Find the next person to contact
Flag records with a due date, missing document, rate change, or no recent reply.
87%Ready
For small teams with one messy recurring workflow
Stop losing manager hours to the same weekly spreadsheet review.
Send one recurring process. We map the steps, flag the risky decisions, and give your team a simple queue that says what to approve next.
Upload records, approve suggested actions, and see minutes saved each cycle.
One workflowHuman reviewTime-saved report
Vendor renewal follow-up
Pine Ridge HVACAsk for the missing insurance form before renewal22 min saved after approval
Northstar PlumbingApprove the new rate only if margin stays above 34%31 min saved after approval
Cedar ElectricalMove to a dormant vendor follow-up message18 min saved after approval
FreeSend one workflow
Get a sample approval queue and time-saved estimate.
$199/moRun it every week
Use source uploads, queue reviews, and weekly reports.
$499/moGet managed setup
Compare packagesWe map, tune, and improve the workflow with you.
Live workspace demo
This is the working surface your team gets.
Submit a workflow, stage records, review suggested rules, approve actions, and see the time recovered.
Send the workflow
Sample workflow loaded
Source records
3 sample records staged
RecordTriggerRiskTime
Pine Ridge HVACSR-1048 / Mara / Jun 02Renewal due in 18 daysMissing insurance form22 min
Northstar PlumbingSR-1056 / Dev / Jun 07Rate change requestedMargin may drop31 min
Cedar ElectricalSR-1061 / Priya / Jun 11No reply for 45 daysLikely dormant18 min
Suggested rules
3 rules drafted from the workflow and records
Hold risky actions for approval
Send anything with money, compliance, or customer risk to a manager before sending.
78%Needs sample
Draft the follow-up message
Write a short email with the due date, missing item, and next step.
92%Ready
Approval queue
3 actions waiting
Pine Ridge HVAC
Ask for the missing insurance form before renewal
Mara / 22 min expected savingsNorthstar Plumbing
Approve the new rate only if margin stays above 34%
Dev / 31 min expected savingsCedar Electrical
Move to a dormant vendor follow-up message
Priya / 18 min expected savingsTime-saved report
0 approved actions / 0 min confirmed
Before89mmanual review
After18mwith queue
Found71mper cycle
Before and after
One painful workflow becomes a queue your team can trust.
Spreadsheet checks
AfterRecords staged with the reason each one needs attention
Risky decisions buried in notes
AfterManager approval only for money, compliance, or customer risk
Manual follow-up emails
AfterSuggested next actions ready for review
No proof that time was saved
AfterBefore, after, and found minutes shown every cycle
Who we market to
Teams that already know the process hurts.
Field service owners
Renewals, vendor paperwork, missed follow-ups, and manager approvals.
Small agencies
Client onboarding, content approvals, invoice follow-ups, and recurring reports.
Ecommerce operators
Returns, supplier checks, inventory exceptions, and refund review queues.
Lean IT teams
Repeated tickets, access reviews, renewal checks, and internal runbook gaps.
Packages
Start free by sending one workflow. Upgrade when the queue is useful.
7 days
Starter Trial
$0Send one workflow and see the queue we would build.
- One workflow intake
- Sample approval queue
- Time-saved estimate
14-day trial
Ops Pilot
$199/moFor teams ready to run one repeated process every week.
- CSV/source upload
- Approval queue
- PayPal subscription
- Weekly report
14-day trial
Managed Studio
$499/moFor teams that want the workflow mapped and tuned with them.
- Done-with-you setup
- Monthly rule tuning
- Priority workflow changes