No AI required
Scheduling & Operations
Notify technicians about assigned jobs
New and changed jobs reach the right technician instantly — with everything they need.
- 01Job assigned
- 02Notify technician
- 03Acknowledge
- 04Update office
Automation recipe · Scheduling & Operations
Send appointment confirmations and reminders
Confirmations when booked, reminders before the visit, and easy rescheduling.
Automate this process No AI required
Workflow
- 01Appointment booked
- 02Send confirmation
- 03Reminder before visit
- 04Confirm / reschedule
The problem
No-shows and late cancellations cost time and money. Staff spend part of each day calling customers to confirm.
What the automation does
Customers receive a confirmation when they book, reminders before the appointment, and a simple way to confirm or reschedule — with changes flowing back to your schedule.
The benefit
Fewer no-shows, less time on the phone, and a more professional customer experience.
How it works
- 01
New or changed appointments trigger messages from templates.
- 02
Reminders are sent at the times you choose (e.g. a day and an hour before).
- 03
Replies or links let customers confirm or request a new time.
- 04
Responses update the schedule and notify staff.
More automation recipes
All recipesAI-assisted
Email & Communication
Turn incoming emails into CRM leads
New inquiries in your inbox become complete CRM leads — and the right salesperson hears about it.
- 01Incoming email
- 02Extract details
- 03Create CRM lead
- 04Notify salesperson
AI-assisted
Email & Communication
Classify and route customer inquiries
Sort sales, support, billing and urgent messages automatically and send each to the right place.
- 01Incoming message
- 02Classify topic & urgency
- 03Route to team
- 04Escalate if urgent
Want this working in your business?
Every recipe is adapted to your systems and the way your team works. Tell us about your setup and we’ll suggest the simplest reliable approach.