Describe the rule
Example: 'When a quote is accepted, create the job and remind us about RAMS three working days before site.'
AUTOMATIONS
Automate the remembering — not the judgement.
BusinessBuilder should translate plain-language process rules into visible actions, reminders and customer updates while keeping the owner in control of anything sensitive or external.
AUTOMATION BUILDER
WHEN
A quote is accepted
01
Create the job
02
Ask office to confirm start date
03
Prepare RAMS reminder
WITHOUT IT
Where the friction comes from.
Small teams waste time remembering follow-ups, due dates, recurring work and admin handoffs. Generic automation builders can be too technical and risky to configure.
WITH BUSINESSBUILDER
What changes.
The user describes what should happen in business language. BusinessBuilder shows the trigger, conditions and actions before activation and uses safe defaults for customer-facing messages.
HOW IT WORKS
Review what will happen
BusinessBuilder turns it into a transparent trigger and action list rather than a hidden black box.
Run with controls
External messages and destructive actions keep appropriate confirmation, permissions and history.
REALISTIC EXAMPLE
Maintenance contractor
Before: The office manually creates next-year reminders and hopes somebody checks the spreadsheet at the right time.
After: Completion sets the next due date, creates an upcoming work item in advance and prepares the customer reminder at the configured time.
1Work complete2Set next due3Create reminder4Upcoming work5Customer contact6Schedule