AI automations for Professional services
The automations made with professional services in mind come first, followed by ones that suit any business.
What can AI automate for professional services?
For professional services, AI can read and check documents such as invoices and receipts and send timed follow-ups that stop when someone replies. 42 automations made with professional services in mind are live, plus 1 for any business. Each starts in Shadow mode and changes nothing until you approve.
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Automations
43 automations for Professional services
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Lead Qualification
Sales & CRM
Score, explain and route every new lead.
Every new lead gets a 0–100 score, a high/medium/low label, the right owner and a draft first reply, with each point explained.
Works with HubSpotMicrosoft TeamsSalesforce+2 more apps
StandardInbound sorting & routingLearn more - Start here
Appointment Scheduler
Productivity & Projects
Meetings booked without back-and-forth emails.
Turns a meeting request into a confirmed calendar event with invite and reminders, in the right time zone, and never double-books.
Works with GmailGoogle CalendarOutlook+1 more apps
StandardSchedulingLearn more - Start here
Meeting Notes Assistant
Productivity & Projects
Clear meeting notes, every claim backed by a quote.
Sends attendees decisions, action items, risks and open questions after each meeting, each backed by a quote and timestamp, with owners only when named.
Works with GmailGoogle CalendarGoogle Meet+5 more apps
Review for important actionsVoice & mediaLearn more - Start here
Project Status Reporter
Productivity & Projects
Weekly project status, drafted from your task tool.
Builds each project's weekly status from Jira, Asana or ClickUp, with rule-based red/amber/green, asks owners to confirm unclear items, and drafts it for the PM.
Works with AsanaClickUpConfluence+5 more apps
StandardReports & insightsLearn more - Start here
System Health Monitor
IT & Data Operations
One incident, one page, clear summary.
Groups related monitoring alerts into one incident, pages on-call fast, opens a ticket and adds a plain-English summary with links to real graphs.
Works with FreshserviceGitHub IssuesInstatus+10 more apps
StandardMonitoring & alertsLearn more - Start here
Report Generator
Analytics & Reporting
Your management report, on time, every number traced.
Builds your weekly or monthly management report from approved metrics, adds a short "what changed and why", and sends it after the owner approves.
Works with GmailGoogle DocsGoogle Sheets+4 more apps
Review for important actionsReports & insightsLearn more - Book a demo
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Knowledge Base Assistant
Productivity & Projects
Answers from your own documents, with sources.
Staff ask in Slack or Teams and get answers from approved company documents in seconds, with source links. It says "I don't know" when unsure.
Works with Google DriveMicrosoft TeamsSharePoint+1 more apps
Review for important actionsKnowledge & answersLearn more Email Responder
Customer Support & Success
Grounded reply drafts for every support email.
Sorts every support email and drafts a correct reply from your own help articles, so your team only reviews and sends.
Works with GmailGoogle WorkspaceHubSpot+4 more apps
Review for important actionsInbound sorting & routingLearn moreFollow-up Automation
Sales & CRM
Polite follow-ups that stop when they reply.
Quiet leads get a short, fact-based follow-up on schedule. The sequence stops the moment the person replies, opts out or books.
Works with GmailHubSpotOutlook+1 more apps
Review for important actionsOutbound follow-upsLearn moreProposal Generator
Sales & CRM
On-brand proposals with prices from your price book.
When a deal reaches the proposal stage, a correct proposal draft with prices from your price book is ready for approval within minutes.
Works with DocuSignGoogle DocsHubSpot+1 more apps
Review for important actionsContent & draftsLearn moreInvoice Automation
Finance & Accounting
Checked invoices, approved by finance, no re-typing.
Turns accepted estimates, orders and milestones into rule-checked invoices in your accounting system. Finance approves every one before it goes out.
Works with AsanaGoogle SheetsJira+5 more apps
Approval for money/legal actionsDocument reading & checkingLearn morePayment Reminder
Finance & Accounting
Polite payment reminders that stop when paid.
Open invoices get polite reminders on your schedule, with payment links. Reminders stop the moment an invoice is paid or disputed.
Works with GmailOutlookQuickBooks+3 more apps
Approval for money/legal actionsOutbound follow-upsLearn moreCustomer Onboarding
Customer Support & Success
Every new customer onboarded, no quiet stalls.
When a deal is signed, it sets up the onboarding project, drafts the welcome, nudges for missing items and flags stalls early.
Works with AsanaClickUpDocuSign+5 more apps
Review for important actionsOutbound follow-upsLearn moreSocial Media Scheduler
Marketing & Growth
Approved posts, adapted and published on time.
