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Cleaning companyRepairs & handymanInterior design studioSolar installerPest controlAutomations
Automations follow a simple pattern: when something happens, if it matches, then do the steps. Approvals are on by default, so nothing goes out until someone has looked at it, unless you decide otherwise.
Duke in Automations
Tell Duke what should happen and when. He picks the trigger, the conditions and the steps, and shows you the automation before it's saved. When a job needs judgement, he suggests an agent instead.
Who decides
New automations are saved as drafts. Switching one on is a second, separate yes.
An AI draft step has Duke write the subject and text for each person. Those steps always wait for someone to approve.
Ask which automations are on and how their runs went.
Automation · Renewal reminder
When
Triggers come from your apps: a new contact, a lead moving stage, a membership about to end, a missed class, an appointment coming up, an invoice going overdue, or a record on one of your own pages.
With Duke: say what should happen and he picks the trigger for you.
When · Appointment coming up
Then
A step can send an email or an approved WhatsApp template, create a task or update a record. An AI draft step has Duke write the subject and text for each person. Add delays in days or hours between steps.
Steps · Overdue invoice follow-up
Safe to leave running
Automations run with the owner's permissions and every change is in the audit log. Each edit saves a new version, run history is kept, and they can't loop into each other. Imports never start automations.
| Member | Started | Step | Status |
|---|---|---|---|
| Kiara Brooks | Today 09:00 | Send email | Waiting for approval |
| Leo Hart | Yesterday | Create task | Done |
| Ama Boateng | Mon | Wait 3 days | Running |
Ready-made
Each business type comes with ready-made automations, added switched off so you can read them first. Or describe what you want and Duke builds the automation for you to approve.
Try these in a live demo, signed in as the owner.
Works with
We set up the ready-made automations for your business with you, switched off until you've read them. Open a demo to see automations with real runs.
Talk to us
A demo business with months of sample data. Pick a role on the sign-in page, no sign-up needed.
Duke, the AI teammate, works inside every app.