Automation BoxesReady to Deploy
Pre-packaged automation solutions built for common RevOps, GTM, and customer workflows. Each box is fully customizable to your tools and processes.
Showing 62 automations
Sales-to-CS Handoff
Seamlessly transition accounts from sales to customer success teams
KEY FEATURES:
- →Automated handoff workflows
- →Account context transfer
- →Introduction email sequences
- →Kickoff meeting scheduling
WORKS WITH:
Starting at
$1,797
AI Account Research Automation
Auto-research target accounts using Clay and AI for account planning
KEY FEATURES:
- →Company background research via Clay
- →News and signal aggregation
- →Competitive landscape mapping
- →Account brief generation with AI
WORKS WITH:
Starting at
$2,297
Agency Ops Suite
Complete agency automation - ReportBot + Content Multiplier + Campaign Pulse
KEY FEATURES:
- →All features from 3 boxes
- →Unified agency dashboard
- →White-label everything
- →Priority support + setup
WORKS WITH:
Starting at
$3,997
AI Copywriter
Generate SEO-optimized product descriptions at scale with AI
KEY FEATURES:
- →Bulk product description generation
- →SEO keyword optimization
- →Brand voice consistency
- →Multi-language support
WORKS WITH:
Starting at
$1,297
AI Front Desk
24/7 Voice AI receptionist that answers calls, books appointments, and handles inquiries
KEY FEATURES:
- →Voice AI powered by Vapi/Bland.ai
- →Natural conversation handling
- →Real-time appointment booking
- →Insurance verification questions
WORKS WITH:
Starting at
$2,497
AI-Powered Lead Scoring
Machine learning model that scores leads based on historical conversion data
KEY FEATURES:
- →ML model trained on your closed-won deals
- →Behavioral + firmographic scoring
- →Continuous model improvement
- →Integration with Clay for enrichment
WORKS WITH:
Starting at
$2,497
AI Legal Assistant
Complete law firm automation - Client Qualifier + DocDraft AI + CaseUpdate Bot + BillTrack Pro
KEY FEATURES:
- →All features from 4 boxes
- →Unified firm dashboard
- →Matter management integration
- →Priority support + training
WORKS WITH:
Starting at
$4,997
AI Recruiting Engine
Complete recruiting automation - TalentFilter + OutreachEngine + ScheduleBot
KEY FEATURES:
- →All features from 3 boxes
- →Unified recruiting dashboard
- →Candidate pipeline automation
- →Priority support + training
WORKS WITH:
Starting at
$4,497
Appointment Guardian
Reduce no-shows with smart multi-channel reminder sequences
KEY FEATURES:
- →SMS + Email + Voice reminders
- →Easy reschedule options
- →Waitlist backfill automation
- →No-show analytics dashboard
WORKS WITH:
Starting at
$997
Attio Relationship Intelligence
Map relationships and connections in your Attio CRM automatically
KEY FEATURES:
- →Relationship graph building
- →Multi-threaded deal tracking
- →Champion identification
- →Network effect analysis
WORKS WITH:
Starting at
$1,997
Backlink Monitoring & Alerts
Track new backlinks, lost links, and competitor link building
KEY FEATURES:
- →New backlink discovery alerts
- →Lost backlink notifications
- →Competitor backlink tracking
- →Link quality scoring
WORKS WITH:
Starting at
$1,297
BillTrack Pro
Time tracking and invoice automation for law firms
KEY FEATURES:
- →Automatic time capture
- →Matter-based billing
- →Invoice generation
- →Payment tracking and reminders
WORKS WITH:
Starting at
$1,997
Campaign Pulse
Real-time ad performance monitoring with smart alerts
KEY FEATURES:
- →Budget pacing alerts
- →Performance drop notifications
- →Cross-platform monitoring
- →Slack/email integration
WORKS WITH:
Starting at
$997
Care Follow-Up
Automated post-visit care sequences for better patient outcomes
KEY FEATURES:
- →Post-visit check-in sequences
- →Medication reminder automation
- →Satisfaction surveys
- →Review request workflows
WORKS WITH:
Starting at
$1,297
Cart Rescue Pro
Multi-channel abandoned cart recovery that brings customers back
KEY FEATURES:
- →Email + SMS + WhatsApp sequences
- →Dynamic discount laddering
- →Exit-intent popup triggers
- →Recovery analytics dashboard
WORKS WITH:
Starting at
$1,497
CaseUpdate Bot
