Karbon, Canopy and Gmail stay in place. Automola connects the handoffs around them, runs the workflow you approve, and leaves a receipt your team can open.
85% of decision-makers say responsiveness is very or extremely influential when choosing an accountant
You can't answer every inquiry the moment it lands, and clients notice the wait. Nova catches new leads and follows up before they cool; Sarah answers current clients, schedules, and sends the reminders that keep them close.
Pipeline. Clients. Projects. Follow-up. Start with the handoffs that protect relationships, then create managers for the rest.
Bring the software you already use. If a tool has an API, webhook, integration, or exportable signal, Automola can run a coded workflow across it. What’s below is a starting point — not a limit.
Jobs, leads, inboxes, reviews, calendars, service history, APIs, and workflow triggers you already have.
Research a lead, move a job, draft a reply, update a deal, ask for a review, call an API, or run a webhook — from one workflow.
Public replies, access changes, new promises, and customer-sensitive messages wait for your word before anything risky goes out.
Invite the people who already help run bookkeeping & accounting. Each person sees the work, receipts, and approvals you assign.
The company moves without becoming a free-for-all.
Every action links back to the message, job, customer note, or source record behind it.
Risky moves arrive as one card: the situation, the recommendation, and the draft.
Inside the line you set, managers handle the repeated work and log it.
Pause a workflow, change a rule, or route the decision to someone you trust.
Your rules decide what runs, what waits, and who can approve it. Your data stays in your accounts, read to do the work, never sold, never used to train anyone else’s.
Automola connects your inbox, CRM, projects, calendar, and client follow-up so deals, deadlines, renewals, and handoffs keep moving. You hire managers by function — Nova, Sarah, and Atlas — and they run the routine across the tools you already use, bringing you only the decisions that need your word.
The recurring work that keeps pulling you back in, across pipeline, clients, new engagements, and the close calendar. Routine actions run on their own inside your rules; anything sensitive — a public reply, a refund, a big spend — is drafted and held for your word.
The software you already run, including Karbon, Canopy, Gmail, and HubSpot. Your tools stay in place — Automola connects the handoffs around them and leaves a receipt for every action.
You do. You set what each manager may do and what needs your approval; big spend, public messages, and sensitive replies wait for an Approve or Hold. Every action leaves a receipt you can open, and you can change a rule or pause a workflow any time.
It is free during the invite-only private beta — we onboard ten companies a week, and a real person helps set up your company in its first month. Paid pricing is per manager, never per seat, and arrives when we open to general access.
Connect Karbon, Canopy and Gmail and the rest of the stack you already use. Choose the workflow that keeps pulling you back in, set the approval rules, then let the work start moving.