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AI & WORKFLOW AUTOMATION

Keep working. Keep new business moving.

We connect your inbox, customer records and calendar so routine requests keep moving. You handle the decisions that need you.

Cleaning example · Successful path · Nothing sends
Owner is on a jobA new quote request arrives.
BUSINESS INBOX10:42 AM
JL
Jordan Leejordan@example.com

Can you quote a deep clean?

Hi! Could you quote a deep clean for my 3-bedroom home in Riverside? Hoping for Friday.

You are on a job. Jordan is waiting to hear back.
CONNECTED WORKFLOWReady to start
1

A new inquiry, without another interruption.

See routine replies, estimates and booking move forward while the owner stays on the job.

Demo: address on file, approved package and crew calendar. Exceptions need you.
Start inside the inbox
Example only. No messages sent or appointments booked.

Inquiry and follow-up automation.

Handle inquiries, repeated questions and estimate follow-ups. The cleaning example shows a process we can adapt to your business.

This handles incoming requests. It does not bring in new leads.

Lead response and follow-up systems

How we set it up

  1. Map one real task and its next steps.
  2. Agree what runs automatically and what needs approval.
  3. Connect, test failures and hand over clear instructions.
Scope, costs and ongoing support

Scope, price, tool permissions, usage costs and support are agreed first. The proposal specifies your accounts, code, data and handover.

Questions before we build

Can you connect our existing CRM, email and calendar?

We check the integrations, permissions and costs your tools allow before recommending a workflow. If an existing feature solves the problem, we start there.

Can follow-up reminders stop when someone replies?

We agree what starts and stops each follow-up, including replies, bookings and staff updates. The available stop rules depend on your tools and are tested before launch.

Which steps need human approval?

We agree what runs automatically and what needs review. AI drafts, uncertain requests and important decisions can be routed to your team rather than sent or acted on automatically.

Where does your follow-up get stuck?

Talk through one task on a free 30-minute call.