Automations
Automations for every department.
Each template is a complete automation: install it, adapt it with a short form and it keeps running. Hours saved are an estimate based on the typical volume of a small business.
Sales
Every website lead in the CRM, with an alert to sales
Your website form creates the contact, emails the sales team and puts the call on the agenda.
8 h/month · On event
Customer service
Customer issues sorted by priority
Urgent ones alert the on-call lead; everything else goes into the team’s task queue.
8 h/month · On event
Finance
Weekly review of outstanding payments
Every Monday morning, the finance team gets the reminder and the task to review unpaid invoices.
0.7 h/month · Scheduled
People and HR
Holiday requests with an alert to the manager
The request reaches the manager with dates and reason, and is recorded as an approval task.
1.3 h/month · On event
Operations
Alerts to Slack or Microsoft Teams from any system
Any tool that can send a webhook posts to the team channel, in a clean format.
6.7 h/month · On event
Marketing
A welcome for every new customer
On signing, the customer gets the welcome, is recorded in the CRM and their account manager has the kick-off call.
4 h/month · On event
Operations
Daily operations report
Monday to Friday, at the chosen time, the team gets the report reminder and the task to close it.
1.8 h/month · Scheduled
Operations
Shop orders to your ERP or warehouse system
Every new order is forwarded to the system that prepares it, and if it fails, operations knows straight away.
20 h/month · On event
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