Small teams and solo workers can get disproportionate value from simple automations: consistent reminders, streamlined booking confirmations, and templated client communications.
Core patterns
- Automated booking confirmations and follow-ups.
- Reminder digests for upcoming tasks and client touchpoints.
- Template-driven responses for intake and common questions.
Getting started
Start with calendar and messaging integrations, then add simple conditional triggers (e.g., payment received, appointment scheduled) before moving to two-way automation with client workflows.