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Business Automation

The admin nobody enjoys,
doing itself.

Lead routing, reminders, follow-ups, review requests and payment chasing — running quietly across WhatsApp, email, SMS and your calendar while you get on with the job.

Run log — new enquiry● live
T

Trigger — Instagram DM received

1

Lead created in CRM, scored 72/100

2

WhatsApp reply sent — 1.2s after the message

3

Assigned to Harrow, owner set

4

Follow-up scheduled for 09:00

Completed in 2.1 seconds · 0 staff minutes
The jobs we automate first

Three workflows that pay for themselves

Workflow 01

Nobody waits until morning

An enquiry lands at 11pm. Instead of sitting in an inbox, it's answered, scored, assigned and queued for follow-up before anyone notices it arrived.

  • Replies within seconds on any channel
  • Routed to the right site and owner
  • Follow-up scheduled automatically
T
Enquiry arrivesChat, call, form or DM
1
Reply instantlyWhatsApp, SMS or email
2
Assign & scheduleOwner set, follow-up booked
Workflow 02

The slot doesn't die quietly

Reminders go out on schedule, and when someone cancels the freed appointment is offered to your waitlist immediately — usually rebooked before you'd have noticed the gap.

  • Confirmation, 24-hour and 2-hour reminders
  • One-tap reschedule instead of a no-show
  • Waitlist offered the slot automatically
T
Appointment bookedAny channel
1
Reminders queued24 hours, then 2 hours
2
If cancelledWaitlist notified in seconds
Workflow 03

Reviews and recalls, without the nagging

After a completed treatment the review request goes out at the right moment. Patients who go quiet get recalled on schedule instead of when someone remembers.

  • Review request timed to the treatment
  • Recalls sorted by lifetime value
  • Stops chasing anyone who has rebooked
T
Treatment completedMarked off in the CRM
1
Review requestSent 3 hours later
2
Recall setDue date written to the record
A real workflow

One enquiry, four automatic steps

This is a workflow exactly as it's built — a trigger on the left, then everything that fires without anyone touching it.

Trigger Enquiry arrives Chat, call, form or DM
Step 1 Create & score Lead written to the CRM
Step 2 Reply instantly WhatsApp, SMS or email
Step 3 Assign & schedule Owner set, follow-up booked

Things that can start a workflow

  • A new enquiry from any channel
  • An appointment booked, moved or missed
  • A treatment completed
  • A payment overdue, or a lead going quiet

Things it can do next

  • Message on WhatsApp, SMS or email
  • Create, update or route a CRM record
  • Book, move or release a calendar slot
  • Alert a staff member, or ask for a review

Triggers What can start it

  • A new enquiry from any channel
  • An appointment booked, moved or missed
  • A treatment marked complete
  • A payment overdue, or a lead going quiet
  • A date reached — recall, renewal, review

Actions What it can do

  • Message on WhatsApp, SMS or email
  • Create, update or route a CRM record
  • Book, move or release a calendar slot
  • Alert a staff member, or ask for approval
  • Request a review, or chase a payment
Nothing runs silently

Every step is logged.
You can pause any of it.

You see exactly what fired, to whom and when — and any step can require a human to approve it before it sends.

11 hrsAdmin saved weekly
1.2sTo first reply
24/7Running while closed
Automations running for
Client reviews

What clients say about the automations

I got my evenings back. The follow-ups I used to do at 9pm now happen on their own, and they happen every time.

Solar Power UK
Solar Power UKRenewable energy · nationwide

Cancellations used to mean an empty room. Now the waitlist fills it before I've even seen the notification.

Shapins Clinic
Shapins ClinicAesthetic & medical · 5 UK sites

Our review count went from a trickle to steady, without anyone having to remember to ask.

VB
The Vanilla Bean HavenArtisan bakery

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