Instant lead response
Every new lead answered in seconds — day or night.
New website form or missed call→AI reads & qualifies it, drafts a reply→Emails + texts the lead, logs to your CRM, pings you
Connects: Web forms · Gmail/Outlook · Twilio · HubSpot · Slack
Missed-call text-back
Turn missed calls into booked jobs instead of lost ones.
A call goes unanswered→Auto-text: “Sorry we missed you — how can we help?”→Creates a follow-up task and logs the number
Connects: Twilio / RingCentral · SMS · Tasks
AI-drafted replies
On-brand, personalized responses without lifting a finger.
A new inquiry lands→AI drafts a tailored reply from the details→Queued for one-click send — or sent automatically
Connects: Gmail · OpenAI / Gemini · Google Sheets
Booking & reminders
Fewer no-shows, zero phone tag.
Someone books a time→Adds it to your calendar + sends confirmation→Auto reminders by text at 24 hours and 1 hour
Connects: Calendly · Google Calendar · Twilio
Invoice & receipt entry
Paperwork that files itself.
An invoice arrives by email→AI extracts vendor, amount & date→Creates a draft bill in accounting, flags anything odd
Connects: Gmail · AI extraction · QuickBooks
Review requests
More 5-star reviews, on autopilot.
A job is marked complete→Waits a day, then sends a friendly ask→Includes your Google review link, tracks who responds
Connects: Field-service app · Twilio / Gmail
Weekly ops digest
Monday’s numbers, written before you sit down.
Every Monday morning→Pulls the week’s data from your tools→AI writes a plain-English summary to Slack or email
Connects: Sheets / CRM · AI · Slack
Support triage
Routine tickets handled, tricky ones escalated.
A support message comes in→AI classifies it and reads the sentiment→Answers routine ones; flags upset customers to a human
Connects: Gmail / Help desk · AI
New-client onboarding
A flawless first week, every single time.
A deal is won→Creates a folder, sends welcome + intake form→Spins up tasks and notifies the team
Connects: Google Drive · Gmail · Asana