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Automations

Put your business on autopilot.

M8RIX Automations handle the repetitive work — triggering the right action, at the right time, without anyone on your team lifting a finger.

How It Works

Set the trigger. Set the action. Let M8RIX do the rest.

Build automation workflows in minutes using M8RIX's visual workflow builder. No code. No developers. Just drag, configure, and deploy.

Trigger: A new lead is captured from your website

Action 1: AI Acquisition Agent sends a personalised SMS within 60 seconds

Action 2: Lead is scored and routed to the right team member

Action 3: If no response in 4 hours, automated follow-up is sent

Action 4: Deal stage is updated in your CRM automatically

Trigger: A new lead is captured from your website

Action 1: AI Acquisition Agent sends a personalised SMS within 60 seconds

Action 2: Lead is scored and routed to the right team member

Action 3: If no response in 4 hours, automated follow-up is sent

Action 4: Deal stage is updated in your CRM automatically

Popular Automations

Workflows your team will love you for.

Review Request Automation

Automatically send a review request after every completed job or purchase — via SMS, at exactly the right moment.

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Lead Response Automation

Respond to every inbound lead within 60 seconds, 24/7 — so you're always the first business to reply.

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Payment Follow-up

Send automated payment reminders via SMS, reducing debtor days without awkward phone calls.

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Appointment Reminders

Cut no-shows by 40% with automated appointment reminders sent the day before and 2 hours before.

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Appointment Reminders

AI systems operate around the clock ensuring continuous, growth productivity and customer business service.

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Onboarding Sequence

Welcome new clients with a structured onboarding flow — triggered the moment they sign and delivered over SMS and email.

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Re-engagement Campaign

Automatically reach out to dormant clients with personalised offers, before they become someone else's customer.

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Governance Built In

Automations that operate within your rules always.

Every M8RIX automation runs within your governance framework. Set approval gates, escalation paths, and compliance checks — so you're always in control, even when the AI is running the show.

Human-in-the-loop approval for sensitive actions

Full audit trail for every automated action

Configurable rules by team, region, or risk level

Human-in-the-loop approval for sensitive actions

Full audit trail for every automated action

Configurable rules by team, region, or risk level