SMEAutomate

Reusable AI workflow playbooks.

Skills are tested, versioned playbooks that agents execute. Start with public skills. Layer on industry packs. Override anything with custom logic.

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Example skills

Each skill is a tested, versioned playbook that agents execute end to end.

Sales

Missed Call Recovery

Detects missed calls, sends a personalised follow-up within 60 seconds, logs the interaction, and alerts the assigned rep if no response within 2 hours.

Finance

Invoice Chasing

Monitors outstanding invoices, sends graduated reminders at configurable intervals, escalates overdue accounts to a manager, and logs every touchpoint.

Operations

Quote-to-Invoice

Converts accepted quotes into invoices, populates line items, attaches terms, sends to the client, and updates the CRM — without manual data entry.

Marketing

Review Requests

After job completion, waits a configurable period, sends a review request via the client's preferred channel, and follows up once if no response.

Skills shadow from public to custom.

Every skill starts as a public playbook. Industry packs add sector-specific logic. Your custom overrides take priority over everything else. You always control the behaviour.

Public skillsIndustry packCustom override wins

Public skills

Battle-tested playbooks that work across industries. Invoice chasing, lead follow-up, appointment reminders.

Industry packs

Sector logic layered on top. Construction compliance, dental recall sequences, recruitment screening rules.

Custom overrides

Your business rules win. Custom escalation thresholds, approval chains, pricing logic, communication tone.

Skill packs make automation scalable.

Start with one skill on one workflow. When it proves value, install the next pack. Each pack is a bundle of tested skills for a specific function — sales, finance, operations, support.

1

Pilot

Deploy one skill on your highest-pain workflow. Measure the result.

2

Expand

Install a skill pack for the next function — sales, finance, or ops.

3

Scale

Combine packs across the business. Custom overrides keep every workflow tailored.

Find the right skills for your business.

The Automation Score identifies which skills would have the most impact on your workflows — in 60 seconds.

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