runs as a named sessionruns as a named sessionruns as a named sessionruns as a named sessionruns as a named sessionreads and writes CRM recordssends mail / files documentsreads and writes the spreadsheetreads and writes the spreadsheetsends mail / files documentssends mail / files documentssends mail / files documentsreads and writes CRM recordsreads and writes CRM recordsreads and writes CRM recordssends mail / files documentsreads and writes CRM recordsreads and writes CRM recordsreads and writes CRM recordsreads and writes CRM recordsreads and writes CRM recordsreads and writes CRM recordsreads and writes CRM recordssends mail / files documentsreads and writes CRM recordssends mail / files documentsreads and writes CRM recordssends mail / files documentsreads and writes CRM recordssends mail / files documentsreads and writes CRM recordsreads and writes CRM recordsreads and writes CRM recordsreads and writes CRM recordssends mail / files documentskeeps its own memory storereads and writes the spreadsheetreads and writes CRM recordssends mail / files documentsreads and writes CRM recordssends mail / files documentsreads and writes the spreadsheetreads and writes CRM recordssends mail / files documentskeeps its own memory storesends mail / files documentsreads and writes CRM recordssends mail / files documentsreads and writes CRM recordsreads and writes CRM recordskeeps its own memory storereads and writes CRM recordskeeps its own memory storekeeps its own memory storereads and writes the spreadsheetreads and writes CRM recordssends mail / files documentsreads and writes CRM recordssends mail / files documentsreads and writes the spreadsheetreads and writes CRM recordsreads and writes CRM recordssends mail / files documentsreads and writes CRM recordssends mail / files documentsreads and writes CRM recordssends mail / files documentsused to run hereposts straight into itposts straight into itposts straight into itposts straight into itposts straight into itposts straight into itposts straight into itposts straight into itposts straight into itposts straight into itposts straight into itposts straight into itposts straight into itposts straight into itposts straight into itposts straight into itposts straight into itposts straight into itruns inside the CRMruns inside the CRMruns inside the CRMruns inside the CRMruns inside the CRMruns inside the CRMruns inside the CRMruns inside the CRMruns inside the CRMruns inside the CRMruns inside the CRMruns inside the CRMruns inside the CRMruns inside the CRMruns inside the CRMruns inside the CRMruns inside the CRMruns inside the CRMruns inside the CRMruns inside the CRMruns inside the CRMruns inside the CRMwakes it on a timetablewakes it on a timetablewakes it on a timetablewakes it on a timetablewakes it on a timetablewakes it on a timetablewakes it on a timetablewakes it on a timetablewakes it on a timetablewakes it on a timetablewakes it on a timetablewakes it on a timetablewakes it on a timetablewakes it on a timetablewakes it on a timetablewakes it on a timetablewakes it on a timetablewakes it on a timetablestarted by Windows on a timerstarted by Windows on a timerstarted by Windows on a timerstarted by Windows on a timerstarted by Windows on a timerstarted by Windows on a timerstarted by Windows on a timerstarted by Windows on a timerstarted by Windows on a timerstarted by Windows on a timerstarted by Windows on a timerstarted by Windows on a timerstarted by Windows on a timerstarted by Windows on a timerstarted by Windows on a timerstarted by Windows on a timerstarted by Windows on a timerstarted by Windows on a timerstarted by Windows on a timerstarted by Windows on a timerstarted by Windows on a timerposts commercial lead webhookposts consumer lead webhookforwards lead to processorforwards lead to processorposts CA Marketing Group 3 leadforwards lead to processorposts Google Ads lead via GHLforwards lead to processorposts lead webhookforwards lead to processorposts commercial lead webhookposts consumer lead webhookforwards lead to processorforwards lead to processorsubmits website enquiry formforwards enquiry to processorposts webhook lead intakesyncs HubSpot data back to sheetcreates contact, note and first taskfires BF Event Webhook on deal/contact changecreates/recategorises broker tasks, stamps notescreates OneDrive deal folder, writes submission storywrites settled-deal revenue to Lead Tracker sheetroute 15 triggers broker manual message sendcadence exhaustion triggers N/A note stampretired, replaced by Borrowing Entity route Cretired, replaced by LM revenue route Dpolling fallback superseded by route Bsets opt-out flag gating email sendssets opt-out flag gating email sendssets opt-out flag gating review emailspoller being replaced by native workflowwebhook triggers instant task deleteseeds cac_adjuster=0 for stamp script to fillstamps cac_adjuster on settled dealsreads open tasks past due datePATCHes due dates via webhookwakes headless summariser runreads call recordings and transcriptsprepends call summary via webhookemails