[ Automations ]
Inquiry-to-booking plays on autopilot.
Name the play once. When the next inquiry lands, Winston runs it — reply drafted, record filed, follow-up scheduled — and shows you every step.
Every send waits for your approval. Plays start in draft mode.
[ Play ] New inquiry → first reply
Run #1284 · today 14:02
Trigger Inquiry email lands
DoneSofia Lindqvist — “Availability for Sep 12?”
Condition New client?
DoneNo match — new record created
Sofia Lindqvist · ClientsAction Draft reply from knowledge
DoneDraft ready — in your approval queue
Action Schedule follow-up · 3 days
DoneReminder set — Thu 14 Aug, 09:00
Action Send reply
HeldHeld — awaiting your approval
Run held · 5 steps · nothing sent without you
The everyday plays. Yours to rename and retime.
Each play is a trigger and an outcome in plain sight. Install one, change the timing, or write your own — they all run the same way: visibly.
No reply after 5 days → nudge
A quote goes quiet — Winston drafts a friendly check-in and queues it.
Deposit unpaid → reminder
342 runsThe due date passes — a reminder goes out and escalates politely.
Event confirmed → prep checklist
Status flips to Confirmed — the team gets the prep checklist, dated.
Idle 30 days → win-back
A client goes cold — a win-back draft waits in your queue.
New review → thank-you draft
A review comes in — the thank-you is drafted before you've read it.
Date changed → notify team
A date moves — everyone attached to the event hears about it.
Three parts. Snap them together.
Every play is built from the same vocabulary. You snap the chips together; Winston fills in the values — names, dates, amounts — from the record.
Trigger
What starts it
Condition
What must be true
Action
What Winston does
The play at the top of this page is five of these chips: Email lands · New client? · Draft reply · Schedule follow-up · Send reply.
Autopilot, with a leash.
Every outbound step pauses in your approval queue until you've seen it. Auto isn't a default — it's a promotion each play earns.
- New plays start in draft mode — Winston writes, you approve.
- Every run is on the record: what fired, what it read, what it sent.
- Big-ticket inquiries → always a human.
New inquiry → first reply
Run #1287First reply to Sofia Lindqvist
Awaiting your approval
Stop running the plays in your head.
- Plays start in draft mode — every send waits for your approval.
- First plays run the day you connect email.
- Every run on the record — step by step.
Keep exploring