Automated client communication and case status updates
KEY FEATURES:
- →Automated status notifications
- →Milestone-triggered emails
- →Client portal updates
- →Response tracking
WORKS WITH:
Starting at
$997
Churn Prediction & Alerts
Identify at-risk customers early with behavioral signals and triggers
KEY FEATURES:
- →Usage pattern monitoring
- →Health score calculation
- →Automatic alert routing
- →Intervention playbook triggers
WORKS WITH:
Starting at
$1,997
Clay Lead Enrichment Waterfall
Multi-source data enrichment pipeline with Clay's waterfall approach
KEY FEATURES:
- →Waterfall enrichment across 50+ data providers
- →Job title, company data, tech stack discovery
- →Email finding and verification
- →Auto-sync enriched data to CRM
WORKS WITH:
Starting at
$1,997
Clay Personalization Engine
Generate personalized outreach at scale using Clay's AI research capabilities
KEY FEATURES:
- →Company research automation with Clay
- →AI-generated personalization snippets
- →Multi-channel outreach prep
- →Bulk enrichment and personalization
WORKS WITH:
Starting at
$1,797
Client Qualifier
Automated intake system that qualifies and routes potential clients
KEY FEATURES:
- →Smart intake forms with logic
- →Conflict check automation
- →Lead scoring and prioritization
- →Calendar booking integration
WORKS WITH:
Starting at
$1,797
Clinic Command
Complete clinic automation - AI Front Desk + Appointment Guardian + Digital Intake + Care Follow-Up
KEY FEATURES:
- →All features from 4 boxes
- →Unified clinic dashboard
- →HIPAA compliance included
- →Priority support + training
WORKS WITH:
Starting at
$4,997
Competitor Intelligence Tracker
Monitor competitor website changes, pricing, and product updates
KEY FEATURES:
- →Website change detection
- →Pricing page monitoring
- →Product launch alerts
- →Weekly competitor digest
WORKS WITH:
Starting at
$1,497
Multi-Channel Content Distribution
Automatically distribute new content across social, email, and Slack
KEY FEATURES:
- →Auto-post to LinkedIn, Twitter
- →Newsletter list segmentation
- →Team Slack announcements
- →Repurposing workflows
WORKS WITH:
Starting at
$997
Content Multiplier
Turn one piece of content into 10+ pieces across formats
KEY FEATURES:
- →Blog to social posts automation
- →Video to clips and transcripts
- →AI-powered repurposing
- →Multi-platform scheduling
WORKS WITH:
Starting at
$1,997
AI Content Optimization
Analyze and optimize content for SEO using AI recommendations
KEY FEATURES:
- →On-page SEO analysis
- →AI-powered title/meta suggestions
- →Keyword density optimization
- →Internal linking recommendations
WORKS WITH:
Starting at
$1,797
Customer Data Platform (CDP) Implementation
Unified customer data platform aggregating all touchpoints
KEY FEATURES:
- →Identity resolution across tools
- →Event stream aggregation
- →Customer 360 profile building
- →Segment creation and sync
WORKS WITH:
Starting at
$3,497
Customer Onboarding Sequence
Welcome new customers with automated onboarding tasks and communications
KEY FEATURES:
- →Multi-step onboarding workflows
- →Personalized email sequences
- →Task assignments to CSMs
- →Progress tracking dashboard
WORKS WITH:
Starting at
$1,997
Data Quality & Monitoring
Automated data quality checks and anomaly detection
KEY FEATURES:
- →Schema validation and drift detection
- →Null/duplicate/outlier monitoring
- →Data freshness alerts
- →Auto-remediation workflows
WORKS WITH:
Starting at
$1,997
Data Warehouse Sync
Bi-directional sync between CRM and data warehouse for unified analytics
KEY FEATURES:
- →Automated ETL pipelines
- →Reverse ETL to operational tools
- →Data quality monitoring
- →Custom transformation logic
WORKS WITH:
Starting at
$2,997
Digital Intake Pro
Paperless patient intake with secure forms and automatic EHR sync
KEY FEATURES:
- →HIPAA-compliant digital forms
- →Pre-visit form delivery
- →Document upload capability
- →EHR integration
WORKS WITH:
Starting at
$1,497
DocDraft AI
AI-assisted legal document generation and templating
KEY FEATURES:
- →AI document drafting
- →Template library management
- →Variable auto-fill from CRM
