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AUTOMATION & WORKFLOWS

Put the busywork on autopilot.

Pinnacle Ai includes a visual workflow builder: you pick a trigger — a form fill, a missed call, a booking, a pipeline change, a text reply — and then drag in the steps that should happen next. Workflows follow up, book appointments, tag contacts, notify your team, assign owners and move deals for you, day or night, without anyone remembering to do it. No code, and templates to start from.

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crm.getpinnacle.ai/automation

Build a workflow in minutes, not months

The builder is a canvas: a trigger at the top, then steps underneath. You can see the whole path at a glance, test it on yourself, and change it whenever your process changes — which is the part that usually gets outsourced and then never touched again.

  • Visual drag-and-drop workflow builder
  • Triggers for new leads, form fills, bookings, replies and stage changes
  • Actions: send SMS or email, create a task, add a tag, move a deal, notify the team
  • If/else branches so different leads get different treatment
  • Wait steps and time delays, including business-hours-only sends
  • Turn a workflow on or off without deleting it
crm.getpinnacle.ai/automation/builder

Follow up the second a lead comes in

Speed decides most deals. A workflow answers in seconds — while the person is still on your website or still holding the phone — and then keeps nudging politely until they reply or book.

  • Instant text and email the moment a lead arrives
  • Missed-call text-back so a missed call becomes a conversation
  • Appointment confirmations and reminders
  • No-show and reschedule follow-up
  • Round-robin assignment so every lead gets an owner
  • Sequences stop automatically when someone replies or books
crm.getpinnacle.ai/automation/speed-to-lead

Workflow · New lead follow-up

  1. Trigger: new lead
  2. Send SMS in 60 seconds
  3. Wait 1 day · no reply?
  4. Send email + booking link
  5. Booked → move to pipeline

Runs nights and weekends.

Templates to start from

You do not have to design a follow-up system from scratch. Start from a prebuilt recipe, read what it does, and edit the wording to sound like you. Most owners get their first three workflows live in an afternoon.

  • Speed-to-lead: instant reply plus a five-touch follow-up
  • Nurture: a slower sequence for leads who are not ready yet
  • Reactivation: win-back messages to your old customer list
  • Review requests after a job is marked complete
  • Appointment reminder and no-show recovery flows
  • Save any workflow as your own reusable template

Onboarding covers the tools and habits — building your workflows is something we help with over 24/7 chat and Zoom, not something we do for you during setup.

crm.getpinnacle.ai/automation/templates

Let AI help you build it

Describe what you want to happen and Workflow AI drafts the steps for you, which you then review and edit. It is a faster starting point than a blank canvas, especially for a first workflow.

  • Workflow AI drafts and edits workflows from a plain-English description
  • Content AI writes the text and email copy inside your steps
  • Conversation AI can handle the replies your workflow starts
  • Growth includes AI Employee Growth with generous monthly limits
  • Pro includes AI Employee Pro — unlimited under fair use
  • Texts, emails & AI usage billed at cost-based rates — roughly $10 ≈ 10,000 emails or 1,000 texts
crm.getpinnacle.ai/automation/ai

Smart list filters

  • No visit in 6+ months
  • Past buyer
  • No-show, never rebooked
  • One-time customer

Matching contacts

742

  • Past buyers · 318
  • No-shows · 96
  • One-time · 328

Included on every plan — and a real person sets it up with you in two 1-on-1 Zoom calls in your first week.

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“The automation and other features of PinnacleAI CRM are so robust that I have barely learned everything available to me.”
Steven Harris
crm.getpinnacle.ai/inbox

New website form: Dana R. — kitchen remodel

Hi Dana, thanks for reaching out! Are mornings or afternoons better for a quick call?

Mornings work — before 10 is best.

Booked

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Where this fits with everything else

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FAQ

Questions, answered

No. Workflows are built by dragging triggers and steps onto a visual canvas, and you can start from prebuilt templates instead of a blank page. If you get stuck, our team is on 24/7 live chat and Zoom, and there are step-by-step guides and courses in the training library.

Yes. A single workflow can send SMS and email, wait a set amount of time, branch based on what the person did, create tasks, add tags, notify your team and move the deal along your pipeline. Texts and emails are billed at cost-based usage rates — roughly $10 covers 10,000 emails or 1,000 texts.

Common triggers include a form or survey submission, a webchat conversation, an inbound or missed call, a text or email reply, an appointment booked, rescheduled or missed, a pipeline stage change, a tag being added, a payment or invoice event, and a specific date such as a birthday.

Yes. Prebuilt workflow recipes are included on every plan — speed-to-lead follow-up, longer nurture sequences, database reactivation, review requests and appointment reminders — and you can edit any of them or save your own as a template.

Only if you write it that way. The messages are yours: short, plain and in your voice, with personalization like the person's first name and the service they asked about. Sequences also stop the moment someone replies, so a real conversation always takes over from the automation.

See a follow-up workflow run end to end.

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No contracts · Unlimited users & contacts · Cancel anytime

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