Every complaint gets an immediate, human acknowledgement and lands with the person who can actually fix it.
- A49 Post-viewing feedback collection · Lyle In development
Buyers nudged for honest feedback within 24 hours. Vendor reports get the soft signal, not just the hard offers.
- A44 Weekly business digest In development
A Monday summary of last week—enquiries, jobs, money, reviews—in plain English, not a dashboard you'll never open.
- A45 Enquiry source analysis In development
You find out which channels actually bring paying work, so you stop spending on the ones that don't.
- A46 Pipeline health report In development
Stalled deals and quiet leads get surfaced weekly, so nothing rots silently in the pipeline.
- A48 Capacity forecast Planned
You see the busy weeks and the quiet gaps before they arrive, instead of finding out on the day.
- A50 No-show pattern report Planned
The patterns behind missed appointments get surfaced, so you can fix the cause, not just chase the symptom.
- A51 Local price watch Planned
Comparable local listings get tracked, so your pricing conversations start from evidence, not a hunch.
- A55 Listing audit · Cole In development
Cross-portal listings checked weekly for description drift, photo issues, and stale price points. You hear about it before the vendor does.
- A53 CRM-to-calendar sync In development
Bookings made anywhere show up everywhere, so two systems stop disagreeing about your day.
- A54 Accounting tool bridge In development
Jobs, invoices and payments flow between your field tools and your accountant's software without re-keying.
- A56 Portal feed integration Planned
Listings and leads move between the portals and your own systems automatically, with no copy-paste.
- A57 Form-to-workflow connector In development
Any web form can start any workflow, so a new enquiry becomes action without a human relay in the middle.
- A58 Spreadsheet-to-database migration Planned
The business-critical spreadsheet becomes a real data source other tools can use, with nobody learning a database.
- A59 Legacy system data export Planned
Data trapped in old software gets pulled out on a schedule and put somewhere you can actually use it.
- A60 Social post drafting In development
Finished jobs and good news become draft posts in your voice, ready to approve, so the feed doesn't go quiet.
- A61 Newsletter assembly Planned
Your monthly update writes its first draft from what actually happened, instead of a blank page on the 1st.
- A62 Google Business profile updater Planned
Hours, photos and posts on your Google profile stay current without anyone remembering to log in.
- A63 Case study generator Planned
A completed job becomes a written case study draft, with the details and the outcome already pulled together.
- A64 Seasonal campaign scheduler Planned
Recurring seasonal pushes get queued and sent on time every year, without rebuilding them from scratch.
Status meanings
- Built · production-ready, deployable on a pilot now
- In development · being engineered right now
- Planned · scoped, on the roadmap
Vertical tags
- T · Trades
- C · Private clinics
- A · Estate agents
Direct links
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Cluster marks
Each named automation has a unique geometric identifier—see the persona list on the relevant vertical page.
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