Automation Studio

Visual Workflow Builder

Design, deploy, and track automation workflows. Pick a template or build from scratch.

Templates

One-Click Deploy

New Lead Pipeline
Sales
  1. New lead comes in
  2. Send welcome text (SMS)
  3. Add to CRM
  4. Wait 2 hours
  5. Schedule follow-up call
  6. Assign to sales rep
6 steps Saves ~8 hrs/week
Invoice Overdue Sequence
Billing
  1. Invoice marked overdue
  2. Day 0: Friendly reminder
  3. Day 3: Firm follow-up
  4. Day 7: Final notice
  5. Day 10: Pause services
5 steps Saves ~4 hrs/week
Client Onboarding
Operations
  1. Client signed contract
  2. Send onboarding link
  3. Create client portal
  4. Set up GBP listing
  5. Schedule kickoff call
5 steps Saves ~6 hrs/week
Review Amplifier
Marketing
  1. New 5-star review collected
  2. Post to website testimonials
  3. Share on social media
  4. Send thank-you email to customer
4 steps Saves ~3 hrs/week
Content Distribution
Marketing
  1. Content published (blog/video)
  2. Cross-post to all platforms
  3. Schedule follow-up posts
  4. Track engagement metrics
  5. Generate weekly report
5 steps Saves ~5 hrs/week
Builder

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