VISIBLE WORKFLOW ENGINE

Turn repeatable business processes into visible workflows.

Build workflows that react to customer events, business conditions, calendars, approvals, provider responses, and team activity with full run transparency.

Workflow: Unapproved Estimate Recovery Sequence

Status: Active • 98.4% Success

TRIGGER

Estimate Created & Pending > 24 Hours

Filter: Estimate Value > $500 • Status = Sent • No Customer Signature

CONDITION

Check Customer SMS Consent & Quiet Hours

If local time is between 8 PM and 8 AM, delay until 9:00 AM local time.

ACTION

Send Friendly Follow-Up SMS & Mobile Signature Link

"Hi Sarah! Following up on your electrical panel quote ($1,850). Tap link to review & accept or reply with questions."

Total Runs1,420

Estimate Acceptances+24.2%

Recovered Revenue$84,300

READY TO EXECUTE

Build the system your business should already have.

Start with one customer journey, connect the tools you already use, and turn the operating gaps between them into visible workflows.

Run Interactive Scenario Demo

Begin with lead response, customer conversations, scheduling, revenue operations, or a complete workspace plan.

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