From sales and marketing to operations and customer success, see how teams use our workflow automation platform to transform their business.
Our platform powers automation across every department
Lead routing, scoring, follow-up sequences, CRM updates, and AI-powered outreach campaigns with voice agents.
Order processing, inventory sync, fulfillment tracking, customer notifications, and return management.
Onboarding sequences, health score monitoring, renewal reminders, and proactive support workflows.
Campaign triggers, lead nurturing, social posting, analytics aggregation, and cross-channel orchestration.
Employee onboarding, PTO requests, expense approvals, document generation, and compliance workflows.
Invoice generation, payment reminders, subscription management, revenue recognition, and reconciliation.
Tailored automation for your industry
Patient Intake Automation
Automated forms, insurance verification, and scheduling
Appointment Reminders
Multi-channel reminders with AI voice calls
Lab Result Notifications
Secure patient communication workflows
Referral Management
Provider coordination and follow-up tracking
Student Onboarding
Enrollment processing and welcome sequences
Course Notifications
Assignment reminders and grade alerts
Parent Communication
Progress updates and event notifications
Administrative Tasks
Report generation and compliance workflows
Real-world automation patterns you can implement today
Trigger: New lead in CRM. Enrich data via API, score lead, route to sales rep, and initiate AI voice call for qualification.
Trigger: New order. Verify inventory, create shipping label, update warehouse, notify customer, and track delivery.
Trigger: Booking request. Check availability, send confirmation, add to calendar, send reminders, and handle reschedules.
Trigger: Deal closed in CRM. Generate contract from template, route for approval, collect signatures, and update records.
Trigger: New hire added. Create accounts, assign training, schedule orientation, provision equipment, and track completion.
Trigger: 30 days before expiry. Send reminder sequence, process payment, update access, and handle failed payments.
See how teams are transforming their operations
"Automated our entire sales follow-up process. Response time went from 24 hours to under 5 minutes."
288x Faster Response
B2B SaaS Company
Sales Operations
"Order processing that took our team 2 hours daily now runs automatically. Zero errors, zero delays."
100% Automated
E-commerce Brand
Operations
"Patient no-show rate dropped 40% with automated voice reminders. Staff now focuses on patient care."
40% Fewer No-Shows
Medical Practice
Healthcare
Start building powerful automation for your business today