Put the busywork on autopilot.
The jobs that eat an agency are small, repetitive and easy to forget: replying inside five minutes, nudging a lead that has gone quiet, kicking off onboarding the day a deal closes. Each one is trivial. Missing them is not. Automations run them whether or not anyone remembered.
A visual workflow builder for agency ops - trigger on a new inquiry, a stage change or a schedule, then send emails, create tasks, enrich leads and ping Slack. No code.
What's in it
Triggers
New inquiry, new lead, stage change, opportunity won, project status change, or a plain schedule. The trigger decides when a workflow runs and what data it can see.
Actions
Send an email, create a task, move a stage, run AI enrichment, generate a build brief, call a webhook or post to Slack. Actions are gated by record stage so expensive work cannot fire on a stage that should not pay for it.
Branches and waits
If/else on budget, industry, source and other fields, plus wait steps measured in minutes or days. Enough logic to express a real follow-up sequence, without becoming a programming language.
Templates to start from
Instant inquiry reply, stale-lead nudge, won-to-onboarding and brief-on-build-start ship as editable templates, so the first workflow is a tweak rather than a blank canvas.
How it works
Pick a trigger
What starts this — an inbound inquiry, a stage change, or a schedule.
Add conditions
Optional. Only run for deals over a value, from a source, in an industry.
Chain the actions
Email, task, stage move, enrichment, webhook, Slack. Insert waits between them.
Turn it on
Every run is logged, so you can see exactly what fired, when, and against which record.
What you actually get
- Six trigger types including schedules
- Email, task, stage, enrichment, webhook and Slack actions
- If/else branching and wait steps
- Four pre-built templates
- Per-run execution log
- Cost gating — LLM actions refuse to run on stages that disallow them
Questions
Can an automation spend money without me knowing?
Only within the stage gating. AI enrichment is restricted to opportunity stage, so a workflow cannot quietly run expensive research across every inbound inquiry.
What if a workflow misfires?
Every run is logged with its trigger, the record it touched and each action’s result, so you can see what happened rather than guessing.
You might also want…
A pipeline built for project work.
Inquiry → Lead → Opportunity → Account - the stages a web agency actually uses, with AI Insights flagging the leads worth chasing first.
Nothing falls through.
Tasks, notes and a full activity timeline attach to any record - inquiry, lead, account or project - so the whole job has a memory.
Every form fill, straight into the pipeline.
Point AgencyGenius at your Duda forms and submissions land as CRM leads automatically - spam filtered, the rest assigned, none left to go cold in an inbox.