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AI Automations

Automate the busywork — across your whole business

From the front desk to the back office: we build automations that answer customers, process paperwork, update your CRM, chase payments, and keep your marketing running — all connected to the tools you already use.

Truevorra AssistantAuto follow-up · active
Respond…
<1s
Reply time, any hour
24/7
Always following up
40+
Tools it connects to
9 hrs
Saved on admin weekly
What we automate

Six ways we take the busywork off your plate

We start with the automation that pays for itself fastest, then expand across your business. Every one runs on the same connected system — plugged into the tools you already use.

Customer conversations

Answer every lead and follow up — on every channel

Missed calls, texts, web chats, and DMs get an instant, on-brand reply that answers questions, qualifies the lead, and books the job — day or night.

Missed-call text-back

Every missed call gets an instant text with a booking link.

Reminders & reschedules

Cut no-shows with automatic confirmations and easy reschedule links.

Reviews & win-backs

Ask for reviews at the perfect moment and re-engage quiet customers.

Assistant every channel
Sorry we missed you! How can we help?
Need a quote for Saturday
Booked ✅ Sat 10 AM — confirmation sent
Documents & back office

Turn invoices, receipts & forms into clean data

Drop in a PDF or a photo and the details land in your accounting and CRM automatically — no manual typing, no copy-paste between apps.

Invoice & receipt capture

Photos and PDFs become clean entries in QuickBooks or Xero.

Quotes & proposals

Generate a polished, on-brand quote from a short intake in seconds.

Contracts & e-sign

Draft, send, and route agreements for signature automatically.

Invoice #1042 scanning
VendorAce Supply Co.
Amount$1,240.00
Due dateSep 14
Synced to QuickBooks
Sales & CRM

Score, enrich & move every lead automatically

New leads get enriched, scored, and routed the moment they arrive — and your CRM stays clean and up to date without anyone touching it.

Lead scoring & enrichment

New leads are enriched and ranked the moment they arrive.

CRM hygiene

Duplicates merged and fields filled so your data stays clean.

Pipeline automation

Deals move stages and reports build themselves.

New lead · Jordan M. scored
87
Lead score
High intent · route to sales
NewNew QualifiedQualified WonWon
Finance & operations

Chase payments and build reports on autopilot

Overdue invoices get chased, numbers get reconciled, and the Monday report writes itself — pulled from every tool you run.

Payment reminders

Overdue invoices get chased politely until they're paid.

Weekly reports

KPIs pulled from every tool into one Monday-morning report.

Inventory alerts

Reorder prompts land before you run out of stock.

This week auto-report
$18k
Collected
$3.2k
Chased
92
Invoices
Marketing & content

Keep your marketing running without the busywork

Draft posts, schedule a week of content, and turn happy customers into reviews and testimonials — all on a steady cadence, automatically.

Social scheduling

A week of posts drafted, scheduled, and repurposed across channels.

Newsletters & blogs

First drafts written from your notes, updates, and jobs.

Review → testimonial

Turn 5-star reviews into on-site testimonials automatically.

Content calendar scheduled
Mon
Tue
Wed
Thu
Fri
Internal ops

Onboard people and answer staff questions for you

New clients and hires get walked through every step, and your team gets instant answers from your own playbooks — an AI teammate that actually takes action.

Onboarding flows

New clients and hires are walked through every step.

Knowledge assistant

Staff get instant answers from your own SOPs and docs.

Ticket triage

Requests are summarized, routed, and prioritized for your team.

Client onboarding in progress
Welcome email sent
Documents collected
Kickoff call booked
Custom automations

Don't see your workflow? We'll build it.

The six above are where most businesses start — but if it's repeatable, we can automate it. Connect any tools, any APIs, any process, and we'll design a custom workflow around exactly how you work.

Sync two systems Custom API integrations Nightly data pipelines Auto-generate documents Approval workflows Slack & email alerts
Tell us your workflow
Custom workflow builder
1TriggerNew order
2Enrich & checkRules + AI
3Update your toolsCRM · books · sheet
Notify the teamSlack + email
One connected system

Every automation runs on one connected system

Most tools don't talk to each other, so work slips through the cracks. Truevorra sits in the middle — connected to your calendar, CRM, accounting, and inbox — so every automation shares the same data and the same rules.

Consistent across tools

The same accurate data and rules whether it's a booking, an invoice, or a report.

Knows when to loop you in

Simple work runs on its own; anything that needs a person is routed to your team with full context.

Every action logged

See exactly what ran and when on any workflow — nothing hidden in a black box.

Field of flowers
Live · automations
1
Invoice → synced to your booksNo manual data entry
2
New lead scored & routedStraight into your CRM
3
Weekly report sentPulled from every tool
Works with your stack

Connected to the tools you already use

No rip-and-replace and no new logins for your team. We plug into your calendar, CRM, and payment tools so bookings land where you already work.

Google Calendar Jobber QuickBooks HubSpot Stripe Twilio Calendly Salesforce

…and 40+ more. Don't see yours? Ask us — we connect new tools every week.

How we build it

Set up for you, not handed to you as homework

1
Map your workflow

We learn how leads reach you today and where they slip through — then design automations around it.

2
Build & connect

We write the assistant's playbook, connect your tools, and test it against real scenarios before it goes live.

3
Launch & tune

We turn it on, watch the first conversations, and refine — then keep expanding as you add services.

Questions

Automations FAQ

No. We tune the assistant to your voice and your services, and it's built to be warm and natural. Anything it's unsure about is handed to your team instead of guessed at.
Completely. You set the rules — what it can book, what it should escalate, hours, pricing, and tone. Every conversation is logged so you always know what happened.
Yes — automated messaging follows opt-in and opt-out best practices, and customers can always reply STOP. See our Privacy Policy and Security page for how data is handled.
Absolutely — most businesses start with missed-call text-back or reminders, see the results, and expand from there. See pricing for what's included at each tier.
Sunlit forest
Get started

Put your busywork on autopilot

Book a free 20-minute demo and we'll show you a working automation for your business — using your real workflows and tools.