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Business Automations · Add-on to your AI Receptionist

The receptionist answers the call. This wins everything after it.

Review requests, quote follow-ups, reminders, and paperwork that handle themselves. Your office work runs in the background while you run the job.

Book a free demo See example automations
Job #1042 · Water heater replacement Completed 3:12 PM
3:12 PM
Job marked complete
3:14 PM
Invoice sent to customer
3:20 PM
Review request texted with your Google link
4:05 PM
★★★★★ review posted to Google
Next spring
Maintenance reminder scheduled
Minutes of office work: zero
What it does

Three jobs, handled quietly in the background.

01

Boost your reputation

Every finished job automatically asks for a review. More 5-star reviews means ranking higher on Google, which means more calls. Your happiest customers become your marketing department.

02

Kill the busy work

Appointment confirmations, quote follow-ups, invoice nudges, rebooking reminders. The hours you spend chasing paperwork every week disappear, and nothing gets forgotten.

03

Make your tools talk

Your calendar, CRM, invoicing, and job software finally work as one system. A customer's info gets entered once, on the call, and flows everywhere it needs to go.

Speed to lead

Turn every inquiry into a lead magnet.

A lead that waits an hour goes cold. With automations connected, every website form, ad click, and missed call gets a response in under a minute, around the clock. You become the company that always answers first.

See it in a demo
New lead · Website form 11:42 PM
Form submitted: "Need a panel upgrade quote. 1960s house in Maplewood."
11:42 PM · AI calls the lead back in 38 seconds
Hi, this is Ava with Maplewood Electric. I saw your request about a panel upgrade. I can get an electrician out for a free quote Thursday morning. Does 9 AM work?
Quote visit booked · Thu 9:00 AM · Logged to your CRM
Example automations

Set once. Runs forever.

A few of the automations we set up most often. Each one is tuned to how your business actually runs.

When
Any customer calls

Information gets entered once, on the call, and flows everywhere it needs to go. No more typing the same details over and over.

Existing customer

The AI recognizes them, pulls up their history, and books them in without asking for anything you already know.

New customer

Name, address, and job details captured once. The appointment lands on your Google Calendar or cal.com, your CRM gets populated, and a print-ready appointment sheet hits your inbox.

When
A job is completed
Then
A review request goes out with your Google link, timed for when the customer is happiest.
When
A quote sits 3 days with no reply
Then
A friendly follow-up text goes out, and your AI answers any questions that come back.
When
A website form is submitted
Then
You get a text right away with the details and a link to connect. If you're on a job, your AI calls the lead, finds out what they need, and books the visit.
When
A new appointment is booked
Then
The customer gets a confirmation text, and an intake sheet with all the client's information lands in your email, ready to print or forward to your crew.
When
An invoice is 7 days overdue
Then
A polite payment nudge goes out automatically, so you never have to make that awkward call.
When
The season changes
Then
Past customers get a tune-up reminder. Your slow season fills itself from your own list.

A note on integrations: what connects depends on your software. Most modern CRMs, calendars, and project-management tools play well with others, and we confirm exactly what's possible with your setup during the demo.

Why it works together

Built on top of your AI receptionist.

The receptionist captures everything on the call: who, where, what job, how urgent. Automations act on that information without anyone re-typing it. That's why we set up the receptionist first, then add automations when you're ready.

Start with the AI Receptionist
1
Captured on the call
Name, number, job, address, urgency
2
Logged once, everywhere
Calendar, CRM, and job software stay in sync
3
Acted on automatically
Follow-ups, reviews, reminders, and nudges fire on their own

Start with the receptionist. Add this when you're ready to grow.

We'll show you both in the demo, and you choose the pace.

Book a free demo
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