The catalogue

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

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Showing 64 of 64 automations.

  • A01 Inbound email triage Communication T C A 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 Communication T C A 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 Communication T C A 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 Communication T A 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 Communication C A 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 Communication T 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 Communication C Built

    Enquiry comes in, intake forms sent, insurance pre-checked, slot offered—before reception touches it.

  • A47 Vendor weekly update · Bramley Communication A 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 Sales T C A 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 Sales T A 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 Sales T 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 Sales C A Built

    Enquiries that went quiet get one well-timed, genuinely useful nudge weeks later. Some of them come back.

  • A10 Referral request sequence Sales T C A 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 Sales T 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 Sales A Built

    Viewing requests answered instantly, slots offered, confirmations sent, no-shows chased. Negotiators see only what needs them.

  • A52 Valuation request triage · Hessle Sales A In development

    Genuine vendors prioritised, speculative requests filtered politely. Negotiators only see the ones worth a call.

  • A11 Calendar conflict resolver Ops T C A Built

    Double-bookings get caught and resolved before they become an awkward phone call on the day.

  • A13 Appointment reminder sequence Ops C A Built

    Reminders go out on the schedule that actually reduces no-shows, in your wording, across text and email.

  • A14 Document collection chase Ops T C A Built

    Outstanding forms, IDs and sign-offs get chased until they land, so jobs don't stall waiting on paperwork.

  • A15 Job scheduling assistant Ops T Built

    New jobs slot into the diary around travel time and existing work, instead of by guesswork.

  • A16 Supplier price-change watch Ops T 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 Ops T 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 Ops T Built

    Outstanding deliveries get chased automatically. You know what's late before the customer asks.

  • A31 Appointment no-show recovery · Easton Ops C Built

    Missed appointments rebooked within the hour. The slot gets filled the same day where possible.

  • A33 Recall scheduling · Calder Ops C Built

    Recall windows watched, patients reminded in your tone, calendars filled without reception lifting a finger.

  • A17 Invoice payment reminder Finance T C A 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 Finance T C A Built

    Photograph a receipt and it's categorised and filed to your accounting tool, not stuffed in the glovebox.

  • A20 Payment reconciliation Finance T C A Built

    Incoming payments get matched to invoices automatically, and the genuine mismatches get surfaced for a human.

  • A22 Deposit request and tracking Finance T C Built

    Deposits get requested, tracked and chased so work doesn't start on an unpaid promise.

  • A25 Late payment escalation Finance T C A Built

    Persistently overdue accounts move through a defined escalation, with the right tone at each step.

  • A26 Retainer billing prep Finance C A Built

    Recurring invoices get drafted and checked before they go out, so nothing's missed or double-charged.

  • A28 Quote-to-invoice conversion Finance T Built

    Accepted quotes turn into draft invoices with the right lines already in place, ready to send.

  • A29 Onboarding pack auto-send People T C A 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 People T Built

    Missing timesheets get chased before payroll, so Friday isn't a scramble for the office.

  • A32 Holiday request routing People T C A Built

    Leave requests get logged, checked against cover and routed for approval in one pass.

  • A34 Certification expiry watch People T C Built

    Tickets, registrations and insurance renewals get flagged well before they lapse, not after.

  • A35 Shift reminder and cover finder People C Built

    Staff get shift reminders, and when someone drops out the cover request goes to the right people first.

  • A37 New starter compliance checklist People T C A Built

    Right-to-work, DBS and policy sign-offs get tracked to completion for every new hire.

  • A27 Post-job review request · Hollis CX T Built

    The right ask sent at the right moment to the right customer. Reviews climb. You did nothing.

  • A36 Treatment plan follow-up · Penn CX C 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 CX C Built

    The right ask to the right patient on the right day. Reviews stack up. Reception's phone doesn't.

  • A39 Review request engine CX T C A 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 CX T C A Built

    Unhappy customers get a private route to be heard before they reach for a public star rating.

  • A41 Milestone touchpoint CX C A Built

    Customers hear from you on the dates that matter, in a way that reads personal rather than automated.

  • A43 Complaint acknowledgement and routing CX T C A Built

    Every complaint gets an immediate, human acknowledgement and lands with the person who can actually fix it.

  • A49 Post-viewing feedback collection · Lyle CX A 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 Reporting T C A 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 Reporting T C A 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 Reporting T A In development

    Stalled deals and quiet leads get surfaced weekly, so nothing rots silently in the pipeline.

  • A48 Capacity forecast Reporting T C 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 Reporting C Planned

    The patterns behind missed appointments get surfaced, so you can fix the cause, not just chase the symptom.

  • A51 Local price watch Reporting A Planned

    Comparable local listings get tracked, so your pricing conversations start from evidence, not a hunch.

  • A55 Listing audit · Cole Reporting A 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 Integration T C A In development

    Bookings made anywhere show up everywhere, so two systems stop disagreeing about your day.

  • A54 Accounting tool bridge Integration T C A In development

    Jobs, invoices and payments flow between your field tools and your accountant's software without re-keying.

  • A56 Portal feed integration Integration A Planned

    Listings and leads move between the portals and your own systems automatically, with no copy-paste.

  • A57 Form-to-workflow connector Integration T C A 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 Integration T C A Planned

    The business-critical spreadsheet becomes a real data source other tools can use, with nobody learning a database.

  • A59 Legacy system data export Integration T C A Planned

    Data trapped in old software gets pulled out on a schedule and put somewhere you can actually use it.

  • A60 Social post drafting Marketing T C A 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 Marketing C A 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 Marketing T C Planned

    Hours, photos and posts on your Google profile stay current without anyone remembering to log in.

  • A63 Case study generator Marketing T C A Planned

    A completed job becomes a written case study draft, with the details and the outcome already pulled together.

  • A64 Seasonal campaign scheduler Marketing T C A 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

Every entry has a copy-link button. Share /build#A12 to point straight at it.

Cluster marks

Each named automation has a unique geometric identifier—see the persona list on the relevant vertical page.

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