Leads & sales
Enquiry to booked appointment
Works with
Website form HubSpot Google Calendar Gmail When Someone fills in your enquiry form.
01 Find or create the customer in the CRM02 Check the diary and hold the agreed slot03 Confirm by email and tell the teamThe result One enquiry. Matching diaries. Everyone in the loop.
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Marketing
Empty slots become social posts
Works with
Google Calendar Instagram Facebook When A cancellation leaves a gap in the diary.
01 Check the gap is worth promoting02 Fill an approved post template03 Recheck it’s still free, then publishThe result Your availability becomes an invitation to book.
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Spaces & devices
Personal welcomes on the reception TV
Works with
Google Calendar Yodeck Smart TV When An appointment is ten minutes away.
01 Read the next visitor’s booking02 Prepare a greeting with their first name03 Show it on screen, then reset the displayThe result The next visitor gets a welcome made for them.
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Marketing
Review journeys that feel personal
Works with
Jobber Trustpilot Google Business Profile When A job is marked complete.
01 Choose the right journey for the service02 Ask for a review at a sensible moment03 Let the team follow up on anything unhappyThe result Good work gets a consistent path to genuine feedback.
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Marketing
Rebooking reminders that bring people back
When A customer’s usual return date approaches.
01 Check their history and preferences02 Pick the right time and channel03 Send a relevant invitation to returnThe result A timely next step for customers who already know you.
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Leads & sales
Quote follow-ups you never forget
When A quote has been sent.
01 Wait a sensible interval02 Check whether the customer replied03 Send a gentle nudge or alert the ownerThe result Fewer forgotten quotes. A clear next action.
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Spaces & devices
Rooms that get themselves ready
Works with
Microsoft 365 Philips Hue Sonos Yodeck When A room booking is about to start.
01 Update the screen outside the door02 Set the lights and queue an announcement03 Reset the room when the booking endsThe result The diary, the display and the room agree.
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Leads & sales
Missed call, instant text back
Works with
Twilio WhatsApp Business Calendly When A call to the business goes unanswered.
01 Spot the missed call02 Text a friendly reply with a booking link03 Log the call against the contact in your CRMThe result No enquiry goes cold because nobody could pick up.
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Leads & sales
Facebook and Instagram leads straight into the CRM
Works with
Meta Lead Ads HubSpot Slack When Someone submits one of your lead ads.
01 Create or update the contact02 Assign an owner by service or postcode03 Ping that person in Slack with the detailsThe result Leads answered in minutes, not days.
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Leads & sales
Quote form to ready-to-send proposal
When A customer requests a quote.
01 Price the job from your rules02 Draft a branded proposal03 Send it once the owner approvesThe result Proposals go out the same day.
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Leads & sales
Website chat to qualified lead
Works with
Intercom Pipedrive Calendly When A visitor asks about pricing in chat.
01 Capture what they need and when02 Create a deal in the pipeline03 Offer a call slot in the same conversationThe result Curious visitors become booked calls.
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Bookings
No-show rescue
Works with
Google Calendar Twilio Calendly When An appointment starts and nobody has checked in.
01 Wait ten minutes and check the status02 Text a kind rebooking link03 Free the slot for walk-insThe result Fewer empty chairs and no awkward phone calls.
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Bookings
Cancellations refill from the waitlist
When A customer cancels.
01 Find waitlisted customers who fit the slot02 Offer it first come, first served03 Confirm the booking and update the diaryThe result Cancelled slots fill themselves.
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Bookings
Every meeting arrives with a brief
Works with
Calendly Zoom HubSpot Notion When Someone books a call.
01 Create the Zoom link02 Pull their history from the CRM03 Write a one-page brief in NotionThe result You walk in knowing who you’re talking to.
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Bookings
Rota changes straight to phones
Works with
Deputy Google Calendar WhatsApp When A rota is published or changed.
01 Work out which shifts changed02 Update each person’s calendar03 Message only the people affectedThe result Nobody misses a changed shift.
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Payments & finance
Stripe payouts reconciled in Xero
When Stripe sends a payout to the bank.
01 Match each charge to its invoice02 Post fees and refunds to the right accounts03 Flag anything that doesn’t matchThe result Books that balance without losing a Friday afternoon.
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Payments & finance
Polite invoice chasing
When An invoice passes its due date.
01 Send a friendly reminder02 Follow up more firmly after two weeks03 Alert the owner if it’s still unpaid, and stop the moment it’s paidThe result Paid faster, without the awkward emails.
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Payments & finance
Receipts from inbox to bookkeeping
When A receipt lands in your inbox.
