Workflows & Automations
Automate the handoffs your team does by hand today.
Most delays happen between systems: a signed deal waiting to be entered in finance, a completed job waiting to be invoiced, a document waiting for a signature. Workflows watch for those moments and do the next step automatically, with approvals where a person should decide.
- can trigger a workflow
- Any system
- for routine handoffs
- Hours → minutes
- logged
- Every run
What it does
What it replaces
- Copy-paste between systems
- Reminder spreadsheets
- Manual follow-up emails
Triggers from any system
Start a workflow when a record changes in any connected system: a deal signed, a job closed, stock received.
Human approvals
Add approval steps with limits, so routine work flows and exceptions reach the right manager.
Documents and e-sign
Generate quotes, contracts and reports from templates and send them for signature automatically.
Run history
Every run is logged with inputs, outputs and timings, so you can prove what happened and when.
Before and after
Billing team
Before: Chases technicians for job sheets before invoices can go out.
With the platform: Invoices send when the job is signed off on the tablet.
Operations manager
Before: Keeps a sheet of contracts up for renewal.
With the platform: Gets renewal tasks 60 days out with the contract attached.
See it in the demo
Sample Motor Group
Automations
The handoffs your team does by hand today, running on their own.
Route web leads to on-shift rep
When: New lead from any website · 1,284 this month
Escalate unanswered leads after 10 min
When: Lead untouched 10 minutes · 96 this month
Ageing stock alert at 45/60/90 days
When: Daily at 7:00 · 30 this month
Post delivered deals to accounting
When: Deal marked delivered in DMS · 402 this month
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