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Automations

Automate the follow-ups you never have time for.

Booking reminders, form replies, invoice chasers and nurture journeys run on one engine across your whole business. Pick a template, build it yourself, or just tell Chip what you want.

Start free

Free plan, no card needed. Or book a demo.

One engine

Every "when this happens, do that", in one place.

CRM sequences, form follow-ups, booking reminders and marketing journeys used to live on four screens. Now they run on one engine, with one hub showing what's active, who is in a journey and what needs attention.

  • Filter by Bookings, Forms, CRM or Marketing
  • Folders and labels: Marketing, Sales, Lifecycle, Operations
  • Active, Draft, Paused and Needs attention at a glance
Build with Chip

Describe it. Chip builds it.

Type what you want in plain words. Chip plans it, writes the emails and messages, checks every step and saves it as a draft, ready for you to switch on.

  • A clear WHEN, DO, WAIT and CHECK plan first
  • Friendly, Professional or Casual writing
  • Nothing goes live until you turn it on
Templates

Start from a template that already works.

Welcome new leads, remind people before a booking, win back cancellations or recover overdue invoices. Pick one, name it and change anything on the canvas.

  • Lead capture welcome flow and Booking reminder stack
  • Cancellation win-back and Invoice overdue recovery
  • Free Chip suggestions based on what you already use
Triggers and steps

Anything in startbuddi can start one.

A form, a new booking, a no-show, a paid invoice, a new tag, a deal won or a WhatsApp message. Then add emails, texts, WhatsApp messages, tasks, waits and conditions on a drag-and-drop canvas.

  • Triggers across forms, bookings, money, email, contacts and deals
  • Wait for their reply, then branch on what they said
  • Send to Google Sheets or Zapier when you need to
Test and activity

Test it, check who it reaches, see every run.

Test with a real contact or simulate an event before you launch. Before it goes live, you see who can be reached, who can't and why. Afterwards, Activity shows everyone who went through it.

  • Validate catches missing steps before launch
  • Review before activating: reachable, suppressed and why
  • Enrollment history for every contact
What comes next

A whole customer journey, running on its own.

Because your forms, bookings, contacts and invoices are already in startbuddi, one automation can follow a customer all the way.

Someone fills your form

  1. They get a reply

    In a minute, by email or WhatsApp.

    EmailWhatsApp

  2. They book

    A confirmation goes out when they do.

    New booking made

  3. They get the bill

    A payment link, sent from the flow.

    Send payment link

  4. They pay

    Invoice paid sends the thank-you.

    Invoice paid
Paid and thanked, without chasing
Works with everything

Automations talks to the rest of your business.

Everything below shows up on the client's record on its own, so you never piece the story together by hand.

SitesForms and bookings start automations
CRMTags, stages and owners update themselves
InboxWhatsApp, SMS and Telegram steps
AutomationsOne record per client
MarketingEmail steps in your brand, written with Chip
MoneyPayments and paid invoices start automations
WorkTasks and projects for your team
Chip AI

Ask Chip. It already knows your automations.

Chip works from your own records, so the answer comes with names, amounts and dates, and a next step you can take in one click.

Meet Chip
Plans

Which plans include automations?

Automations are on every plan: 2 active on Free, 10 on Starter, and no limit on Growth and Scale. Every paid plan starts with a 30-day trial.

Start freeSee plans and prices
  • FreeIncluded, free forever
  • StarterIncluded, 30-day trial
  • GrowthIncluded, 30-day trial
  • ScaleIncluded, 30-day trial
For agencies

Win the pitch. Bill the work.

Proposals, projects and invoices for every client, without four tools in between.

Start free See it for agencies

Questions about automations

Can Chip build an automation for me?
Yes. Describe what should happen in plain words and Chip plans it, writes the messages and saves it as a draft. You check it and switch it on. Building with Chip uses Chip credits; the rule-based suggestions are free.
What can start an automation?
Forms, Facebook leads, new contacts, tags, segments, deal stages, bookings (made, rescheduled, cancelled, completed or no-show), payments, paid or overdue invoices, email opens and clicks, and messages on WhatsApp, Facebook, Instagram and Telegram.
Is this email automation for small business, or more than that?
Both. Email is one step among many: the same flow can send an SMS or a WhatsApp message, tag someone, create a task, assign a teammate or send a payment link.
Can I automate WhatsApp messages?
Yes, once WhatsApp is connected. Send an approved template, free text or a form. Free text only reaches people who messaged you in the last 24 hours, so use a template to reach everyone.
Is it a Zapier alternative?
For most small businesses, yes. Your forms, bookings, contacts, email, WhatsApp and invoices are already in startbuddi, so there's nothing to connect. When you do need another tool, a step can send to Zapier or Google Sheets.

Set up the follow-ups once.

Tell Chip what should happen, check it and switch it on. Try it free for 30 days.

Start free
Or book a demo and we'll set it up with you.