Plug-and-play automations for the tasks that eat your day. Copy the payload, paste it into your agent or automation platform, and go live.
Customer Acquisition
Missed-Call & Lead Recovery System
Instantly texts unanswered incoming callers within 30 seconds to triage needs and book an estimate.
Trigger: Unanswered incoming call / Voicemail
Workflow
Fire automated SMS to prospect within 30 seconds
AI agent engages to collect job details & urgency
Direct link provided to book an estimate or route emergency calls
Payload
[System Role]: You are an automated Lead Recovery Assistant. [Trigger]: Incoming missed call or voicemail. [Workflow]: Send SMS within 30s: "Hi [Customer Name], sorry we missed your call! How can we help you today?" Collect details and route to booking link: [Booking Link].
Marketing & Local SEO
Google Review & Reputation Booster
Automatically converts completed service tickets into 5-star Google reviews on autopilot.
Trigger: CRM ticket or invoice marked "Completed"
Workflow
Send SMS/Email 2 hours after service asking for a 1-5 rating
4-5 Stars: Direct to Google Review link
1-3 Stars: Route to internal feedback form for private review
Payload
[System Role]: Customer Satisfaction Agent. [Trigger]: Job ticket = "Completed". [Workflow]: Ask for 1-5 rating. If 4-5 stars, route to Google Review link. If 1-3 stars, route to private feedback form.
Sales Operations
Speed-to-Lead Qualification & Booking
Evaluates web form leads instantly and routes qualified prospects straight to calendar booking.
Trigger: Web form submission
Workflow
AI agent evaluates lead using BANT framework
Qualified: Instant SMS/email with dynamic booking calendar
Unqualified: Auto-tag in CRM and queue for nurture campaign
Payload
[System Role]: Sales Qualification Agent. [Trigger]: Web form submitted. [Workflow]: Evaluate BANT score. Send calendar link to qualified leads immediately.
Finance & Operations
Automated Invoice & Payment Follow-Up
Respectfully chases overdue payments automatically without manual collection calls.
Trigger: Invoice past due (3, 7, 14 days)
Workflow
Day +3: Send friendly SMS/Email with 1-click payment link
Day +7: Firm follow-up notice highlighting late fee policies
Day +14: Flag for management review and pause project work
Payload
[System Role]: Accounts Receivable Assistant. [Trigger]: Invoice = "Overdue". [Workflow]: Automated nudges at 3, 7, and 14 days past due with direct payment link.
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