ProductAI Automations

Say the outcome once,
and it just keeps happening.

Pick a trigger from any tool — a Meta lead, a reply, an upcoming booking, an overdue invoice, a form, a row in a table. Describe what should happen in plain English and Ivan assembles the branches, waits and channel actions on the canvas. You approve it once; it runs across SMS, email, social DMs and LinkedIn from then on.

Quiet hours & send caps built in 7-day free trial

Automation builder

Speed-to-lead — assembled by Ivan from one sentence

Active

Trigger — Meta lead comes in

Fires in seconds, straight from the ad form

Instant

If Ivan detects — how the reply reads

AI branch on interest, with a confidence bar you set

InterestedQuestionOtherwise

Offer the booking link

SMS nudge if no reply

LinkedIn touch

CRM stage + notify you

Call booked · CRM updated · you're notified

Waits, quiet hours and send caps respected

Approve once — it runs on every new lead from then on

24 triggers

from Meta leads to overdue invoices to table dates

If/else + AI

branch on any field — or on what Ivan detects in the reply

4 channels

SMS, email, social DM and LinkedIn in one flow

0 duplicates

every run deduped, inside quiet hours and daily caps

How it works

From a sentence to a running workflow — in one sitting

Four things happen in order. You bring the outcome; the wiring, pacing and follow-through are handled for you.

01

Pick a trigger from any tool

A new Meta lead, an inbound reply, a booking coming up, a quote gone quiet, an overdue invoice, a form submitted, a date arriving in a table — 24 triggers across the platform, plus recurring schedules.

Instant for leads & replies · swept for state changes

Pick a trigger

Every tool in the platform can start a workflow

24 built in

Meta lead form

Ads

New SMS, email or DM

Inbox

1 hour before a booking

Calendar

Quote unanswered · 3 days

Quotes

Invoice goes overdue

Billing

Pixel visitor identified

Website

Form submitted

Forms

A date in a table arrives

Tables

…plus schedules, lead lists, WhatsApp group digests and community events

02

Describe the outcome in plain English

Tell Ivan what should happen — “nudge unanswered quotes, answer their questions, ping me when they accept.” He drafts the complete workflow straight onto the builder canvas for you.

No nodes or wiring to learn

Describe the outcome

Plain English in — a workflow plan out

Ivan

“When a quote goes unanswered for 3 days, check in, answer their questions, and tell me the moment they accept — and never discount without me.”

Here's the workflow I'll build — with “no discounting” as a rule on every AI step:

Trigger · quote unanswered 3 days

Check-in email + SMS, first reachable

AI conversation answers questions

Notify you the moment they accept

Review it on the canvas — nothing runs until you activate

03

Ivan assembles branches, delays and actions

The draft comes back with If/Else branches, “If Ivan detects” intent splits, human-paced waits and the right action per channel — every node editable before anything goes live.

Every node editable on the canvas

Automation builder

Speed-to-lead — assembled by Ivan from one sentence

Active

Trigger — Meta lead comes in

Fires in seconds, straight from the ad form

Instant

If Ivan detects — how the reply reads

AI branch on interest, with a confidence bar you set

InterestedQuestionOtherwise

Offer the booking link

SMS nudge if no reply

LinkedIn touch

CRM stage + notify you

Call booked · CRM updated · you're notified

Waits, quiet hours and send caps respected

Approve once — it runs on every new lead from then on

04

Approve once, then it runs

Activate the workflow and it handles every event from then on — deduped so nothing fires twice, held for quiet hours, capped per day, and logged step by step in the run history.

Pause or edit any time

Run log · Quote follow-up

Every step of every run, audited

Live

Check-in sent to Dana · email

09:41

Sent

Waiting for Marcus to reply · 3-day timeout

09:12

Waiting

SMS held for quiet hours · sends 08:00

07:58

Held

Same quote event — skipped as duplicate

07:31

Deduped

Priya accepted — you were notified

07:02

Done
This week132 runs · 0 duplicates

Dedup, quiet hours and daily caps run on every step that sends.

Everything it can do

One canvas, the whole platform behind it

No Zapier glue, no five single-purpose tools, no cron jobs to babysit. Triggers, logic, channels and data live in one system — and it's all connected already.

Triggers from every tool

Meta lead forms, inbound SMS, email and social DMs, bookings, quotes, invoices, forms, tables, the website pixel, lead lists, WhatsApp group digests, community events — and plain recurring schedules.

If/Else on any field

Branch on lead, ad or event fields — VIPs one way, everyone else another.

“If Ivan detects…” branches

Split on the AI-read intent of the latest reply — interest, a question, a decline — with a confidence bar you set.

Human-paced waits

Hold a run for minutes or days, until a time of day, or until they reply — with a timeout branch for the silent.

