Trigger → action rules
Run a set action automatically when conditions are met — no code.
Key features
Auto-classify & tag
Tag new leads and assign an owner the moment they arrive.
Booking → task
A follow-up task is created automatically when a meeting is booked.
Email sequences
Send to non-responders in order and track their reactions.
Multi-step workflows
Design visual workflows chaining blocks in order — no code.
Branch & wait
Split paths by customer situation and run with delays.
Round-robin assign
Auto-distribute incoming leads evenly across owners.
AI blocks & schedule
Run AI classify, summarize, and company-brief blocks on a schedule.
How it works
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Step 1 · Capture leads automatically
When someone submits a lead form you shared via link or QR code, BOTN registers them as a contact instantly. Tags and categories are applied automatically based on source and interest, so retyping business cards or pasting into spreadsheets disappears for good.
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Step 2 · Let rules route the work
When a trigger fires — a form submission, a booked consultation, a deal stage change — your predefined rules run. Assigning an owner, creating a task, and sending a welcome email all happen automatically, without writing a single line of code.
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Step 3 · Let sequences follow through
Email sequences send in the order you set while tracking opens, clicks, and replies. Leads who don't respond receive automatic re-engagement emails, so the follow-ups you used to miss when busy are handled by the system instead.
The limits of running sales by hand
Customers scattered across spreadsheets, notes, and your phone have to be re-sorted every time. When the next step lives only in your head, busy days leak deals.
How BOTN automates sales
BOTN replaces repetitive work with 'when this happens → do that' rules (trigger→action). No code — just configure.
- Form submitted → auto-tag and assign
- Booking made → auto-create a follow-up task
- Deal stage change → next-action alert
- No reply → automatic re-engagement sequence
Rule automation + email sequences
Send the right customers a set order of emails, track opens, clicks, and replies, and advance the next step automatically. Design the flow once and it runs every day.
Beyond simple rules: multi-step workflows
Work that doesn't end with one trigger and one action gets tied into a multi-step workflow. Chain steps in order, branch the path by condition, and run with delays — all designed visually, no code.
- Branch by condition to run different paths per customer
- Wait steps for delayed runs like 'three days later'
- Round-robin to auto-distribute owners evenly
- Auto create, update, and find records to tidy data in one flow
AI blocks and scheduled runs inside workflows
Inside a workflow, AI classifies and summarizes incoming data and drafts a company brief as a note. Run on a schedule at set times, or connect to outside tools to automate in one flow.
- AI classify and summarize blocks to organize incoming data
- An AI block drafts a company brief as a note automatically
- Scheduled runs to operate daily or weekly automatically
- External HTTP and webhooks to connect other tools
How people use it
Solo reps set up 'new lead → follow-up email in 3 days' once and stay focused on selling. Teams build a workflow — form submitted → AI classify → round-robin assign → first-touch email — to distribute leads with nothing slipping.
Who uses it
Instead of collecting business cards at a trade show, share a QR lead form and visitors register as contacts on the spot. The next morning, a prebuilt email sequence greets and pitches every lead automatically, so even a one-person operation can follow up without missing anyone.
When a website inquiry form is submitted, a rule auto-assigns an owner by region and creates the first follow-up task. Every time a deal stage changes, tags and follow-up sequences apply automatically, so no rep drops a lead and the whole team moves on one consistent process.
What you get
- Manual entry and copy-paste vanish, freeing you to focus on actual selling.
- Trigger-action rules run around the clock, responding before leads go cold.
- Open, click, and reply tracking shows you which messages actually land.
- Everything runs by your rules, so response quality holds steady even when owners change.
- Tie complex flows into multi-step workflows — branching, round-robin, AI blocks, and scheduled runs, all no-code.
FAQ
Do I need to code to build automations?
No. You pick a trigger and an action — rules are built by configuration, not code.
Can I import existing customer data?
Yes. Import from spreadsheets or your phone contacts, dedupe, and connect them to automations right away.
Can I start for free?
Yes — start on the free plan and add sequences, campaigns, and team features when you need them.
How do simple rules differ from workflows?
Simple rules are quick 'one trigger → one action' automations; workflows are multi-step automations that chain steps in order and add branching, waits, round-robin, and AI blocks (classify, summarize, company brief). Use rules for the simple stuff and workflows for complex flows.
Can I run a workflow automatically at set times?
Yes. A scheduled trigger runs workflows automatically daily or weekly at set times. They can also start from events like form submissions or record create/update, and connect to outside tools via HTTP and webhooks.
Can I set up automations without any coding knowledge?
Yes. Every rule is built by choosing a trigger and an action. There's no code to write, so sales reps can create flows like form submissions or deal stage changes entirely on their own.
Won't my email sequences get flagged as spam?
Sequences send in order and stop following up with leads who reply. By tracking opens, clicks, and replies, BOTN re-engages only unresponsive contacts, cutting down on unnecessary sends.
Let BOTN handle today's to-dos
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