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Get started0 of 8 done · about 13 min left
FSG
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Automations

Autopilot for the busywork: each one waits for an event, checks its conditions, then acts. Every run is logged.
New automation
Runs · 30 days1,317
Time saved≈ 128 h~2 min a step
Locked projects skipped8billed work is never touched
Needs a look2failed runs wait here until someone retries them
  • Vendor invoice received → suggest WO link, hold if scope incomplete
    2 failed runs · Could not match a work order — no project number on the PDF (ORT-58122). Left in Inbox.
    Open
  • Email with no project link from known contact → Inbox suggestion
    1 failed run · Sender not found as a contact after alias lookup.
    Open
Autopilot12 on · runs log themselves
  • Vendor quick-ref check-in → weekly one-tap update linkEvery Monday 7:00 AM· 3 steps31runs4d ago

    When someone enrolls a record by hand, if vendor status is Preferred or Non-preferred and weekly check-in enabled on the vendor, send a custom email, notify Silent 4 weeks → task for Morgan and notify Every change writes to the vendor record with audit.

    Open builder Last 6 runs
  • Sold → convert company to Client, notify Dean & Wendee, task: create WOsProject stage → Sold· 3 steps212runs3d ago

    When a project moves to Sold, if company type is Prospect, set company.type to client, notify Dean & Wendee and create a task for Morgan: “Create work orders”.

    Open builder Last 6 runs
  • Ready to bill → task for Wendee + packet bundleProject status → Ready to Bill· 3 steps188runs1d ago

    When a project's status becomes Ready to Bill, if closing checklist passed, create a call task for Wendee, generate the packet ZIP and notify accounting.

    Open builder Last 6 runs
  • Contract not approved after 14 days → phone-call taskTime in Proposal Sent > 14 days· 2 steps64runs11h ago

    When a project sits in Proposal Sent for more than 14 days, if there's no client action and there's no portal-only, create a call task for salesperson and notify owner.

    Open builder Last 6 runs
  • Campaign click “roofing” → alert Dean + enroll sequenceCampaign link clicked (label = roofing)· 4 steps14runs11h ago

    When someone clicks the “roofing” campaign link, notify Dean and contact owner, set contact.tags to interest:roofing, enroll it in Roofing follow-up and create a call task for the record owner.

    Open builder Last 6 runs
  • COI lapse → block new WOsCOI expiry date passed· 3 steps3runs3w ago

    When a COI's expiry date passes, if there's no newer COI, set vendor.status to coi_lapsed, notify Morgan and set vendor.woSendBlocked to true.

    Open builder Last 6 runs
  • Vendor invoice received → suggest WO link, hold if scope incompleteInbound email to invoices@ with PDF· 4 steps97runs11h ago2 failed

    When a vendor invoice arrives at invoices@, have AI extract fields, have AI match to record, branch on field value (yes → status On hold) and create an inbox item (Morgan).

    Open builder Last 6 runs
  • Vendor SMS with $ amount → change requestInbound SMS from vendor contains $· 2 steps9runs11h ago

    When an SMS reply contains $, if linked open WO, create a change order (with photo) and create a task for Morgan: “approve/decline”.

    Open builder Last 6 runs
  • NWS severe alert → segment + notifyNWS alert polygon intersects client sites· 3 steps2runs6w ago

    When an NWS severe alert lands within 25 miles of a client site, if alert severity is at least Severe, create a segment / list (contacts within 25 mi), notify Dean & Morgan and branch on field value (yes → start Storm check-in sequence).

    Open builder Last 6 runs
  • Work complete → completion email + rating + Dean call taskProject status → Work Complete· 4 steps176runs2d ago

    When a project's status becomes Work Complete, if there's no portal-only client, send “Project — completion notice”, enroll it in Client rating, enroll it in Owner post-completion call and wait 14 days.

    Open builder Last 6 runs
  • Billed → lock, commission accrual, service follow-upsProject status → Billed· 3 steps181runs1d ago

    When a project's status becomes Billed, set project.locked to true, set commission.snapshot to true and enroll it in service-based programs (sealcoat, roof inspection).

    Open builder Last 6 runs
  • Email with no project link from known contact → Inbox suggestionInbound email synced· 2 steps340runs11h ago1 failed

    When a email is created, if sender is a contact and there's no project number found, have AI classify and create an inbox item (link to project / create proj…).

    Open builder Last 6 runs
  • Building sold (enrichment) → verify PM taskParcel owner change detected· 1 step0runsnever

    When a webhook hits /hooks/enrichment, create a task for Prospecting: “verify new PM”.

    Open builder Last 3 runs

Busiest this month

  • Email with no project link from known contact → Inbox suggestion340
  • Sold → convert company to Client, notify Dean & Wendee, task: create WOs212
  • Ready to bill → task for Wendee + packet bundle188
  • Billed → lock, commission accrual, service follow-ups181
  • Work complete → completion email + rating + Dean call task176

Guardrails

  • Billed work is off-limits. 8 locked projects are skipped by every automation. See them
  • Failed steps retry 3× with backoff, then land in your Inbox.
  • Texts and emails can wait for business hours — Mon–Fri 7:30am–5pm CT.
  • Every run can be undone from its run log, with an audit event.

Start from a template

FSG’s programs. Each creates a paused copy you can edit before switching it on.

Or describe it

Say what should happen in one sentence. Copilot drafts the trigger, conditions and steps — you check them before anything runs.

Proposal follow-up

Day 7 / 14 / 18 emails with Accept-Decline-Delay, day 21 task + escalation, mark Lost at 120.

Stage → Proposal sent+2

RFQ follow-up (vendors)

Day 2 and day 4 reminders, then a call task; ends when the quote arrives.

Vendor quote request created

WO acceptance

Day 2 and day 4 nudges (email + SMS 1/2/3), then task “call vendor”.

Work order sent

Schedule ask

Every 3 days after acceptance until a date exists; SMS after the second email.

Work order accepted

Deposit chase

Deposit requested → task for Wendee; day 5 “did you receive the check?” to vendor.

Deposit request created

Vendor invoice reminder

WO verified + 14 days without an invoice → email the vendor.

Work order verified

COI renewal

30 / 14 / 7 days before expiry; on lapse notify ops and block new WOs.

COI expires in 30 days+2

Contract not approved after 2 weeks → call task

In use

Morgan's example: 14 days in Proposal Sent with no action → phone-call task.

Time in Proposal sent > 14 days

Client rating

Work complete + 1 day → one-click stars; ≤3 → task for Dean and owner; two 5s → referral ask.

Status → Work complete

Post-completion owner call

Work complete → task for Dean: call {{contact}} about {{project}}.

Status → Work complete

New client welcome

Company becomes a Client → welcome email from the salesperson + Dean intro.

company.type → client

New vendor packet reminders

Vendor created → packet email; remind at day 3 and 7 until W-9, agreement and COI are in.

Vendor created

Sold → create WOs prompt

Sold → convert company to Client, notify Dean & Wendee, task for ops to create work orders.

Stage → Sold

Ready-to-bill → task for Wendee

In use

Closing checklist passed → task for Wendee + packet ZIP.

Status → Ready to bill