The work that should not need a human
Assignment, follow-ups, escalations, approvals, reports, renewals. If it follows a rule, Skyra can run it — on a visual canvas your operations lead can edit without opening a ticket.
Three parts: when, if, then
Every workflow is a trigger, some conditions and a set of actions. That is deliberately simple — complexity in an automation tool ends up as automations nobody dares to change.
- Triggers — record created or updated, field changed, stage moved, message received, score crossed, date reached, form submitted, webhook fired
- Conditions — any field, any operator, nested AND/OR groups, and branching paths
- Actions — send WhatsApp or email, create a task, assign an owner, update fields, call a webhook, generate a document, post to Slack
- Control — delays, business-hours awareness, rate caps, and exit rules so nobody gets chased after they reply
Eight automations worth switching on this week
Each of these ships as a template. Install it, adjust the timing to your business, and it starts running.
Assign by territory → send WhatsApp welcome template → create a call task due in 15 minutes → notify the rep on mobile.
Send a nudge email from the sequence library → escalate to the team lead on day 5 → flag the deal as at-risk.
Route to the owning rep, log the message on the contact, and pause any running sequence automatically.
Schedule a follow-up at 48 hours, alert on document open, and move the deal stage when payment is captured.
Fire the onboarding checklist, send the welcome sequence, raise the invoice and request a review after 30 days.
Notify the account owner, email the renewal quote, and start a win-back sequence if it lapses.
Move to the hot queue, book a calendar slot automatically, and alert the sales manager on WhatsApp.
Compile the previous week pipeline report and deliver it to leadership by email and WhatsApp.
Where AI earns its place
We use AI for the jobs it is genuinely good at — reading, summarising and ranking — and keep humans in charge of the decisions that matter.
Lead scoring
Ranks new enquiries on the signals that predicted your last hundred wins, and re-scores as behaviour changes.
Call summaries
Transcribes the call, writes the summary, extracts the next steps and files them against the deal.
Reply drafting
Drafts a reply in your tone using the full history on the record. A human always sends it.
Duplicate detection
Catches the same customer entered three different ways, and proposes a merge with the evidence.
Churn signals
Watches engagement, ticket sentiment and usage to flag accounts drifting before they leave.
Document extraction
Pulls fields out of quotes, purchase orders and forms so nobody retypes them into the CRM.
Connected to what you already use
Automate one thing this week
Pick the follow-up you keep forgetting. Switch on the recipe. Measure what changes. Then do the next one.