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Aingel

Workflows

Automations that run the busywork

A workflow waits for a trigger, reads your systems, lets Claude make the call, then acts.

Try the automations demoBook a call

How it works

Four steps. Judgment in the middle.

  1. Step 1: A trigger fires

    A new lead, a finished job, or a nightly schedule.

  2. Step 2: It reads the systems

    House Call Pro, QuickBooks, your inbox: only the records this run needs.

  3. Step 3: The AI step decides

    Claude classifies, decides, and drafts, metered and cost-capped.

  4. Step 4: It acts and reports

    Drafts the email, updates the record, sends you a summary.

Meet the automations

Three automations we built

  • Warranty renewal pipeline

    Turns the free first-year warranty into a paid renewal, on schedule.

    How it stays safe

    Email only. Customers who do not renew are handed to a person.

    Open this workflow
  • Live workflow
    New lead
    Claude
    Gmail
    Text rep

    AI lead response

    Answers every new lead in your voice before it goes cold.

    How it stays safe

    The reply lands as a Gmail draft for a person to send.

    Open this workflow

  • Photo and invoice sender

    Sends each customer their invoice and job photos at day's end.

    How it stays safe

    Gmail drafts by default. Email only.

    Open this workflow

Watch one run

Watch the AI step draft a reply

Edit the incoming lead, press Test run, and every step lights up in order.

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.

297 / 800

Edit it or paste your own before running. This is the text the AI step reads.

Run log

0 entries
  1. 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.

Safeguards

Honest about what it touches

  • The AI step really runs

    Metered to a cost cap, with incoming text treated as data, never instructions.

    Running today

  • Email only, no voice calls

    We never place an AI voice call to a customer.

    Running today

  • Drafts by default

    Steps that reach the outside world prepare a draft and leave the send to you.

    Running today

  • Gmail via OAuth

    You connect it. You can revoke it.

    Running today

  • Simulated until approved

    Other steps run as a dry run first.

    Running today

  • Open the diagram

    Every flow is a diagram you can read.

    Running today

FAQ

Questions that come up

The Claude step runs for real, metered and capped. Gmail and Calendar run through a real connection and draft by default; other apps are simulated and labeled until we wire them.

A wrong draft is one you fix or delete, not a message that went out. The run log shows which step produced what.

Yes. Open the diagram, press Test run, and click any step to see what it touched and what it produced.

Book a call

Tell us your team's 5pm chore.

A 30-minute call and a written recommendation naming each step and where a person stays in the loop.

Book a callTry the automations demo

No rip-and-replace. You approve every action.