Interactive Demo
See how an automation runs, step by step.
Pick a common business task. Each example shows what starts the automation, where AI does the thinking, and what your team gets at the end.
Illustrative examples with made-up data. A real automation is built around your tools and rules, with a person approving the steps that matter.
Lead follow-up
A new enquiry gets a fast, relevant reply and reaches the right person.
- TriggerNew enquiry arrives
A customer fills in your website form or sends an email.
- AIRequest is read and sorted
The automation finds the service needed and the urgency, and separates sales, support, and spam.
- ActionReply sent, task created
A tailored acknowledgement goes out and a follow-up task is added to your CRM.
- ActionOwner is notified
The right team member receives a short summary with the customer details.
What your team sees
- Category
- Sales enquiry
- Service
- Website redesign
- Urgency
- High, wants a call this week
- Assigned to
- Sales team
- Customer reply
- Sent within a minute
Weekly report
Numbers from several tools become one short report, delivered on schedule.
- TriggerEvery Monday at 8:00
The schedule starts the report without anyone remembering to run it.
- ActionData is collected
Sales, jobs, and invoice figures are pulled from your existing tools.
- AISummary is written
AI turns the numbers into plain language and flags anything unusual.
- ActionReport is delivered
Managers receive it by email or in your team chat.
What managers read
- Orders
- Up 8% on last week
- Jobs completed
- 42 of 46 scheduled
- Open invoices
- 5 overdue
- Flag
- Cancellations doubled on Thursday
Quote reminders
Quotes that go quiet get a polite nudge, and the owner steps in only when needed.
- TriggerQuote sent, no reply
Three days pass without an answer from the customer.
- ActionCRM status is checked
The automation confirms the quote is still open and nothing has changed.
- AIReminder is drafted
AI writes a short, friendly message that references the quote.
- ActionSent, logged, escalated
The reminder goes out, the CRM is updated, and the owner is alerted if there is still no reply.
What gets recorded
- Quote
- #2087, sent 3 days ago
- Reminder
- Sent to the customer today
- CRM status
- Updated to Follow-up
- If still no reply
- Owner alerted after 4 more days