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18 templates
Invoice follow-up sequence
3-touch automated follow-up for unpaid invoices. Stops when paid.
New order fulfilment alert
Notify your team and customer the moment an order is placed and fulfilled.
Lead qualification & CRM routing
Score inbound leads with AI, route high-value ones to sales, auto-reply to others.
Appointment reminder sequence
48h and 2h reminders that cut no-shows by 40%.
Weekly client report
Pull stats, format into a summary, and email to clients every Friday.
Review request after job
Send a Google review request within 1 hour of job completion.
Refund approval queue
Auto-approve refunds under $50. Escalate larger ones for one-tap approval.
Course enrolment welcome
Welcome email, Day 1 tip, Day 3 check-in. All automated on signup.
Proposal follow-up
Warm follow-up 3 days after sending a proposal if there's been no reply.
Inventory reorder alert
When stock drops below your threshold, alert your supplier and create a draft PO.
Negative review escalation
When AI detects a negative review, immediately alert the owner to respond.
Intake form → conflict check
New client intake triggers a conflict check against your existing client list.
Deal won → onboarding kickoff
When a deal closes in HubSpot, create a Notion project and kick off onboarding.
Student lesson nudge
If a student hasn't opened a lesson in 5 days, send a personalised nudge.
Real estate lead response
AI drafts a personalised reply to every inquiry. You approve in one tap.
Subscription churn alert
When a subscription cancels, notify the team and send a win-back offer.
Support ticket prioritisation
AI scores incoming support tickets by urgency and routes VIP customers to the front.
Post-visit satisfaction survey
Send a satisfaction survey 24h after an appointment and log all responses.
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