22 Proven Patterns
Every automation below is a fixed-scope, fixed-price deliverable. Pick one, answer 3 questions, and we build it.
$3,500 build fee · $750–$1,500/mo retainer (unlimited repair, monitoring, self-healing, credential rotation)
Lead Capture & Scoring
Capture form submissions, enrich with firmographic data, score against your ICP, and route high-quality leads to your CRM instantly.
CRM Contact Enrichment & Routing
Enrich existing CRM contacts with firmographic data and route them to the right rep based on your routing rules.
Data Enrichment
Run enrichment across a spreadsheet or CRM export, fill in missing fields, and write results back automatically.
Follow-up Sequence
Trigger a timed email sequence when a lead hits a defined stage, stop it when they reply, and notify your rep.
Review Request
Send perfectly timed review requests after a positive interaction, with a smart follow-up and suppression for repeat customers.
Referral Program
Give customers unique referral links, track conversions, and trigger rewards automatically when a referral converts.
Client Onboarding Sequence
End-to-end onboarding from signed contract to day-30 check-in, with internal task creation and client touchpoints at every stage.
Appointment Reminders
Multi-channel reminders at 24h and 1h before appointments, with no-show recovery and cancellation handling.
Calendar Scheduling
Intake form → qualification check → personalized calendar link → booking confirmation and CRM update in one flow.
Membership Renewal
Renewal reminders at 30 and 7 days, dunning sequence on payment failure, and win-back campaign for lapsed members.
Course Completion
Progress nudges at 50%, completion certificate delivery, and upsell trigger when students finish your course.
Invoice Automation
Auto-generate invoices from templates, send payment links, handle overdue reminders, and record receipts in your accounting tool.
Approval & Expense Routing
Route expense submissions to the right approver by amount and category, track status, and notify on decision.
Support Ticket Triage
Classify inbound support requests by type and urgency, route to the right team channel, and send auto-acknowledgment to the customer.
Feedback Collection
Send post-interaction NPS surveys, route high scores to review requests, route low scores to account owner alerts, and summarize weekly.
Document Generation
Auto-generate contracts, SOWs, proposals, or reports from your templates with dynamic field substitution and e-signature delivery.
Compliance Checklist
Auto-generate recurring compliance tasks on schedule, send deadline reminders, log completions, and escalate misses.
Applicant Tracking
Application intake, keyword-based screening, interview scheduling, stage tracking, and disposition emails — all automated.
Inventory Alert
Monitor inventory levels against configurable thresholds and alert the purchasing team before you run out.
Inbox Triage & Digest
Classify incoming email into three streams on a daily schedule — newsletter digest, draft-reply queue, and priority inbox — so you batch-read instead of context-switching all day.
Churn Risk Alert
Monitor usage and engagement signals daily, flag at-risk customers, and alert account owners before they churn.
Alert Router
Centralize alerts from multiple sources, classify by severity, route to the right channel, and batch low-priority noise into a daily digest.
Don't see exactly what you need? Our 3-question intake helps us match you to the right pattern — or route you to a custom scoping call.
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