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Automation Workflows

Enterprise-Ready
Automation Workflows

Built by operators who've run Australia's leading contact centre. Every workflow is tested in the real world — not just on paper.

In-Depth Workflow Breakdowns

These workflows come with a full video walkthrough and step-by-step breakdown — see exactly how they work before you commit.

All Workflows

Click any workflow to see the step-by-step flow breakdown.

Workflow

Website Lead to Call Conversion

Form submitted → AI agent answers within 30 seconds → Qualifies interest → Books appointment → Syncs to calendar and CRM.

Form Submit Instant Qualification Appointment Booked Calendar Sync CRM Log
30-Second Response High Conversion
Workflow

Missed Call Recovery

Missed call detected → Instantly calls back → Confirms intent → Captures details → Sends SMS confirmation → CRM updated automatically.

Missed Call Trigger Auto Callback Intent Capture SMS Confirm CRM Update
Zero Lost Leads Instant
Workflow

After-Hours Lead Capture

After hours call → AI answers → Collects enquiry details → Sends summary to email → Creates CRM record → Assigns next-day follow-up task.

After-Hours Trigger AI Capture Email Summary CRM Record Task Created
24/7 Coverage No Leads Lost
Workflow

Database Re-engagement Campaign

AI outbound identifies warm prospects in your existing database, tags best leads, and triggers CRM re-segmentation. No human outreach needed.

Database Segment AI Outbound Intent Detection Lead Tagging CRM Segment
High ROI Scales Infinitely
Workflow

Inspection or Appointment Reminder

Upcoming booking detected → AI confirms → Reschedules if needed → Notifies team → Updates calendar and CRM status automatically.

Booking Trigger AI Confirmation Reschedule Option Team Notify CRM Update
Reduces No-Shows Automated
Workflow

No-Show Reduction Workflow

Booking created → Automated reminder SMS → AI confirmation → Reschedule if needed → Calendar updated → CRM note added automatically.

Booking Created Reminder SMS AI Confirm Calendar Sync CRM Note
Reduces No-Shows 40%
Workflow

AI Follow-Up Sales Assistant

Initial enquiry → AI follows up → Checks pipeline → Accesses docs → Schedules next step → CRM updated with full activity log automatically.

Enquiry Trigger AI Follow-Up Pipeline Check Next Step Booked CRM Log
AI-Powered Sales Accelerator
Workflow

Voicemail to Action Workflow

Voicemail received → AI transcribes → Extracts urgency → Assigns callback → Logs in CRM → Sends team SMS alert immediately.

Voicemail In AI Transcription Urgency Score Callback Assigned CRM Log Team SMS
Voice AI Instant
Workflow

Property Enquiry Auto-Responder

New enquiry from any portal → Instant personalised response → Property info sent → Inspection booking offered → CRM synced in real time.

Portal Enquiry Auto Response Property Info Inspection Offer CRM Sync
Real Estate Instant Response
Workflow

Vendor Appraisal Follow-Up

Appraisal completed → AI sends follow-up sequence → Tracks engagement → Escalates hot vendors to agent → Full CRM activity log maintained.

Appraisal Done Follow-Up Sequence Engagement Tracking Hot Lead Escalation CRM Log
Real Estate More Listings
Workflow

The Onboarding Engine: $45k Savings via Automated Intake

Transform client intake from a 30-minute manual process into a 90-second automated experience. Replace costly human admin with automated precision.

Form Submission CRM Record Welcome Email Document Request Task Assignment Intro Call Booked
$45k Annual Savings 1,500+ hrs Saved 90-Second Intake
Workflow

AI Inbound Call Booking

New lead → AI voice agent answers → Qualifies interest → Books appointment → Syncs to calendar → Logs activity in CRM automatically.

Inbound Call AI Qualification Appointment Booked Calendar Sync CRM Log
AI Voice Fully Automated
Workflow

AI Receptionist for Businesses

Inbound call → AI receptionist answers → Routes based on intent → Books appointments or transfers → Confirmation SMS sent automatically.

Call Received AI Routes Book or Transfer SMS Confirm
AI Receptionist 24/7
Workflow

Invoice & Payment Automation

Deal closed → Invoice auto-generated in Xero → Payment link sent → Reminder sequence triggers if unpaid → CRM status updated on payment.

Deal Closed Invoice Created Payment Link Sent Reminder Sequence CRM Updated
Xero Integration Saves Hours Weekly

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