Automate
Manual Labor Is So Last Quarter
Our automations combine the leading tools with a deep understanding of how your business runs.
System Preview
Customize it anyway you want
One connected system.
Endless use cases.
Zero bottlenecks.
Workflow Automation
Healthcare Process Automation
Streamline patient intake, appointments, and follow-ups
Patient Intake
AI Processing
Smart Routing
Appointment
Notifications
Documents
Configure a workflow once, then watch it handle thousands of cases without intervention
Perfect For Every Department
Often before we've finished the first team's workflow, leadership is already asking: 'Can we roll this out across the company?'
Marketing
Automate: post creation, cross‑channel scheduling, message replies, FAQ handling, ad‑campaign optimization, lead tagging, content repurposing
Sales
Lead qualification, meeting booking, proposal generation, contract drafting, follow‑up sequences, pipeline alerts, quote approvals
Operations
Intake forms, task assignment, project kick‑offs, status reporting, inventory updates, vendor routing, milestone reminders
Customer Service
Ticket triage, priority routing, SLA nudges, knowledge‑base suggestions, satisfaction surveys, escalation alerts, closure emails
HR & People
Résumé parsing, interview scheduling, offer letters, onboarding checklists, payroll data entry, PTO approvals, policy acknowledgements
Finance & Admin
Invoice reading, expense coding, reimbursement approvals, budget updates, cash‑flow reports, compliance logs, audit trails
Automate Anything or Everything
Choose as many automations as you need and customize them specifically for your workflow.
Automated Data Intake
Instant And Accurate Data With Zero Manual Entry
Our AI captures and classifies information from any source—forms, emails, PDFs, APIs—and pipes each field into the right app in real time.
Benefits
- Eliminate copy‑paste errors
- Respond to customers faster
- Keep every system perfectly in sync
Basic Use Cases:
- Client forms → CRM + task board
- Invoices → Accounting queue
- Emails → Tagged support tickets
Proof It Works
"Office staff lost 10% of their week to manual data entry—automation won that time back."ProcessMaker
Integrates With
HubSpot · Salesforce · QuickBooks · Google Workspace
and thousands of other apps through native and connector-based integrations
Intelligent Task Routing
Task Routing & Assignment
Get The Right Task To The Right Desk, Right Away
Route every lead, ticket, or job straight to the right employee
Benefits
- Faster response times
- Balanced workloads
- Zero tasks slipping through cracks
Basic Use Cases:
- Hot leads are given to the top senior rep with capacity
- Urgent tickets are sent to Priority queue while pinging the manager
- "Europe | Product A" order is sent to the regional team
Proof It Works
"Nearly 70% of employees say inefficient task hand‑offs waste hours every week. Streamlined routing removes that drag."Digital CxO
Integrates With
and thousands of other apps through native and connector-based integrations
Workflow Automation
Keep Every Process Moving on Autopilot
Automated triggers link each step of a workflow for smooth flow
Benefits
- Shorter cycle times
- Fewer hand‑off errors
- Real‑time visibility across every workflow
Basic Use Cases
- Contract signed, creates a new project plan, then divides task assignments, and sends alerts to management for approval
- Purchase inquiry received, triggers order detail creation and then sent for approval and finally inventory & finance sync
- Call comes in, AI voice agent answers, collects details then sends dispatch technician request, at end of job sends invoice and job review
Proof It Works
"McKinsey finds that 60% of roles can automate at least 30 % of their activities—freeing significant capacity."McKinsey & Company
Integrates With
Zapier · Make · Airtable · Slack
and thousands of other apps through native and connector-based integrations
Follow-Up Sequence
Automated Reminders & Follow-Ups
Never Miss a Deadline—Or a Deal
Trigger perfectly timed nudges to keep people and projects moving forward.
Benefits
- On-time task completion
- Higher response and close rates
- Full accountability, automatically logged
Basic Use Cases:
- Quote sent trigger a multi-step follow-up sequence until reply
- Employee task overdue sends CRM reminder follows with manager escalation after 24h
- Appointment booked sends pre-visit reminder to customer sends alert to team once finished sends a post-visit survey
Proof It Works
"A Belkins study found a single automated follow-up can raise response rates by almost 50%."Artisan
Integrates With
Gmail · Outlook · Slack · Twilio
and thousands of other apps through native and connector-based integrations
Instant Document Creation
Draft Perfect Docs in Seconds, Not Hours
Generate contracts, proposals, reports, and summaries automatically—pre-branded and ready to send.
Benefits
- Create custom docs for clients
- Consistent, error-free formatting
- Instant creation and delivery
Basic Use Cases:
- Analyze meetings, creates a summary and then sends each team member a personalized email
- Intake request form turns it into a branded proposal and requests e-signature
- HR Inputs data creates offer letter once accepted employee welcome docs
Proof It Works
"Law-firm studies show automated drafting cuts document prep time by up to 80%."Virtasant
Integrates With
Microsoft 365 · Google Docs · DocuSign · HubSpot
and thousands of other apps through native and connector-based integrations
Document Automation
Analytics Dashboard
Live Metrics & Alerts
See Issues and Their Solutions, Early
Get real-time analytics, AI alerts, suggestions and more.
Benefits
- 25% less unplanned downtime
- Faster, data-driven decisions
- Single source of truth across teams
Basic Use Cases:
- Leads are constantly left untouched 24h sends alert to manager and auto-reassign
- KPI drops below target triggers manager email and remediation strategy
- Pinpoints a consistent product issue collects relevant data and sends the entire alert to management
Proof It Works
"Companies using advanced live data cut downtime by 25% and speed decisions by 30%."numberanalytics.compsico-smart.com
Integrates With
Power BI · Tableau · Looker · Slack
and thousands of other apps through native and connector-based integrations
Results & Social Proof
Used by leading teams across the globe
FAQ
Common questions about our automation platform
Ready to Automate?
Start with a customized automation plan built for your specific business needs.