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.
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
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
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
| A | B | C | |
|---|---|---|---|
| 1 | Item | Type | Status |
| 2 | Supplier parts | Receipt | Logged |
| 3 | Invoice, repair job | Invoice | Matched |
| 4 | Invoice, install | Invoice | Matched |
| 5 | Shop supplies | Receipt | Logged |
| 6 | Supplier bill | Bill | Held for owner |
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.
- Site visit and assessment
- Parts and materials
- Labor and cleanup
Customer signatureSigned today
Followed up by Sales, 2 of 3 signed
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
Fresh off the bench this week.
Draft, waiting for a yesToday 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
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
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
Picked it up this afternoon and it works like new. They explained every step of the repair.
Requested by Marketing after a yes
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
Product names and logos belong to their owners. No partnership implied.
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