broker escalations via Graph appreads and writes contact notes/tasksmirrors brain repo to OneDriverenders no-PDF invoice emails to PDF and files themdrains Twilio WhatsApp inbound queue storesends replies via Twilio APIinvokes headless claude.exe sessionruns relay-first muzzled ask_yoda answerercollects live status for ops dashboardcollects trailing-24h execution feedsends commission review email to Marcdistributes approved slips via mailerpolls Marc's approval signalreads yesterday's leads/deals/settlementssends morning digest to marc@regenerates Make audit + cost rankingregenerates HubSpot audit + process mapreports overdue/stale tasks per ownerrelabels stray tasks via PATCH-only webhookemails task hygiene reportreplaces disabled real-time categoriserreads stage-timing data storeemails lender SLA reportbulk-creates reengagement tasksfinds settled deals for maturity anniversariessends evening AI report + audio to marc@owns the evening AI digest droidscans + auto-merges exact-mobile duplicate contactsemails review-needed duplicate classesreads staged lender email from Lender Mail Stagerstages lender emails + attachments to OneDrivefiles lender docs to OneDrive + brainmoves processed email via Agent Mail Moverarchives stale auto-titled Claude sessionsreuses watchdog's failure-check playbookauto-fixes playbook-class scenario failuresreports fixes found to marc@reads lender-reply classification data storemarks replies and nudges lenders via campaign ledgerruns read-only error check on critical scenariossweeps lender-contact domains, writes bf_lender_contactcommits and backs up brain to OneDrivesearches settled deals, stamps review statussends first review-request SMS from owner's linePATCHes sms_opt_out on STOP replyinbound SMS webhook triggers STOP scansends Outlook calendar invite via Graph app from broker mailboxbooked appointment triggers customer invitepulls LOW-priority tasks, writes lead status/notesraises ownerless LOW vendor tasks to MEDIUMalerts marc-private mailer on guard hitsclears task owner so pool stays hersassigns broker owner on TalkAI escalationaudits and flags rule violationsaudits and flags rule violationsbuilds and maintains Make scenariosbuilds HubSpot workflowsowns website-rebuild and design roundsexecutes the logo-rebrand lane assetsvendor platform running the Amy voice agentwill post dealer leads once Marc says gowill post ADF campaign leads (staged)HubSpotCRMMakeAutomation cloudMicrosoft 365Email + filesAircallPhonesTalkAIAI phone vendorWebsite + funnelsMarketingGoogle SheetsLead spreadsheetsWhatsAppMarc's lineMarc's desktopOffice PCThe agent fleetClaudeYodaBobPabloMoneypennyVinnieAmyAuto BuddySSMCA MarketingLead CircleLead MerchantsGoogle AdsWebsite formDealer PortalADF CampaignHubSpot ProcessorADF CampaignAgent LM Sheet ReaderAgent LM Sheet WriterAgent Mail MoverAgent MailerAgent Mailer (marc-priva…Agent Missed-Call Task…Agent Note PrependerAgent Object DeleterAgent Task AssociatorAgent Task CreatorAgent Task Due-Date…Agent Task RelabellerAgent Task Router…Agent Task Title WriterAgent Task UpdaterAircall Inbound Docs…Amy Pool Guard…Auto BuddyAuto Buddy ConsumerBroker Manual Message…CA Marketing Group 3Calculator QuoteChase-Docs Ghosting…Comms Approve (Marc's…DNC - delete open tasks…DNC - delete open tasks…Email Unsubscribe…GHL - Google AdsGoogle Ads LandingGoogle Review Email +…HubSpot Webhook Events…Integration Webhooks…Invoice Filer (Invoices…Lead CircleLead Merchants (Daily…Lead Merchants (Webhook…Lender Mail StagerMake Health Watchdog…New Lead - Uniform…Referrer Category Relay…SMS Opt-Out Scanner…SSMSSM ConsumerTalkAI Appointment…Website WIXWhatsApp Bridge Inbound…ZZ CLONE - stage engine…Auto-label Borrowing…Dealer PortalIntegration Microsoft…Lead Merchants - Deal…Lender Chase Sweep (BDM…Submission Email Draft…Submission Request…7Retired scenariosCAC Adjuster - New Deal…Deal Created - Copy…Deal Naming - Year Make…Deal Settled - Lead…N/A Cadence - Create…N/A Cadence - Update…Referrer Recycle on…Referrer Recycle on…Set Task Priority from…Task Category - Set N/A…Task Category - Set…Task Owner Routing A…Catch Uncategorised…DNC - Delete Open Tasks…Task Owner Routing B…9Other CRM rules11Deal rules5Contact + lead rules7N/A follow-up cadence1TalkAI rules1Task rules30Switched-off CRM rulesnightly-brain-maintenanc…monthly-commission-slipscomms-distribution-checkcodetwo-trial-decisionbdm-campaign-followupsbdm-reply-collectordaily-ops-digestweekly-map-audit-regenweekly-task-hygienemonthly-lender-slamonthly-reengagement-swe…call-summariserevening-ai-digestweekly-dupe-suggesterquarterly-token-rotationlender-mail-processorsession-janitorautomation-medicAircall Doc Filer WakeAircall Missed Call…Amy Downshift SweepAutomation Medic SweepBrain Daily BackupCAC Adjuster StampCall Summariser WakeChase-Docs Ladder DriverDaily SMS CanaryDocuSign FilerInvoice NoPDF FilerLM Sheet Feedback SyncLocal Droid WatchdogMission Control RefreshOverdue Task RollerSettled Remittance…Story Split WakeSubmission Answers WakeTask Title SyncVendor Contact DroidWhatsApp Yoda Bridge

