Capabilities
Category examples. From quick tasks to full systems.
Browse example instructions sourced from this category. Start lightweight, then expand into a robust workflow when needed.
Overview
How this category runs
Workflow catalog
Explore workflows in this hub
Choose the stage where you need consistency and open the workflow that matches your team.
Appointments and no-shows
Confirm every booking, recover the ones that get missed, and keep the calendar honest.
3 automations
Bookkeeping handoff
Send the bookkeeper a clean, categorized month instead of a shoebox of receipts.
3 automations
Customer deposits
Take a deposit at the point of booking, so the first week of work is already paid for.
2 automations
Getting paid faster
Send the invoice the day the work is finished, with a payment option attached to it.
2 automations
Invoice processing
Turn an incoming invoice into a matched, recorded line with the supporting document attached.
2 automations
Monthly owner summary
Turn a month of book, invoice, and time data into one page the owner can read on a phone.
3 automations
Onboarding paperwork
Collect signatures, policies, and details before a new client or a first day begins.
2 automations
Overdue invoice chase
Chase unpaid invoices on a fixed schedule, so nothing is written off because it was forgotten.
3 automations
Reviews and referrals
Ask for a review at the right moment, and turn happy customers into introductions.
2 automations