AIBCS Automations

Give recurring work
a clear way forward.

Start with one problem. Connect a process. Grow into several connected processes—with AI on your terms.

Reliable without AI. Powerful with AI. Autonomous when you want it.

Start with a high-interest workflow

Examples from the complete catalog. Availability is subject to qualified implementation, connection checks and an agreed scope.

Website Lead Response

Capture website inquiries, acknowledge consenting prospects, email the inquiry, and alert the appropriate team member.

See Workflow Details

Lead Follow-Up

Run a defined follow-up sequence with stopping rules for replies, conversion, opt-outs, and other configured outcomes.

See Workflow Details

Quote / Estimate Follow-Up

Follow up on outstanding quotes or estimates and stop when their verified status makes further contact unnecessary.

See Workflow Details

Appointment Reminder

Send configured reminders before upcoming appointments, with cancellation and rescheduling checks.

See Workflow Details

Missing Document Reminder

Remind clients or employees about outstanding documents against an approved checklist.

See Workflow Details

Document Processing

Extract and organize information from supported TXT/CSV uploads, with duplicate handling, reprocessing, and history.

See Workflow Details

Review Request

Request reviews after eligible completed transactions using consistent, neutral eligibility rules.

See Workflow Details

End-of-Day Exception Report

Summarize configured failed, overdue, and unresolved work for management at the end of the day.

See Workflow Details
Browse the Complete Catalog

Choose the right scope.

Each package covers complete business workflows. Connections and final scope are confirmed in your written proposal.

Automation package

Starter

Solve one recurring business problem.

$149 / month

$750 implementation

1 complete workflow

PROMO50: $375 first payment, $375 credit, $0 final balance. Net implementation: $375. Software remains separate.

Choose Starter

Best Value

Automation package

Professional

Coordinate several business processes.

$699 / month

$3,500 implementation

Up to 6 complete workflows

PROMO50: $1,750 first payment, $1,000 credit, $750 final balance. Net implementation: $2,500. Software remains separate.

Choose Professional

Software and implementation are separate. Implementation is paid 50% of the full fee at scheduling/start. PROMO50 saves 50% of implementation, capped at $1,000 per onboarding project, and reduces only the final balance at client acceptance. A fully credited final balance needs no payment. Software billing begins after deployment, client acceptance and approved activation under accepted order terms unless the specific agreement states otherwise.

Start with the business problem.

Starter solves one specific problem. Growth connects one process. Professional covers several connected processes.

One workflow. One complete job.

Receive an inquiry → validate required information → send the approved response → notify staff → record the result.

That can be one agreed workflow. Every step, retry or message is not another workflow.

Explore workflow options.

Browse the existing catalog to shortlist the work you want to improve. The package is based on complete agreed jobs, not a charge for every technical step.

Sales & LeadsFeatured

Website Lead Response

Capture website inquiries, acknowledge consenting prospects, email the inquiry, and alert the appropriate team member.

Available within an agreed Starter, Growth or Professional solution.

Available for Implementation

PROMO50: 50% off implementation, up to $1,000; credit applied to the final balance

View Details
Sales & Leads

Missed-Call Text Back

Send an appropriate acknowledgment text after a missed business call when the phone integration and messaging permissions support it.

Available within an agreed Starter, Growth or Professional solution.

Available for Implementation

PROMO50: 50% off implementation, up to $1,000; credit applied to the final balance

View Details
Sales & Leads

Lead Routing

Assign incoming leads to the correct employee, team, department, or location using configured rules.

Available within an agreed Starter, Growth or Professional solution.

Available for Implementation

PROMO50: 50% off implementation, up to $1,000; credit applied to the final balance

View Details
Sales & LeadsFeatured

Lead Follow-Up

Run a defined follow-up sequence with stopping rules for replies, conversion, opt-outs, and other configured outcomes.

Available within an agreed Starter, Growth or Professional solution.

Available for Implementation

PROMO50: 50% off implementation, up to $1,000; credit applied to the final balance

View Details
Sales & Leads

Quote / Estimate Follow-Up

Follow up on outstanding quotes or estimates and stop when their verified status makes further contact unnecessary.

Available within an agreed Starter, Growth or Professional solution.

