Here’s what your automations did this month
Five agents running across your CRM, inbox, and calendar — with everything they touched, in plain English.
Runs this month
1,284
▲ 18% vs last month
Success rate
98.6%
▲ 1.2 pts
Hours saved
142 hrs
≈ 3.5 work-weeks
Pipeline handled
$63.4k
61 showings booked
Needs you
7
items flagged for a human
Runs per day
Last 30 days · hover a bar for the day’s detail
80400
Jun 21Jul 5Jul 20
Needs your attention
Otto held these for a human — nothing auto-actioned
⚠
Invoice #4821 ($5,200) — amount doesn’t match its PO.Invoice Matcher · 1:47am
⚠
Sarah M. asked about financing — wants a human reply.Lead Responder · 2:03am
⚠
Refund request $780 — above your $500 auto-approve limit.Support Triage · 12:10am
⚠
2★ review caught — routed to you before it posts.Review Booster · yesterday
+ 3 more →
Your automations
Five agents Runsby built and runs for you
| Automation | Status | Runs (30d) | Success | What it did | Last run |
|---|---|---|---|---|---|
| Lead Responderweb · portals · email → HubSpot | Healthy | 214 | 99.5% | 61 showings booked | 2:03am |
| Review Boosterjobs done → SMS / email | Needs you | 340 | 98.8% | 88 new reviews | 14 min ago |
| Invoice Matcherinbox → QuickBooks | Needs you | 512 | 98.2% | 506 reconciled · 6 flagged | 1:47am |
| Follow-up NudgerCRM → email | Healthy | 190 | 100% | 23 stale leads re-engaged | 28 min ago |
| Support Triageinbox → Help Scout | Paused by you | 28 | — | paused Jul 12 | Jul 12 |
Recent activity
Every run, in plain English — expand any one to see exactly what it decided and why
✓
New lead Sarah M. — qualified, replied, and booked a showing Thursday 4pm.
1 ✓ Received web-form lead — parsed Sarah M., 3-bed, ~$650k, pre-approved.
2 ✓ Checked your criteria — budget ≥ $500k ✓, area = Coastal ✓ → qualified.
3 ✓ Matched 3 listings, drafted a reply in your tone, sent it (2:03am).
4 ✓ Found a Thu 4pm slot on your calendar, sent invite + reminder.
5 ✓ Updated HubSpot — stage: Showing scheduled.
⏸ Then: Sarah replied asking about financing — held for you (not Otto’s call to make).
⏸
Invoice #4821 ($5,200) didn’t match its PO — held and flagged for you.
✓
Asked 4 happy customers for a review — 1 posted 5★ on Google.
✓
Re-engaged 2 stale leads from last month with a follow-up in your voice.
✓
Sorted 9 support tickets by urgency; escalated 1 billing dispute to you.
July in one line: 1,284 runs, 142 hours saved, $63.4k in pipeline handled.
Your full monthly report — outcomes, hours saved, and every flagged item — is ready.