These are common areas where teams lose time moving information between systems,
chasing updates, and repeating the same steps day after day.
Email → Action Automation
Turn incoming emails into structured actions automatically — tasks, tickets, CRM updates,
notifications, and follow-ups — with clear ownership.
- Route requests to the right place
- Capture key details consistently
- Send confirmations and next steps
- Save 30-60 minutes per task
- Runs in the background so you can focus on other tasks/li>
Quote & Proposal Automation
Speed up quoting with accurate pricing, consistent documents, and approvals built into the workflow —
so quotes go out quickly and confidently.
- Generate quotes from a price list
- Reduce pricing and formatting errors
- Streamline review and sign-off
- Save at least 6-10 hours per week
- Quotes sent same day
Customer Onboarding Automation
Make onboarding predictable and smooth. The right steps, messages, and handovers happen automatically,
so customers feel looked after from day one.
- Checklists, reminders, and handovers
- Document collection and data capture
- CRM and project setup
- Save 3-5 hours per client
- Fewer errors leads to a professional first impression