Templates
Most companies automate the same handful of processes first. Pick the one closest to yours and we adapt it to your tools.
When an order is paid, create the invoice, send it to the customer and update the customer record.
When a new lead arrives, collect the details, qualify it, add it to the CRM and send a first follow-up.
When a supplier invoice arrives by email, read the attachment, extract the amounts and file it.
Every Monday, collect sales and pipeline data, analyse it and email the summary to the leadership team.
Sort incoming messages by topic and urgency, let Maya draft the answer, and open a ticket.
Keep stock levels identical across every sales channel and warn the buying team before you run out.
Track unpaid invoices and send polite, escalating reminders — with your approval before the firm ones.
When a cart is left behind, wait, check the order did not come through anyway, then send a reminder.
After a meeting, turn the notes into a clean summary, file it and post the action items to the team.
Read incoming applications, extract the essentials, file them and offer interview slots.
Check competitor pages on a schedule and alert the team only when something meaningful changes.
Find duplicate and incomplete records, propose the merge, and apply it once you approve.
Watch new customer reviews, draft a reply in your tone of voice, and publish after approval.
Log into a supplier portal that has no API, download the file and load it into your system.
Turn an accepted quote into a contract, route it for approval and send it out for signature.
Collect the week's content, draft the newsletter and hold it for review before it goes out.
When someone joins, create their checklist, prepare their documents and tell the right people.
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.
Describe it in your own words, as you would to a new hire: we'll get back to you with how we would automate it.
We reply within one business day.
