2-step automation — instant team alerts

A 2-step automation for instant team alerts

New form or CRM entry → message sent the moment it happens

1
New submission
A form or CRM record comes in
2
Message sent
Posted to Slack Posted to Teams Posted to Discord

Tier 1 Automations

2-step automation — auto-drafted email

A 2-step automation that writes the email for you

New entry comes in → a draft email is generated instantly

1
New entry
A form or CRM record comes in
2
Draft created
Ready in Gmail Ready in Outlook Ready in your inbox
Slack/Teams Message Update
$100.00

Automatically sends a message to your team when a form or CRM is updated

2-step automation — meeting booked to record created

A 2-step automation for every meeting booked

A meeting gets scheduled → the right record is created for you

1 31 T
Meeting booked
Booked in Google Calendar Booked in Teams Booked in your calendar
2
Record created
New CRM entry created New folder in Drive
Email Draft for CRM/Form
$100.00

Generate a Draft email template using information from a CRM or Form.

New Client Folder from Calendar Booking
$100.00

Create a new client folder in Google workspace or a CRM.

Automation flow — Sheets to AI to Gmail

A 3-step automation, fully hands-off

From new data to a ready-to-send email — automatically

1
New entry detected
A row lands in your sheet
2
AI writes the reply
Context turned into a draft
3
Email ready to send
Draft lands in your inbox

Tier 2 Automations

Automatic Intake Email Draft
$500.00

Automatically generates a draft email using customer information taken from a database, form, or CRM on a recurring basis.