Deliver · Tasks + Workflows

Task automation and workflows so your business stops relying on your memory

Alive24 turns the things you repeat into workflows — a lead arrives, a quote is sent, a job finishes, a payment is late — and creates the task, the reminder or the message automatically, so the right thing happens whether or not you thought about it.

  • Triggered automatically
  • Repeatable checklists
  • Daily priority list
  • Nothing slips
See it work

What fired this week

  1. 1Lead arrivedTask: call today · acknowledgement sent
  2. 2Quote sentFollow-up scheduled for day 4
  3. 3Quote acceptedOnboarding started · job created
  4. 4Job completedInvoice drafted · review requested
  5. 5Invoice overdueReminder sent · escalation queued
  6. 6Client inactive 60 daysRebooking prompt created

See it in action

See How Tasks + Workflows Works Inside Alive24

Watch Alive24 run tasks + workflows for a real solo business using simple voice or text instructions. No details needed to watch.

That’s One Part of Alive24

Now see how your website, leads, sales, clients, work and money operate together in one connected system.

See the entire system working from start to finish.

Watch the Full Alive24 DemoSee workflows firing automatically across a working week in the demo

Are you currently doing this?

You are the automation. That is the problem.

Every step that depends on you remembering is a step that fails in a busy week.

  • Forgetting follow-ups, reminders and next steps
  • Doing the same five-step process from memory each time
  • Sticky notes, phone reminders and a notebook that disagree
  • Things only getting done when a client chases
  • No consistent standard because you improvise each time
  • Paying for automation tools you never finished setting up

You can stop doing all of it. It is already built.

What it actually does

The repeatable parts, made automatic.

Triggers, tasks and sequences built around what your business actually does.

Triggers

Events create the work.

  • New lead, quote sent, quote accepted, payment received
  • Job completed, session delivered, appointment missed
  • Invoice overdue, deposit unpaid, form outstanding
  • Date-based triggers for reviews and renewals
  • Inactivity triggers for stalled deals and clients

Tasks

A single, honest list of what to do.

  • Tasks with due dates, values and context attached
  • Daily priority list ranked by what matters
  • Recurring tasks for weekly and monthly admin
  • Nothing without an owner or a date
  • Works from your phone between jobs

Workflows

Your standard process, every time.

  • Multi-step workflows per service or job type
  • Automatic messages, forms and documents in sequence
  • Conditional steps for different client situations
  • Standard operating procedures attached to steps
  • Change a workflow once and it applies going forward

Oversight

See what is stuck before a client does.

  • Overdue and blocked items surfaced
  • Workflow progress per client or job
  • Escalation when something waits too long
  • History of what was done and when
  • Quiet weeks and overloaded weeks visible early

See it work

A working week where nothing is remembered manually.

Each line is a trigger doing the job you would otherwise forget.

See it work

What fired this week

  1. 1Lead arrivedTask: call today · acknowledgement sent
  2. 2Quote sentFollow-up scheduled for day 4
  3. 3Quote acceptedOnboarding started · job created
  4. 4Job completedInvoice drafted · review requested
  5. 5Invoice overdueReminder sent · escalation queued
  6. 6Client inactive 60 daysRebooking prompt created

How it works

How workflows get set up.

Describe the process. It becomes automatic.

  1. 01

    Name what you repeat

    New enquiry, new client, job completion, late payment, quiet week.

  2. 02

    Describe the ideal steps

    In plain language, including who is messaged and when.

  3. 03

    Alive24 builds the workflow

    Triggers, tasks, messages, documents and reminders in sequence.

  4. 04

    You work a single list

    Everything else happens on its own, with exceptions surfaced.

What it replaces

The automation tools you never finished configuring.

Workflows built on the data already in your business.

Apps you can cancel

  • Automation and workflow subscriptions
  • Task and project apps
  • Reminder and calendar-alert tools
  • Checklist and SOP tools
  • Separate notification services

Manual work that stops

  • Remembering every follow-up
  • Rebuilding the same process from memory
  • Writing the same message repeatedly
  • Checking five places for what is outstanding

Help you stop paying for

  • Operations assistant
  • Virtual assistant handling follow-ups
  • Automation consultant wiring tools together

Connected, not bundled

Not just reminders.

Workflows work because they sit inside the system that holds your leads, quotes, jobs and payments — so a trigger has real data to act on, not just a calendar alert.

  1. 1Lead NurtureFollow-up sequences for leads.
  2. 2CRM + PipelineDeal stages create the next actions.
  3. 3Projects + JobsJob checklists and completion steps.
  4. 4Documents, Forms + SOPsDocuments sent as workflow steps.
  5. 5Invoices + PaymentsLate payment chasing, automated.

Built for real businesses

The workflows that matter in your business.

Same engine, different processes.

Trades

Quote follow-up, deposit chase, job prep checklist, completion photos and review request.

Wellness practitioners

Intake reminders, session prep, rebooking prompts and lapsed-client outreach.

Coaches

Weekly program materials, accountability check-ins and renewal conversations.

Consultants

Proposal follow-up, milestone reminders and end-of-phase reporting.

Makers

Approval reminders, production stage updates and dispatch notifications.

Small agencies

Monthly retainer deliverable checklists and reporting cycles.

Time, software and admin

The mental load goes away.

This is the part owners describe as finally breathing.

  • Follow-ups happen whether you remember or not
  • One list instead of notes in four places
  • Consistent standard on every job and client
  • No automation subscriptions to maintain
  • Late payments chased without you feeling awkward
  • Fewer client chases because nothing is waiting silently

Explore the connected system

Where this goes next inside your business.

These are the parts of Alive24 that touch this one most often. Everything else is one click away in the full system.

Questions

Tasks + Workflows — the questions owners actually ask.

Still unsure? The full demo answers most of it in a few minutes, without a sales call.

See a week of workflows running without you.

The full demo shows triggers firing across leads, quotes, jobs and invoices.

See how this connects to the rest of your business — from the first lead to the sale, the work and the money.

We are here to help

Choose your next step.

Watch the Full Alive24 Demo first. Everything else can wait until you have seen what you would actually own.

Not sure yet

Watch the full demo

See the system build a website, socials, SEO, sales follow-up, quotes, bookings and money in real time. No sales call, no pressure.

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