The repeat work does itself
Welcome messages, appointment reminders, thank-yous, follow-up tasks. Set them once and stop remembering them.
In short
What it is
Simple “when this happens, do that” rules, plus the tasks and meetings your team works from.
Who it is for
Any business where the same message or the same reminder is sent again and again.
What you need
A pipeline. Industry packs come with a ready set of rules.
How it works
Four or five steps, start to finish.
Pick the moment
A new enquiry arrives, a record moves to a stage, or a date comes round.
Choose what happens
Send a WhatsApp or email, create a task, assign someone, or raise a reminder.
Review it first
Rules created for you stay off until you look at them and switch them on.
See it on the record
Every automatic action is written on the customer’s timeline.
What you get
- When this happens, do that — follow-ups that never get forgotten, in rules you can read.
- Tasks — who is doing what, by when — attached to the customer it belongs to.
- Meetings — scheduled, reminded and logged against the record, with a video link if you want one.
- Reminders that actually arrive — on WhatsApp or email, not buried in a calendar nobody opens.
- Nothing switches itself on — new rules wait for your approval.
Is this for you?
Worth it if…
- The same welcome or reminder is typed out daily
- Follow-ups depend on someone remembering
- You want a record of what was sent and when
Probably not if…
- Every customer interaction is genuinely one-off
Questions
Will it start messaging my customers immediately?
No. Rules created by a pack or by the assistant start switched off.
Can I see what an automation did?
Yes — every action appears on that customer’s timeline with the rule that caused it.
How is this different from the Sales Playbook?
Automations fire on events you define. The playbook is the AI chasing a goal — qualifying, following up and escalating on its own judgement, inside your limits.