levelpartner.ai
Workflows

AI workflow automation

AI workflow automation that follows up, routes and records the work your team does by hand today, so nothing depends on somebody remembering. Describe a process in plain words or lay it out step by step, and it runs on the same record as your CRM.

See pricingBook a strategy call
  • Form submitted
  • Survey completed
  • Appointment booked
  • Appointment missed
  • Deal changed stage
  • Invoice paid
  • Payment received
  • Tag added
  • Contact replied
  • Missed call
  • Contact created
  • Course access granted
The problem

Your process lives in people, not in a system

Every company that has stopped growing has the same quiet leak: the work that should follow an enquiry, a quote, a meeting or a sale happens only when someone has time. The process is written down somewhere, but it runs on memory, and memory is the first thing to go in a busy week.

Workflow automation turns that process into rules the platform runs for you. When a form is filled in, a quote goes unanswered or a deal is won, the next step happens on time, and the contact record shows it happened. The person who owns the process can read it, change it and see where it stalls.

Follow-up stops when the week gets busy

Quotes and enquiries go quiet exactly when the team is most stretched.

Routing is a judgement call

Who picks up which enquiry depends on who saw it first.

Data is copied by hand

Details are re-keyed between tools, and mistakes travel with them.

Nobody can see the process

Without a system, there is no way to tell which step is failing.

When this happens,

do that,

then check.

What happens to a lead

Follow-up that runs whether anyone remembers or not

One example of a workflow the platform runs: long-term nurture that hands warm contacts back to a person at the right moment.

Long-term nurture and reactivation

  • Trigger

    Not ready yet

    Or gone quiet

  1. Placed on the right track

    Buyers, owners, renters or clients each get content that fits what they asked about.

    Instant

  2. Useful content on a rhythm

    A newsletter or short update that is worth opening, not a sales message.

    Every 2 weeks

  3. Engagement watched

    Opens, clicks and replies are recorded, so the system knows who is warming up.

    Ongoing
    • EngagedOpened, clicked or replied

      1. Warm contacts flagged

        When someone engages again, the owner is told and the conversation restarts.

        Same day

      2. Call-back booked

        On the owner's calendar

      3. Done
    • Quiet for 90 daysNo engagement

      1. Dormant list reactivated

        Contacts who have been silent for months get a direct, personal check-in.

        Quarterly

      2. Replies routed to the owner

        With the history attached

      3. End
  1. Quote sent: website rebuild, phase onesent
  2. No reply after two days: check-in sent by email
  3. Reply received: asks for a call
  4. Booking link sent, Thursday 15:00 chosenbooked
  5. Goal reached: deal moved to meeting booked, owner notified
  6. Reminder sent one hour before the calldone

Illustration. Steps and timings are set by you.

The price of doing nothing

What manual follow-up costs today

Most teams underestimate the hours spent chasing, reminding and re-keying. Put your own figures in.

Your team
Salary plus overheads, in your currency.
Your estimate.
Your estimate.

Based on the figures you entered

Hours a week spent on follow-up18
Cost a year€32,760
Hours a week returned7 to 13
Value of those hours a year€13,100 to €22,930

This is your own arithmetic on the figures you entered, not a result levelpartner.ai has produced for anyone.

How this is calculated

weekly hours = people × hours each

annual cost = weekly hours × loaded hourly cost × 52

value returned = annual cost × the share you estimate could be automated

Every input is yours. The automatable share is an estimate, which is why the result is a range.

Worked example. Three people spending six hours a week each at a loaded 35 an hour: 18 hours and about 32,760 a year. If 40 to 70 in 100 of those hours can be automated, that is 7 to 13 hours a week back, worth roughly 13,100 to 22,930 a year.

What it does

Workflow automation software built for how a 50-person company actually works

The workflow automation platform sits on the same contact record as your CRM, calendar, inbox and payments, so every rule can see the whole customer and nothing needs syncing.

