Automation & AI

What it does

The Automation module runs time-based rules and AI-assisted actions in the background — stale-lead alerts, quote expiry reminders, and AI-drafted follow-up messages — without any manual trigger from your team.

• Stale-lead alerts when a prospect has not been contacted within a configurable window
• Quote expiry notifications before a quote lapses
• Project milestone and deadline reminders delivered to staff by email
• AI-drafted follow-up messages for leads, surfaced as drafts for staff to review before sending
• Daily digest of open items that need attention
• Unsubscribe link on every automated email — compliant with major anti-spam regulations

Why it matters

The highest-leverage work in a professional service firm is building relationships and delivering quality — not chasing down unsigned quotes or nudging cold leads. Deterministic rules handle the predictable follow-up cadence; AI drafts handle the language; your team reviews and sends only what needs a human touch.

How it fits in

Automation runs as a scheduled job that scans all tenants once per day. It reads CRM leads, open quotes, and project milestones to determine what needs action. AI-assisted features call the Claude API to generate drafts, which are stored and surfaced to staff before any message is sent. No automated outreach leaves the system without staff review — the human is always in the loop.