Automate bookings, follow-ups, and client retention so you can focus on delivering results.
27 workflows available
Med spas juggle high-value appointments, complex treatment plans, and clients who expect concierge-level service. Most lose revenue to no-shows, slow follow-ups on consultation requests, and manual rebooking. AI workflows handle the repetitive coordination so your team can focus on patient care and upsells.
The 17 tools these workflows actually use, ranked by how often they appear — with real pricing.
Structure your business information so ChatGPT, Perplexity, and Google AI Overviews recommend you by name when someone asks for a provider like you.
Hard to model as a dollar figure and you should be suspicious of anyone who…
An ambient AI scribe listens to the visit and produces the chart note, so clinicians stop doing two hours of documentation after a nine-hour day.
A three-clinician practice recovering 60-90 minutes of documentation per…
24/7 voice agent that books appointments and captures intake info under a signed BAA — engineered for dental, med spa, and healthcare-adjacent SMBs.
A typical 4-op dental practice taking 60 calls/day at $0.10/min averages…
24/7 AI phone agent that answers, qualifies, books, and transfers — sounds human, never sleeps.
A practice taking 30 calls/day at $0.10/min averages $90/month vs. $3,500/month…
Outbound voice agent for reactivation calls, appointment confirmations, and lead qualification at scale.
A 500-lead reactivation campaign at $0.12/min × 2.5 min avg = $150 in call…
Operators ask questions in plain English; the agent writes SQL, queries the warehouse / Sheets, and returns charts + 1-line summaries.
A founder pulling 5-10 data questions a week (each previously a 30-min Slack…
Weekly autonomous scrape of competitor sites, ads, pricing, reviews, and social — diffed against last week, summarized in Slack.
Catching a competitor pricing change a week early is worth real money. For a…
Monitors Google, Yelp, and Facebook reviews; drafts brand-voice responses grounded in past replies; queues for one-click human approval.
Practices that respond to >90% of reviews within 24 hours rank materially…
Get instant alerts when someone mentions your business online and respond to reviews across platforms from one place.
Businesses that respond to reviews see 12% higher average ratings over time.…
Turn happy customers into a predictable referral engine with automated ask, track, and reward sequences.
Businesses with automated referral programs see 2-4x more referrals than those…
Automatically check in after every job or appointment to catch issues early and build long-term loyalty.
Businesses with automated post-service follow-up see 25-35% higher rebooking…
Use purchase history and service data to automatically suggest relevant add-ons and upgrades at the right moment.
Automated upsell sequences typically increase average customer value by 15-25%.…
Re-engage customers who haven't visited or purchased in 90+ days with a targeted 3-touch reactivation sequence.
Winback campaigns typically recover 5-15% of dormant customers. A gym with 200…
Handle inbound calls and website inquiries 24/7 with an AI receptionist that books appointments, answers FAQs, and routes urgent requests.
An AI receptionist handling 30 calls/day at $0.10/minute averages $90/month vs.…
Respond to every Google, Yelp, and Facebook review within hours using AI-drafted, human-approved replies.
Businesses that respond to 100% of reviews see a 0.3-0.5 star improvement in…
Let customers self-book online 24/7 with smart scheduling that handles availability, buffers, and confirmations automatically.
Businesses that add online self-booking see 30-40% more appointments booked,…
Set up behavioral drip campaigns that nurture leads and re-engage customers based on their actions — not just arbitrary timers.
Behavioral email flows typically generate 25–40% more email revenue within 90…
Automate new client onboarding with welcome sequences, document collection, and setup instructions that run on autopilot.
Saves 3–5 hours per client onboarded. For a business onboarding 20…
Extract structured data from invoices, forms, contracts, and documents using AI-powered OCR and processing — eliminating hours of manual data entry.
Reduces document processing time by 70–85%. A business processing 500…
Track competitor pricing, reviews, content, and market moves automatically — so you spot threats and opportunities before they hit your bottom line.
Early detection of competitor moves lets you respond 2–4 weeks faster.…
Use AI-optimized scheduling to match staffing levels to demand patterns while respecting availability, labor rules, and overtime limits.
Reduces manager scheduling time from 4–8 hours/week to under 1 hour. Cuts labor…
Capture every new lead, qualify them automatically, and route to the right person — no manual sorting.
Speed-to-lead is the single biggest factor in conversion. Responding within 5…
Reduce no-shows by 60% with automated multi-touch appointment reminders via SMS and email.
Practices that implement a 3-touch reminder sequence see 50-70% reduction in…
Automatically ask happy customers for Google reviews at the perfect moment — right after the job.
Businesses that automate review requests typically see 3-5x more reviews per…
Answer your most common customer questions instantly — 24/7, without staff involvement.
Businesses that deploy FAQ bots report 40-60% reduction in routine inquiry…
Automatically text any caller who doesn't reach you — within 60 seconds of the missed call.
Businesses that implement missed-call text-back typically recover 20-35% of…
Wake up your dead lead list with a 3-touch AI-powered SMS sequence.
A reactivation campaign to 500 cold leads typically generates 15-30 booked…
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