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Automation
Intake Automation
Turns form submissions, emails, and messages into structured records exactly where you need them — your CRM, your sheet, your system. Names, details, and requests extracted and filed automatically instead of copy-pasted by a person.
What it does
- — Reads forms, emails, and messages
- — Extracts structured fields reliably
- — Writes into your CRM or tools
- — Flags anything it can't parse for review
Best for: Operations with manual data entry between their tools.
What setup includes
- — Source connections
- — Field mapping
- — Destination integration
- — Exception handling
Every agent is customized to your business before launch — trained on your services, policies, and tone.
Done-for-you build
from $2,000 one-time
We build, install, integrate, test, and launch it for you. Book a quick call and we'll scope your exact quote.
Runs on the Core plan post-launch — $149/mo, hosted and monitored by our team.
Book a build callWant it tweaked first?
Open this concept on the visual Canvas and rearrange the workflow before you commit.