Templates
Most companies automate the same handful of processes first. Pick the one closest to yours and we adapt it to your tools.
Order → Invoice → Email
When an order is paid, create the invoice, send it to the customer and update the customer record.
Lead → CRM → Follow-up
When a new lead arrives, collect the details, qualify it, add it to the CRM and send a first follow-up.
Email → Invoice → Drive
When a supplier invoice arrives by email, read the attachment, extract the amounts and file it.
Weekly report
Every Monday, collect sales and pipeline data, analyse it and email the summary to the leadership team.
Support inbox triage
Sort incoming messages by topic and urgency, let Maya draft the answer, and open a ticket.
Stock synchronisation
Keep stock levels identical across every sales channel and warn the buying team before you run out.
Payment reminders
Track unpaid invoices and send polite, escalating reminders — with your approval before the firm ones.
Abandoned cart recovery
When a cart is left behind, wait, check the order did not come through anyway, then send a reminder.
Meeting → Notes → Actions
After a meeting, turn the notes into a clean summary, file it and post the action items to the team.
Application → Screening → Interview
Read incoming applications, extract the essentials, file them and offer interview slots.
Competitor watch
Check competitor pages on a schedule and alert the team only when something meaningful changes.
CRM clean-up
Find duplicate and incomplete records, propose the merge, and apply it once you approve.
Reviews → Reply
Watch new customer reviews, draft a reply in your tone of voice, and publish after approval.
Supplier portal → ERP
Log into a supplier portal that has no API, download the file and load it into your system.
Quote → Contract → Signature
Turn an accepted quote into a contract, route it for approval and send it out for signature.
Content → Newsletter
Collect the week's content, draft the newsletter and hold it for review before it goes out.
New hire onboarding
When someone joins, create their checklist, prepare their documents and tell the right people.
Tools → Central data
Pull figures from your tools on a schedule into one place, and flag anything that does not add up.
Templates are starting points. Steps, tools and rules are adapted to how your company actually works.
Hire the role. Connect your tools. Delegate the work.
No credit card required · Human approval controls