MISSION CONTROL

Every automated part of Budget Finance and how it is wired together — pulsing when something fires. Click anything.

live 18 fired this hour

Live firing feed

A lead's journey through the business

The same automations as the map, but laid out in the order a real lead actually moves through them — start to long-after-settlement.

1 · A lead arrives

Someone enquires — the website, an ad platform, or a lead-provider feed — and the matching intake automation catches it.

Show me the 18 automations behind this step
  • ADF CampaignStaged, not live
  • Auto BuddyLead provider
  • Auto Buddy (Intake)Make scenario
  • Auto Buddy Consumer (Intake)Make scenario
  • CA MarketingLead provider
  • CA Marketing Group 3 (Intake)Make scenario
  • Dealer PortalStaged, not live
  • GHL - Google Ads (Intake)Make scenario
  • Google AdsPaid ads
  • Lead CircleLead provider
  • Lead Circle (Intake)Make scenario
  • Lead MerchantsLead provider
  • Lead Merchants (Webhook Intake)Make scenario
  • SSMLead provider
  • SSM (Intake)Make scenario
  • SSM Consumer (Intake)Make scenario
  • Website formOur own site
  • Website WIX (Intake)Make scenario
↓

2 · Into the CRM

The central processor creates the contact, drops a note and opens the very first task — within seconds of the enquiry landing.

Show me the 1 automation behind this step
  • _HubSpot ProcessorMake scenario
↓

3 · Routed to a broker

HubSpot's own rules title, prioritise and file the task so it lands in front of Nathan or Urs looking exactly like every other task they work.

