17 setups · 143 tasks. Open a setup for its full page, or quick-pick its steps here.
Sales & calls 7 tasks Call centre: inbound Every call answered, qualified and logged. AI receptionist, 24/7 · Smart call routing · After-hours capture · +4 Open setup page → Quick pick steps
Sales & calls 6 tasks Call centre: outbound Callbacks and reminders to people who already know you. No cold calls. Speed-to-lead callback · Appointment reminders · Reactivation of past customers · +3 Open setup page → Quick pick steps
Sales & calls 9 tasks Sales: online pipeline From target list to signed proposal. ICP list building · Signal-based prospecting · Speed-to-lead routing · +6 Open setup page → Quick pick steps
Sales & calls 6 tasks Sales: field and offline For reps on the road, at events and with dealers. Route planning for reps · Voice visit notes to CRM · On-site quote builder · +3 Open setup page → Quick pick steps
Marketing 8 tasks Paid social and ads Research, creative, launch and reporting. Audience research · Ad copy variants · Creative generation · +5 Open setup page → Quick pick steps
Marketing 8 tasks Organic social A steady calendar without the daily grind. Content calendar · Post drafting per network · Image and carousel generation · +5 Open setup page → Quick pick steps
Marketing 10 tasks YouTube channel Research, create, post, analyse, re-strategise. Topic and keyword research · Competitor gap analysis · Script drafting · +7 Open setup page → Quick pick steps
Marketing 8 tasks Email and SMS marketing Lists that earn their keep. List segmentation · Newsletter drafting · Welcome series · +5 Open setup page → Quick pick steps
Marketing 7 tasks SEO and content Pages that rank and convert. Keyword clustering · Content briefs · Article drafts · +4 Open setup page → Quick pick steps
Funnels 20 tasks Funnels, end to end Pages, copy, emails, tracking and follow-up, built as one system. Lead magnet funnel · Webinar funnel · VSL funnel · +17 Open setup page → Quick pick funnel types
Commerce & support 8 tasks Ecommerce store Catalogue to delivery to repeat order. Product listing copy and images · Marketplace catalogue sync · Inventory alerts · +5 Open setup page → Quick pick steps
Commerce & support 6 tasks Customer support Faster first replies, fewer repeat tickets. Ticket triage and tagging · AI first replies with approval · Knowledge base from tickets · +3 Open setup page → Quick pick steps
People 9 tasks HR and recruiting Hire, onboard and support your team. Job description drafting · Job posting distribution · CV screening against criteria · +6 Open setup page → Quick pick steps
Build 8 tasks Website design and development From sitemap to a site that converts. Sitemap and copy drafts · Design system from your brand · Page build in your CMS · +5 Open setup page → Quick pick steps
Build 7 tasks Software design and build Internal tools and integrations, designed then built. Requirements to spec · Clickable prototype · Internal tools and admin panels · +4 Open setup page → Quick pick steps
Finance & ops 7 tasks Finance back office Month-end without the scramble. Receipt and bill capture · Invoice generation and chasing · Bank reconciliation prep · +4 Open setup page → Quick pick steps
Finance & ops 9 tasks Operations and leadership The admin that eats the week. Shared inbox triage · Executive inbox and agenda · Meeting notes and actions · +6 Open setup page → Quick pick steps
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