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GrydBase

AI & Workflows

Follow up without
lifting a finger.

Build automation sequences, trigger AI actions, and handle routine tasks automatically — so you focus on the work.

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Visual Workflow Canvas

Available

Build automation
without code.

Connect triggers, actions, and wait steps on a visual canvas. Run workflows automatically when a lead comes in, a job is booked, or an invoice is sent.

  • Drag-and-drop trigger → condition → action flow
  • Triggers: form submitted, job booked, invoice sent, and more
  • Actions: send email, send SMS, create task, update CRM
  • Test any workflow before turning it on
Build a workflow

Estimate follow-up

Workflow · runs when an estimate is sent

ActiveEdit

When

Estimate sent

Any estimate over $500

Wait

3 days

Pause until the customer has had time to review

If

No response

The estimate is still open and unanswered

Then

Create a follow-up

Assigned to the estimate owner, due in 1 day

Approval gate

Review before sending

A draft email waits for a person to approve it

AI Actions

Available

Let AI handle
the writing.

Trigger AI to draft emails, summarize job notes, reply to leads, and request reviews — automatically or on demand.

  • AI reads the job and customer context before drafting
  • Review and edit before sending — you stay in control
  • Run automatically in a workflow or trigger manually
  • Uses AI actions from your plan balance
Explore AI actions

Steward

Torres HVAC · Thursday

AskDo
What needs my attention this week?
Steward

Three things are waiting on you. The overdue invoices are the largest, at $4,820 across two customers.

Invoice #1042 · Westbrook HOA

$3,120.00 · due 12 days ago

Overdue

Invoice #1051 · Ray Okafor

$1,700.00 · due 4 days ago

Overdue

Estimate #2087 · Park Office Bldg

$6,450.00 · sent 9 days ago, no response

Waiting

Looked at invoices, estimates, and this week's schedule

Follow up on the overdue ones.
Steward

I prepared two follow-ups for you to review. Nothing changes until you approve.

Create follow-up

Needs approval

Westbrook HOA: invoice #1042 is 12 days overdue. Due Friday.

ApproveEditSkip
Ask about your business…Auto

Follow-up Automation

In development

Never let a lead
go cold.

Set up multi-step follow-up sequences that run automatically. Leads get emails and texts until they book — or opt out.

  • Timed sequences: emails and SMS over days or weeks
  • Stops automatically when the lead books or replies
  • Customizable per job type or lead source
  • See open rates, reply rates, and booked outcomes

Messages

Text conversations with customers

Rachel Kim

(407) 555-0172

Text message

Job #1189 · AC repair

Jordan Reyes · today 10:00 to 11:00

En route
Hi, will someone be here this morning? I have to leave by noon.
Hi Rachel, Jordan is on his way and should arrive between 10 and 11.
Great, see you between 10 and 11.
Reply by text…

More in AI & Workflows

  • Model Controls

    In development

    Choose which AI model runs each action — balance speed, quality, and cost.

  • AI Job Summaries

    In development

    Auto-generated job summaries sent to customers after completion.

  • Approval Gates

    In development

    Pause a workflow and require a human to approve before the next step runs.

  • Lead Scoring

    Roadmap

    AI scores incoming leads by likelihood to close based on message and source.

  • AI Dispatcher

    Roadmap

    AI suggests the best technician assignment based on skills, location, and schedule.

  • Content Generation

    Roadmap

    Generate blog posts, service descriptions, and landing page copy from a prompt.

Put the whole business in one place.

Create a free instance and bring in your first customer today.

Request accessSee pricing