Finance
Invoice approval
Invoices sit in someone’s inbox, and the only status update is a text that says “did you approve that?”
Open the simulationSimulations · sample data
See the workflow before you commission it.
Each demo is an isolated preview. Running it does not send email or change a system outside this browser. A typical implementation is an Automation Starter at $2,500 unless the scope says otherwise.
Start with these three
Sales
Lead follow-up
A person asks for a quote, and the next touch lives in someone’s memory.
Open the simulationFinance
AR reminders
Friday becomes a pile of “just checking in” emails and an aging list rebuilt by hand.
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Finance
Invoice approval
Inbox archaeology and approval-by-text-message.
Open simulationSales
Lead follow-up
A spreadsheet of names that go quiet after the first call.
Open simulationFinance
Accounts receivable reminders
Rebuilding the aging report from scratch every week.
Open simulationFinance
Expense approval
A shoebox of photos and a Friday scramble.
Open simulationPeople
Employee onboarding
A first-week scramble for a laptop, a login, and a checklist.
Open simulationOperations
Vendor onboarding
Attachments lost in threads and an insurance date nobody tracks.
Open simulationOperations
Project status updates
Status meetings that exist because nobody trusts the tracker.
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