Take the shortcut
We live in the workflow builder.
So you don't have to.
The software can automate almost anything in your business. Our team of builders lives in it every day, so we set it up fast and you never have to touch it.
Each line is a step your business now runs on its own
⌘⇧C Copy a whole branch every step from here down
- ⌘ ⇧ C: Copy a whole branch, every step from here down
- ⌘ V: Paste it into another workflow, reuse follow-up that works
- ⇥: Open the action panel, add a text, wait or task
- ⇧ ⇥: Open the trigger panel, missed call, form, booking
- ⌘ ⌥ A: Select all triggers, in the Standard Builder
- ⇧ →: Select downstream steps, grab everything after this
- ⌘ ⇧ X: Move a whole branch, cut from this step on
- 1: Fit view, see the whole automation
- ⌘ S: Save workflow, ship it
- K: Show every shortcut, the builder's own cheat sheet
We're the builders, so you never have to be. But the software is yours too: like to tinker, or run it yourself? These shortcuts are where to start. Two ways to work with us →
See how we'd build it
Pick a moment. See the build.
Every automation is a map of “when this happens, do that.” Pick something that happens in your business, tap a step to read it, or press Play to watch it run.
Automations
Five follow-ups that run on their own.
The follow-up a great office manager would do, running every hour of the day. Here's the missed-call path end to end, then pick a moment and watch it run.
- When Missed call 2:15 PM, you're on a job
- Then Text back From your business number
- If Replied? No reply: one nudge later
- Then Booked They pick a real time
- Then Reminder The day before
- Then Review ask The same ask to every customer
Pick a moment
- Call goes unanswered Rings out at 2:15 PM while you're under a sink. 0:00
- Text back in seconds Asks morning or afternoon, then offers 3 real openings, never just a link. 0:04
- Did they reply? Yes: the AI books the slot they pick. No: keep going. RepliedNo reply
- One gentle nudge A short follow-up later that afternoon, never at midnight. +2h
- Booked and confirmed Confirmation now, reminder the day before. +2m
- You get one clean alert Name, job, time. Nothing to do. +2m
Missed call · 2:15 PM
Hi Maria, it's ClearFlow Water, sorry we missed your call! Are mornings or afternoons better? We have tomorrow at 8, 9:30 or 1. Which works best?
9:30 please. Our softener has been beeping all week.
You're set for tomorrow at 9:30. Mike will text when he's on the way.
ClearFlow Water is a made-up business. Made-up customers and messages, not client results.
Illustrative builds with made-up numbers, not client results.
Two ways to work with us
Build it yourself, or hand it to us.
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Do it yourself
The whole builder is yours.
You get the full builder: every trigger, action and shortcut.
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Done for you
Tell us. We build it.
Tell us what you want on a free 30-min call. Trent and Jared's team builds it, tests it and walks you through it.
Book a free 30-min call
How we work with you
Every call recorded.
Nothing forgotten.
Every call with us is recorded and summarized into a shared workspace you can open anytime: what we talked about, what we changed in your account, and what's next.
- A summary and action items after every call
- A “what we built this week” changelog
- Your workspace. Share it with your office manager.
Shared workspace, powered by Notion
ClearFlow Water is a made-up business.
ClearFlow Water × Clutch City
Account manager Clutch City teamNext call Thu, Oct 22
| Call | Date | Status |
|---|---|---|
| Weekly check-in | Oct 15 | Summarized |
| Ad review: fall promo | Oct 8 | Summarized |
| Onboarding kickoff | Oct 1 | Done |
Summary, Oct 15
Leads up from the fall promo. Mike wants faster follow-up on the big softener quotes.
- Add a day-2 text to big-quote follow-up (done)
- Mike: send 5 new install photos
- Review ad spend on Oct 22
What we built this week
- +Big-quote follow-up (3 texts, 1 call task)
- ~Updated the missed-call text wording
- +Review request after “Job complete”
Tell us what you want automated.
30 minutes with Trent and Jared. We'll look at how leads reach you today and tell you honestly what we'd change.