Admin & operations

Automations

Describe the rule and we draft the flow. Triggers from forms, pipelines, emails, calendars and portals, with logs so you can see exactly what fired.

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Claude

Connected to PenguinPilot

Ask anything…

PenguinPilot · AutomationsReady

Welcome automation

Before

Automation found

Client welcome

Rules retrieved

Configured workflow

Runs reviewed

Recent execution history

Connected to your AI assistant

Works with the AI you already use:ClaudeChatGPTGeminiGrok

BUILT INTO YOUR WORKDAY

Everything automations brings together.

Visual builder
Triggers, conditions and actions on a canvas.
AI-assisted build
Describe the rule in a sentence, get a draft flow.
Cross-module triggers
Forms, pipelines, email, calendar and portals.
Delays & schedules
Act now, in an hour or next Tuesday.
Test runs
Dry-run before you switch it on.
Execution logs
See every run and why it branched.

Automations in action.

AI assist

Automation assistant

Describe the rule — AI builds the workflow

After someone submits a website inquiry, create a card, add a callback task for the office, and follow up in three days if the estimate isn't accepted.

Plain languageGenerate

Drafting automation…

Editing

AI-generated workflow

0 of 4 steps

Trigger

Website Inquiry Received

Hot water cylinder replacement

Edit step

When a website inquiry form is submitted

Action

Create Card

New job card in Inquiries

Edit step

Add a card to the Inquiries pipeline

Action

Create Task

Callback within the hour

Edit step

Assign to the office · due within 1 hour

Action

Schedule Follow-up

Day-three check if estimate unanswered

Edit step

Follow up 3 days after the estimate is sent

Inquiry form

Website inquiry

New inquiry

Ray Mitchell

Homeowner · Inquiry

Tap to submit inquiry

Trigger fired

Website Inquiry Received · Ray Mitchell

Automation running…

Automation active

0 of 4 steps complete

Trigger

Website Inquiry Received

Hot water cylinder replacement

Edit step

When a website inquiry form is submitted

Action

Create Card

New job card in Inquiries

Edit step

Add a card to the Inquiries pipeline

Action

Create Task

Callback within the hour

Edit step

Assign to the office · due within 1 hour

Action

Schedule Follow-up

Day-three check if estimate unanswered

Edit step

Follow up 3 days after the estimate is sent

Card created

Hot water cylinder replacement

Callback task added

Call within the hour

Estimate sent

Follow up in 3 days

Run successful

Follow-up handled automatically

Won opens the job card — built once, runs on every inquiry.

Card created for the inquiryAuto

Callback task assigned to the officeAuto

Day-three follow-up scheduled after the estimateAuto

Set the rule once, then the CRM handles the follow-up automatically.

A SMALLER SOFTWARE STACK

What it replaces.

Bring the work into your business platform instead of paying for disconnected tools and moving the same information between them.

Separate workflow connectors
Repeated manual handoffs
Reminder spreadsheets

Explore all features

Automations

Everything automations brings together.

Visual builder

AI-assisted build

Cross-module triggers

Delays & schedules

Test runs

Execution logs

Automations in action.

What it replaces.

The whole platform. Not just this feature.

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