Show me the 4 automations behind this step
  • Contact + lead rulesCRM workflows
  • Set Task Priority from Task CategoryCRM workflow
  • Task Category - Set Task Title and PriorityCRM workflow
  • Task rulesCRM workflows
↓

4 · The broker works the file

Tasks get ticked, notes get added, and the deal record gets built and named automatically as it moves through the pipeline.

Show me the 3 automations behind this step
  • Deal Created - Copy Submission Request Fields to Deal FieldsCRM workflow
  • Deal Naming - Year Make Model Lender CompanyCRM workflow
  • Deal rulesCRM workflows
↓

5 · If they go quiet

An automatic chase-up sequence keeps trying — book the next attempt, then the next — and stops the moment they reply.

Show me the 4 automations behind this step
  • N/A Cadence - Create Next Task from Contact Call BlockCRM workflow
  • N/A Cadence - Update Contact Fields from Completed TaskCRM workflow
  • N/A follow-up cadenceCRM workflows
  • Task Category - Set N/A Cadence CategoriesCRM workflow
↓

6 · Submitted to a lender

The deal moves to Submitted and the events hub takes over: the OneDrive folder, the submission story, the recategorised tasks.

Show me the 2 automations behind this step
  • Broker Manual Message SendMake scenario
  • HubSpot Webhook Events - stage task engine + submission emailMake scenario
↓

7 · Settled

Funds land, the review-request goes out, and the deal's numbers get stamped for the books.

Show me the 5 automations behind this step
  • BF CAC Adjuster StampDesktop task
  • Deal Settled - Lead Status and Google ReviewCRM workflow
  • Google Review Email + SMS Follow UpMake scenario
  • Referrer Recycle on Tick 1/2 - Stamp Contact (native, replaces Make 6539961)CRM workflow
  • Referrer Recycle on Tick 2/2 - Create Next Task (native, replaces Make 6539961)CRM workflow
↓

8 · Staying in touch

live in the last hour

Birthday and maturity touches, and — for leads who went cold — Amy's dormant-database reactivation calls.

Show me the 4 automations behind this step
  • AmyAI phone agent
  • monthly-reengagement-sweepScheduled routine
  • TalkAI Appointment - Customer Calendar InviteMake scenario
  • TalkAI rulesCRM workflows

Org chart

Who runs what — the real people, and the AI "department heads" every automation on this map reports to.

MarcOwner / operator — co-head2
UrsCo-head — sole loan writer1
NazaSupport — reports to Marc
YodaThe brain27
NathanBroker — reports to Urs
BobThe builder84
PabloThe website
MoneypennyThe assistant3
VinnieThe rebrand
AmyAI phone agent4

Marc and Urs co-run the business. Nathan reports to Urs; Naza and the whole automation lane — Yoda, and the cast below — report to Marc. The small icons are the scheduled routines each one runs. Click anyone (or any routine) for the plain-English card — what they own, and what has actually fired recently.

Timeline

Every automated run of the trailing 24 hours, newest first — 250 of them. This is what "firing" means on the map, spelled out one execution at a time.