- →Version control and audit trail
WORKS WITH:
Starting at
$2,497
Email Engagement Scoring
Track email opens, clicks, and replies to score engagement automatically
KEY FEATURES:
- →Email activity tracking
- →Engagement score calculation
- →Hot lead identification
- →Sales alert triggers
WORKS WITH:
Starting at
$997
Custom ETL Pipeline Builder
Build automated data pipelines from multiple sources into your warehouse
KEY FEATURES:
- →Multi-source data extraction (APIs, databases, files)
- →Custom transformation logic with dbt
- →Incremental loading and deduplication
- →Error handling and data quality checks
WORKS WITH:
Starting at
$2,997
Customer Feedback Loop
Collect, categorize, and route customer feedback to the right teams
KEY FEATURES:
- →Multi-channel feedback capture
- →Sentiment analysis tagging
- →Auto-routing to product/support
- →Trend reporting dashboard
WORKS WITH:
Starting at
$1,497
Buyer Intent Data Aggregation
Aggregate intent signals from multiple sources for prioritization
KEY FEATURES:
- →Website visitor identification
- →Content consumption tracking
- →G2/Capterra review monitoring
- →Intent score calculation and routing
WORKS WITH:
Starting at
$2,497
Job Change Alert System
Track when contacts change jobs for re-engagement opportunities
KEY FEATURES:
- →LinkedIn job change monitoring
- →Automated outreach to new roles
- →Champion tracking across companies
- →Warm intro opportunity alerts
WORKS WITH:
Starting at
$1,497
JobCaster
Post to multiple job boards with one click
KEY FEATURES:
- →Multi-platform job posting
- →LinkedIn, Indeed, ZipRecruiter sync
- →Application aggregation
- →Performance analytics
WORKS WITH:
Starting at
$2,297
Lead Routing & Assignment
Automatically assign leads by territory, industry, score, and availability
KEY FEATURES:
- →Smart assignment by multiple criteria
- →Round-robin and weighted distribution
- →Slack/email notifications to reps
- →Overflow and backup rep handling
WORKS WITH:
Starting at
$1,497
Predictive Lead Scoring
Score leads based on firmographics, behavior, and engagement patterns
KEY FEATURES:
- →Multi-factor scoring model
- →Real-time score updates
- →MQL threshold automation
- →Score decay over time
WORKS WITH:
Starting at
$1,797
Market Intelligence Dashboard
Aggregate market trends, news, and insights into a unified dashboard
KEY FEATURES:
- →Industry news aggregation
- →Trend analysis and alerts
- →Competitor move tracking
- →Weekly market briefing generation
WORKS WITH:
Starting at
$1,797
Meeting Scheduler & Follow-up
Automate meeting booking, reminders, and post-meeting follow-ups
KEY FEATURES:
- →Calendar integration and scheduling
- →Automated reminder sequences
- →Post-meeting tasks creation
- →No-show handling workflows
WORKS WITH:
Starting at
$997
n8n Custom Workflow Builder
Complex multi-step automation workflow built in n8n for full control
KEY FEATURES:
- →Self-hosted workflow automation
- →Custom logic and branching
- →API integrations unlimited
- →Code nodes for complex transformations
WORKS WITH:
Starting at
$2,497
Omni-Sync
Sync inventory across Shopify, WooCommerce, Amazon, and more
KEY FEATURES:
- →Real-time inventory sync
- →Order routing automation
- →Price synchronization
- →Channel performance analytics
WORKS WITH:
Starting at
$1,997
OutreachEngine
Personalized candidate outreach sequences that convert
KEY FEATURES:
- →Multi-channel sequences (email/LinkedIn)
- →AI-personalized messaging
- →Response tracking and follow-ups
- →A/B testing built-in
WORKS WITH:
Starting at
$1,497
Pipeline Health Dashboard
Real-time visibility into pipeline health, stage velocity, and risks
KEY FEATURES:
- →Live pipeline metrics and alerts
- →Stage conversion tracking
- →At-risk deal identification
- →Weekly digest reports
WORKS WITH:
Starting at
$1,497
Profit Booster Bundle
Complete e-commerce automation - Cart Rescue + AI Copywriter + Review Magnet
KEY FEATURES:
- →All features from 3 boxes
- →Unified dashboard
- →Priority support
- →Custom integrations included
WORKS WITH:
Starting at
$2,997
Quote-to-Cash Automation
