Automations

See what we've built. Imagine the possibilities.

What it connects Email inbox Task list Vendor email

01

The long morning email, split into clear tasks before the day begins.

Turns a morning summary email into tasks for the team.

A single daily email carries the day's tasks in one long block of text. This automation opens it first, splits it into assignments for the right people, and loops in anyone else the work touches, drafting a note to an outside vendor on its own when a task depends on them.

What it connects Email inbox Document templates Email replies

02

A request lands, and is completed autonomously in seconds.

A routine request, handled in seconds.

This one keeps a quiet watch on the inbox for a single, specific kind of ask. The moment it shows up, the automation puts the requested document together and replies with it, the whole exchange finishes before anyone on staff would have even opened the message.

What it connects Invoices Quotes Vendor email

03

An invoice with the wrong numbers gets spotted instantly.

Every invoice line reconciled against the quote.

Every incoming invoice gets checked against what was actually quoted, quantities, prices, anything billed for work that was never agreed to. A mismatch triggers a notice with the exact variance and a one-click way to approve or reject it, so a routine-looking invoice can't get approved by mistake.

In the video, we reject a flagged invoice and the system drafts the vendor email on its own, ready to send or hold for review.

From the run in the video

47

invoices checked

14

discrepancies flagged

$28,400

in flagged charges

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