Let JACK do the heavy lifting by automating the repetitive, admin-heavy tasks. Set up triggers across the entire JACK system that will automatically send an email or create a document or template. Automate the simple, boring tasks, and get back to growing your business.

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Get your time back

JACK has automation templates for common needs like new lead follow-up, notify staff to complete a checklist, invoice reminders and more.

Endless Automation Possibilities

If you can think of it, Jack can automate it. An example Jack loves - when a NEW LEAD is moved to status WON, automatically email the client to book a meeting.

Sub out the "boring"

Turns out, you don't need to do those boring, repetitive tasks. Set up your automations in JACK so you can focus your time on what actually matters.

Automations with Jack FAQ

In a nutshell, how can Jack’s automation features help me?

Automations will help you focus on your business, and not on trying to remember every little tiny task within your process. Automations essentially make sure that nothing gets missed and you're on top of your projects at every stage.

Can Jack automatically send out emails throughout the build process?

Yes, automated emails can easily be set up using Jack's automations feature. An example of this could be when a lead has been in the status "New Lead" for 3 days, send email to an assigned staff member to follow up.

Can I create an automation to stop a lead moving into the next status of the sales pipeline?

Yes you can do this. An example might be that a lead can not move into a "Contract Signed" status until the contract is accepted.

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