Automation templates
Automations that run your business while you work
Pick a template and Crevio's agent asks a few questions, connects your tools, builds the automation around your business and tests it. No flowcharts.
Morning briefYesterday's sales and leads, today's bookings and meetings, and the emails waiting on you, before you start the day.Every weekday at 7:00Monday business reportLast week's revenue, orders, customers and leads against the weeks before, with one thing to do this week.Every Monday at 8:00Daily digestOne end-of-day report: what needs a decision, what closed, what is still open and for how long.Every day at 17:00Competitor watchChecks the competitors you name every week and tells you only what changed: prices, offers and reviews.Every Monday at 8:00New lead, answered in minutesResearches each new lead, rates the fit, and drafts a first reply in your voice for you to approve.When a new lead comes inQuote follow-upFinds quotes that got no answer and drafts a friendly follow-up, then a final one a week later.Every weekday at 10:00Invoice chaserSends polite reminders for overdue invoices with the pay link, and stops the moment one is paid.Mondays and Thursdays at 9:00, only when an invoice is overdueFailed payment rescueWhen a subscription payment fails, sends a friendly note with the update-card link and one reminder later.When a subscription payment failsPayment failure watchLooks at failed and disputed payments only on days there are some, and tells bad luck apart from a broken checkout.Every day at 9:00, only when payments failedNew order hand-offPosts each paid order to you or your packing channel with the items, address and gift notes.When an order is paidUnfulfilled order nudgeReminds you about paid orders that have been waiting to be fulfilled, and stays quiet when there are none.Every day at 10:00, only when orders are waitingBooking confirmation and job sheetConfirms each new booking to the customer and sends you a job sheet with the address, notes and their history.When a booking is madeDay-before reminderReminds everyone booked for tomorrow, with a reschedule link, and sends you tomorrow's schedule.Every day at 17:00, only when something is bookedRebook your regularsFinds regular clients who are due back but have nothing booked, and drafts a "same time as usual?" note.Every Monday at 9:00Cancellation backfillWhen a booking is cancelled, offers the freed slot to your waitlist or regulars who wanted an earlier date.When a booking is cancelledAsk for the reviewA few days after a job or delivery, asks happy customers for a review with your direct link.Every day at 18:00, only after a sale or a bookingReview repliesDrafts a reply to every new Google review in your voice, and alerts you about anything three stars or below.Mondays and Thursdays at 9:00Welcome new customersA personal welcome after someone's first purchase: what happens next, how to get help, and one useful tip.When a customer pays for the first timeWin back lapsed customersFinds customers who used to buy or book regularly and stopped, and drafts a personal check-in for you to approve.Every Tuesday at 10:00New member onboardingWelcomes each new member with the three things to do first and where to ask questions.When someone subscribesCancellation follow-upWhen a subscription is cancelled, asks the one question that matters and offers a pause, then reports the reasons monthly.When a subscription is cancelledSupport inbox first replyDrafts a reply to every customer email from your FAQ and past answers, and escalates angry or refund requests to you.When a customer email arrivesWeekly social planDrafts this week's social posts from what actually happened in your business, for you to approve and schedule.Every Monday at 9:00Monthly SEO check-upFinds the pages that lost search clicks and the searches you almost rank for, and suggests three fixes.On the 1st of every monthX brand presenceWatches mentions of your X account and replies where it helps, under a reply policy you can edit. Replies wait for your OK until you trust it.When your X account is mentionedAnomaly watchChecks the headline numbers each morning and only wakes the agent when one of them has genuinely moved.Every day at 7:30, only when a number movedStalled work watchNotices when scheduled work has been failing, so automation that quietly stopped does not stay quiet.Every day at 8:00, only when a task failedShip watchWatches deployments for failures and stalls, so a broken release is noticed before a customer notices it.Every 30 minutes, only when a deploy failed