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Automate

Ready-made automations

What you repeat every day runs by itself, without you remembering.

Ask for a demo with your own case See how it works

Each BAI solution comes with its automations made. You choose what starts one, such as a new customer, a booking, a form, a payment, a review or a date, add conditions if needed and switch it on when you want.

  • Taking admin work off my plate and organising the business's processes

    You wrote it down once: when the appointment is completed the email goes out, the task is created and the customer is tagged.

  • Going digital without knowing where to start or having the time

    BAI studies your case and builds the automation with your data; you decide when to switch it on.

  • Taking admin work off my plate and spending that time on what I get paid for

    Every new customer receives by itself the list of what they need to bring, and you receive the task to review it.

  • Knowing where to start going digital in my business

    BAI goes through how you work with you, tells you what to automate first and what to leave as it is.

What you get with automations

  • Write it once and stop remembering.

  • Every customer gets their follow-up, even in your worst week.

  • Your business does by itself what used to steal your minutes.

Problems solved by automations

Taking admin work off my plate and organising the business's processes

Before

With lots of work on, nobody sends the instructions after the first visit or creates the follow-up call for three days later.

After

You wrote it down once: when the appointment is completed the email goes out, the task is created and the customer is tagged.

How it removes it

  1. You choose what starts it: a new customer, a completed appointment or a payment.

  2. You decide what happens: send an email, wait, tag or create a task.

Write it once and stop remembering.

Taking admin work off my plate and spending that time on what I get paid for

Before

You spend your afternoons asking each new customer for documents and reminding yourself of tasks. Nobody pays you for those hours.

After

Every new customer receives by itself the list of what they need to bring, and you receive the task to review it.

How it removes it

  1. Registering a client sends their list of documents and creates the review task.

  2. You wait a few days and a second email goes out with the reminder.

The afternoons of paperwork become working hours again.

Saving work with the tools I already have

Before

You write appointments in one app and customers in another. Every night someone copies the names by hand from one to the other.

After

When an appointment comes in or changes, the alert travels by itself to the other app and nobody copies anything.

How it removes it

  1. A step in your automation alerts another tool when something happens in BAI, with its data.

  2. An alert from that tool can start an automation of yours.

Your tools talk to each other and you stop copying.

I repeat the same thing by hand every day: alerting, tagging, following up

Before

You tag by hand every customer who buys and write them the same welcome email when you remember.

After

When they pay, the customer is tagged and receives their welcome sequence, which stops if they unsubscribe.

How it removes it

  1. When a payment is received, the automation tags the customer.

  2. It sends them the welcome email sequence, which stops if they unsubscribe.

Every purchase starts its own follow-up.

How automations work, step by step

  1. You choose what starts it: a new customer, a booking, a form, a payment, a review or a date.

  2. You add conditions if needed, for example only for one service or for customers with a tag.

  3. You decide what happens next: send an email, wait a few days, tag, create a task or alert your team.

  4. You prepare an email sequence with waits for new customers, which stops if they unsubscribe.

  5. Every BAI solution comes with its own: an email when an invoice is paid, a booking alert or a review alert.

  6. You see every time it has started and, if something failed, you repeat it with one click.

  7. A step can alert other tools, and an alert from them can start yours.

  8. You register each connection with another tool, switch it on or off and test it before using it.

What you need to get started with automations

  • The tasks you repeat by hand and at what point you do them.

  • Your email templates for the messages you always send.

  • The access details of the tools you want to connect.

Tools it includes

  • Automations
  • Email sequences
  • Connection to other apps

What it looks like in your business

Hospitality

Taking admin work off my plate and organising the business's processes

Before

A restaurant wants to say thank you after every booking and win back anyone who doesn't show up, but there's never time.

After

After each booking that's kept a thank-you email goes out; if the table doesn't show up, another proposes a new date.

How it removes it

  1. You choose what starts it: a new customer, a completed appointment or a payment.

  2. You decide what happens: send an email, wait, tag or create a task.

Write it once and stop remembering.

Taking admin work off my plate and spending that time on what I get paid for

Before

A restaurant manager asks each company, one by one, for the details to invoice their group meals.

After

Every company that books receives by itself the request for its details, and the manager the task to review them.

How it removes it

  1. Registering a client sends their list of documents and creates the review task.

  2. You wait a few days and a second email goes out with the reminder.

The afternoons of paperwork become working hours again.

Saving work with the tools I already have

Before

A restaurant writes bookings in one app and customers in another. Every night someone copies the names by hand from one to the other.

After

When a booking comes in or changes, the alert travels by itself to the other app and nobody copies anything.

How it removes it

  1. A step in your automation alerts another tool when something happens in BAI, with its data.

  2. An alert from that tool can start an automation of yours.

Your tools talk to each other and you stop copying.

I repeat the same thing by hand every day: alerting, tagging, following up

Before

A bar tags by hand whoever orders catering and sends them the events menu when it remembers.

After

When the order is paid, the customer is tagged and receives their email sequence.

How it removes it

  1. When a payment is received, the automation tags the customer.

  2. It sends them the welcome email sequence, which stops if they unsubscribe.

Every purchase starts its own follow-up.

Frequently asked questions about automations

Do I need to know how to program?

No. You build each automation by choosing what starts it and which steps follow, without writing anything technical.

What if a customer doesn't want any more emails?

The emails respect their permission: if they unsubscribe, the sequence stops by itself and no more reach them.

Does it connect with the tools I already use?

Yes. The automations come integrated and ready-made; in addition, a step can alert another app when something happens, and an alert from it can start yours.

What if what I need can't be built that way?

Then BAI studies your case and designs it: that's custom automation.

Other solutions that work with automations

Ask for a demo with your own case

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