All done-for-you automations, A to Z
All 62 automations we build and run, with the industries each one serves. Prefer to start from your industry? Go back to the Done For You overview.
- Live in 3 to 6 weeks
- Works inside your current tools
- Your people approve what matters
A
- AI SDR: Outbound Prospecting & Meeting Booking
Outbound that researches, writes and books meetings while staying out of spamSaaS & Technology
- Alert & Incident Triage
Every alert read, grouped and routed, so on-call engineers only wake for real incidentsSaaS & Technology
- Appointment Reminders & No-Show Reduction
Fewer empty slots: reminders patients answer and gaps refilled the same dayHealthcare
C
- Candidate Screening & Interview Scheduling
Every applicant read against your criteria, every interview booked without email ping-pongHealthcare
- Cart Recovery & Pre-Sale Questions
Answer pre-sale questions and win back abandoned carts in your store's voiceE-commerce & Retail
- Client Document Collection
Client documents collected, checked and filed without weeks of chasingProfessional Services
- Client Intake & Engagement Letters
Every prospective client answered, screened and sent an engagement letterProfessional Services
- Collections & Accounts Receivable
Overdue invoices followed up daily, disputes routed and payments matchedLogistics & Transportation · Manufacturing & Distribution · Professional Services · Home & Field Services
- Compliance Monitoring & Evidence Collection
Audit evidence gathered, checked and filed all year, not in a panic before fieldworkSaaS & Technology
- Content Repurposing Engine
Turn every webinar, podcast and long post into a week of channel-ready contentProfessional Services
- Contract Review & Redlining
Third-party paper marked up against your playbook before a lawyer opens itSaaS & Technology
- CRM Data Entry & Hygiene
A CRM that updates itself from emails, calls and meetings, and stays cleanSaaS & Technology
- Customer Feedback & Review Insights
Hear what every ticket, survey and review says, every weekE-commerce & Retail · Hospitality
D
- Document Intake & Data Extraction
Bills of lading, packing slips and forms read straight into your systemsLogistics & Transportation
E
- Employee Onboarding
New hires signed, equipped and logged in before their first morningHealthcare
- Employee Onboarding & Offboarding Access
Right access on day one, every account closed on the last daySaaS & Technology
- Executive Ask: Ask Your Business Anything
Ask any question about your business and get a sourced answer from every system
- Expense Report Audit
Every expense report checked against receipts and policy before it is paidProfessional Services
F
- Financial Reporting & Cash Forecasting
Management reports and a rolling cash forecast built from live ledger dataManufacturing & Distribution
G
- Group & Event Booking Enquiries
Reply to every group and event enquiry with a real proposal, the same dayHospitality
H
- HR & Policy Helpdesk
Employees get policy, PTO and benefits answers in minutes, HR keeps the hard casesHospitality
I
- Instant Lead Response & Qualification
Reply to every inbound lead in minutes, day or night, and book the good onesSaaS & Technology
- Insurance Verification & Prior Authorization
Coverage checked and prior auths filed before the patient is on the scheduleHealthcare
- Internal Knowledge Assistant
Staff ask in plain English and get the answer from your own docs, with the sourceHealthcare · SaaS & Technology
- Invoice Processing (Accounts Payable)
Supplier invoices read, matched to POs and queued for approval the day they arriveLogistics & Transportation · Manufacturing & Distribution
- IT Helpdesk Automation
Password resets, lockouts and how-to tickets closed in minutes, not left in the queueSaaS & Technology
J
- Job Completion, Invoicing & Review Requests
Finished jobs invoiced the same day, paid sooner and reviewed by happy customersHome & Field Services
K
- KPI & Board Reporting
Monthly KPI packs and board decks drafted from live data, signed off by financeSaaS & Technology
L
- Lease Administration & Renewals
Every lease date, notice and renewal tracked and acted on before it slipsReal Estate & Property
- Load Booking & Carrier Email Handling
Carrier emails answered and loads booked in minutes, not hoursLogistics & Transportation
M
- Market & Competitor Monitoring
Know what competitors changed this week and what it means for your dealsSaaS & Technology
