Platform · Module 08 of 15
Automations
The rules that run when nobody is watching: new leads get touched, stale quotes get chased, and nothing depends on someone remembering.
Automations
Your standing rules, running around the clock. Every automation is visible and switchable.
- When a lead is created: agent call and text within minutes, day or night.
- When a call is missed: a text goes out in under a minute, thread opens in Messages.
- When a quote sits unanswered: polite chase in your voice, then a human flag.
- Confirmation at booking, reminder the evening before, directions included.
- Off until your first jobs complete. Permission first, customer words only.
Sample rule set for the demo company. Yours is configured with you at setup, in your voice, and every rule can be paused from this screen.
The system look: this is the Automations module as it runs inside a company workspace, shown with a fictional roofing company and sample data.
How It Operates
How Automations works on a real job
- 1
Rules, not mysteries
Every automation is a written rule you can read: a trigger, the steps it takes, and where it stops. If it runs, it is on this screen.
- 2
Speed where it pays
First touch and text-back run in minutes because that is where jobs are won. Everything else runs on the schedule you approve.
- 3
Humans stay in charge
Automations hand off on replies, on request, and at the limits you set. Your crew can pause any rule without calling anyone.
- 4
Nothing sends untested
Each rule is test fired against sample records before it ever touches a real customer, and the sends are verified, not assumed.
What setup takes
You approve the rule list and the wording: every message an automation sends is written in your voice and reviewed by you at setup. We build the rules, test them end to end on sample records, and switch them on one at a time.
Watch
The Automations explainer
Explainer filming in production
The video walkthrough for this module, a NotebookLM explainer wrapped in the Kraken intro and outro, lands in this slot as soon as it clears production.
Listen
The Automations podcast
Podcast in production
The audio overview for this module, generated from the same production brief as the explainer, lands in this slot as soon as it clears production.