Find workflows that fit your business
Hong Kong only
Choose your type of business first. You can start with any single workflow.
Notifications are sent by WhatsApp or email by default; other channels such as Instagram, WeChat, Telegram and phone are assessed separately.
Choose your type of business
Send invoices automatically
Email invoices from your billing details and send receipts on payment
Chase unpaid invoices
Payment reminders by email or WhatsApp before and after due dates
Send quotes automatically
Send quotes from your price list once a customer submits a form
Follow up on quotes
Follow up with customers on your chosen dates after sending a quote
Save website enquiries to one list
Log online enquiries in a sheet automatically and notify you
Draft customer proposals
Turn client meeting notes into draft proposals
Remind shoppers to complete their purchase
WhatsApp reminders for opted-in customers to complete their purchase
Auto-reply to customer questions
Automatically answer common questions through a fixed menu on WhatsApp; website or Facebook Messenger channels can be added
Bookings and reminders
Add bookings to your calendar and send WhatsApp reminders in advance
Copy receipt details into a spreadsheet
Read receipt details and enter them into your accounts sheet
Record staff expenses
Record staff expenses and submitted receipts in a spreadsheet
Sales reports
Turn sales figures into daily, weekly or monthly reports
Sort incoming emails
Sort new emails into categories automatically by content
Draft email replies
Draft replies to common emails for you to approve and send
Schedule social posts
Prepare posts in three languages and publish on schedule
Birthday and festive greetings
Send customers greetings on birthdays, anniversaries and festivals
Send news and offers to subscribers
Send news and offers to customers who have opted in
Ask for feedback after service
Ask customers for feedback after service and invite a review
Low stock and expiry alerts
Identify items that are low in stock or close to expiry
Shipping updates on WhatsApp
Check shipping details and notify customers on WhatsApp
Organise job applications
Summarise CVs so you can shortlist interview candidates
Membership renewal reminders
Track membership and package expiry and send notices automatically
Company deadline reminders
Remind the right person before contract, licence, BR and MPF deadlines
Win back customers who stopped coming
Invite back customers who have opted in and haven't visited for three months
Follow up on missed bookings
Send customers a rebooking message after a missed appointment
Job status updates for customers
Notify customers automatically when service progress is updated
Welcome letters for new staff
Turn approved hiring details into onboarding notices
Prepare customer statements
Show each customer's monthly invoices, payments and balance
Manage leave requests
Route leave requests to managers and record the decisions
Payroll drafts
Calculate draft payslips from attendance and timesheets for approval
Staff rostering
Draft rosters from staff availability and staffing needs
Action points from meeting transcripts
Turn meeting transcripts into decisions and action items with owners
Save email attachments to folders
Save email attachments into designated folders by month
Track who agreed to receive promotions
Keep proof of each customer's marketing consent and opt-out
Welcome messages for new customers
Send new customers a welcome message in their language on sign-up
Organise complaints and draft replies
Log email complaints and draft replies for your approval
Take restaurant booking requests
Collect booking details and check tables and time slots
Rank enquiries by likely value
Find the enquiries most worth following up first, by budget and need
Event sign-ups and reminders
Record event sign-ups and send reminders before the event
Match bank payments to invoices
Match bank receipts to invoices and list any unmatched payments
Log orders from WhatsApp
Record WhatsApp orders submitted in your specified format in a spreadsheet
Remind customers to book again
Check-up or servicing reminders sent on the schedule you confirm
Offer cancelled slots to waiting customers
Invite waitlisted customers in turn to fill cancelled slots
Pre- and post-treatment instructions
Send your approved treatment instructions at each booking stage
Prepare project photo reports
Turn site photos and site team notes into progress reports
Draft bills from timesheets
Calculate draft bills from approved hours and billing rates
Chase missing customer documents
Track missing customer documents and send reminders automatically
Attendance records and parent notices
Organise attendance records and send absence notices to parents