Turns one approved post into the right format for each platform, checks every claim, gets human sign-off, then publishes at the planned time.
Works with FacebookGoogle SheetsInstagram+3 more apps
Review for important actionsContent & draftsLearn moreContent Repurposer
Marketing & Growth
One long piece, many ready drafts.
Turns a webinar, podcast, video or article into a pack of fact-checked drafts: LinkedIn posts, X thread, carousel outline, newsletter summary and clip ideas.
Works with GhostGmailGoogle Docs+7 more apps
StandardContent & draftsLearn moreData Entry Automation
Operations & E-commerce
Documents in, checked records out.
Reads forms, emails, PDFs and scans, fills your fields, validates and de-duplicates them, then writes clean records to your Google Sheet.
Works with Google DriveGoogle FormsGoogle Sheets
Review for important actionsDocument reading & checkingLearn moreDocument Classifier
Productivity & Projects
Every file named, tagged and filed.
Reads each new file in your inbox folder, tags its type, date, parties and deadlines, gives it a standard name and moves it.
Works with AsanaDropboxGoogle Calendar+5 more apps
StandardDocument reading & checkingLearn moreCRM Updater
Sales & CRM
CRM kept current, with one-click rollback.
Reads call notes, logged emails and meeting summaries, proposes CRM field updates with before-and-after previews, and lets you roll back any change.
Works with HubSpotSalesforceZoho CRM
Review for important actionsData sync between appsLearn morePipeline Management
Sales & CRM
Stale deals flagged, pipeline weighted daily.
Checks every open deal against your stage rules each day, alerts owners about stale or incomplete deals, and posts a weekly weighted pipeline note.
Works with HubSpotMicrosoft TeamsSalesforce+1 more apps
StandardData sync between appsLearn moreExpense Categorizer
Finance & Accounting
Every card spend coded, checked and receipted.
Matches receipts to card transactions, picks the expense account and tax code, checks policy and duplicates, and posts to QuickBooks, Xero or Zoho Books.
Works with GmailOutlookQuickBooks+4 more apps
Review for important actionsDocument reading & checkingLearn moreSales Assistant
Sales & CRM
A sourced account brief before every call.
Before each sales call, reps get a one-page account brief and agenda from your CRM and approved content, every fact linked to its source.
Works with GmailGoogle CalendarHubSpot+4 more apps
Review for important actionsKnowledge & answersLearn moreUpsell Recommender
Customer Support & Success
Explained upsells when customers truly need more.
Spots real upgrade needs from usage, purchases and renewals, gives account owners an explained suggestion, and proves extra revenue against a holdout group.
Works with GmailHubSpotOutlook+3 more apps
Review for important actionsKnowledge & answersLearn moreChurn Prediction
Customer Support & Success
Know which accounts may leave, and why.
Every Monday, your CS team gets a short list of accounts most at risk of cancelling, with plain reasons and next steps from your playbook.
Works with GmailHubSpotOutlook+3 more apps
Review for important actionsReports & insightsLearn moreFeedback Analyzer
Customer Support & Success
Weekly themes from every survey, ticket and review.
Turns survey answers, support tickets and Google reviews into a weekly theme report with real counts, trends and quotes, sent to each theme's owner.
Works with AsanaGmailGoogle Business Profile+6 more apps
StandardReports & insightsLearn moreSurvey Automation
Customer Support & Success
Right survey, right moment, urgent answers flagged.
Sends a short survey after customer milestones, with at most one reminder and every consent rule, and alerts a person to urgent answers same day.
Works with GmailGoogle FormsHubSpot+7 more apps
Review for important actionsOutbound follow-upsLearn moreWebinar Automation
Marketing & Growth
Every registrant, right time, right link.
From one locked event record, sends confirmations, calendar invites, reminders and the right follow-up for attendees and no-shows, with no wrong time or link.
Works with GmailHubSpotMicrosoft Teams+2 more apps
StandardSchedulingLearn moreJob Application Screener
HR & Recruiting
Evidence-linked summaries; recruiters make every decision.
Summarises each application against your own job rubric with quoted evidence, so recruiters review faster. It never scores, ranks, rejects or advances anyone.
Works with GmailGreenhouseLever+3 more apps
Always human-reviewed (regulated)Content & draftsLearn moreInterview Scheduler
HR & Recruiting
Interviews booked without the email back-and-forth.
When a candidate reaches an interview stage, they get time options in their own time zone, book with one click, and every interviewer gets an invite.