Available for Implementation

PROMO50: 50% off implementation, up to $1,000; credit applied to the final balance

View Details
Sales & Leads

Unanswered Inquiry Recovery

Flag inquiries without a recorded human response after a configured interval and escalate them for attention.

Available within an agreed Starter, Growth or Professional solution.

Available for Implementation

PROMO50: 50% off implementation, up to $1,000; credit applied to the final balance

View Details
Sales & Leads

Dormant Lead Re-Engagement

Reconnect with eligible older leads using approved messages, current contact permissions, and a bounded campaign.

Available within an agreed Starter, Growth or Professional solution.

Available for Implementation

PROMO50: 50% off implementation, up to $1,000; credit applied to the final balance

View Details
Sales & Leads

New Lead Salesperson Alert

Notify the assigned salesperson or employee when a new opportunity arrives.

Available within an agreed Starter, Growth or Professional solution.

Available for Implementation

PROMO50: 50% off implementation, up to $1,000; credit applied to the final balance

View Details
Sales & Leads

Lead Conversion Tracking

Record supported lead-stage changes so the business can identify where opportunities stall.

Available within an agreed Starter, Growth or Professional solution.

Available for Implementation

PROMO50: 50% off implementation, up to $1,000; credit applied to the final balance

View Details
Sales & Leads

Referral Follow-Up

Acknowledge new referrals where appropriate and assign or remind the person responsible for follow-up.

Available within an agreed Starter, Growth or Professional solution.

Available for Implementation

PROMO50: 50% off implementation, up to $1,000; credit applied to the final balance

View Details
Client Communication & ReputationFeatured

Review Request

Request reviews after eligible completed transactions using consistent, neutral eligibility rules.

Available within an agreed Starter, Growth or Professional solution.

Available for Implementation

PROMO50: 50% off implementation, up to $1,000; credit applied to the final balance

View Details
Client Communication & Reputation

Client Satisfaction Check-In

Ask clients about their experience after a transaction and route responses needing attention.

Available within an agreed Starter, Growth or Professional solution.

Available for Implementation

PROMO50: 50% off implementation, up to $1,000; credit applied to the final balance

View Details
Client Communication & Reputation

Service Completion Follow-Up

Notify clients when work is complete and provide configured next steps.

Available within an agreed Starter, Growth or Professional solution.

Available for Implementation

PROMO50: 50% off implementation, up to $1,000; credit applied to the final balance

View Details
Client Communication & Reputation

Client Status Update

Send approved updates when a connected system reports a relevant job, order, application, request, or case status change.

Available within an agreed Starter, Growth or Professional solution.

Available for Implementation

PROMO50: 50% off implementation, up to $1,000; credit applied to the final balance

View Details
Client Communication & Reputation

Frequently Asked Question Response

Answer supported common questions from approved business content and hand off unsupported questions to staff.

Available within an agreed Starter, Growth or Professional solution.

Available for Implementation

PROMO50: 50% off implementation, up to $1,000; credit applied to the final balance

View Details
Client Communication & Reputation

Renewal / Expiration Reminder

Remind clients or staff before configured contracts, memberships, subscriptions, or services expire.

Available within an agreed Starter, Growth or Professional solution.

Available for Implementation

PROMO50: 50% off implementation, up to $1,000; credit applied to the final balance

View Details
Appointments & Scheduling

Appointment Confirmation

Send an appointment confirmation after the scheduling system confirms a booking.

Available within an agreed Starter, Growth or Professional solution.

Available for Implementation

PROMO50: 50% off implementation, up to $1,000; credit applied to the final balance

View Details
Appointments & Scheduling

Appointment Reminder

Send configured reminders before upcoming appointments, with cancellation and rescheduling checks.

Available within an agreed Starter, Growth or Professional solution.

Available for Implementation

PROMO50: 50% off implementation, up to $1,000; credit applied to the final balance

View Details
Appointments & Scheduling

No-Show Recovery

Contact eligible clients after a recorded missed appointment and provide an approved rescheduling path.

Available within an agreed Starter, Growth or Professional solution.

Available for Implementation

PROMO50: 50% off implementation, up to $1,000; credit applied to the final balance

View Details
Appointments & Scheduling

Appointment Request Routing

Route appointment requests to the appropriate employee, location, or supported scheduling system.

