Workflow Automation

AI CRM · Pwoli

One place for every lead

The repetitive parts of your business, done by Pwoli — around the clock, set up by us.

Built by the same Auckland engineering team that designs PCBs, embedded firmware and test-and-tag programmes.

Problem

Every business runs on a hundred small repeated tasks

Repeating tasks

Reply, log it, send the form, book the time, chase, invoice — the same sequence, dozens of times a week.

Technical overhead

Off‑the‑shelf automation tools need someone technical to build and babysit them.

Fragile knowledge

When the one person who understands the setup leaves, it breaks.

How it works

Built for you, not by you

We map the sequence

In the setup session we write down what happens after an enquiry, a booking, a job, a signature.

We build the workflow in Pwoli

Triggers, AI steps, emails, SMS, bookings, documents and pipeline moves are wired together.

It runs; we keep it tuned

You see the results in the CRM; changes are a message to us, not a rebuild.

Key features

What a workflow can do

Triggers from anything Pwoli sees

Form, chat, email, social message, booking, document signed, invoice paid.

AI steps

Read, classify, draft, summarise, decide the next action.

Actions

Send email from your own address, send SMS, offer a booking, create a document, move a pipeline stage, notify a team member.

Industry rules

NZ or Australian (state‑aware) setup decides which steps and fields apply.

Schedules

Lifecycle sequences over days or weeks, not just instant replies.

Done‑for‑you changes

Tell us, we adjust.

Inside Pwoli

What you actually see

A visual of a workflow in action.

  • Form submitted → AI classifies → Reply emailed → SMS confirmation → Booking offered → Pipeline updated
Industries

Set up for how your industry works

Every industry pack ships with its own default workflows.

FAQ

Questions we get asked

Do I need to learn an automation builder?

No. We build and maintain every workflow for you.

What if a step needs a human?

Workflows can pause and hand to a person — e.g. approve a quote before it sends.

Can it talk to the tools I already use?

Pwoli connects to email, SMS, Facebook and Instagram, your website and calendar as standard; ask us about anything else in the demo.

Tell us the task you hate. We'll automate it.

Bring one repetitive process to the demo.