Triggers from every part of the business

A workflow can start when a form or survey is submitted, an appointment is booked or missed, a deal changes stage, an invoice is paid, a tag is added or a contact replies. One workflow can have several triggers, and filters narrow each one: only this form, only this pipeline, only calls to this number.

Actions across the platform

Send email, SMS or WhatsApp, place a call, create or move a deal, assign an owner, add a task or an internal note, send an invoice, request a review or grant course access. A webhook step sends data to another system when a process has to leave the platform; it is a premium step, billed per run.

Branches, waits and goals

If/else branches on any field, tag or reply. Waits can hold for a set time, until a date, around an appointment, or until the contact replies. A goal step lets a contact skip ahead the moment they book or pay, so nobody is chased for something they have already done.

AI steps where judgement helps

AI workflow automation means the rules handle the routine and AI handles the reading: an AI step labels the intent of a message, summarises a thread for the person who picks it up, translates, or decides which branch a contact takes. A workflow can also hand a conversation to an AI chat agent and take it back after a booking.

How AI chat agents work

Settings that keep it polite

Choose whether a contact can enter the same workflow twice, stop a sequence the moment someone replies, keep messages inside office hours in the contact's own time zone, pause chosen workflows over holidays and release large sends in batches rather than all at once.

Every run recorded, every error flagged

Each contact shows which workflows touched it and what each step did. Failed steps, such as a webhook that did not answer, are listed for review and can alert an admin by email. Workflows stay in draft until you publish, so edits never reach a live contact by accident.

Workflow guides in the help centre

A workflow, as it reads
  1. When a quote has had no reply for two days
  2. Then send a short check-in by email
  3. If they reply, send the booking link
  4. Else after three more days, task the owner to call
  5. Goal meeting booked: stop and notify the owner
Building by prompt

Describe the workflow. Review the draft. Publish it.

You can type or dictate the process in plain language and the builder drafts the trigger, the steps and the branches on your own pipelines and calendars. You then refine it in conversation or edit any step directly. The builder drafts; it does not test. You check the settings, finish the short to-do list it leaves (which pipeline, which sender, which calendar) and run it on a test contact before you publish.

  • Drafted: workflow

    The steps, in order

    Trigger, text reply, booking link, reminder and the owner alert, laid out for you to read and adjust before anything is published.

  • Drafted: AI step

    A step that reads the reply

    An AI step reads a reply that is not a booking and labels it (a question, not now, wrong person) so each answer takes the right branch.

  • Linked: booking page

    Where the link lands

    The booking link points at your real calendar, so the meeting it books ends the run and alerts the owner.

Before and after

Before and after workflow automation

Run on memory

  • Follow-up happens when someone has time
  • Enquiries go to whoever saw them first
  • Details are re-keyed between tools
  • Nobody knows which step is failing

Run by the platform

  • Every next step fires on time, with a record
  • Routing follows rules you set
  • One record, written once, used everywhere
  • Each workflow shows where contacts drop out

The difference is not more effort from the team. It is the same process, run by a system that does not get busy.

A process that depends on someone remembering is not a process.
How it fits

Workflows connect every other feature

A workflow is only as useful as what it can act on. These are the features workflows use most.

Pipelines

Visual deal stages with tasks, values and stalled-deal alerts.

Calendars and booking

Booking pages, round robin and reminders that cut no-shows.

Email marketing

Campaigns, sequences and newsletters with deliverability controls.

Who it is for

Built for four kinds of business, equally

The same workflow engine, with steps in each industry's own terms.

Agencies

Agencies chase client approvals, send monthly reports and follow up proposals without an account manager doing it by hand.

Consultants

Consultants keep proposals moving and send won clients into onboarding and invoicing without anyone re-keying details.

Mortgage brokers

Brokers chase missing documents, remind clients well before a product expires and keep each case moving to completion.

