Pre-configured automation, built inside your own accounts.

The agent automation monitors your inbox for every new enquiry, scoring it against your own criteria, and drafts the response in your writing voice.

Inbound enquiries can often sit unread while you're consumed in other tasks and good opportunities can get buried under newsletters and notifications. This guide shows you how to build an automation that reads each new enquiry as it arrives, scores it against the features you look for, and drafts the response proposing a call, asking questions for additional information required, or declining courteously. It labels the message in your inbox so the list sorts itself, and flags the promising ones straight away.

Nothing sends on its own. Every reply waits as a draft, and the automation scores only against the criteria you write yourself. What changes is your response time. Nobody needs to be at their desk for an enquiry to be handled properly, so the impression you make is consistent at every time of day throughout the week.

The agent automation monitors your mailbox for any quotes and proposals you sent out that have gone quiet and drafts a follow-up response, in your own writing voice, ready for you to review and send.

Quotes often go quiet and you don't have time to follow up because the next job has landed and requires your attention. This guide shows you how to build an automation that finds the quotes and proposals you've sent that haven't had a reply, and writes a follow-up for each one. The drafts land in your mailbox drafts folder where you can read and modify them before they're sent out.

Chasing stops depending on anyone remembering and starts happening as a routine, which is often the difference between a quote that closes and an opportunity that slips away.

The agent automation turns a meeting transcript into a CRM note with a follow-up email draft and a list of tasks for what needs to happen next.

The CRM is often out of date because it's difficult to find the time to update it due to the responsibilities and demands you have throughout the day. This guide shows you how to build an automation that takes the transcript of a meeting and writes a note against the company in your CRM, whilst drafting the follow-up email referencing what was discussed and you committed to, and then sets up a list of your next tasks.

This ensures that you have a documented record of every conversation with a client, that reminds you of the actions you need to take following on what was discussed. Nothing sends on its own, the follow-up email waits in your draft mailbox for you to send. The admin that follows every meeting is finished immediately and happens every time resulting in your pipeline reflecting what is really going on instead of what was remembered at the end of the week.