Automation recipes
Proven automations you can set up today, ready to borrow.
Here are practical automations our customers rely on. Each is a trigger paired with an action or two. Use them as they are, or as a starting point.
Win back missed calls
| Field | Type | Description |
|---|---|---|
| Trigger | Call ended | A call ends without a booking. |
| Action | Send WhatsApp | Message the caller: sorry we missed you, here is how to book. |
Never drop a new lead
| Field | Type | Description |
|---|---|---|
| Trigger | Lead captured | A new lead arrives from any channel. |
| Action | Create a task | Assign a follow-up task to the right person, due today. |
Confirm every booking
| Field | Type | Description |
|---|---|---|
| Trigger | Booking created | A booking is made. |
| Action | Send email | Send a confirmation from your own mailbox with the details. |
Ask for feedback
| Field | Type | Description |
|---|---|---|
| Trigger | WhatsApp resolved | A conversation is marked resolved. |
| Action | Send WhatsApp | Thank the customer and ask how it went. |
Flag your hottest leads
| Field | Type | Description |
|---|---|---|
| Trigger | Lead captured | A high-scoring lead comes in. |
| Action | Create a task | Alert the sales lead so they call back fast. |
Test, then turn it on
Always run a test before enabling a recipe, so you can see exactly what your customers will receive. See Building and testing.
Last updated June 2026