Scriptera
Express and Home Assistant automations — Sales & Leads
Ready-made scenarios where Express and Home Assistant work for you (sales & leads): pick one — a copy appears in your account and runs on its own.
12 scenarios
- High-value lead alerts — to chat, sheet and calendar
- Morning briefs for your meetings — who and where from
- Client onboarding from an intake form — checklist, consultant and kickoff
- Intake and routing of service requests with appointment booking
- Leads: a personal reply, a nudge and a booked call
- Client onboarding after a won deal
- Attendee briefings before every meeting
- A pre-meeting brief: past agreements and what changed, sent to every attendee
- Daily meeting brief with attendee research
- A brief for every external meeting — in the morning, before your day starts
- Meeting prep — a briefing on each attendee, sent ahead of time
- A sales assistant across every messenger
