Recurring work, already built.
A routine has a trigger, a scope, an action list, and an output. These fifteen ship with the platform. Add one in a click, review what it will do, then turn it on.
Every routine defaults to ask first. You decide which ones run on their own.
Sales routines
Stalled Order Sweep
Each stalled order is nudged and the exceptions come to you in one list.
Quote Follow-Up
A follow-up is drafted per quote, ready to send after you approve.
Invoice Chase
Aging invoices are chased with the right tone per account.
Friday Sales Pulse
A one page read on the week: quotes out, orders in, what slipped.
Low Stock Digest
What to reorder, at your resolved partner price.
Channel routines
Quiet Partner Reconnect
A shortlist with the reason each went quiet and a reconnect draft.
Program Deadline Radar
Alerts before a window closes, with the claims still unfiled.
Partner Application Triage
Applications sorted, checked, and routed with a recommendation.
Monthly Channel Report
Quote inclusion, claim volume, demand, and partner scorecards in one document.
Monday Channel Briefing
What moved in the channel over the weekend and what needs a decision.
Partners routines
Claim SLA Watch
Claims are flagged before they breach, with the missing piece named.
Case Triage
Cases categorized, prioritized, and answered with a draft response.
Document and Certificate Expiry Radar
What expires in the next 60 days and who has to sign it.
Partner Onboarding Checklist
The onboarding steps assigned, tracked, and nudged to completion.
Assistants routines
Meeting Prep
A brief on the account: open quotes, claims, programs, and last contact.