Use Cases

Solutions for Every Business Challenge

From lead management to compliance tracking—see how we automate the workflows that matter most to your industry.

Lead Management

Capture leads from multiple sources, enrich data, score quality, route to sales, and trigger personalized follow-up sequences automatically.

Common integrations:

Website forms, Facebook Ads, LinkedIn, HubSpot, Salesforce, Slack

Appointment Booking

Sync calendars, send confirmations, automate reminders, handle rescheduling, and integrate with video conferencing platforms seamlessly.

Common integrations:

Calendly, Google Calendar, Zoom, Microsoft Teams, CRM, SMS

Customer Support

Triage incoming tickets, draft AI-powered responses, route to appropriate team members, track resolution time, and log everything to your CRM.

Common integrations:

Zendesk, Intercom, Help Scout, Gmail, Slack, HubSpot

Customer Onboarding

Welcome new customers with automated sequences, deliver training materials, track completion, collect feedback, and ensure smooth handoffs.

Common integrations:

Email, LMS platforms, Notion, Airtable, Typeform, Slack

Invoicing & Payments

Generate invoices automatically, process payments, sync to accounting software, send payment reminders, and reconcile transactions.

Common integrations:

Stripe, QuickBooks, Xero, FreshBooks, PayPal, Square

HR & Employee Tasks

Automate employee onboarding, time-off requests, expense approvals, performance review reminders, and compliance documentation.

Common integrations:

BambooHR, Gusto, ADP, Google Workspace, Slack, DocuSign

Content Operations

Schedule social posts, draft content with AI, track performance, repurpose across channels, and coordinate approval workflows.

Common integrations:

Buffer, Hootsuite, WordPress, Medium, Twitter, LinkedIn, Notion

Inventory Management

Track stock levels, trigger reorder alerts, sync across sales channels, update suppliers, and prevent overselling automatically.

Common integrations:

Shopify, WooCommerce, Amazon, eBay, SKUvault, TradeGecko

Project Management

Create tasks from emails, sync project updates, automate status reports, track time, and notify stakeholders of milestones.

Common integrations:

Asana, Trello, Monday.com, ClickUp, Jira, Slack, Gmail

Business Reporting

Aggregate data from multiple sources, create dashboards, send automated reports, detect anomalies, and alert when KPIs need attention.

Common integrations:

Google Analytics, Looker, Tableau, Google Sheets, Slack, Email

Compliance Tracking

Track certifications, send renewal reminders, maintain audit logs, automate documentation collection, and ensure regulatory compliance.

Common integrations:

Airtable, Google Drive, DocuSign, Compliance tools, Slack, Email

Real Estate Operations

Automate lead capture from listings, schedule property tours, manage documents, track deals, and coordinate with partners and clients.

Common integrations:

Zillow, MLS, CRM, DocuSign, Google Calendar, SMS, Email

Don't See Your Use Case?

Every business is unique. Let's discuss your specific workflows and design a custom automation solution that fits your needs perfectly.

We've automated workflows in 50+ industries • No challenge too complex