COMS Automations

Turn a new lead or booking request into a clear next task.

COMS Automations connects website events to Portal tasks. The team gets an agreed follow-up immediately instead of leaving customer intent in an inbox or spreadsheet.

First production layer

Start with one reliable follow-up action, not a huge workflow diagram.

Event

A rule starts from a new lead or booking request.

Task

Portal creates a prioritised task and due time for the contact.

Idempotency

The same event does not create duplicate work when delivery is retried.

Run history

Completed, skipped and failed runs remain reviewable in the Portal.

Expansion path

Automation expands only from validated customer processes.

  1. Define who responds to a lead and by when
  2. Connect work to the contact, conversation or booking
  3. Measure follow-up completion before scaling rules
  4. Add webhook, CRM, email or Teams actions only after validation

Next step

Automation creates value when customer response becomes faster and more reliable.

COMS starts from rules that a team can own and measure, so automation increases quality instead of creating an uncontrolled background system.

Map automations