All demos
AutomationLive AISample data
Automations
Open a real workflow, press Test run, and watch every step light up.
northbay.aingelportal.com/automations
AI lead response
Claude reads every new lead, classifies it, drafts a reply, then fans out to Gmail, House Call Pro, and a text to the on-call rep.
Press Test run to walk every step.
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Edit it or paste your own before running. This is the text the AI step reads.
Run log
0 entries- Nothing yet. Each step prints here as it runs.
Sample data
The company, people, customers, and job numbers are fictional. Only the Claude step in “AI lead response” calls a model. Every other step is simulated and labeled that way, which is also how unconnected apps appear in the real product.
What this mirrors
Warranty, lead, and invoice workflows built for a home-services client.
- Every automation is stored as a flow graph and shown to the client as an interactive diagram they can open inside their portal.
- Test run walks the graph in order and lights up each step as it runs, the same way this page does.
- The Claude step really executes. Every call is metered per client with a monthly cost cap.
- The Gmail and Calendar connector is a real OAuth integration with tokens encrypted at rest. Default operations are read and draft, not send.
- House Call Pro, QuickBooks, SMS, WhatsApp, Sheets, and webhook steps are simulated today and labeled that way, here and in the product.
- The nightly House Call Pro sync is the scheduled job running in production. No AI voice calls to customers, ever. Email only.
Everything on this page runs on fictional sample data. No client names, no client numbers.
Want this for your business?
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