Available within an agreed Starter, Growth or Professional solution.

Available for Implementation

PROMO50: 50% off implementation, up to $1,000; credit applied to the final balance

View Details
Appointments & Scheduling

Cancellation Fill-In

Notify eligible waitlisted clients or staff of newly available appointments without promising an unconfirmed booking.

Available within an agreed Starter, Growth or Professional solution.

Available for Implementation

PROMO50: 50% off implementation, up to $1,000; credit applied to the final balance

View Details
Documents & AdministrationFeatured

Document Processing

Extract and organize information from supported TXT/CSV uploads, with duplicate handling, reprocessing, and history.

Available within an agreed Starter, Growth or Professional solution.

Available for Implementation

PROMO50: 50% off implementation, up to $1,000; credit applied to the final balance

View Details
Documents & Administration

Document Intake Confirmation

Confirm that submitted documents were received without claiming they were reviewed or approved.

Available within an agreed Starter, Growth or Professional solution.

Available for Implementation

PROMO50: 50% off implementation, up to $1,000; credit applied to the final balance

View Details
Documents & Administration

Missing Document Reminder

Remind clients or employees about outstanding documents against an approved checklist.

Available within an agreed Starter, Growth or Professional solution.

Available for Implementation

PROMO50: 50% off implementation, up to $1,000; credit applied to the final balance

View Details
Documents & Administration

Document Routing

Send incoming documents to the appropriate employee, department, folder, or supported system.

Available within an agreed Starter, Growth or Professional solution.

Available for Implementation

PROMO50: 50% off implementation, up to $1,000; credit applied to the final balance

View Details
Documents & Administration

Form-to-System Entry

Transfer validated form fields into an approved connected system, subject to access and field-mapping confirmation.

Available within an agreed Starter, Growth or Professional solution.

Available for Implementation

PROMO50: 50% off implementation, up to $1,000; credit applied to the final balance

View Details
Documents & Administration

Daily Administrative Digest

Summarize configured operational activity and outstanding work in one scheduled report.

Available within an agreed Starter, Growth or Professional solution.

Available for Implementation

PROMO50: 50% off implementation, up to $1,000; credit applied to the final balance

View Details
Billing & Payments

Invoice Reminder

Send configured invoice reminders using verified balances, due dates, and payment-status checks.

Available within an agreed Starter, Growth or Professional solution.

Available for Implementation

PROMO50: 50% off implementation, up to $1,000; credit applied to the final balance

View Details
Billing & Payments

Past-Due Account Follow-Up

Run an approved reminder and escalation sequence for overdue balances, with dispute and payment stopping rules.

Available within an agreed Starter, Growth or Professional solution.

Available for Implementation

PROMO50: 50% off implementation, up to $1,000; credit applied to the final balance

View Details
Billing & Payments

Payment Confirmation

Notify clients after a connected payment or accounting system confirms payment.

Available within an agreed Starter, Growth or Professional solution.

Available for Implementation

PROMO50: 50% off implementation, up to $1,000; credit applied to the final balance

View Details
Billing & Payments

Failed Payment Alert

Notify authorized recipients when a connected system reports a failed payment and provide approved next steps.

Available within an agreed Starter, Growth or Professional solution.

Available for Implementation

PROMO50: 50% off implementation, up to $1,000; credit applied to the final balance

View Details
Billing & Payments

Estimate-to-Invoice Handoff

Move an approved estimate into a configured draft-invoice or operational handoff, with approval controls where required.

Available within an agreed Starter, Growth or Professional solution.

Available for Implementation

PROMO50: 50% off implementation, up to $1,000; credit applied to the final balance

View Details
Operations & Management

Task Escalation

Escalate incomplete work after configured deadlines while checking current task status.

Available within an agreed Starter, Growth or Professional solution.

Available for Implementation

PROMO50: 50% off implementation, up to $1,000; credit applied to the final balance

View Details
Operations & Management

Manager Exception Alert

Alert management when a defined failure, overdue item, or intervention condition occurs.

Available within an agreed Starter, Growth or Professional solution.

