Monthly Case Status Digest
Automated monthly email summarizing case progress — the #1 reducer of "what's happening?" calls
StandardProfessional ServicesSaves 3-5 hours/week
What This Automation Does
Monthly Case Status Digest automates the entire process from trigger to completion. This simple workflow uses to deliver measurable results. Expected impact: Reduces inquiry calls 60-80%. 50 fewer calls/month = $2,500-3,750 saved..
How It Works
1
Monthly Schedule
All active cases
2
AI: Generate Digest
Pull pipeline stage, activity, deadlines, action items
3
Email: Digest
Subject: "Monthly Case Update — {{month}}" — Status, what happened, coming next, action items
4
SMS: Notify
"Monthly case update in your inbox! 📋 Reply with any questions."
5
Track
"digest-{{month}}-sent"
Pricing
Integration availability depends on your platform's compatibility and API access. Schedule a call with our team to confirm.
Monthly Subscription
$199/mo
Standard plan
- 3 automations included at no setup cost
- GHL sub-account with full configuration
- Ongoing platform access & support
One-Time Setup Fee
$350
per automation (with integration)
- Sub-account provisioning & snapshot
- Workflow configuration & testing
- Deployment & integration with your platform
Schedule a Free Consultation
No payment required — our team will finalize scope and pricing during the call.
Compliance & Security
TCPA
All automated communications are consent-based with opt-out compliance.