Build Your Automation

Not sure how to describe what you need? This simple builder helps you think through your automation step-by-step. No technical knowledge required.

How This Works

Every automation follows a simple pattern: WHEN something happens, IF a condition is true, THEN take an action.

Example 1
WHEN an email arrives
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IF it's a booking request
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THEN add to calendar and send confirmation
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ELSE forward to inbox
Example 2
WHEN a form is submitted
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IF it's during business hours
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THEN respond immediately
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ELSE send "we'll reply tomorrow" message
Example 3
WHEN payment is received
↓
IF it's a new customer
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THEN send welcome email and create client folder
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ELSE send thank you for repeat business

Design Your Workflow

Walk through each step below. You can add as many workflows as you need.

Your Contact Information

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We'll review your workflow and respond within 24 hours.

Need Inspiration?

Here are some real automation workflows we've built for clients.

Client Onboarding Automation

WHEN: New client signs contract

IF: Service package is coaching

THEN: Send welcome email, create Dropbox folder, schedule intake call, add to CRM

ELSE: Send consulting welcome packet instead

Saves 45 minutes per new client

Invoice Follow-Up Sequence

WHEN: Invoice is 7 days overdue

IF: Client has not responded to previous reminder

THEN: Send friendly follow-up email with payment link

ELSE: Wait another 7 days before next reminder

Improved payment collection by 40%

Appointment Reminder System

WHEN: Appointment is 24 hours away

IF: Client has email on file

THEN: Send email reminder with Zoom link and prep materials

ELSE: Send SMS reminder instead

Reduced no-shows by 70%

Lead Qualification Workflow

WHEN: Contact form is submitted

IF: Budget is above minimum threshold

THEN: Send booking link for discovery call

ELSE: Send self-service resources and re-engage in 3 months

Focus time on qualified leads only

File Organization Automation

WHEN: File is uploaded to shared folder

IF: Filename contains client name

THEN: Move to client's project folder and notify team

ELSE: Move to "To Be Sorted" folder

Zero time spent on manual file sorting

Not Sure How to Describe It?

That's completely normal! Sometimes it's easier to just explain what's frustrating you or eating up your time.

Feel free to use our regular contact form and describe it in your own words. We'll figure it out together.

Use Regular Contact Form