Ready-made automations
The processes a consultant sets up for every client and would rather not build from scratch the tenth time. Each one with a video, a file to import, and what does not work in it.
All automations
18 automations
LEAD ALERTLead comes in → logged → alert. No hands.
A form on the client site sends a lead; it is logged and an alert reaches Telegram in seconds. The first automation every consultant sets up.
EMAIL → TASKLabelled email → task in the log → reminder
Tag an email with one label and it becomes a task with a due date and an alert. One screen for everything that is waiting.
INVOICE CHASERInvoice past due → an automatic, polite reminder
Once a day it finds open invoices past their date and sends a reminder. The client no longer has to remember to chase.
AUTO WELCOMENew client → welcome email → onboarding checklist → alert
The moment a client signs, three things happen on their own: they get an email that says what comes next, an onboarding checklist opens, and the team is alerted.
WEEKLY REPORTWeekly report → Telegram, every Sunday at eight
The numbers the client asks about every week — leads, open tasks, invoices — reach them on their own, in one message, before they ask.
QUOTE FOLLOW-UPQuote unanswered for 3 days → one follow-up, automatic
Every quote sent and unanswered within three days gets one short follow-up email, and the consultant gets an alert. Nothing to remember, nobody to chase.
REVIEW ASKProject closed → 7 days → a Google review request
A week after a project is marked "done", the client gets a personal email with a direct link to write a review. Once, at the right moment.
DUPLICATE CHECKReturning lead → recognised → "second contact", not "new lead"
Before a lead is logged, the automation checks whether the phone is already in the log. If it is — the alert says "came back", and sales knows this is a second conversation.
MORNING DIGESTEvery morning: what is due today → one message
At seven in the morning one Telegram message arrives with every task due today, by client. One screen to open the day, instead of five.
STATUS EMAILEvery Thursday: project status → an email to the client, without writing it
One status line in a sheet becomes a tidy weekly email to the client. The consultant updates a word, the client gets an update. Nobody asks "what's happening".
MISSING INFOForm arrives incomplete → an email asking for exactly what is missing
A lead without a phone, an order without an address: instead of someone chasing, one email lists the missing fields. The lead is logged either way, marked "incomplete".
OVERDUE ALERTA task overdue by 3 days → an alert to the consultant, not the client
Overdue tasks do not disappear, they sink. Once a day, every open task 3 days late surfaces in one message — and whoever owns it sees it before the client asks.
MONTHLY REPORTOn the 1st: the month's summary → an email to the client, without opening a sheet
How many leads came in, how many closed, how many invoices are open. Three numbers the client wants every month, in one email, on the 1st at eight in the morning.
UNSUBSCRIBE BOT"Remove me" email → marked → confirmation, within a minute
Whoever asks to stop receiving mail is marked in the list and gets a confirmation immediately. Not in two days when someone is free. Israel's spam law and the GDPR require exactly this.
PAID ✓ LOOPPayment received → invoice marked "paid" → a thank-you to the client
The payment provider sends a webhook on payment; the invoice in the sheet is marked "paid" with the date, and the client gets a short confirmation. Payment reminders stop by themselves.
NO-SHOW SHIELDA meeting tomorrow → a reminder 24 hours ahead, with a "can't make it" link
Every morning, each of tomorrow's meetings in the sheet gets a reminder email with the time and a "can't make it" link. Whoever cannot come says so in advance, instead of not showing up.
SOURCE REPORTEvery Sunday: leads by source → one message with the change from last week
Website, Facebook, referral: how many leads each source brought this week, beside last week's number. One Telegram message that says where the money is working.
COLD LEAD RADARA lead untouched for 7 days → an alert to the salesperson, not the client
Every morning, each open lead not updated for a week surfaces in one list: name, source, owner, days quiet. The lead gets nothing — the owner does.