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Scheduling, follow-ups, intake and invoicing, handled inside WhatsApp, QuickBooks and the software you already use.
Examples of an automation at work
Appointment reminder
Sent by text. Confirmed.
Invoice
Sent when the job closed. Paid.
New WhatsApp request
Answered in 2 minutes.
If your team does it the same way every time, it can probably run on its own.
Common questions, quote requests and appointments are handled on WhatsApp or by text, day or night. Your team steps in only when a person is needed.
Customer
Do you have anything this Thursday?
8:41 p.m.Yes. 10:00 a.m. or 2:30 p.m. Which works better?
8:41 p.m.2:30, thanks.
8:43 p.m.Booked for Thursday at 2:30 p.m. You'll get a reminder the day before.
8:43 p.m.The invoice is created and sent without anyone retyping it, and reminders follow until it's paid. You get paid sooner without chasing.
Invoice
No. 1042
Example customer
Paid
Sent without anyone typing it
What a client fills in online lands in every program that needs it. The numbers you check each week arrive as a short summary every morning.
New client form
Filled in once, by the client
Calendar
Appointment added
QuickBooks
Customer created
Client record
Details filed
See it for your industry
Everything we automate25 hours saved per week
Medical office, 5 staff
“We're able to do more with fewer people, and that's made us a lot more efficient.”
30%
fewer missed appointments
Dental practice
1 hour
to get an invoice paid, down from 3 days
Service company
You work directly with the founder, Anthony Soto. The person who learns your business builds the automation.
We visit your business.
We show you where the hours go.
We build it inside your tools.
We measure it and keep it running.
We spend time in your business, see where the hours go and show you the areas where automation would save the most time. A written quote follows only if you want to go ahead.
Free, in person, with no obligation.
Usually, yes. We start with one task that costs your team hours every week, so the first project is small and the savings are easy to measure. Many of the tools cost less per month than a few hours of an employee's time.
It depends on the task, so we don't publish a price list. The assessment is free, and you get a written quote before any work starts. No surprises.
Most first automations are running within a few weeks of the assessment. We agree on how to measure success before we start.
Rarely. We connect what you already have: WhatsApp, email, your calendar, QuickBooks or your practice software. If something needs a small add-on, we tell you what it is and what it costs first.
Yes. Every automation is set up with access controls and encryption, using business-grade tools. For medical offices, we sign a Business Associate Agreement (BAA) and only use services that sign one too.
