03 · Automate
Workflow & Operations Automation
Automate the repetitive work that keeps your team busy. Connect your tools, apply your rules and keep operations moving automatically.
- Automate recurring and manual tasks
- Connect your key business systems
- Apply approval and exception workflows
- Keep your team updated with the right actions
Walkthrough with sample data
Daily ops check: uninvoiced jobsBased on a live build
Finds finished jobs with no invoice, stale quotes and overdue invoices, then emails the office a chase list each morning.
- TriggerOn a schedule or event
- Automate the workFinds data, applies rules and takes action
- Keep things movingUpdates your team and records the result