The workflow library

Your follow-up machine, already built for your industry

Every industry below gets a complete follow-up suite — speed-to-lead, appointment confirmation, no-show re-booking, stalled-deal rescue, win-back, long-term nurture, and a re-engagement detector. Pick yours at signup and the whole suite installs itself before onboarding ends.

Pick your industry

13 industries, each with its own suite.

☀️

Solar

Turn solar leads into booked consultations — automatically.

7 workflows →
🔧

HVAC

Never miss a call - book every estimate and emergency, day or night.

7 workflows →
🏠

Roofing

Turn storm-damage, leak, and re-roof leads into booked free inspections - automatically.

7 workflows →
🔨

Home Remodeling

Turn remodel inquiries into booked in-home estimates - automatically.

7 workflows →
🏡

Real Estate

Reach every buyer and seller in seconds — and never lose a lead to slow follow-up.

7 workflows →
🏦

Mortgage & Lending

Turn rate questions and pre-approval requests into booked loan consultations — automatically.

7 workflows →
🛡️

Insurance

Turn quote requests into booked policy reviews — automatically.

7 workflows →
🚗

Auto Sales

Book test drives and follow up every lead automatically — without the pushy-dealer routine.

7 workflows →
💉

Med Spa & Aesthetics

Fill your calendar with new bookings and rebookings — automatically.

7 workflows →
🦷

Dental

Fill the schedule automatically — fewer no-shows, more reactivated patients, less front-desk phone tag.

7 workflows →
⚖️

Law Office

Turn every inquiry into a booked consultation — fast, professional intake that runs conflict-aware and never gives legal advice.

7 workflows →
🛒

Online / Digital Sales

She doesn't just book the call — she closes AND collects, sending a secure payment link to take the sale on-platform.

7 workflows →
💻

B2B SaaS / Software

Turn demo requests into booked demos — and free trials into customers.

6 workflows · rolling out →
The difference

Pre-installed beats imported.

You don't import any of this. Pick your industry at signup and its whole suite installs itself before onboarding ends. Already customized yours? Nothing here ever overwrites your edits.

Every workflow is a set of visible, editable nodes on a canvas — read how workflows run, the node reference, and Autopilot & Agent Goals (Autopilot is included on the Pro and Agency plans). Texts and calls are consent-gated and queue in your Approvals inbox before anything sends.

Pre-installed, not imported

Get this running without building it.

Pick your industry at signup and its whole workflow suite installs itself before onboarding ends — nothing to import, nothing to build.

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