07/08
16:55Agent Missed-Call Task Creator (Aircall)2 ops
16:48Agent Note Prepender4 ops
16:43Agent Note Prepender4 ops
16:37Agent Note Prepender4 ops
16:32Agent Note Prepender4 ops
16:31Amy Pool Guard - vendor/Non-Lead LOW tasks (agent)1 op
16:16Agent Note Prepender4 ops
16:10Agent Missed-Call Task Creator (Aircall)2 ops
16:08Aircall Inbound Docs - Capture (T1)2 ops
16:08SMS Opt-Out Scanner (STOP handler)1 op
16:07Agent Note Prepender4 ops
16:07SMS Opt-Out Scanner (STOP handler)1 op
16:07Aircall Inbound Docs - Capture (T1)2 ops
16:04SMS Opt-Out Scanner (STOP handler)1 op
16:04Aircall Inbound Docs - Capture (T1)2 ops
16:03Agent Note Prepender4 ops
16:02Amy Pool Guard - vendor/Non-Lead LOW tasks (agent)1 op
16:01TalkAI Appointment - Customer Calendar Invite4 ops
15:48HubSpot Webhook Events - stage task engine + submission email22 ops
15:31Amy Pool Guard - vendor/Non-Lead LOW tasks (agent)1 op
15:24Agent Note Prepender4 ops
15:20Agent Note Prepender4 ops
15:20Agent Task Router - category/owner/subject/due/status/body (generic)3 ops
15:17HubSpot Webhook Events - stage task engine + submission email1 op
15:17HubSpot Webhook Events - stage task engine + submission email16 ops
15:03Agent Note Prepender4 ops
15:01Amy Pool Guard - vendor/Non-Lead LOW tasks (agent)1 op
15:01TalkAI Appointment - Customer Calendar Invite4 ops
14:57Agent Note Prepender4 ops
14:52Agent Note Prepender4 ops
14:50Aircall Inbound Docs - Capture (T1)2 ops
14:50SMS Opt-Out Scanner (STOP handler)1 op
14:30Amy Pool Guard - vendor/Non-Lead LOW tasks (agent)1 op
14:19Agent Note Prepender4 ops
14:15Agent Note Prepender4 ops
14:11Agent Note Prepender4 ops
14:07HubSpot Webhook Events - stage task engine + submission email1 op
14:07HubSpot Webhook Events - stage task engine + submission email8 ops
14:07Agent Note Prepender4 ops
14:04Agent Note Prepender4 ops
14:03Agent Note Prepender4 ops
14:01Amy Pool Guard - vendor/Non-Lead LOW tasks (agent)1 op
14:00TalkAI Appointment - Customer Calendar Invite4 ops
13:56HubSpot Webhook Events - stage task engine + submission email2 ops
13:48Agent Note Prepender4 ops
13:30Agent Note Prepender4 ops
13:30Amy Pool Guard - vendor/Non-Lead LOW tasks (agent)1 op
13:28Agent Note Prepender4 ops
13:14Agent Note Prepender4 ops
13:07Agent Note Prepender4 ops
13:03Agent Note Prepender4 ops
13:00Amy Pool Guard - vendor/Non-Lead LOW tasks (agent)1 op
13:00TalkAI Appointment - Customer Calendar Invite4 ops
12:56HubSpot Webhook Events - stage task engine + submission email2 ops
12:48Agent Note Prepender4 ops
12:45Agent Note Prepender4 ops
12:43SMS Opt-Out Scanner (STOP handler)1 op
12:43Aircall Inbound Docs - Capture (T1)2 ops
12:41SMS Opt-Out Scanner (STOP handler)1 op
12:41Aircall Inbound Docs - Capture (T1)2 ops
12:30Amy Pool Guard - vendor/Non-Lead LOW tasks (agent)1 op
12:18Aircall Inbound Docs - Capture (T1)2 ops
12:18SMS Opt-Out Scanner (STOP handler)1 op
12:00TalkAI Appointment - Customer Calendar Invite4 ops
12:00Amy Pool Guard - vendor/Non-Lead LOW tasks (agent)1 op
11:59Agent Note Prepender4 ops
11:49Agent Note Prepender4 ops
11:44Agent Note Prepender4 ops
11:41Agent Note Prepender4 ops
11:36HubSpot Webhook Events - stage task engine + submission email1 op
11:35HubSpot Webhook Events - stage task engine + submission email12 ops
11:34HubSpot Webhook Events - stage task engine + submission email1 op
11:34HubSpot Webhook Events - stage task engine + submission email12 ops
11:30Amy Pool Guard - vendor/Non-Lead LOW tasks (agent)4 ops
11:29HubSpot Webhook Events - stage task engine + submission email22 ops
11:27Agent Note Prepender4 ops
11:25HubSpot Webhook Events - stage task engine + submission email1 op
