Your first automation


Simple automations can help you systemize processes, free up time, and increase margins by reducing manual work. Let's start with one of the easiest and most impactful: standardized intake forms. What are standardized intake forms? These are consistent, structured templates designed to gather essential information from clients, leads, or customers right at the start of an interaction. Think of them as your business's front door—whether it's for service requests, product orders, consultations,...