Works with GmailGoogle CalendarGoogle Meet+7 more apps
StandardSchedulingLearn moreEmployee Onboarding
HR & Recruiting
Every new hire ready on day one.
Builds each new hire's day-one checklist, gets access approved by manager and IT, orders equipment, books orientation, and chases anything late.
Works with BambooHRFreshserviceGmail+6 more apps
Review for important actionsOutbound follow-upsLearn moreTimesheet Collector
Finance & Accounting
On-time timesheets, without the Friday chase.
Reminds people with missing timesheets, checks every entry by rule, sends managers a short exceptions summary, and exports only approved hours.
Works with ClockifyGoogle DriveHarvest+2 more apps
Review for important actionsOutbound follow-upsLearn moreCompliance Checker
Legal & Compliance
A first-pass checklist review, with page citations.
Checks a submission against your own approved checklist and marks each item found, missing or a possible deviation, with exact page quotes for your reviewer.
Works with Google DriveMicrosoft TeamsSharePoint+1 more apps
Approval for money/legal actionsDocument reading & checkingLearn moreContract Analyzer
Legal & Compliance
Spot risky clauses and renewal dates fast.
Summarises each contract's key terms with clause citations, compares it to your playbook, flags red lines, and puts renewal deadlines in the calendar.
Works with DocuSignGoogle CalendarGoogle Drive+2 more apps
Approval for money/legal actionsDocument reading & checkingLearn moreTask Automation
Productivity & Projects
Business events become the right task, once.
Turns events like "deal won" or "urgent ticket" into tasks from approved templates, with owner, due date and checklist set by rule and no duplicates.
Works with AsanaClickUpGoogle Forms+5 more apps
StandardData sync between appsLearn moreFile Organizer
Productivity & Projects
Every file named well and filed right.
Files dropped into an inbox folder get a clear name and move to the right approved folder. Duplicates are flagged and every move can be undone.
Works with DropboxGoogle DriveOneDrive+1 more apps
Review for important actionsData sync between appsLearn moreTranscription Automation
Voice & Media
Recordings become clean, labelled transcripts.
Turns uploaded audio and video into timestamped, speaker-separated transcripts and optional summaries in your folder, and deletes the temporary copies.
Works with AssemblyAIDeepgramGoogle Drive+3 more apps
Review for important actionsVoice & mediaLearn moreVoice Assistant
Voice & Media
Answer routine calls, reach a human fast.
Gives staff instant suggested answers on live calls, or answers simple caller questions with pre-approved wording, and always passes callers to a person on request.
Works with ExotelRetellTwilio+1 more apps
Always human-reviewed (regulated)Voice & mediaLearn moreCompetitor Monitor
Marketing & Growth
Know when competitors change what matters.
Watches your competitors' public pricing, product and news pages, and tells your team within a day when something important changes, with before/after proof.
Works with GmailMicrosoft TeamsRSS+1 more apps
StandardMonitoring & alertsLearn moreAd Performance Monitor
Marketing & Growth
Catch ad overspend and broken campaigns fast.
Watches Google and Meta ad spend every few hours, flags overspend and broken tracking fast, explains likely causes, and never changes budgets without approval.
Works with GmailGoogle AdsMeta Ads+1 more apps
Review for important actionsMonitoring & alertsLearn moreClient Communication Hub
Customer Support & Success
Every client message owned, every update approved.
Collects client messages from email, WhatsApp, Slack and portal, assigns each to the right client, drafts replies and weekly status updates for approval.
Works with AsanaGmailSlack+1 more apps
Review for important actionsInbound sorting & routingLearn moreBackup Automation
IT & Data Operations
Backups that are checked and restore-tested.
Runs scheduled, encrypted, locked backups of your databases, files and SaaS data, checks every one, restore-tests monthly and sends a plain report.
Works with Amazon S3FreshserviceGmail+11 more apps
Review for important actionsMonitoring & alertsLearn moreWorkflow Orchestrator
Operations & E-commerce
Link your automations into one tracked process.
Runs a multi-step business process as an approved chain of Charviam automations, with one tracking id, safe retries, an exception queue and a kill switch.
Works with Slack
Review for important actionsData sync between appsLearn moreBusiness Insights Dashboard
Analytics & Reporting
One trusted set of business numbers.
One dashboard of approved KPIs with freshness and gaps shown, plus plain-language answers and summaries where every number traces to a tested query.
Works with GmailGoogle SheetsHubSpot+4 more apps
Review for important actionsReports & insightsLearn more
Also works for any business
Not made for professional services in particular, but they fit here too.
Questions about AI for Professional services
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