11:25HubSpot Webhook Events - stage task engine + submission email12 ops
11:22Agent Note Prepender4 ops
11:21HubSpot Webhook Events - stage task engine + submission email2 ops
11:20HubSpot Webhook Events - stage task engine + submission email2 ops
11:17HubSpot Webhook Events - stage task engine + submission email1 op
11:17HubSpot Webhook Events - stage task engine + submission email4 ops
11:17HubSpot Webhook Events - stage task engine + submission email12 ops
11:00Amy Pool Guard - vendor/Non-Lead LOW tasks (agent)1 op
11:00TalkAI Appointment - Customer Calendar Invite4 ops
10:57Agent Note Prepender4 ops
10:34HubSpot Webhook Events - stage task engine + submission email12 ops
10:30Amy Pool Guard - vendor/Non-Lead LOW tasks (agent)1 op
10:30Google Review Email + SMS Follow Up113 ops
10:29SMS Opt-Out Scanner (STOP handler)1 op
10:29Aircall Inbound Docs - Capture (T1)2 ops
10:28Aircall Inbound Docs - Capture (T1)2 ops
10:28SMS Opt-Out Scanner (STOP handler)1 op
10:17Agent Note Prepender4 ops
10:16SMS Opt-Out Scanner (STOP handler)1 op
10:16Aircall Inbound Docs - Capture (T1)2 ops
10:15Agent Missed-Call Task Creator (Aircall)2 ops
10:14SMS Opt-Out Scanner (STOP handler)1 op
10:14Aircall Inbound Docs - Capture (T1)2 ops
10:10Aircall Inbound Docs - Capture (T1)2 ops
10:10SMS Opt-Out Scanner (STOP handler)1 op
10:09Agent Note Prepender4 ops
10:00TalkAI Appointment - Customer Calendar Invite4 ops
10:00Amy Pool Guard - vendor/Non-Lead LOW tasks (agent)1 op
09:45Aircall Inbound Docs - Capture (T1)2 ops
09:45SMS Opt-Out Scanner (STOP handler)1 op
09:36Agent Note Prepender4 ops
09:30Amy Pool Guard - vendor/Non-Lead LOW tasks (agent)1 op
09:30Agent Missed-Call Task Creator (Aircall)2 ops
09:29HubSpot Webhook Events - stage task engine + submission email2 ops
09:17HubSpot Webhook Events - stage task engine + submission email22 ops
09:17HubSpot Webhook Events - stage task engine + submission email3 ops
09:00TalkAI Appointment - Customer Calendar Invite4 ops
09:00Amy Pool Guard - vendor/Non-Lead LOW tasks (agent)1 op
08:30Amy Pool Guard - vendor/Non-Lead LOW tasks (agent)1 op
08:06Agent Mailer (marc-private)5 ops
08:00TalkAI Appointment - Customer Calendar Invite5 ops
08:00Amy Pool Guard - vendor/Non-Lead LOW tasks (agent)1 op
07:30Amy Pool Guard - vendor/Non-Lead LOW tasks (agent)1 op
07:26Calculator Quote (Intake)0 ops
07:26Calculator Quote (Intake)0 ops
07:16HubSpot Webhook Events - stage task engine + submission email1 op
07:16New Lead - Uniform Broker Email9 ops
07:16HubSpot Webhook Events - stage task engine + submission email2 ops
07:15_HubSpot Processor12 ops
07:15Calculator Quote (Intake)3 ops
07:15New Lead - Uniform Broker Email3 ops
07:15_HubSpot Processor12 ops
07:15ADF Campaign (Intake)2 ops
07:12Calculator Quote (Intake)0 ops
07:00Make Health Watchdog (agent)5 ops
07:00Amy Pool Guard - vendor/Non-Lead LOW tasks (agent)1 op
07:00TalkAI Appointment - Customer Calendar Invite5 ops
06:01Make Health Watchdog (agent)5 ops
05:00Make Health Watchdog (agent)5 ops
04:01Make Health Watchdog (agent)5 ops
03:01Make Health Watchdog (agent)5 ops
02:51Website WIX (Intake)1 op
02:01Make Health Watchdog (agent)5 ops
01:06HubSpot Webhook Events - stage task engine + submission email1 op
01:06New Lead - Uniform Broker Email9 ops
01:06HubSpot Webhook Events - stage task engine + submission email2 ops
01:06_HubSpot Processor12 ops
01:06Google Ads Landing (Intake)2 ops
01:02Make Health Watchdog (agent)5 ops
00:59Google Ads Landing (Intake)0 ops
00:58Google Ads Landing (Intake)0 ops
00:58Google Ads Landing (Intake)0 ops
00:58New Lead - Uniform Broker Email3 ops
00:58_HubSpot Processor12 ops
00:58Google Ads Landing (Intake)2 ops
