INBOX TRIAGE
Know what needs attention first.
1Urgent · damaged order
2Lead · quote request
3Support · access issue
4Invoice · remittance
DONE-FOR-YOU AUTOMATION
Putyourbusyworkonautopilot.
We map how your team handles email, leads, and follow-ups, then build and run AI automations that triage your inbox, draft replies, update your CRM, route new leads to the right person, and send you a weekly report — using the tools you already have.
Live in ~2 weeks · No long-term contract · Your tools, connected
DEMO WORKFLOW RUNNING
New leadEmail
AI drafts replyReady for review
CRM: create dealAcme Supply
Follow-upIn 2 days
Slack: notify owner#sales
09:41:02deal createdAcme Supply
01 / EXAMPLE WORKFLOWS
See the handoffs.
Before we build them.
Explore three common workflows. Select any node to inspect its trigger, condition, action, and approval state.
EXAMPLE WORKFLOW · Sales intake
02 / LIVE DEMO
One inbox.
Already in order.
Watch a sample queue get classified, prioritized, and prepared for a human decision.
Northstar Supply
Quote for 40 units
Hi team,
Could you deliver by next Friday? Please let me know what information you need from us.
AI DRAFT · DEMO
Run triage to prepare a draft.
Demo controls
03 / ESTIMATE TOOL
Find the hours hiding in your week.
Adjust the inputs to model your team’s current workload. This is an estimate, not a promised result.
Assumes automation handles about 40% of triage time and 60% of CRM entry. Your mileage will vary.
LIVE ESTIMATE
27.2hours / week
Estimated capacity value / month$6,478
04 / THE PROCESS
Built around the way your team already works.
DEMO · WORKFLOW MAP
INBOX
New enquiries
New enquiries
TEAM
Manual handoff
Manual handoff
CRM
Copy details
Copy details
05 / WHAT YOU GET
The busywork,
made visible.
Six live artifacts from a connected operation — compact, reviewable, and always under your control.
FOLLOW-UPS
Right message. Right time.
01:47:32until next follow-up
CRM SYNC
Records update themselves.
StageNewQuote sentValue—$4,800
LEAD ROUTING
Every lead has an owner.
MCJLSKNext: MC
SAMPLE REPORT
A clear weekly pulse.
APPROVALS
You decide what ships.
Draft reply
Invoice reminder
GmailOutlookHubSpotPipedriveSlackGoogle SheetsGmailOutlookHubSpotPipedriveSlackGoogle Sheets
03 / WHO IT’S FOR
Built for small teams with too much to juggle.
If your team lives in email and spreadsheets, we fit into the way you already work.
01
Agencies & studios
Keep client requests, briefs, and approvals moving without the manual chasing.
02
Professional services
Accounting, legal, and consulting teams spend less time on intake and admin.
03
Sales teams of 2–20
Respond faster, follow up reliably, and keep the CRM accurate.
04
Operations & support teams
Sort, assign, and track requests so nothing waits in a shared inbox.
05
E-commerce & wholesale
Handle quote requests, order questions, and supplier email with less effort.
06
Founders doing it all
Hand off the repetitive work and get hours of your week back.
04 / PRICING
Straightforward from day one.
We map it, build it, connect your tools, and keep it running.
Starter
The essentials for a small team.
$300/mo
$1,500 ONE-TIME SETUP
- Up to 3 workflows
- 1 inbox
- CRM sync
- Monthly check-in
Team
More workflows across your whole team.
$750/mo
$3,500 ONE-TIME SETUP
- Up to 8 workflows
- Shared inboxes
- Lead routing
- Weekly reports
- Priority fixes
Custom
A tailored setup for complex needs.
Custom
TAILORED TO YOUR TEAM
- Multi-team setups
- Complex integrations
- Custom tooling
- SLA
No long-term contracts. Cancel any time with 30 days’ notice.
05 / QUESTIONS
Good to know.
06 / LET’S TALK
Tell us what’s eating your team’s time.
A little context helps us understand your tools and where the busywork piles up.
We reply within one business day.
hello@outreachautomate.com