AI & Workflows

Follow up without
lifting a finger.

Build automation sequences, trigger AI actions, and handle routine tasks automatically — so you focus on the work.

Scroll to explore features
Visual Workflow CanvasCore

Build automation
without code.

Connect triggers, actions, and wait steps on a visual canvas. Run workflows automatically when a lead comes in, a job is booked, or an invoice is sent.

  • Drag-and-drop trigger → condition → action flow
  • Triggers: form submitted, job booked, invoice sent, and more
  • Actions: send email, send SMS, create task, update CRM
  • Test any workflow before turning it on
Build a workflow
AI ActionsCore

Let AI handle
the writing.

Trigger AI to draft emails, summarize job notes, reply to leads, and request reviews — automatically or on demand.

  • AI reads the job and customer context before drafting
  • Review and edit before sending — you stay in control
  • Run automatically in a workflow or trigger manually
  • Uses AI actions from your plan balance
Explore AI actions
Follow-up AutomationNear

Never let a lead
go cold.

Set up multi-step follow-up sequences that run automatically. Leads get emails and texts until they book — or opt out.

  • Timed sequences: emails and SMS over days or weeks
  • Stops automatically when the lead books or replies
  • Customizable per job type or lead source
  • See open rates, reply rates, and booked outcomes
Set up follow-ups

More in AI & Workflows

On the roadmap and available today.

Model ControlsNear

Choose which AI model runs each action — balance speed, quality, and cost.

AI Job SummariesNear

Auto-generated job summaries sent to customers after completion.

Approval GatesNear

Pause a workflow and require a human to approve before the next step runs.

Lead ScoringLater

AI scores incoming leads by likelihood to close based on message and source.

AI DispatcherLater

AI suggests the best technician assignment based on skills, location, and schedule.

Content GenerationLater

Generate blog posts, service descriptions, and landing page copy from a prompt.

Ready to get organized?

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