AI conversations that hold the thread

Give Ivan an instruction — “welcome them and find out what they need” — and he chats multi-turn across SMS, email, social and LinkedIn, exiting the moment your condition is met.

Cross-channel actions

Send on SMS, email, social DM or LinkedIn — first reachable or everywhere — plus LinkedIn invites and voicemail drops.

Tables as memory

Add, find, update and copy rows — or let Ivan read messy text and fill the columns himself, like turning a noisy WhatsApp group into a searchable table.

Your other apps, via MCP

Call tools from the apps you've connected as a step in the flow — regenerate a saved audience, sync it to a lead list, and more.

Guardrails everywhere

Rules constrain every AI step; quiet hours, daily caps, per-channel toggles and dedup apply to anything that sends.

Recipes

Four recipes that ship as templates — install, tweak, activate

Each of these is a real template in the library. One click installs it into your workspace; every node is yours to edit from there.

Meta lead → qualified in minutes

Template

The moment an ad form lands, Ivan says hi on the first reachable channel and holds a genuine small-talk conversation — learning their business and needs. When he detects interest in the offer, out goes your next-step link. Ten seconds from submit to first touch.

Meta lead comes in

Instant — straight from the ad form

Ivan says hi, then qualifies in conversation

Hello on the first reachable channel

Small talk, needs & timing

Interested → next-step link

Rules keep it on-script

A qualified lead, not a cold form fill

Ten seconds from submit to first touch

Meta adsAI conversationSpeed-to-lead

Quote unanswered → chased & closed

Template

Three days of silence on a quote kicks off a polite check-in by email and SMS. If they reply with questions, Ivan answers them and nudges toward a yes — under your rules, like “never discount without me” — and pings you the moment they accept.

Quote unanswered for 3 days

You set how many days

Ivan checks in, then handles the questions

Check-in email + SMS

Wait for a reply · 3 days

AI answers & nudges to yes

Ping you when they accept

Quote accepted — or a clean, answered no

“No discounting” enforced as a rule on every AI step

QuotesFollow-upRules

Booking at risk → rescued

Template

An hour before every appointment, attendees get a confirm-by-reply reminder on SMS or email. If Ivan detects they can't make it, he switches to an understanding reschedule conversation — and tells you when it's back on the calendar.

1 hour before the booking

Reminder asks them to confirm

If Ivan detects they can't make it…

Confirm by SMS or email

Wait 45 min for a reply

AI helps them reschedule

Tell you it's back on

Fewer no-shows, slots refilled

Non-repliers take the timeout branch

BookingsSMSRescheduling

Social DM → welcomed & in the CRM

Template

Every new DM gets a warm opener, then Ivan finds out what they're looking for and collects the best way to reach them. When they show interest, they land in your CRM as a lead — and you get the “this one's hot” notification.

A social DM arrives

Instagram, Facebook, WhatsApp…

Ivan welcomes them and finds out what they need

Warm AI welcome chat

Collects name & best contact

Interested → add to CRM

Notify you it's a hot one

Every DM becomes a CRM lead

Replies keep the conversation's channel

Social inboxAI conversationCRM

…or start from a blank canvas — trigger on any event and act across SMS, email, LinkedIn, your CRM, tables, communities and connected apps.

Plain English in

If you can describe it, Ivan can wire it

The fastest way to build an automation is to say what you want out loud. Ivan turns the sentence into a complete graph on the builder canvas — trigger, branches, waits, actions — and hands it back for your sign-off before it touches a single customer.

  • Full graph drafted on the canvas — nothing runs until you activate it
  • Rules like “never discount” constrain every AI step that follows
  • Every node editable — retime a wait, rewrite a message, add a branch
  • Prefer the mouse? Drag and drop on the same canvas — both stay in sync

One sentence, one workflow

Typed into the builder — drafted in seconds

Draft ready

“When someone joins my community, email them a welcome, add them to the CRM, and post an intro in #general.”

Build

Ivan drafted · review before it goes live

Someone joins the community

Trigger

Send the welcome email

Action

Add them to the CRM

Action

Post their intro in #general

Action
Approve & activateTweak on the canvas

Your next workflow is one sentence away.

Start the trial, describe the follow-up you keep forgetting, and approve the draft Ivan builds — it can be running before lunch.

FAQ

Automation questions, answered

No. Describe the outcome to Ivan in chat and he assembles the complete graph on the builder canvas — trigger, branches, waits, actions — for you to review, tweak and activate. The drag-and-drop canvas is always there when you want hands-on control, and both stay in sync.

Still curious? The fastest answer is describing one and seeing the draft.

The follow-up you keep forgetting? Automate it tonight.

Start your free trial, describe the outcome, and approve the workflow Ivan builds. It'll still be running — politely, inside your caps — long after you've moved on to other things.

7-day free trial · your own workspace free forever · cancel anytime during the trial.