AI Automations

Customize Conditions
Our Automation Module comes with the ability to customize the conditions of the automation process. What this means is, users can dictate what the automation will do when something happens or doesn’t happen, or what will happen every certain amount of time.
True / False Condition
Lets users dictate what happens if something happens or doesn’t happen through True or False branches
- Reference virtually any customer or job field in ProDBX to check for conditions met.
- Example: If A is True, then do XYZ. If A is False, then something else will happen.
- Allows for multiple scenarios to be dealt with through Automation


Timer
Control when specific actions happen, down to the minute with timers.
- Specify what happens at certain intervals
- Example: Every 15 minutes, a Customer is sent this specific email
- Users can also customize to specify the exact date and time for the action to occur
Customize Communication
The communications are at the heart of the Automation app. This is where users can specify what action the app should take. Whether emailing, texting, tasking or sending a survey, users have full control of customization.

Send emails out to notify team members or customers automatically upon meeting certain criteria.
- Customize your email templates and select which one to use
- Choose who to send the email template to
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Specify the sender of the email


Text
Send texts out to notify team members or customers automatically upon meeting certain criteria. Great for quick important notifications.
- Send a text to a customer or anyone else within ProDBX
- Choose from a template or create your own message on the spot
- All texts sent through this will be sent from ProDBX
Tasks
Use our AI Automations to generate specific ToDo items that need to get done on every project.
- Set the Automation process to create Tasks and Reminders for individuals
- Prioritize Tasks over others using the Heat level function
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Choose whether or not you want the Task due immediately once it has been made


Surveys
Automate your business reputation management process and get more reviews via automated surveys.
- Create your own Surveys through the ProDBX Reputation Management app
- Choose which Survey the Automation app will send out
- Create multiple Surveys for multiple situations, such as promoting positive reviews
Question about AI Automations? Let’s talk!