All Automations & Agents
Consolidated Overview
Dashboarding & Canva AI Agent
Create interactive dashboards and visual reports in minutes, with built-in Canva integration.
Learn More →Client Relationship Manager
Automate CRM notes, follow-ups, health scoring, and event coordination.
- 30% upsell increase
- 40% churn reduction
- 120 hours saved monthly
- 5-month ROI
Funding Application Assistant
Scout grants, draft proposals, optimize budgets, and track deadlines.
- 67% approval rate
- 50% faster funding
- 75 hours saved monthly
- 3-month ROI
Financial Data Analyst
Audit finances, forecast trends, and generate CFO-ready dashboards.
- 60% faster month-end close
- 70% fewer false alerts
- 90 hours saved monthly
- 3-month ROI
Voice & Chatbot Agent
Handle calls and chats, transcribe, analyze intent, and update your knowledge base.
- +12 CSAT points
- 40% faster wrap-up
- 60 hours saved monthly
- 4-month ROI
Marketing AI Agent
Generate content, aggregate analytics, and manage partner portals.
- 80% more content
- 45% higher engagement
- 75 hours saved monthly
- 4-month ROI
CRM & LeadScout AI Agent
Score leads, update databases, and supercharge global sales.
- 75% more lead volume
- 65% conversion boost
- 80 hours saved monthly
- 4-month ROI
Data Analyst AI Agent
Harvest, clean, and analyze data for live dashboards and predictive insights.
- 60% faster reporting
- 30% more accurate forecasts
- 50 hours saved monthly
- 5-month ROI
Make Your Own AI Agent
Build and deploy a custom AI agent tailored exactly to your workflow.
Learn More →Just Looking for Standard Automations?
Newsletter Automation
Automated & personalized newsletter workflows
Email Campaign Automation
Segmented, trigger-driven email flows & A/B testing
Project Management Automation
Auto-updates, team notifications & deadline sync
Automated Invoicing
Recurring billing and real-time payment tracking
Automated Product Details
Live sync between databases and ecommerce platforms
Chatbot Automation
Automate customer service and lead qualification
Social Media Scheduling
Plan & auto-post content across platforms
Sales CRM Sync
Automatically track leads, deals, and activities
Lead Enrichment
Autofill lead info from LinkedIn, Crunchbase etc.
Customer Feedback
Automated post-purchase surveys & CSAT analysis
Event Reminder Automation
Send automatic reminders for meetings & webinars
Document Management
Organize & auto-sync documents between tools
E-commerce Order Routing
Smart fulfillment between warehouses & systems
User Onboarding Automation
Step-by-step guides, triggered emails & handoffs
Auto Slack Alerts
Instant internal updates on critical activity
Calendar Scheduling Integration
Sync meetings across platforms in real time
Lead Scoring Automation
Qualify leads with scoring logic and behavior
Abandoned Cart Recovery
Trigger emails & offers to recover lost sales
Inventory Management
Auto track & sync stock levels across tools
Contract Approval Flow
Multi-step approval chain for legal signoffs
Reporting Dashboards
Auto-refresh KPIs from multiple data sources
YouTube Content Flow
Upload & auto-caption via connected tools
Data Backup Automation
Auto-backup to cloud services on schedule
Form Submission Tracker
Track, organize, and sync form data in real-time
Email Parser Automation
Extract structured data from emails automatically
Helpdesk Ticket Routing
Auto-assign tickets based on issue type & team
Performance Review Reminder
Trigger periodic HR notifications to team leads
SMS Notification Automation
Send alerts or reminders via text messaging
Webinar Funnel Automation
Lead capture to follow-up email workflows
You define the outcome and delivery method.
We plug in the template code and agents — drag & drop into your business, no BS, just results.
Small Setup
< 1,200 USD
+ 249 USD/mo maintenance
Medium Setup
5,000–10,000 USD
+ 249 USD/mo maintenance
Enterprise
> 10,000 USD
+ 559 USD/mo maintenance
