Automation control centre
View, manage and monitor the workflows running across the business.
Detected 6 manual workflows that could be automated this week. Highest impact: route inbound enquiries through AI scoring before assigning a sales owner — estimated 4h saved per week.
Automations running
24
99% success rate this week
AI actions today
186
~9h of admin saved
New lead → CRM record created
Trigger: Quote form submitted
Action: Create CRM contact
Quote form → AI summary generated
Trigger: New form entry
Action: AI summary + score
Discovery call booked → invite sent
Trigger: Call booked
Action: Send calendar invite
Call transcript → summary & tasks
Trigger: Call recording uploaded
Action: Transcribe + create tasks
Proposal sent → follow-up reminders
Trigger: Proposal sent
Action: Schedule follow-up emails
Client upload → PM notified
Trigger: File uploaded to Drive
Action: Slack notification
Overdue task → alert team
Trigger: Task overdue 24h
Action: Email + Slack alert
New client won → onboarding triggered
Trigger: Deal won
Action: Spin up onboarding workflow
Blog idea generated → calendar updated
Trigger: AI idea generated
Action: Add to content calendar
Payment received → project status update
Trigger: Stripe payment
Action: Update project + notify
Workflow builder
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