01 Pick up the attachment02 Send it to Dext for extraction03 File and categorise it in XeroThe result No shoebox of receipts at year end.
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Payments & finance
Failed Direct Debit recovery
When A Direct Debit payment fails.
01 Retry on a sensible date02 Text a secure link to update details03 Pause the service only after the final attemptThe result Recovered revenue, handled kindly.
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Online shop
Low stock, reorder drafted
Works with
Shopify Google Sheets Gmail When A product drops below its reorder level.
01 Check recent sales speed02 Draft a purchase order to the supplier03 Send it once you approveThe result Bestsellers stay in stock.
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Online shop
Dispatch updates customers actually read
Works with
Shopify Royal Mail Click & Drop WhatsApp Business When A shipping label is created.
01 Fetch the tracking number02 Send a WhatsApp update03 Remind them on delivery dayThe result Fewer “where’s my order?” emails.
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Online shop
Etsy, Amazon and Shopify in one view
Works with
Etsy Amazon Seller Central Shopify Airtable When An order arrives on any channel.
01 Bring every order into one format02 Sync stock across all channels03 Produce a single picking listThe result No overselling, one place to work from.
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Online shop
Abandoned baskets with a human touch
When A shopper leaves items in their basket.
01 Wait an hour02 Send a personal note about the item03 Offer an incentive only on a second reminderThe result Recovered sales without training people to wait for discounts.
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Customer service
Support inbox triage with AI drafts
Works with
Gmail Outlook Claude Zendesk When A support email arrives.
01 Sort it by topic and urgency02 Draft a reply from your own help content03 A person checks and sends itThe result Faster replies that still sound like you.
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Customer service
Google review replies, drafted for you
Works with
Google Business Profile Claude Slack When A new review is posted.
01 Draft a thoughtful reply02 Send it to Slack for approval03 Publish the approved replyThe result Every review gets an answer.
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Customer service
WhatsApp answers with a human handover
Works with
WhatsApp Business Claude Slack When A customer asks a question on WhatsApp.
01 Answer common questions from approved information02 Hand over to a person when unsure03 Keep the conversation on recordThe result Customers get answers at 11pm, and people handle the tricky ones.
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Marketing
One blog post, everywhere
Works with
WordPress Webflow Buffer LinkedIn When You publish a new article.
01 Draft posts for each channel02 Schedule them through Buffer03 Report which ones drove visitsThe result Content that keeps working after launch day.
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Marketing
Welcome series for new customers
When Someone buys for the first time.
01 Tag them by what they bought02 Start a tailored welcome sequence03 Stop as soon as they buy againThe result A first purchase becomes a relationship.
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Team & operations
Monday morning numbers in Slack
Works with
Google Analytics 4 Stripe HubSpot Slack When It’s 8am on Monday.
01 Collect last week’s figures02 Compare them with the week before03 Post a five-line digestThe result Everyone starts the week with the same picture.
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Team & operations
Signed contract, project kicked off
Works with
DocuSign Asana Google Drive Slack When A client signs the contract.
01 Create the project from a template02 Set up the shared folder03 Open a Slack channel and invite the teamThe result Day one starts on day one.
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Team & operations
New starters ready on day one
Works with
BambooHR Google Workspace Slack When A new hire is added to HR.
01 Create their accounts02 Prepare the equipment checklist03 Book their first-week meetingsThe result New starters feel expected, not improvised.
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Team & operations
Voice notes into tasks
When You record a voice note on the move.
01 Transcribe it02 Pull out the actions and dates03 Create tasks in your to-do listThe result Ideas captured before they’re forgotten.
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Team & operations
Job finished, photo report sent
Works with
ServiceM8 Google Drive Gmail When An engineer marks the job complete.
01 Collect site photos and notes02 Build a branded PDF report03 Email it to the customer with the invoiceThe result A professional finish on every job.
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Spaces & devices
Opening hours run the building
Works with
Google Business Profile Philips Hue Hive Yodeck When Today’s opening time approaches.
01 Read today’s hours, including holidays02 Bring on lights and heating 30 minutes early03 Switch the signage to “open”The result The building opens itself.
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Spaces & devices
Visitor arrives, host knows
Works with
Envoy Microsoft Teams Sonos When A visitor signs in at reception.
01 Message their host on Teams02 Play a gentle chime in the office03 Print their badgeThe result Nobody waits awkwardly in reception.
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AI & data
Ask your business questions in plain English
When Someone asks “how many bookings do we have next week?”
01 Expose safe, read-only tools over your data02 Let the assistant call the right one03 Answer with the figures and where they came fromThe result Answers without hunting through dashboards.
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