Automation
Membership renewals
Memberships coming up for renewal followed up in time, cancellations understood and tracked.
€3 per monthEvery Monday at 10 am
EventsAutomation
Event supplier tracking
For every event, the agent tracks the suppliers (venue, catering, AV, decoration, transport): quote requests, comparison, confirmations, deposits and delivery times, then prepares the day-of run sheet with contacts.
Use this template
€9 per month, estimatedPrice confirmed before launch
What the agent does
Weekdays at 9 am
- 1Request. Quotes and availability.
- 2Compare. Prices, services, terms.
- 3Confirm. Times, deposits, contacts.
- 4Prepare. Day-of run sheet.
Sample deliverable
Valmy offsite, November 14: 9 suppliers
- Catering: 3 quotes, Saveurs d'Ici selected (€42 per person). Deposit paid.
- AV: confirmation pending, reminder sent.
- Run sheet: caterer arrives 10:30 am, sound check 1 pm.
- Excel: Supplier tracker
- PDF: Day-of run sheet
Connectors
Gmail: request quotes and confirmations
Airtable: maintain the supplier tracker
Already set up for you
- Follow-ups
- Every 3 business days
What you'll be asked
- Event name, date and venue?
Who it's for
About 22 runs a month, standard business logic and 6 actions per run (generated files, emails sent): Essential tier.
Learn more
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