00:55Google Ads Landing (Intake)0 ops
00:02Make Health Watchdog (agent)6 ops
00:01DNC - delete open tasks (Lead Status = Do Not Contact)24 ops
00:00Agent Task Due-Date Roller (overdue sweep)2 ops
00:00Agent Task Due-Date Roller (overdue sweep)2 ops
00:00Agent Task Due-Date Roller (overdue sweep)2 ops
00:00Agent Task Due-Date Roller (overdue sweep)2 ops
00:00Agent Task Due-Date Roller (overdue sweep)2 ops
00:00Agent Task Due-Date Roller (overdue sweep)2 ops
00:00Agent Task Due-Date Roller (overdue sweep)2 ops
06/08
23:23Google Ads Landing (Intake)0 ops
23:09Google Ads Landing (Intake)0 ops
23:02Make Health Watchdog (agent)5 ops
22:02Make Health Watchdog (agent)5 ops
21:36Agent Mailer (marc-private)5 ops
20:32Google Ads Landing (Intake)0 ops
20:16SMS Opt-Out Scanner (STOP handler)1 op
20:16Aircall Inbound Docs - Capture (T1)2 ops
20:16SMS Opt-Out Scanner (STOP handler)1 op
20:16Aircall Inbound Docs - Capture (T1)2 ops
20:15SMS Opt-Out Scanner (STOP handler)1 op
20:15Aircall Inbound Docs - Capture (T1)2 ops
20:02Amy Pool Guard - vendor/Non-Lead LOW tasks (agent)1 op
19:40SMS Opt-Out Scanner (STOP handler)1 op
19:40Aircall Inbound Docs - Capture (T1)2 ops
19:35Agent LM Sheet Reader5 ops
19:35Agent LM Sheet Writer2 ops
19:35Agent LM Sheet Writer2 ops
19:35Agent LM Sheet Writer2 ops
19:35Agent LM Sheet Writer2 ops
19:35Agent LM Sheet Writer2 ops
19:35Agent LM Sheet Writer2 ops
19:35Agent LM Sheet Writer2 ops
19:35Agent LM Sheet Writer2 ops
19:35Agent LM Sheet Writer2 ops
19:35Agent LM Sheet Writer2 ops
19:35Agent LM Sheet Writer2 ops
19:35Agent LM Sheet Writer2 ops
19:35Agent LM Sheet Writer2 ops
19:35Agent LM Sheet Writer2 ops
19:34Agent LM Sheet Reader5 ops
19:31Amy Pool Guard - vendor/Non-Lead LOW tasks (agent)1 op
19:02Amy Pool Guard - vendor/Non-Lead LOW tasks (agent)1 op
19:01TalkAI Appointment - Customer Calendar Invite5 ops
18:56Aircall Inbound Docs - Capture (T1)2 ops
18:56SMS Opt-Out Scanner (STOP handler)1 op
18:40Agent LM Sheet Reader5 ops
18:40Agent LM Sheet Writer2 ops
18:40Agent LM Sheet Writer2 ops
18:40Agent LM Sheet Writer2 ops
18:40Agent LM Sheet Writer2 ops
18:40Agent LM Sheet Writer2 ops
18:40Agent LM Sheet Reader5 ops
18:33Agent LM Sheet Reader5 ops
18:32Amy Pool Guard - vendor/Non-Lead LOW tasks (agent)1 op
18:32Agent LM Sheet Reader5 ops
18:29Agent Note Prepender4 ops
18:26Agent LM Sheet Reader5 ops
18:21Agent LM Sheet Reader5 ops
18:21Agent LM Sheet Writer2 ops
18:21Agent LM Sheet Writer2 ops
18:21Agent LM Sheet Writer2 ops
18:21Agent LM Sheet Writer2 ops
18:21Agent LM Sheet Writer2 ops
18:21Agent LM Sheet Writer2 ops
18:21Agent LM Sheet Writer2 ops
18:21Agent LM Sheet Writer2 ops
18:21Agent LM Sheet Writer2 ops
18:21Agent LM Sheet Writer2 ops
18:21Agent LM Sheet Writer2 ops
18:21Agent LM Sheet Writer2 ops
18:21Agent LM Sheet Writer2 ops
18:21Agent LM Sheet Writer2 ops
18:21Agent LM Sheet Writer2 ops
18:21Agent LM Sheet Writer2 ops
18:21Agent LM Sheet Writer2 ops
18:21Agent LM Sheet Writer2 ops
18:21Agent LM Sheet Writer2 ops
18:21Agent LM Sheet Writer2 ops
18:21Agent LM Sheet Writer2 ops
18:21Agent LM Sheet Writer2 ops
18:21Agent LM Sheet Writer2 ops
18:21Agent LM Sheet Writer2 ops
18:20Agent LM Sheet Reader5 ops
18:19Agent LM Sheet Reader5 ops
18:17Agent LM Sheet Reader5 ops
18:12Agent LM Sheet Reader5 ops
18:12Agent LM Sheet Writer2 ops
18:12Agent LM Sheet Writer2 ops
18:12Agent LM Sheet Writer2 ops
18:12Agent LM Sheet Writer2 ops
18:12Agent LM Sheet Writer2 ops
18:12Agent LM Sheet Writer2 ops
18:12Agent LM Sheet Writer2 ops
18:11Agent LM Sheet Reader5 ops
18:11Agent LM Sheet Reader5 ops
18:07Agent LM Sheet Reader5 ops
18:06Agent LM Sheet Reader5 ops

