Pick the workflow
Choose a call log, urgent alert, appointment handoff, CRM update, or follow-up task.
Guided setup
Get help setting up your first call automations.
The setup sprint is for businesses that want one to three call automations configured, tested, and documented without figuring out every step alone. One-time setup sprint: $997.
Connect the destination
Send the right call details into Zapier, Make, Slack, Sheets, a CRM, or a task tool.
Test and hand off
Run sample calls, confirm the result, and document the setup so your team knows how it works.
Scope
The sprint is built to get the first useful workflows live, not boil the ocean.
It is a focused implementation session for a business that already has, or is about to have, an AI phone or front-office system that can send call details to another tool.
Included
- Workflow selection and setup path
- Connection to Zapier, Make, Sheets, Slack, email, CRM, calendar, or task tools when access is available
- Sample-call testing and basic troubleshooting
- Plain-English handoff notes
You provide
- Access to the destination tools you want connected
- A sample call record or expected call details
- The business rules for urgency, booking, routing, and follow-up
- A point person who can approve the final workflow behavior
Not included
- Custom software development
- Replacing your CRM or phone system
- Large multi-location rollouts
- Legal, medical, or compliance advice
Best first workflows
Start with the automations that reduce missed work immediately.
Urgent call alert
Send urgent calls to the owner, manager, dispatcher, or on-call person fast.
Booked appointment handoff
Send booked calls to the front desk, calendar, dispatcher, or service advisor.
Unbooked follow-up task
Create a callback task when a caller does not book during the call.
Owner visibility log
Track call outcomes in a sheet so the owner can see what happened this week.
1. Confirm scopeChoose one to three workflows and the tools they should update.
2. ConfigureMap the call details and set up the first version.
3. TestUse sample call data to confirm routing, alerts, and records.
4. HandoffReceive notes your team can use after the sprint.