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709 automations found

Google Business Profile Call Tracking

Track and follow up on every call from your Google Business Profile — the #1 source of local leads

StandardProfessional ServicesSaves 3-5 hours/weekFeatured

Track and follow up on every call from your Google Business Profile — the #1 source of local leads.

After-Hours Emergency Triage & Routing

After-hours AI Voice Agent triages calls using symptom-based questions, routes emergencies to on-call/911, schedules urg

(571) 248-9453AI Voice Agent Demo

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Healthcare

Saves 15-25 hours/week

Featured

After-hours AI Voice Agent triages calls using symptom-based questions, routes emergencies to on-call/911, schedules urgent same-day appointments for non-emergencies.

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New Client Onboarding Automation

From signed engagement letter to active client in under 24 hours — automates intake forms, document collection, software access provisioning, and welcome communication.

ComplexAccountingSaves 8-12 hours/weekFeatured

From signed engagement letter to active client in under 24 hours — automates intake questionnaire delivery, document collection, engagement letter e-signature, accounting software access provisioning, and welcome sequence so staff spend zero time chasing paperwork.

Zillow / Realtor.com / Portal Lead Capture

Captures leads from third-party portals (Zillow, Realtor

StandardReal EstateSaves 3-5 hours/weekFeatured

Captures leads from third-party portals (Zillow, Realtor.com, Redfin) via email parsing or webhook, triggers instant speed-to-lead response.

Intelligent Call Routing

AI identifies caller intent and routes to admissions, billing, classroom, or nurse - or handles directly

StandardEducationSaves 3-5 hours/weekFeatured

AI identifies caller intent and routes to admissions, billing, classroom, or nurse - or handles directly

Portfolio Company KPI Dashboard Automation

Automated KPI tracking across your entire portfolio

ComplexPrivate EquitySaves 15-20 hours/monthFeatured

Collects, normalizes, and visualizes KPIs from all portfolio companies with automated alerts when metrics deviate.

Class No-Show Recovery Automation

Reduce class no-shows and fill empty spots automatically

ModerateRecreationalSaves 8-12 hours/weekFeatured

AI sends smart reminders before classes and automatically fills cancelled spots from the waitlist.

Referral Partner Landing Page Capture

Dedicated landing pages for referral partners (attorneys, financial advisors, realtors) with custom tracking

StandardProfessional ServicesSaves 3-5 hours/weekFeatured

Dedicated landing pages for referral partners (attorneys, financial advisors, realtors) with custom tracking. Referred prospects are attributed, partners are notified, and prospects are fast-tracked into the pipeline.

Invoice Reminder & Collections Sequence

Automated multi-touch reminder sequence for overdue invoices — polite SMS and email nudges at 7, 14, and 30 days overdue, escalating to a payment plan offer before collections.

StandardAccountingSaves 4-6 hours/weekFeatured

Automated multi-touch reminder sequence for overdue invoices — polite SMS and email nudges at 7, 14, and 30 days overdue, escalating to a payment plan offer and final demand letter before collections, so staff never have to make an awkward collections call.

Medical Lien Tracking Pipeline

Tracks all outstanding medical liens across active contingency cases — automating follow-up with providers, flagging overdue responses, and alerting attorneys when liens threaten settlement timelines.

ComplexLaw FirmsSaves 6-10 hours/weekFeatured

Tracks outstanding medical liens across active contingency cases, automates follow-up with healthcare providers, flags overdue responses, and alerts attorneys when liens threaten settlement timelines.

Tax Deadline Reminder & Document Collection Drip

Automated per-client reminder sequences kick off 8 weeks before each tax deadline — collecting documents, chasing missing items, and confirming readiness so nothing slips through.

ComplexAccountingSaves 10-20 hours/weekFeatured

Automated per-client reminder sequences kick off 8 weeks before each tax deadline — collecting documents, chasing missing items, and confirming readiness so no filing is missed or rushed. Covers personal, corporate, and partnership returns.

Proactive Client Status Update Drip

Automated status updates sent at key milestones — documents received, return in preparation, under review, filed — eliminating inbound status calls and emails.

StandardAccountingSaves 5-8 hours/weekFeatured

Automated status updates sent at key milestones — documents received, return in preparation, under review, filed, and refund expected — so clients always know where things stand without calling or emailing the firm.

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