Automations

7 bots live · 3 workflows

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Hi Sarah — I manage your bots and workflows. Tell me what to change and I’ll handle it. For example, adjust a schedule, pause a bot, or add a step to a workflow.

Pause the Inspection Reminder over the holiday week.

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Done — Inspection Reminder is paused until Jul 14. I’ll resume it automatically and notify the crew leads. Want me to send a heads-up to the team now?

Active bots

(8)

◇AI Document FillerLIVE

Auto-fills interconnection forms from project data

Last run: 2m agoSuccess: 98%Runs: 412

$Dunning BotLIVE

Sends payment reminders at day 7, 14, 30

Last run: 1h agoSuccess: 100%Runs: 86

◎Lead EnrichmentLIVE

Pulls property + utility data for new leads

Last run: 18m agoSuccess: 94%Runs: 247

✉Email ClassifierLIVE

Tags and routes incoming email

Last run: just nowSuccess: 96%Runs: 1,308

▦Appointment SchedulerLIVE

Sends booking links after qualification

Last run: 3h agoSuccess: 99%Runs: 142

◔Inspection ReminderPAUSED

Notifies crew 48h before inspections

Last run: 2d agoSuccess: 100%Runs: 38

⚡Utility TrackerLIVE

Checks utility portals for status changes

Last run: 25m agoSuccess: 91%Runs: 196

◈Reporting BotLIVE

Generates weekly summary for Sarah

Last run: 5h agoSuccess: 100%Runs: 12

Workflows

Lead onboardingTrigger: New Lead

Enrich

→

Score

→

Auto-Assign

→

Welcome Email

Deal won → installTrigger: Deal Won

Create Project

→

File Permit

→

Order Equipment

→

Schedule Install

Interconnection close-outTrigger: IC Approved

Notify Customer

→

Schedule Inspection

→

File PTO