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What We Automate

Automation Examples

Every automation below is built from the same components: scheduled collectors, scoring engines, and action queues. The difference is what you watch, how you rank it, and where the output goes. All of it is customizable.

Revenue & Growth

New Business Registration Monitor

Live
Watches Secretary of State filings for new LLCs, corporations, and partnerships in your target geography. Scores each by industry fit, employee count, and trigger freshness. Delivers a ranked prospect list to your inbox or CRM every morning.
Trigger
New business filing detected
Output
Scored prospect list (A+ / A / B / C tiers)
Schedule
Daily at 06:00 CT
Example Client
MSP targeting 20–75 employee healthcare practices
How to Customize
  • Change geography: single state, multi-state, or national
  • Adjust industry filters: healthcare, manufacturing, professional services, etc.
  • Set employee count thresholds: 5–20, 20–75, 75+
  • Modify scoring weights: prioritize timing over fit, or vice versa
  • Change output destination: email, Slack, CRM, or private dashboard

Competitor Price & Position Tracker

Demo
Monitors competitor websites for pricing changes, new service offerings, and messaging shifts. Alerts when a competitor undercuts you, launches a new product, or changes their positioning.
Trigger
Price change, new page, or content update detected
Output
Diff report + alert with recommended response
Schedule
Twice daily at 08:00 and 16:00
Example Client
B&B tracking nearby lodging rates and packages
How to Customize
  • Add or remove competitor URLs anytime
  • Track specific elements: pricing tables, service lists, or entire pages
  • Set alert thresholds: notify only on >10% price drops
  • Choose alert channel: email, SMS, or dashboard notification
  • Generate weekly summary reports vs. real-time alerts

Review Aggregation & Response Queue

Demo
Collects reviews from Google, Yelp, TripAdvisor, and industry-specific platforms. Scores sentiment, flags negative reviews for immediate response, and queues positive reviews for thank-you outreach or testimonial requests.
Trigger
New review posted on any monitored platform
Output
Ranked response queue with draft replies
Schedule
Hourly checks, daily digest at 07:00
Example Client
Hospitality business with 4 locations
How to Customize
  • Add platforms: Google, Yelp, Facebook, industry-specific sites
  • Set response time SLAs: flag 1-star reviews for <2 hour response
  • Auto-generate draft replies in your brand voice
  • Route by location: different managers get different location alerts
  • Weekly trend reports: average rating, review velocity, sentiment shift

Operations & Efficiency

End-of-Day Operations Handoff

Live
Collects the day's activity across all systems — Git commits, deploy status, failed workflows, new prospects, and social engagement. Generates a brief written summary and queues tomorrow's priority actions.
Trigger
Scheduled time (17:31 local)
Output
Written brief + prioritized action list
Schedule
Daily at 17:31 CT
Example Client
Solo operator managing 7 active properties
How to Customize
  • Add or remove data sources: GitHub, CRM, social, financial, etc.
  • Change tone: executive summary, detailed technical, or casual
  • Adjust length: 3-bullet brief or 2-page deep dive
  • Set action thresholds: only flag items above certain severity
  • Deliver to voice, email, Slack, or dashboard

Invoice Follow-Up Sequence

Demo
Monitors accounts receivable. Sends polite escalation emails at 7, 14, and 30 days past due. Escalates to phone call queue at 45 days. Logs all activity in a shared spreadsheet or CRM.
Trigger
Invoice passes due date threshold
Output
Sent email + logged activity + escalation alert
Schedule
Daily at 09:00
Example Client
Consulting firm with 40+ active clients
How to Customize
  • Adjust cadence: 7/14/30/45 days or custom intervals
  • Change message tone: friendly, firm, or legal escalation
  • Split by client tier: VIPs get personal calls, others get automated
  • Add payment link integration: Stripe, Square, or ACH
  • Route escalations: assign to specific team members by client

Compliance Deadline Watchdog

Demo
Tracks license renewals, certification expirations, insurance deadlines, and regulatory filings. Alerts at 90, 60, 30, and 7 days before expiration. Generates renewal checklists with required documents.
Trigger
Date approaches expiration threshold
Output
Alert + checklist + contact info for renewal
Schedule
Daily check, alerts sent at 08:00
Example Client
Healthcare practice with 12 provider licenses
How to Customize
  • Add any deadline type: licenses, certs, insurance, permits, filings
  • Set alert windows: 90/60/30/7 days or custom
  • Attach renewal instructions and contact forms per deadline
  • Route alerts: compliance officer, office manager, or external counsel
  • Generate annual compliance report for audit purposes

Content & Marketing

Local Event Intelligence Calendar

Live
Scrapes multiple sources — tourism boards, venue sites, Facebook events, and local news — for events in your area. Deduplicates, normalizes, and publishes a clean public calendar on your website. Updates daily.
Trigger
New event detected on any source
Output
Public calendar page + optional email digest
Schedule
Daily at 06:00 CT
Example Client
B&B wanting to become the local events hub
How to Customize
  • Add sources: specific venues, Facebook pages, news outlets, RSS feeds
  • Filter by category: music, food, family, outdoor, or custom tags
  • Set radius: 5 miles, 25 miles, or custom geography
  • Change display: list view, calendar grid, or card layout
  • Add affiliate links: link event tickets through your referral code

Social Content Pipeline

Demo
Monitors industry news, competitor posts, and trending topics. Generates draft social posts in your brand voice. Queues them for your review, then auto-publishes approved content on schedule.
Trigger
Trending topic detected or scheduled post time
Output
Draft post + scheduled publish queue
Schedule
Drafts generated daily, publishing 3x/week
Example Client
Bourbon journal building audience on X and Instagram
How to Customize
  • Set brand voice: professional, casual, witty, or educational
  • Choose platforms: X, LinkedIn, Instagram, Facebook, or all
  • Adjust frequency: 1x/day, 3x/week, or custom cadence
  • Add approval gate: auto-publish vs. manual review queue
  • Include image generation: auto-create graphics from templates

None of these fit exactly?

These are starting points. The architecture is the same for any repetitive task that involves data, timing, and a decision. Tell us what you're doing manually twice a week or more — we'll automate it.

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