- Marketing Performance Reporting
Marketing reports that build themselves and explain what changed and whyProfessional Services
- Marketplace Listing & Inventory Sync
Keep stock, prices and listings matched across Shopify, Amazon and WalmartE-commerce & Retail
- Meeting Notes, Decisions & Action Tracking
Every meeting ends with decisions, owners and deadlines that actually get trackedProfessional Services
- Missed-Call Capture & Job Booking
Every call answered and booked, even when your techs are under a sinkHome & Field Services
- Month-End Close & Reconciliation
Accounts reconciled every night, so close week is review instead of reworkManufacturing & Distribution · Professional Services
N
- NDA & Contract Request Intake
Every NDA and contract request captured, completed and routed from one front doorSaaS & Technology
O
- Order Entry & Processing
Emailed and PDF purchase orders become checked ERP sales ordersLogistics & Transportation · Manufacturing & Distribution
- Order Status ("Where Is My Order?") Automation
Answer every "where is my order?" message with live carrier dataE-commerce & Retail
P
- Patient Intake & Appointment Scheduling
Every patient call and intake form handled before the front desk is buriedHealthcare
- Product Catalog Enrichment
Turn raw supplier files into complete, channel-ready product listingsE-commerce & Retail · Manufacturing & Distribution
- Proof of Delivery & Freight Billing
PODs collected, checked and billed the day freight deliversLogistics & Transportation
- Property Lead Response & Viewing Booking
Every rental and sales enquiry answered in minutes and booked for a viewingReal Estate & Property
- Proposal & Quote Generation
Accurate proposals and quotes drafted from the call, not rebuilt from scratchManufacturing & Distribution
- Purchasing & Inventory Replenishment
Reorder suggestions your buyers trust, drafted as POs every morningE-commerce & Retail · Manufacturing & Distribution
Q
- Quotes & Estimates
Estimates sent the same day and followed up until the customer decidesHome & Field Services
R
- Referral Processing
Every incoming referral read, matched, scheduled and closed outHealthcare
- Refunds & Returns Processing
Returns approved, labeled, received and refunded without the spreadsheetE-commerce & Retail
- Reservations & Guest Messaging
Answer every booking request and guest message, even when the desk is slammedHospitality
- Review & Reputation Management
Every review answered in your voice and every unhappy customer reached in timeHealthcare · Real Estate & Property · E-commerce & Retail · Home & Field Services · Hospitality
S
- Sales Meeting Prep & Follow-Up
Walk into every sales call prepared and send the follow-up the same hourReal Estate & Property
- Scheduling & Dispatch
Jobs, deliveries and dock slots scheduled and rebooked without phone tagLogistics & Transportation · Home & Field Services
- SEO Content Operations
Plan, brief, refresh and publish SEO content without the spreadsheet relayProfessional Services
- Shared Support Inbox Automation
Your support@ inbox sorted, owned and answered without crossed wiresHealthcare · Real Estate & Property
- Shipment Status Updates
Customers get load updates before they ask, without check callsLogistics & Transportation
- Social Media Publishing & Replies
Every post published on time and every comment and DM answered or routedReal Estate & Property · E-commerce & Retail · Home & Field Services
- Staff Scheduling & Shift Swaps
Build schedules and fill shift swaps without the group-text scrambleHospitality
- Supplier & Vendor Follow-Up
Every open PO confirmed, chased and dated without inbox huntingManufacturing & Distribution
- Support Ticket Triage & Resolution
Every ticket read, routed and answered before your queue piles upE-commerce & Retail
T
- Tenant Maintenance Requests
Every repair request triaged, dispatched and closed out with proofReal Estate & Property
- Time Entry & Billing
Billable time captured as the work happens and turned into clean invoicesProfessional Services
- Timesheet & Payroll Validation
Catch missing punches and payroll errors before the run, not after paydayHealthcare · Logistics & Transportation · Home & Field Services
Not sure which one fits?
Tell us your industry and where your team loses the most time. We'll recommend where to start.
Live in 3 to 6 weeks · Priced after a short call · Company emails only