Practical workflows

Four workflows that flag the busywork, so your team doesn't have to remember it.

Each workflow creates a task for your team when something needs attention: a missed call, an upcoming appointment, a finished job, a quiet regular. No workflow sends a message on its own.

Setup
No workflow builder needed
Who sends messages
Your team, always
Included on
Every plan

Standard operating procedures

Built for how working businesses actually operate.

Four workflows drawn straight from the platform's real automation templates.

Real template

Missed Call Recovery

Trigger
A new lead comes in from a missed call or enquiry.
Action
Creates a follow-up task for your team about 5 hours later if it's still open.
Fewer leads quietly going cold.
Real template

Appointment Reminder

Trigger
An appointment is booked on the calendar.
Action
Creates a task to review the upcoming appointment a day ahead.
Fewer surprises the morning of a visit.
Real template

Review Request

Trigger
An appointment is marked complete.
Action
Creates a task to send a review request the next day.
Review requests don't get forgotten in the rush.
Real template

Customer Comeback

Trigger
A customer hasn't been updated in a while.
Action
Creates a task about 30 business days out to plan outreach.
Quiet regulars get noticed before they're gone.

What automation actually creates

A task for your team, not a message to your customer.

Every workflow above ends the same way: a task appears in your dashboard with the context already attached. Nothing gets sent until someone on your team reviews it.

Follow up with missed-call leadCreated from: Missed Call Recovery

Crafted for real trades

Workflow defaults that match how each trade actually runs.

Starting points you can adjust, not a rigid one-size-fits-all cadence.

Auto & Independent Garages

Comeback tasks track service intervals instead of a flat calendar date.

Mileage or seasonal

Salons & Barbers

Comeback tasks follow typical chair-appointment cadence.

Every 3–4 weeks

HVAC & Home Systems

Reminder tasks line up with pre-season maintenance windows.

Seasonal

Dental & Hygiene

Comeback tasks follow a recall-based, not weekly, cadence.

Every 6 months

Included on every plan

Let Chakusa flag the busywork. Your team decides what happens next.

Turn on the workflows that fit your business. No workflow builder, no coding, and nothing is ever sent without your team's review.

  • No credit card required
  • No workflow builder needed
  • Your team reviews every send