How to turn form submissions into inquiry records
Record each inquiry once, assign it to a teammate, and catch transfers that never reached your list.
Open the guide →Chill&Automate
Automations
Automate form intake or a daily reminder of pending work. An agent can prepare a draft; the reminder itself needs no model.
Internal reminders that stop when the task is done
Use current task state and suppress same-day repeats. The included script starts in dry-run mode.
Open the guide →Appointment scheduling without double bookings
Set up one booking page, meaningful availability checks, and a clear route for date changes. Includes eight checks before you share the link with clients.
Open the guide →How to send a daily reminder of work awaiting review
Send one teammate a summary of pending work from a Google Sheets queue. Includes a script, dry-run mode and failure checks.
Open the guide →Before choosing a platform
Form intake and queue reminders serve different jobs. Choose the step you currently lack. Transfers between other apps need their own mapping and replay checks.