Software and automation. Reviewed October 29, 2026
Workflow automation
Also called: Automation, Marketing automation
Workflow automation is a rule that runs on its own when something happens, such as a new form submission sending a text to the customer and an alert to the office.
In practice
The first automations in a trade business are always the same: text back a missed call, confirm a form within a minute, remind the customer the day before, ask for a review an hour after the job, and chase an unpaid invoice at day seven.
Each one replaces a task someone was supposed to do and forgot on busy days, which are the days that matter.
Related terms
- Missed call text backMissed call text back automatically sends a text to any caller the business did not answer, within seconds, so the lead has a way to reply instead of calling the next company.
- Lead nurtureLead nurture is the automated series of texts and emails sent to a lead who has not booked yet, spaced over days or weeks, so the business stays in front of them until they are ready.
- IntegrationAn integration is a connection between two pieces of software that moves data automatically, such as a website form sending leads into the CRM or the CRM syncing invoices into QuickBooks.
- AI receptionistAn AI receptionist is software that answers the business phone in a natural voice, asks the caller what they need, captures their details and books or routes them, at any hour.
More software and automation terms
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