Works with the tools
you already use.

Gmail

Email

Gmail becomes the command centre for automated email flows. We watch your inbox for triggers, send branded replies, and use Gmail's sending infrastructure so messages land in Primary, not Promotions.

• Auto-reply to new enquiries within seconds of arrival
• Route subject lines or keywords to the right team member
• Parse invoice or order emails and log them to your CRM or Sheets

WhatsApp

Messaging

Your customers already message you on WhatsApp. We turn it into a proper channel with AI replies, booking reminders, and automatic CRM logging so nothing gets lost in a phone's notification stack.

• AI chatbot answering common questions 24/7
• Booking reminders and confirmations sent via WhatsApp
• New conversation creates or updates contact in your CRM

HubSpot

CRM

HubSpot is the single source of truth for your contacts and deals. We wire every other tool to push and pull from it so nothing slips between systems and nothing gets duplicated.

• Enrich new leads with LinkedIn and company data on arrival
• Sync deal stages with your quoting and invoicing tools
• Push won deals into Xero as new customers automatically

Xero

Accounting

Xero owns your invoicing and reconciliation. We automate the repetitive accounting work, so your bookkeeper stops typing numbers and you stop chasing paperwork.

• Auto-create invoices from approved quotes in seconds
• Reconcile Stripe and bank payments against open invoices
• Send overdue invoice reminders on a schedule you set

Stripe

Payments

Stripe handles the money. We wire it so paid events trigger everything downstream: invoices marked paid, welcome emails sent, project kickoffs automated, failed payments flagged instantly.

• Paid invoice marks the deal won and triggers a welcome email
• Failed payments alert the team in Slack with retry logic built in
• Subscription renewals generate a matching Xero invoice automatically

Google Sheets

Data

Sometimes the simplest tool wins. We use Sheets as a flexible logbook, report destination, or config backend when spinning up a full database would be overkill.

• Log every quote, lead, or job to a tracker sheet for analysis
• Use a sheet as editable pricing config the team can update
• Deliver weekly rollup reports for review without custom tooling

Slack

Team Comms

Slack is where your team already lives. We pipe high-priority events there with quick-reply buttons so they get seen and actioned without anyone checking five dashboards.

• Hot lead alerts with one-click quick replies and assign buttons
• Failed workflow notifications posted to a dedicated ops channel
• Daily or weekly summary digests in a single pinned message

Calendly

Booking

Calendly handles the availability and booking UX. We wrap it with the automation around it: pre-call forms, team routing, post-call follow-ups, and no-show recovery.

• New booking creates a CRM contact and sends a prep email
• No-show detection sends a rebook link within 30 minutes
• Post-call triggers a review request 3 days later automatically

Instagram

Social

Instagram DMs and comments are a real lead channel. We turn them into tracked opportunities routed to the right person, not forgotten notifications in a phone.

• DM with "quote" keyword auto-replies and creates a CRM lead
• New followers trigger a segment-based welcome DM sequence
• Story replies route to your sales team with full conversation context

Shopify

E-commerce

Shopify runs your store. We automate the pre and post-purchase journey: abandoned carts, welcome series, review requests, VIP segments, and everything in between.

• Abandoned checkout triggers a smart email and SMS sequence
• New customer welcome flow with tagging by product purchased
• Delivered orders trigger a review request 5 days later

OpenAI

AI

OpenAI powers the smart parts of your workflows: drafting replies in your brand voice, parsing messy inputs, summarising long content, and answering questions from your own knowledge base.

• Draft personalised email replies for your team to approve and send
• Summarise call transcripts into clean CRM-ready notes automatically
• Answer customer questions using your docs and policies (RAG)

LinkedIn

Outreach

LinkedIn is gold for B2B lead gen. LinkedIn's official API is heavily restricted, so we focus on what works reliably: Lead Ads capture and enrichment via third-party services billed through your provider.

• Track LinkedIn ad leads into your CRM with source attribution
• Enrich inbound leads with company and role data via Apollo or Clearbit
• Route LinkedIn lead form submissions to the right team member