Automation in the real world.
Not generic diagrams. Real automation scenarios for real business problems — mapped out in detail so you can see exactly what we build.
The Problem
Leads from Facebook and Google ads were entering a shared inbox. Follow-up was inconsistent — some leads waited days, others were never contacted.
What We Built
New lead from any ad platform → CRM entry created → instant personalized SMS + email reply sent → agent assigned and notified via Slack → calendar booking link included → reminder sequence triggered if no booking in 48 hours.
The Outcome
Every lead receives a response in under 2 minutes, regardless of when they submit. No manual entry, no missed prospects.
The Problem
New client onboarding took 2–3 days of back-and-forth emails, manual contract sending, and individually created project folders.
What We Built
Contract signed → Notion workspace created from template → welcome email sequence triggered → Slack channel created and team notified → kickoff meeting booked automatically → task list populated for the account manager.
The Outcome
Client onboarding time cut from 3 days to under 30 minutes. Every client gets the same polished experience.
The Problem
Jobs were completed but invoices were sent manually, review requests were inconsistent, and unpaid invoices had no follow-up system.
What We Built
Job marked complete in field app → invoice generated and emailed automatically → review request sent 24 hours later → unpaid invoice triggers follow-up on day 3 and day 7 → escalation alert to owner if still unpaid at day 10.
The Outcome
Reduced average invoice collection time by 40%. Review count doubled in the first 60 days.
The Problem
Contact form submissions went to email, were manually entered into a spreadsheet, and follow-up depended on the consultant remembering to respond.
What We Built
Form submitted → CRM record created → auto-reply with discovery questionnaire → questionnaire submitted → calendar booking link sent → pre-call reminder sent 24 hours before → post-call summary task created.
The Outcome
Zero leads fall through the cracks. Discovery calls are better prepared because every prospect completes the questionnaire before the call.
The Problem
Abandoned carts were handled by a basic email. Customer support tickets were mixed with order inquiries. Refund requests had no tracking.
What We Built
Cart abandoned → 3-step email sequence with social proof and urgency triggers → discount code issued at step 3 if no conversion → support tickets tagged and routed by category → refund requests auto-acknowledged and escalated to fulfillment team.
The Outcome
Abandoned cart recovery rate increased. Support response time dropped. Team stopped spending hours triaging inboxes manually.
The Problem
Policy renewals were tracked in a spreadsheet. Agents had to manually check for upcoming renewals and reach out individually — and some renewals were missed entirely.
What We Built
Renewal date approaching (60/30/14 days) → automated personalized email sequence → agent task created if no client response → escalation alert if client unresponsive at 7 days → renewal confirmed → record updated automatically.
The Outcome
Renewal follow-up is fully hands-off. No missed renewals. Agent time freed for new business.
Don't see your industry? The same logic applies. If your business has repetitive workflows, manual data entry, or inconsistent follow-up — we can automate it.
See what we can automate in your business.
Book a free 30-minute audit. We'll map your specific workflows and identify your top automation opportunities.
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