Automations

Automate the Work. Keep the Decisions.

SCOUT runs the routine steps you've authorized and brings you everything else as a clear decision.

What it does

Routine steps move without being chased.

SCOUT executes the specific steps you've authorized and hands you everything else as a decision.

Trigger

A new lead starts the sequence.

The moment a lead or job event happens, SCOUT knows which routine steps normally follow it.

01
Trigger
New LeadBrian Foster · Window replacement
New
Execute

Follow-ups and reminders run themselves.

Confirmations, reminders and routine communication move on their own, on the schedule you'd want a person to follow.

02
Follow-up sent
Auto · 10:02 AM
Appointment confirmed
Auto · 10:15 AM
Reminder sent
Auto · day before
Exception

You only see what needs a decision.

Anything outside what you've authorized waits for you as a clear exception — nothing is sent or skipped silently.

03
Owner Exception
Payment 12 days lateChris Walker · Invoice #1042
Needs You
Real business workflow

Automate the work. Keep the decisions.

Each step below runs on its own unless it hits something you haven't authorized — then it becomes an owner exception.

Real Business Workflow
New Lead
↓
Follow Up
↓
Appointment
↓
Confirmation
↓
Reminder
↓
Job
↓
Payment
↓
Owner Exception
Automation WalkthroughSee SCOUT run the routine work and surface the exceptions.

Questions

Is this fully autonomous?

No. SCOUT observes, prepares and recommends. It only executes the specific actions you've authorized it to handle on its own.

What happens to the things I haven't authorized?

They wait for you as an approval in the Owner OS — nothing is sent or skipped silently.

See it for yourself

Ready to see SCOUT run this?

Launch the guided demo or start your 7-day trial — no lead form to get into the demo.