The story

A plain-English walkthrough of the whole operation — click "show me the detail" anywhere you want the technical layer underneath.

Chapter 1 of 7

The business never sleeps

Right now, 49 cloud automations, 46 CRM rules and 18 scheduled routines run this business around the clock. 18 of them fired in just the last hour.

49 of 63Cloud automations live
46 of 79CRM rules on
270Runs in the last 24 hours
Chapter 2 of 7

How a lead becomes a customer

An enquiry — from the website, an ad, or a lead provider — is in the CRM within seconds, with a task already sitting on a broker's desk. No one has to go and fetch it.

9Lead sources watched
under 15 secondsTypical time to first task
Chapter 3 of 7

If nobody answers

An automatic chase-up sequence keeps trying on a fixed schedule, and stops the moment the person replies — so a quiet lead is never simply forgotten about.

the N/A follow-up cadenceRuns without a human
Chapter 4 of 7

The people, and who's AI

Marc and Urs run the business together. Nathan supports Urs, Naza supports Marc. Every automated part of the business — including six invented AI “department heads” — answers to Yoda, and Yoda answers to Marc.

4Real people on the org chart
11AI department heads
Chapter 5 of 7

When something breaks

A watchdog checks every automation on a timer, and a medic routine tries to fix the routine failures itself — before anyone has to go looking.

1Open items right now
Chapter 6 of 7

Staying in touch, long after settlement

Birthday and maturity reminders, and — for leads who went cold months ago — Amy, the AI voice agent, calling to wake the file back up.

Amy · TalkAIReactivation
Chapter 7 of 7

What it costs to run

Every automation on this page — all of it — runs on free API reads and scheduled scripts. No Claude tokens, no Make operations, no per-run cost to Marc.

$0Yearly cost of this whole dashboard
Showcase tour — flying around the operation