Automation templates

# Automations that run your business while you work

Pick a template and Crevio's agent asks a few questions, connects your tools, builds the automation around your business and tests it. No flowcharts.

Every businessService businessesStoresCreators

AllReports and briefsLeads and salesCustomers and reviewsBookingsOrders and paymentsMarketingSupportMonitoring

[Morning briefYesterday's sales and leads, today's bookings and meetings, and the emails waiting on you, before you start the day.Every weekday at 7:00](/automations/morning-brief)[Monday business reportLast week's revenue, orders, customers and leads against the weeks before, with one thing to do this week.Every Monday at 8:00](/automations/weekly-business-report)[Daily digestOne end-of-day report: what needs a decision, what closed, what is still open and for how long.Every day at 17:00](/automations/daily-digest)[Competitor watchChecks the competitors you name every week and tells you only what changed: prices, offers and reviews.Every Monday at 8:00](/automations/competitor-watch)[New lead, answered in minutesResearches each new lead, rates the fit, and drafts a first reply in your voice for you to approve.When a new lead comes in](/automations/lead-fast-reply)[Quote follow-upFinds quotes that got no answer and drafts a friendly follow-up, then a final one a week later.Every weekday at 10:00](/automations/quote-follow-up)[Invoice chaserSends polite reminders for overdue invoices with the pay link, and stops the moment one is paid.Mondays and Thursdays at 9:00, only when an invoice is overdue](/automations/invoice-chaser)[Failed payment rescueWhen a subscription payment fails, sends a friendly note with the update-card link and one reminder later.When a subscription payment fails](/automations/failed-payment-rescue)[Payment failure watchLooks at failed and disputed payments only on days there are some, and tells bad luck apart from a broken checkout.Every day at 9:00, only when payments failed](/automations/payment-watch)[New order hand-offPosts each paid order to you or your packing channel with the items, address and gift notes.When an order is paid](/automations/new-order-handoff)[Unfulfilled order nudgeReminds you about paid orders that have been waiting to be fulfilled, and stays quiet when there are none.Every day at 10:00, only when orders are waiting](/automations/unfulfilled-orders)[Booking confirmation and job sheetConfirms each new booking to the customer and sends you a job sheet with the address, notes and their history.When a booking is made](/automations/booking-job-sheet)[Day-before reminderReminds everyone booked for tomorrow, with a reschedule link, and sends you tomorrow's schedule.Every day at 17:00, only when something is booked](/automations/booking-reminder)[Rebook your regularsFinds regular clients who are due back but have nothing booked, and drafts a "same time as usual?" note.Every Monday at 9:00](/automations/rebook-regulars)[Cancellation backfillWhen a booking is cancelled, offers the freed slot to your waitlist or regulars who wanted an earlier date.When a booking is cancelled](/automations/cancellation-backfill)[Ask for the reviewA few days after a job or delivery, asks happy customers for a review with your direct link.Every day at 18:00, only after a sale or a booking](/automations/review-request)[Review repliesDrafts a reply to every new Google review in your voice, and alerts you about anything three stars or below.Mondays and Thursdays at 9:00](/automations/review-replies)[Welcome new customersA personal welcome after someone's first purchase: what happens next, how to get help, and one useful tip.When a customer pays for the first time](/automations/welcome-new-customer)[Win back lapsed customersFinds customers who used to buy or book regularly and stopped, and drafts a personal check-in for you to approve.Every Tuesday at 10:00](/automations/win-back)[New member onboardingWelcomes each new member with the three things to do first and where to ask questions.When someone subscribes](/automations/member-onboarding)[Cancellation follow-upWhen a subscription is cancelled, asks the one question that matters and offers a pause, then reports the reasons monthly.When a subscription is cancelled](/automations/churn-save)[Support inbox first replyDrafts a reply to every customer email from your FAQ and past answers, and escalates angry or refund requests to you.When a customer email arrives](/automations/support-first-reply)[Weekly social planDrafts this week's social posts from what actually happened in your business, for you to approve and schedule.Every Monday at 9:00](/automations/weekly-social-plan)[Monthly SEO check-upFinds the pages that lost search clicks and the searches you almost rank for, and suggests three fixes.On the 1st of every month](/automations/seo-checkup)[X brand presenceWatches mentions of your X account and replies where it helps, under a reply policy you can edit. Replies wait for your OK until you trust it.When your X account is mentioned](/automations/x-brand-presence)[Anomaly watchChecks the headline numbers each morning and only wakes the agent when one of them has genuinely moved.Every day at 7:30, only when a number moved](/automations/anomaly-watch)[Stalled work watchNotices when scheduled work has been failing, so automation that quietly stopped does not stay quiet.Every day at 8:00, only when a task failed](/automations/stalled-work)[Ship watchWatches deployments for failures and stalls, so a broken release is noticed before a customer notices it.Every 30 minutes, only when a deploy failed](/automations/ship-watch)

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