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Automation recipes are pre-built workflows you can copy into your account and customize. Each recipe pairs a trigger (something that happens in Revenue Sol) with one or more actions (a text, an email, a task, or a stage change) so routine follow-up happens without anyone lifting a finger. Use these as starting points, then tweak the timing and wording to match your business.
Recipes live in the automations engine. Open a recipe, adjust the message text and delays, connect your sending channel (your Twilio or RingCentral number for SMS), and turn it on. You can edit any step after activating.

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Missed-call text-back

Never lose a lead because no one could pick up. When a call goes unanswered, this recipe texts the caller within seconds.
1

Set the trigger

Choose the missed or abandoned call trigger so the recipe fires the moment a call ends without being answered.
2

Send an instant text

Reply from your business number with a short message like “Sorry we missed you! How can we help?” so the lead can text back.
3

Route the reply

New replies land in your unified inbox, where the AI Employee or a teammate can continue the conversation.

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Estimate follow-up

Quotes that sit unopened rarely close. This recipe nudges customers who have not approved an estimate.
1

Trigger on a sent estimate

Start the workflow when a quote or estimate is sent but not yet approved.
2

Wait, then follow up

After 2 days with no response, send a friendly text or email reminding them the estimate is ready to review and e-sign.
3

Add a second touch

If still unapproved after 5 days, send one more nudge and create a task so a rep can call.
Include the approval link in the message so customers can e-sign in one tap from their phone.

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Review request after a job

Turn finished work into Google reviews automatically.
1

Trigger on job completion

Fire the recipe when a job is marked complete.
2

Wait a short window

Pause a few hours so the customer has had time to enjoy the result.
3

Send the review request

Text a personalized Google review link. New reviews can get AI-written replies from the reputation tools.

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No-show reminder

Cut down on missed appointments with timely reminders before a scheduled visit.
1

Trigger on a scheduled job

Start when a job or appointment is booked on the calendar.
2

Remind the day before

Send an SMS confirming the date, time, and arrival window the evening before.
3

Send a morning-of text

Send a final reminder a couple of hours ahead with an easy way to reschedule.

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Reactivation of old customers

Win back past customers who have gone quiet.
1

Build the audience

Use tags or segments to find customers with no job in the last 6 to 12 months.
2

Send an offer

Text or email a seasonal tune-up or a return-customer discount.
3

Follow up once

If there is no reply after a week, send a single gentle reminder, then stop.
Keep automated SMS frequency reasonable and always include opt-out handling. Carrier costs for calls and texts pass through at cost on your own Twilio or RingCentral number.

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FAQ

Yes. Every step, message, and delay is editable at any time, and you can pause a recipe without deleting it.
No. Workflows respect enrollment rules so a contact is not double-enrolled, and you can cap how often someone hears from you.
Automations and AI are included on every plan, from Starter to Enterprise. Questions? Email contact@infiniterankers.io.

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Next steps

SMS & email campaigns

Send one-off and A/B-tested broadcasts to your segments.

Unified inbox

Manage every reply from calls, texts, email, and web forms in one view.

Reputation

Automate Google review requests and AI-written replies.