Available for Implementation

PROMO50: 50% off implementation, up to $1,000; credit applied to the final balance

View Details
Operations & Management

New Client Onboarding

Launch a scoped checklist of communications, documents, assignments, and tasks for new clients.

Available within an agreed Starter, Growth or Professional solution.

Available for Implementation

PROMO50: 50% off implementation, up to $1,000; credit applied to the final balance

View Details
Operations & Management

Employee Onboarding

Coordinate onboarding paperwork, training reminders, equipment requests, and account-request tasks.

Available within an agreed Starter, Growth or Professional solution.

Available for Implementation

PROMO50: 50% off implementation, up to $1,000; credit applied to the final balance

View Details
Operations & Management

Recurring Compliance Reminder

Track owner-defined recurring obligations and remind responsible people; this does not determine or certify compliance.

Available within an agreed Starter, Growth or Professional solution.

Available for Implementation

PROMO50: 50% off implementation, up to $1,000; credit applied to the final balance

View Details
Operations & Management

End-of-Day Exception Report

Summarize configured failed, overdue, and unresolved work for management at the end of the day.

Available within an agreed Starter, Growth or Professional solution.

Available for Implementation

PROMO50: 50% off implementation, up to $1,000; credit applied to the final balance

View Details
Your selection

My Automation Plan

Start with the work you want to improve. Your plan is a draft shortlist. Adding an automation does not submit an inquiry, purchase, or activate a service.

Enable JavaScript to shortlist workflows and review package fit.

A clear scope. A tested workflow.

Implementation includes agreed setup and configuration, supported integrations, workflow configuration, testing and verification, activation preparation and basic client orientation. The written scope confirms deliverables and orientation before work begins; additional customization and connections are quoted separately.

Monthly subscription billing begins only after implementation completion and approved client go-live. Consulting, employee and management training, third-party CRM implementation and business process optimization are available by independent written quote. Explore professional services. Advertised prices exclude applicable sales tax, added separately when legally required and collection is authorized.

01 · Define

Agree the outcome, trigger, scope and human approvals.

02 · Confirm

We confirm compatibility with your systems before implementation.

03 · Connect & test

Configure the runtime, hosting, accounts and workflow. Test the agreed scope.

04 · Accept

Review the deployed workflow. Recurring service starts after deployment and acceptance under agreed terms.

Standard automation implementation reference: Starter: $750 · Growth: $1,750 · Professional: $3,500. Implementation scope, tier and pricing are confirmed in the written proposal.

Separate projects, custom integrations, migrations, multi-location work and material custom development require an additional scoped quote.

Applicable third-party accounts, usage allowances or charges, and hosting responsibilities will be specified in the proposal. SMS, calls, email, AI, storage and premium API access are not unlimited.

Before you get started.

What counts as a workflow?

One complete agreed business job. Receiving an inquiry, validating the information, sending an approved response, notifying staff and recording the result can form one workflow. Individual steps, retries and messages do not count as additional workflows.

Do I need AI or Automation Hub?

AI is optional. Automation Hub is included where needed for the agreed solution. Hub is a management interface; the appropriate runtime, hosting and supported third-party connections are still confirmed for each solution.

What does implementation include?

Standard implementation may include fit confirmation, configuration, agreed mappings, supported connections, approved messages and rules, end-to-end and exception testing, staff orientation and acceptance conditions. Unsupported integrations and custom development need separate scope.

How does annual pricing work?

The annual software option provides 12 months for the price of 11. Implementation remains separate. Software billing begins according to accepted order terms after deployment, client acceptance and approved activation unless the specific agreement states otherwise.

Will this work with my current systems?

Connections are confirmed before implementation. Industry examples suggest business fit; they do not establish universal compatibility, vendor certification or permission to process regulated information.

What happens when I choose a package?

Your choice opens the existing Free Inquiry form. AIBCS confirms the complete workflow scope and connections in a written proposal. Choosing a package or submitting an inquiry does not create a payment or subscription.

What about a larger solution?

Larger multi-engine or custom systems require separately scoped implementation and commercial terms. Enterprise is reserved for that work, rather than a fourth standard subscription tier.

Have a different workflow in mind?

Tell us where work slows down. We’ll confirm a practical scope and the right package with you.

Request a Custom Automation