Automate · Product

Automations

Repeatable workflows — new lead to book, no-show recovery, review requests — that run after you activate them.

The same chase happens every week — new lead, no-show, review ask — and it still depends on someone remembering.

Today’s agenda

  1. 01Playbooks for new-lead-to-book, no-show recovery, review requests
  2. 02Run history so you can see what actually fired
  3. 03Activate with one approval

How this area works

Automation
Lead
Reply
Book

Automate

The chase you already repeat — on purpose.

New lead → book, no-show recovery, review ask. You turn the playbook on once.

  1. PickA playbook for the hole you actually have.
  2. ActivateOne approval. Then it runs.
  3. AuditRun history — not a black box.

A day on this queue

New lead to book, no-show recovery, review ask — the chase you already repeat. You turn the playbook on once and you can see what fired.

You still approve. Turning a playbook on. After that, the chase should not need you to remember.

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