Example Automation Workflow
Roofing Lead Automation
How Tyto would automatically capture, qualify, and follow up with every new roofing lead.
- 01
Website Visitor
A homeowner lands on the InPeak Roofing site after searching for a trusted local roofer.
- 02
Quote Request Submitted
The visitor completes a short, conversion-optimized quote form outlining their roofing needs.
- 03
Lead Captured
The submission is instantly captured and validated so no inquiry is ever missed.
- 04
Lead Added to CRM
The new lead is automatically created inside the CRM with contact details and project info.
- 05
AI Summarizes the Request
AI reads the request and produces a concise summary of the customer's needs and urgency.
- 06
Instant Owner Notification
The business owner receives an immediate text and email alert with the AI summary.
- 07
Automatic Customer Confirmation
The homeowner instantly receives a branded confirmation email with next steps.
- 08
Appointment Scheduled
A convenient inspection or estimate slot is booked directly on the owner's calendar.
- 09
Job Completed
Once the roofing work is finished, the CRM marks the job complete and triggers follow-up.
- 10
Review Request Sent
An automated request goes out asking the customer to leave a 5-star Google review.
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