Guides/Automation Playbooks
AUTOMATION PLAYBOOKS

Ready-made automation recipes

Browse proven automation playbooks by goal and industry. Copy one, tweak it to fit your business, and launch it in minutes.

4 steps

Capture every lead

All industries

Auto-reply to every new lead in seconds, tag by source and assign to the right person.

5 steps

Follow up until they reply

All industries

A multi-channel sequence that sends WhatsApp, email and SMS until the lead responds.

3 steps

Reduce no-shows

Healthcare, Wellness, Hospitality

Automatic booking confirmations and reminders, plus a follow-up if the appointment is missed.

3 steps

Recover abandoned carts

Retail & E-commerce

A friendly recovery message on WhatsApp or SMS when a cart is left behind.

4 steps

Ask for Google reviews

All industries

After a job or sale, auto-request a review and reply to it naturally when it lands.

4 steps

Win back past customers

All industries

Segment lapsed customers and send the right offer at the right time to bring them back.