Real estate

Agents follow up every viewing and valuation and keep buyers and sellers warm until they are ready to instruct or offer.

What it costs

One licence, no tiers

Every feature is available on one licence, with no tiers to climb and no per-seat fees. Usage is billed as used, including WhatsApp, premium workflow steps, local listings sync and AI; implementation and custom work are priced separately and agreed before any work starts.

See full pricing and usage rates

Platform licence

levelpartner.ai

€7,512

a year, the platform licence

  • Every feature is available on one licence, with no tiers
  • Unlimited users and unlimited contacts, no per-seat fee
  • 30 hours of onboarding included, plus a 30-day check-in after launch
  • Implementation beyond the included hours at €85 an hour, scoped and approved first
  • Custom builds quoted to scope
  • Usage billed as used: email, SMS, calls, WhatsApp, AI, premium workflow steps and local listings sync, at published rates
See pricing
From the help centre

Guides worth reading first

Workflow process automation: how it works and how to set it up

Learn workflow process automation from its building blocks of triggers, actions, waits and conditions, then build and test a booking reminder first.

Business process automation software: how it works and how to set it up

Judge business process automation software by its exceptions: mid-sequence replies, missing data and repeat entries, and the settings that handle each.

Automated marketing: how it works and how to set it up

Which automated marketing sequences a service firm should build first, in what order, and how enquiry, nurture, stalled lead and past client sequences connect.

FAQ

Questions buyers ask

What is AI workflow automation?

It is automation that combines fixed rules (wait, send, assign, update) with AI steps that read and write language, such as labelling the intent of a message or summarising a conversation. The rules make the process reliable; the AI handles the parts that used to need someone to read every message.

Do we need someone technical to build workflows?

No. Each step reads as a sentence, and you can describe a process in plain language and have it drafted for you. Someone who knows the process still reviews the draft and tests it on a real contact before it goes live. Complex logic is set up during onboarding and documented so your team can change it later.

How do we stop a workflow chasing someone who has already replied or booked?

Two settings handle it. Stop on response removes a contact from the sequence as soon as they reply on any channel the workflow uses, and a goal step moves them on the moment they book or pay. Both are worth switching on for any sales follow-up.

Will it send messages at night or over the holidays?

Only if you let it. A time window holds emails, texts and calls until office hours, in your time zone or the contact's, while internal steps such as tagging carry on. Chosen workflows can be paused for set dates and resume where they left off.

What happens when a step fails?

The contact's history shows the failed step and the reason. Workflows with errors are listed for review, and admins can be alerted by email. The usual causes are a disconnected integration or a missing field, which is why each workflow is tested on a test contact first.

How is this different from a separate automation tool?

Separate automation tools connect other tools together, so every workflow depends on several systems staying in step. Here the workflows run on the same record as the CRM, calendar, inbox and payments. A webhook step still sends data out when another system genuinely needs it; it is a premium step, billed per run.

Which workflows should we automate first, and what should we leave alone?

Start where delay costs money and the steps are predictable: replies to new enquiries, quote follow-up, reminders and moving won deals into onboarding. Leave alone any process the team has not agreed on, or one that is mostly judgement. Automating an argument just makes it faster.

Is workflow automation included in the licence?

Workflows are included in the licence. Premium steps, such as webhooks and other premium triggers and actions, are billed per run at the published rate, with the first 100 runs free. Messages a workflow sends, such as SMS and email, and AI steps are billed as used at the published rates.

Next step

See which of your processes to automate first

Bring one process that runs on memory today. We will map it on the call and tell you honestly whether it is worth automating.

Book a strategy call

We use these details to reply to you, usually within one working day, and for nothing else. See the privacy policy.

Thank you. Your request is in.

Someone will reply by email within one working day with a time for the call.

Put the process on the platform, not on memory

Bring the follow-up that slips in a busy week. It becomes a workflow that runs on time, on the same record as your CRM.

See pricingBook a strategy call