Live automation showcase

See the agents work.

One repetitive job at a time. We catch the task, check the rules, route the next step, and log the result.

Missed calls, follow-ups, invoice chasing, and DM replies — with human holds where needed.

Live workflow boardCatch → Check → Route → Log
Catch
Missed call from Northside DentalCallback window opens in 3 minutes.
Queued
Check
Invoice chase for Oak Tree BuildsPromise-to-pay was logged yesterday.
Rules pass
Route
Recall due for returning clientSMS draft approved, human hold not needed.
Ready
Log
DM reply sent to a salon leadCopied to CRM and tagged for follow-up.
Saved
42calls rescued today
118follow-ups sent
£9.4kcash chased this week
How the flow works

Four steps, no mystery.

Every job follows the same spine: catch the signal, check the rules, route the next action, then log what happened.

1. CatchWe pick up the missed call, form fill, DM, or task queue.
2. CheckWe compare the request against your rules, tone, and holds.
3. RouteSend, draft, escalate, or pause — depending on the job.
4. LogEverything gets written back to the CRM or admin trail.
What gets automated first

The boring jobs that eat the day.

Missed calls

Ring back fast, capture the reason, and book the next step instead of losing the lead.

Follow-ups

Quotes, reminders, and “just checking in” nudges go out on time, every time.

Invoice chasing

Polite reminders, promise-to-pay logging, and escalation when the invoice still sits unpaid.

Social replies

Route DMs, comments, and quick replies into one clean queue, not three inboxes.

See one job run

Switch the scenario and watch the board change.

The demo swaps the lane copy and counters so you can see a real workflow, not a mockup wall.

Missed call

A new lead rings out after hours. We call back, qualify the job, and book the next step.

What changes

Calls rescued rises, follow-ups stay steady, and the handoff log records the callback.

Scenario feedMissed call
Catch
Missed call from a new leadReturned within 8 minutes.
Queued
Check
Callback safe to sendNo hold flags, clear consent path.
Pass
Route
Book a callback slotSent to the right owner automatically.
Sending
Log
Saved to CRM and notesEvery step is auditable.
Done
42calls rescued
118follow-ups sent
£9.4kcash chased
Safety and handoff

Some things stay with a human.

Hold states

Anything uncertain pauses in the queue until someone reviews it.

Human review

Sensitive replies, edge cases, and special exceptions get handed off cleanly.

Never auto-send

No hidden sends, no silent escalations, and no rule-breaking shortcuts.

Want to see your own workflow on the board?

Send us one repetitive job and we’ll show you the catch → check → route → log version for your business.

Missed callsFollow-upsInvoicesReplies
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