Every business has the same five or six automations buried in
someone's head. Here are the ones we end up building most often.
Each one routes through a different subset of the three cores.
01 · Payment-to-receipt
Stripe → CRM → WhatsApp
Payment hits Stripe. The customer's record updates in
CRM. A branded WhatsApp receipt lands on their phone
before they've closed the checkout tab. No CSV, no human.
Stripe
→
CRM
→
WhatsApp
02 · Reply-then-book
Form → AI → Calendar
A discovery form gets filled. AI reads the answers,
qualifies the lead, drafts a personal reply, and hands
back a Calendar booking link that respects timezone.
Form
→
AI
→
Calendar
03 · Recover-without-spam
Survey → AI → Meta → DM
NPS comes back at 4. AI parses the comment, picks the
right segment via Meta's audience graph, and an
Instagram DM goes out from your handle that sounds
human because it is, in tone if not in author.
Survey
→
AI
→
Meta
→
DM
04 · End-of-week briefing
RazorPay → CRM → AI → Meta → Email
Every Sunday at 8pm, a full-loop report: revenue from
RazorPay, the deal stages from CRM, the headlines
from your Meta ads, summarised by AI and sent as a
single, readable email. No dashboards required.
RazorPay
→
CRM
→
AI
→
Meta
→
Email