Built-in automations
My Business
Chat
- Chat: Post app updates and digests in conversations, and pass matching messages to the agents you choose.
Inbox
- Master inbox: Sort new mail into your chosen folders and add follow-up tasks after you confirm requested times.
Meetings
- Meetings: Books a recorder for the meetings your rule covers, saves each finished recording and its transcript to the meeting, then has AI write the meeting's notes.
Reporting
- Reporting: Builds this report for the period just ended, exports it and emails it to the people you chose, on the schedule you set.
My Business › Advanced
Data
- Data: Start agents assigned to your rows and archive cards after the time you set in a Done column.
Store
Store
- Digital creator store: Starts still-New paid orders, releases expired stock holds and closes inactive carts. Nothing is charged, delivered or sent.
- Maintenance plans: Thank customers for renewals and tell staff about failed payments. Notices stay paused until you choose the sender, template and destination.
- Personalized maker store: Track artwork requests and reviews, and start work on paid orders without sending anything to customers.
- Service business store: Track information requests, start work on paid orders, release expired holds and close inactive carts.
- Stocked retail store: Starts still-New paid orders, releases expired stock holds and closes inactive carts. Nothing is charged, shipped or sent.
- Store: Release expired stock, gift balance and discount holds, and close carts left inactive for the time you set.
Marketing
Ads
- Ads: Find searches and campaigns spending without results, and pause campaigns only when you allow automatic pausing.
Auto responder
- Auto responder: Gives each new message a tag by your rules, or by AI for what they leave, so the auto responder that tag starts picks it up. Nothing is sent.
Community
- Community: Drafts a reply to each new comment on the pages you connected, and sends it only when you chose automatic replies.
Email
- Email campaigns: Welcome people who join your campaign lists and run your chosen steps when they click, reply or receive an email.
Prospecting
- Prospecting: Fill your lists with new businesses and check each against your criteria without contacting them.
Search
- Search: Turn ranking changes into tasks, draft review replies, tell search engines about published pages and track paid link orders.
Social
- Social media: When a post's time comes, publish it; after it is published, do what follows.
Texts
- Text campaigns: Draft replies to new texts and send them when you choose automatic replies, with welcome and follow-up options.