Prepared example
Six steps, and one of them stops
Oakline Realty is an estate agency we invented. Run one of its three follow-up workflows and watch an inquiry move along it. Part way through, it waits for you.
The whole workflow is drawn before anything runs, so you can read it without pressing anything.
Step four is a person: nothing goes out until somebody says yes.
Skipping is a real choice, and the run ends differently when you take it.
Oakline Realty
Follow-up workflows
Simulation
Ready to run
0 of 6 done
Before you start
A new inquiry
Six steps, and the fourth one is a person.
Somebody fills in the form on the website at half past ten at night. This is what happens before anyone at the office is awake.
Website contact form
- From
- Sarah Chen
- Budget
- $450,000 to $550,000
- Area
- Downtown
- Bedrooms
- 3
This is sitting there before anything runs.
0 of 6 done
Not started
Sample data. Nothing is sent or stored. Oakline Realty is invented. The people, numbers and documents in it are made up.
What this would look like for you
An estate agency is the example. The shape is the same for a plumber, a clinic or a caterer: something arrives, a few steps happen, somebody checks it.
Pick the job you do every week
Automation pays where the steps repeat and rarely change. A quote request, an onboarding pack, a renewal reminder. If it is different every time, keep doing it by hand.
Decide where the person goes
Almost every workflow we build has one of these. Usually just before anything reaches a customer. It is what turns 'the computer sent something odd' into 'I read that and sent it'.
Count what it costs to skip
The steps after the pause still matter. Filing the contact and setting the reminder happen either way, so an inquiry does not go missing just because the reply was written by hand.
Start with what you need.
What would make your work easier?
Tell us what you want to change: a website that answers the question people keep asking, less follow-up to chase, or more use out of a tool you already pay for. We will work out a first step.
Tell us what you need