Visual automation
Understand every step and branch without writing code.
← Explore all featuresMARKETING SUITEAutomations
Automations
made simple.
Connect your customer journey with practical workflows that run around the clock.
⌘BRANDROOF / AUTOMATIONS
Automations
Connect triggers, conditions, messages, tasks and updates in a visual builder that turns your best process into a repeatable customer journey.
● CONNECTED AND ACTIVEBUILT AROUND YOUR BUSINESSEverything working
Everything working
together.
Flexible logic
Use timing, conditions and customer data to guide each journey.
Reliable execution
Make sure important follow-ups happen consistently and on time.
HOW IT WORKSGet set up.
Get set up.
Keep moving.
Connect your customer journey with practical workflows that run around the clock.
STEP 1
Trigger
Start from a lead, appointment, payment, tag or other event.
STEP 2
Orchestrate
Add messages, conditions, waits, tasks and record updates.
STEP 3
Measure
Review activity and improve the workflow as your business grows.
Marketing SuitePart of your connected Brandroof platform
One customer viewEvery interaction stays connected
Built around your workflowPractical tools for growing businesses
EXPLORE THE EXPERIENCESee how Automations
See how Automations
works in real life.
Connect enquiries, follow-up, bookings, payments and reviews into one repeatable process. Choose a customer moment and explore what happens next.
Business automationsEXAMPLE DATA
JS
Jordan SmithNew website enquiry · Melbourne
● Active✓
Trigger receivedCustomer activity recorded
Ready○
Journey runningRelevant details connected
Next○
Customer updatedNext action ready for your team
NextInteractive example using sample customer data.
MORE THAN A SINGLE FEATUREEverything you need
Everything you need
to make it work.
Automations works best when the details, people and next steps are connected. Explore the practical capabilities that support your team every day.
Visual workflow design
Map your customer journey in understandable steps so your team can see what happens after an enquiry, booking, payment or other key event.
Included in your connected platform →Useful starting triggers
Begin an organised journey when a form arrives, an appointment is created, a stage changes or a practical customer milestone is reached.
Included in your connected platform →Timing that makes sense
Use appropriate waits and follow-up windows so customers receive communication at the point that suits the experience.
Included in your connected platform →Customer-aware conditions
Shape different pathways around the information you know, the customer’s interests and the outcome your team is trying to achieve.
Included in your connected platform →Messages and team actions
Connect customer communication, internal reminders, ownership changes and record updates in one practical process.
Included in your connected platform →Workflow visibility
Understand what the journey is designed to do and refine the process as your business grows and customer needs change.
Included in your connected platform →MADE FOR REAL BUSINESSESDifferent businesses.
Different businesses.
One clearer journey.
Explore practical ways Automations can support the customer moments that matter.
EXAMPLE SCENARIO · BRIGHT WATER FILTRATION
New-lead journey
The customer challenge
New enquiries need a fast response and a clear next step.
How Automations helps
See this for your business →Capture the form, update the contact, send a helpful introduction and create a team follow-up.
YOUR CONNECTED CUSTOMER JOURNEYA more organised
⌘
A more organised
next step.
The first stages of the customer journey happen more consistently without manual coordination.
Customer context connected
FOLLOW THE CUSTOMER JOURNEYEvery moving part.
Every moving part.
Working together.
Select a step to see how Automations supports a clear, connected customer experience from the initial moment to the next action.
A customer takes action
Website enquiry creates a clear starting point in Automations.
Connected to your Brandroof customer record
EXPLORE THE OPPORTUNITYWhat could a clearer
What could a clearer
process uncover?
Adjust the example inputs to see how many customer moments may not currently have a consistent process. This is an illustrative planning tool, not a performance prediction.
customer moments without
a consistent process
Out of 120 monthly repeatable customer tasks, around 78 are already covered by the process you selected.
65% currently covered · 35% worth reviewingExplore your customer journey →
BETTER AS ONE PLATFORMAutomations is only
Automations is only
the beginning.
Connect this feature with the rest of Brandroof to create a smoother experience for your customers and a clearer process for your team.
QUESTIONS, ANSWEREDEverything you want
Everything you want
to know.
Practical answers to common questions about using Automations in your business.
Ask the Brandroof team →Do I need to write code to build a workflow?+
Brandroof’s workflow approach is designed around understandable triggers, steps, timing and customer actions so practical journeys can be organised visually.
What can start an automated journey?+
Useful triggers depend on your setup and may include a new form enquiry, customer event, appointment, sales-stage change or relevant payment milestone.
Can a workflow combine messages and team tasks?+
Yes. A connected journey can coordinate customer communication, reminders, record updates and the internal actions that keep your team informed.
Can workflows be adjusted over time?+
Your customer journey can evolve as you learn what customers need, refine your timing and improve the way different parts of the business work together.
How do I get started with Automations?+
Book a Brandroof demo and explain how your business currently handles repeatable customer tasks. The team can help you explore a setup that suits your services, customer journey and existing priorities.
⌘
See Automations in action →AutomationsConnect enquiries, follow-up, bookings, payments and reviews into one repeatable process.
Ready to grow
with Brandroof?
Connect your customers, conversations, marketing and payments in one practical business platform.