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Automation demos

These are simulations that show the shape of an automation — trigger, action, and a place for a person to check the result.

Demo: New Customer Inquiry

A website form submitted, a lead tracked, an owner notified, and a person still reviews before anything is promised.

Website form submitted
Lead added to tracker
Owner receives notification
Follow-up task created
A person reviews and responds
Demo: Report Builder

Source files feed a formatted weekly report, automatically.

Sources: sales.csv · jobs.csv · expenses.csv

Demo: One Small System, Several Pieces

Click each step to see what it contributes.

Click a step above to see what it does.