SolutionsAutomations

Automations

Automations & Workflows

A no-code rule engine that fires on real platform events — bookings, CRM moves, email subscribers, and more. Describe a rule in plain language and the AI parses it; or build one yourself with triggers, conditions, and actions.

Standard Equipment

What We Offer

Every capability this module ships with — nothing held back for a higher tier.

Rule engine wired to bookings, CRM, email lists & support tickets
NLP rule creation — describe a rule in plain language
Triggers: booking confirmed/cancelled, deal moved, subscriber added & more
Actions: send email, run Brain playbook
Conditions: branch on field values, tags, or deal stage
Scheduled & event-based automation

Why It Matters

The Outcomes You Can Expect

What changes for a crew once this module goes live.

Automate follow-ups without Zapier

Never drop a lead or forget a next step

Connect tools that already share your data

Set it once and let it run

Flight Plan

Our Process

A clear, collaborative approach from start to finish.

01

Pick a Trigger

Choose what starts the rule — a booking confirmed, a subscriber added, a deal stage change, or a schedule.

02

Add Conditions

Branch logic based on field values, tags, or deal stage.

03

Choose an Action

Send an email or run a Brain playbook when the rule fires.

04

It Runs Automatically

The rule fires every time the trigger happens — no manual work required.

Ready For Liftoff?

Let's talk about how automations fits your mission.