Streamline quote generation, approval, and payment collection
KEY FEATURES:
- →Auto-generate quotes from CRM
- →Approval workflow routing
- →E-signature integration
- →Payment tracking sync
WORKS WITH:
Starting at
$2,297
ReportBot
White-label automated client reporting that runs itself
KEY FEATURES:
- →Auto-pull data from all ad platforms
- →Custom branded report templates
- →Scheduled delivery to clients
- →Executive summary generation
WORKS WITH:
Starting at
$1,497
Revenue Forecasting Dashboard
Predict monthly/quarterly revenue with pipeline-based forecasting
KEY FEATURES:
- →Real-time forecast calculations
- →Probability-weighted pipeline
- →Historical trend analysis
- →What-if scenario modeling
WORKS WITH:
Starting at
$2,497
Reverse ETL Activation
Push warehouse data back to operational tools for activation
KEY FEATURES:
- →Warehouse to CRM/marketing tool sync
- →Audience segment activation
- →Computed field syncing
- →Real-time or scheduled updates
WORKS WITH:
Starting at
$2,497
Review Magnet
Automated post-purchase review collection system
KEY FEATURES:
- →Timed review request sequences
- →Photo review incentives
- →Negative review routing
- →Review aggregation dashboard
WORKS WITH:
Starting at
$997
ScheduleBot
Automated interview scheduling that eliminates back-and-forth
KEY FEATURES:
- →Calendar sync across team
- →Candidate self-scheduling
- →Automated reminders
- →No-show handling workflows
WORKS WITH:
Starting at
$997
AI Sentiment Analysis
Analyze customer communications for sentiment and escalation triggers
KEY FEATURES:
- →Email/chat sentiment scoring
- →Negative sentiment alerts
- →Trend analysis over time
- →Auto-escalation to managers
WORKS WITH:
Starting at
$2,297
SEO Rank Tracking Automation
Monitor keyword rankings and send alerts for significant changes
KEY FEATURES:
- →Daily rank tracking for target keywords
- →SERP feature monitoring
- →Competitor rank comparison
- →Weekly digest reports to Slack
WORKS WITH:
Starting at
$997
Buying Signal Detection
Track hiring, funding, tech stack changes, and other buying signals
KEY FEATURES:
- →Job posting monitoring
- →Funding announcement tracking
- →Tech stack change detection via Clay
- →Intent signal aggregation
WORKS WITH:
Starting at
$2,297
Social Command Center
Multi-client social media scheduling and management
KEY FEATURES:
- →Unified content calendar
- →Client approval workflows
- →Auto-scheduling optimization
- →Engagement tracking
WORKS WITH:
Starting at
$1,297
Stock Sentinel
Real-time inventory monitoring with smart restock alerts
KEY FEATURES:
- →Low stock threshold alerts
- →Supplier notification automation
- →Demand forecasting integration
- →Multi-warehouse tracking
WORKS WITH:
Starting at
$997
TalentFilter AI
AI-powered resume parsing and candidate ranking at scale
KEY FEATURES:
- →Bulk CV/resume parsing
- →Skills extraction and matching
- →AI candidate scoring
- →Integration with ATS systems
WORKS WITH:
Starting at
$1,797
Sales Task Automation
Auto-create follow-up tasks based on deal stage and activity
KEY FEATURES:
- →Stage-based task creation
- →Activity-triggered reminders
- →Overdue task escalation
- →Task completion tracking
WORKS WITH:
Starting at
$997
Technographic Data Enrichment
Discover what tech stack your prospects use for better targeting
KEY FEATURES:
- →Tech stack detection via BuiltWith/Wappalyzer
- →CRM enrichment with tech data
- →Competitive intelligence on tools
- →Trigger campaigns based on tech usage
WORKS WITH:
Starting at
$1,797
Data Warehouse Architecture
Design and implement scalable data warehouse for analytics
KEY FEATURES:
- →Schema design (star, snowflake, data vault)
- →Data modeling best practices
- →Performance optimization
- →Documentation and governance
WORKS WITH:
Starting at
$3,997
Web Scraping & Data Extraction
Automated scraping of competitor, market, and public data sources
KEY FEATURES:
- →Custom scraping logic for any website
- →JavaScript rendering for dynamic sites
- →Data cleaning and normalization
- →Scheduled runs and change detection
WORKS WITH:
Starting at
$2,297
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