Automation Studio
Monitor live workflows, ensure communications land, and orchestrate follow-up logic that keeps revenue moving.
Active Workflows
Priority
Show-Up Maximizer
SMS + email reminders with smart fallback for reschedules.
Conversion
Fast Track Hand-Off
Qualifies inbound requests and books to closer calendars.
Recovery
No-Show Rescue
Deposits, re-booking, and closer alerts for missed calls.
Nurture
Webinar Replay Sequencer
Multi-channel nurture bridging cold leads to sales desk.
Sequence Builder
Trigger
Appointment scheduled via SDR calendar
Wait
2 hrs before event • skip if appointment <3 hrs away
SMS
Reminder with confirm link + deposit CTA
Conditional
If no reply → auto call task for assigned closer
Update Field
Flag `reminder_sent` and log engagement score
2 min ago
Nova Clinics confirmed via SMS. Stage advanced to Booked.
18 min ago
Summit Coaching clicked deposit link • partial payment received.
45 min ago
Glow Aesthetics missed confirmation → task created for Jess.