Skip to content

Visualize your new day

A business that stays caught up.

Four bots clear the quotes, questions, books, posts, and review requests from open to close.

A person still decides.

An example day at a made-up shop. The names and numbers are illustrations, not results.

Morning summary

Today 7:02 AM

Morning summary: Support answered 6 customer questions overnight. One needs a person.

Morning summary: Operations closed out yesterday’s books.

Morning summary: Sales has 2 quotes waiting on your yes. This week’s posts are drafted for review.

7:00 AM

Support

Overnight questions, already answered

The Support bot answered last night’s customer questions and walked people through the quick fixes. It handed the hard ones to a person.

Works with

  • HubSpot
  • Notion
TicketCallback 10:00 AM

Warranty question on last month’s repair

Customer
R.K.
Assigned
Owner
Channel
Text, overnight

Note Repair from last month. Customer prefers a call before noon.

Handed to a person by Support

Support

Today 7:04 AM

Support: I answered 6 customer questions overnight and walked 4 people through quick fixes.

Support: One needs a person: a warranty question on last month’s repair. Book a callback?

Owner: Yes, 10 AM.

Support: Booked for 10 AM. Their notes are in the ticket.

9:00 AM

Operations

Doors open, desk clear

The Operations bot cleared yesterday’s books and data entry before opening. The owner unlocks the doors instead of the laptop.

Works with

  • Excel
  • Google Sheets
  • Zapier
fxYesterday’s books
ABC
1ItemTypeStatus
2Supplier partsReceiptLogged
3Invoice, repair jobInvoiceMatched
4Invoice, installInvoiceMatched
5Shop suppliesReceiptLogged
6Supplier billBillHeld for owner
Yesterday14 receipts logged, 9 invoices matched, 1 held
Operations

Today 8:50 AM

Operations: Yesterday’s books are closed. I logged 14 receipts and matched 9 invoices to payments.

Operations: One supplier bill doesn’t match the order. Hold it or pay it?

Owner: Hold it. I’ll check after lunch.

11:30 AM

Sales

Signed quotes by lunch

The Sales bot follows up on open quotes and moves the pipeline without the chase. The owner picks which jobs to take.

Works with

  • HubSpot

Quote

Prepared for T.R.

Signed
  • Site visit and assessment
  • Parts and materials
  • Labor and cleanup

Customer signatureSigned today

Followed up by Sales, 2 of 3 signed

Sales

Today 11:28 AM

Sales: I followed up on 3 open quotes this morning. 2 came back signed.

Sales: The third can start Tuesday or Thursday. Which one?

Owner: Take the Tuesday job.

Sales: Confirmed Tuesday with them.

2:00 PM

Marketing

This week’s posts, ready for a yes

The Marketing bot builds the week’s posts and a page for the newest service. Nothing posts until the owner says so.

Works with

  • Notion
  • HubSpot
  • Zapier
YSYour shopDraft post 1 of 3
Bench shot

Fresh off the bench this week.

Draft, waiting for a yes
Marketing

Today 1:55 PM

Marketing: This week’s 3 posts and the new service page are ready for review.

Marketing: Nothing goes up until you say so.

Owner: Swap the first photo for the bench shot.

Marketing: Swapped. I’ll check back before close.

4:30 PM

Operations

Shelves counted, reorder drafted

The Operations bot updates inventory as stock goes out and drafts the reorder. The owner stays on the floor with the last customers.

Works with

  • Excel
  • Google Sheets

Reorder slip

To: supplier
Today 4:26 PM

5 items running low

  • Shop towels2 cases
  • Gloves, large3 boxes
  • Filters1 case
  • Sealant6 tubes
  • Cleaner4 jugs

Sent after owner yes

Filters skipped by owner

Operations

Today 4:26 PM

Operations: Inventory is current through today’s sales. 5 items are running low.

Operations: I drafted the reorder. Send it to the supplier?

Owner: Send it, but skip the filters.

Operations: Sent without the filters.

6:30 PM

Marketing

One yes before closing

The Marketing bot puts the posts and the new page live once the owner says yes, so customers find the shop after close.

Works with

  • HubSpot
  • Zapier
Marketing

Today 6:24 PM

Marketing: The posts have the bench photo now. Ready to go live?

Owner: Post it.

Marketing: Live now. The new service page is up too.

7:30 PM

Marketing

Reviews from today’s finished jobs

The Marketing bot drafts a short review request for every customer whose job wrapped today. Nothing sends without the owner’s yes.

Works with

  • HubSpot
  • Zapier
Your customerExampleNot a real review

Picked it up this afternoon and it works like new. They explained every step of the repair.

Requested by Marketing after a yes

Marketing

Today 7:28 PM

Marketing: 5 jobs wrapped up today. I drafted a short review request for each customer.

Marketing: 2 of them have a follow-up visit booked. Send to the other 3 now?

Owner: Yes, send those 3.

Marketing: Sent to 3 customers. The other 2 wait until their follow-up is done.

Sales, Support, Operations, and Marketing.

Each one does one job.

Works with

  • HubSpot
  • Excel
  • Google Sheets
  • Notion
  • Zapier
Book a 15-minute call