Automations
Put the busywork on autopilot.
A visual workflow builder for agency ops — trigger on a new inquiry, a stage change or a schedule, then send emails, create tasks, enrich leads and ping Slack. No code.
Triggers
New inquiry, new lead, stage change, opportunity won, project status, or a schedule.
Actions
Send email, create a task, update a stage, run AI enrichment, generate a Duda brief, webhook or Slack.
No-code logic
Wait steps and if/else branches on budget, industry, source and more — drag, drop, done.
Pre-built workflows
Instant inquiry reply, stale-lead nudge, won to onboarding, and brief on build start templates.