AUTOMATION
Stop losing customers while you sleep.
The follow-up that never got sent, the at-risk account nobody noticed until they'd already left -- this layer is built to catch exactly that, running in the background without anyone having to remember to trigger it.
// what it includes
- Automated follow-ups and reminders that run without anyone remembering to send them
- Alerts the moment something needs a human -- an at-risk account, a stalled lead
- Manual admin work (scheduling, confirmations, status updates) taken off your plate
- Custom-built in-house, not routed through a third-party workflow tool holding your clients' data
// what this looks like
A real client, running this today.
The real trigger and action catalog, and the actual workflow running for a regional vehicle auction business -- name withheld, everything else real.
// featured -- actually running today
Trigger
On Import Complete
Action
Send SMS Reminder
Hi {customer_name}, you won {vehicle} (VIN {vin}) for {amount}. Payment is due to {payee}.
// and here's the full range of options
Triggers
On Schedule
Fires on a fixed interval.
On Churn Status Change
Fires when a customer's health classification changes.
On Import Complete
Fires when a CSV/data import finishes successfully.
Actions
Send Slack Alert
Alert your team in Slack the moment something needs attention.
More coming soonSend Teams Alert
Alert your team in Microsoft Teams the moment something needs attention.
More coming soonLog Event
Writes a permanent record to the automation log.
Send SMS Reminder
Personalized payment reminder, sent automatically per transaction.
Send Email
Automated email notifications and reminders.
More coming soonNew sales data comes in -> a personalized payment reminder goes out automatically, with the vehicle, amount, and payee filled in per transaction. No one has to remember to send it.