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Automation recipes

Stop doing it by hand.

Practical automation ideas you can recognize and request — organized by business need, not by technology. Each recipe is a pattern we design, build and adapt to your systems.

Suggest your own process

These recipes are examples of solutions we develop and customize for each business — not prebuilt integrations or off-the-shelf products. No AI required marks recipes built with conventional automation.

Email & Communication

AI-assisted

Email & Communication

Turn incoming emails into CRM leads

New inquiries in your inbox become complete CRM leads — and the right salesperson hears about it.

  1. 01Incoming email
  2. 02Extract details
  3. 03Create CRM lead
  4. 04Notify salesperson
AI-assisted

Email & Communication

Classify and route customer inquiries

Sort sales, support, billing and urgent messages automatically and send each to the right place.

  1. 01Incoming message
  2. 02Classify topic & urgency
  3. 03Route to team
  4. 04Escalate if urgent

Documents & Data Entry

AI-assisted

Documents & Data Entry

Turn forms and documents into database records

Purchase orders, contracts, applications and forms become structured rows — no retyping.

  1. 01Document arrives
  2. 02Extract fields
  3. 03Validate
  4. 04Write record
  5. 05File & rename

Sales & CRM

No AI required

Sales & CRM

Capture website leads directly into your CRM

Website form submissions create CRM leads and alert a salesperson in real time.

  1. 01Website form
  2. 02Create / update lead
  3. 03Assign owner
  4. 04Notify salesperson
No AI required

Sales & CRM

Follow up on outstanding quotes

Polite, timely follow-ups on quotes that have not been accepted yet.

  1. 01Quote sent
  2. 02Wait N days
  3. 03Still open?
  4. 04Send follow-up
  5. 05Remind salesperson
No AI required

Sales & CRM

Automate customer onboarding tasks

A signed deal triggers welcome emails, accounts, folders, tasks and the first appointment.

  1. 01Deal won
  2. 02Create records
  3. 03Send welcome pack
  4. 04Assign internal tasks

Accounting & Finance

No AI required

Accounting & Finance

Send payment reminders

Friendly reminders before and after invoices are due — escalating only when needed.

  1. 01Invoice due soon
  2. 02Send reminder
  3. 03Overdue?
  4. 04Follow-up sequence
  5. 05Escalate
No AI required

Accounting & Finance

Synchronize customers and invoices between systems

Keep your business application, CRM and accounting software in step — automatically.

  1. 01Record changes
  2. 02Map fields
  3. 03Update other systems
  4. 04Log & report errors

Scheduling & Operations

No AI required

Scheduling & Operations

Send appointment confirmations and reminders

Confirmations when booked, reminders before the visit, and easy rescheduling.

  1. 01Appointment booked
  2. 02Send confirmation
  3. 03Reminder before visit
  4. 04Confirm / reschedule
No AI required

Scheduling & Operations

Notify technicians about assigned jobs

New and changed jobs reach the right technician instantly — with everything they need.

  1. 01Job assigned
  2. 02Notify technician
  3. 03Acknowledge
  4. 04Update office

Customer Support & AI

AI agent

Customer Support & AI

AI phone receptionist for customer inquiries

Answer calls around the clock, capture requests and book or route them correctly.

  1. 01Incoming call
  2. 02AI receptionist
  3. 03Answer or capture request
  4. 04Book / hand over
  5. 05Log to system
No AI required

Customer Support & AI

Missed-call follow-up

A missed call triggers an immediate text back and a call-back task for your team.

  1. 01Missed call
  2. 02Send text-back
  3. 03Create call-back task
  4. 04Track outcome
AI-assisted

Customer Support & AI

Create support tickets from emails

Support emails become categorised, prioritised tickets linked to the right customer.

  1. 01Support email
  2. 02Match customer
  3. 03Categorise & prioritise
  4. 04Create ticket
  5. 05Acknowledge

Reporting & Integrations

No AI required

Reporting & Integrations

Generate and distribute daily or weekly reports

The numbers you check every week, consolidated and delivered automatically.

  1. 01Scheduled trigger
  2. 02Collect data
  3. 03Consolidate
  4. 04Build report
  5. 05Distribute
No AI required

Reporting & Integrations

Alerts when important business conditions occur

Get told the moment something needs attention — not at the end of the month.

  1. 01Data changes
  2. 02Check conditions
  3. 03Alert the right person
  4. 04Link to record

Don’t see your process?

These are just examples. If your team repeats it, there is a good chance it can be automated — describe it and we’ll suggest an approach.

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