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Business process automationThe reminders and copy-paste jobs, done for you.

Paralleon builds small automations that send the reminder or move the data when something happens, so nobody has to remember.

Built for you by Paralleon, in accounts you own.

Missing-document reminder

OnExample · made-up data

When

Every weekday at 8 a.m.

If

  • Deadline is within 14 days
  • and A document is still missing

Then

  1. 1.Email the client a list of what's missing
  2. 2.Flag it for the account lead

Recent runs

  • Client 0142: 2 documentsToday, 8:00Sent
  • Client 0187: 1 documentToday, 8:00Sent
  • Client 0203: all receivedYesterdaySkipped

What you get

  • Reminders on time

    Emails go out before a date slips, not after.

  • Data moved for you

    Details copy from one tool to the next without retyping.

  • A log of every run

    See what ran, when, and what it did.

  • Alerts when something fails

    A person hears about it the same day.

Also included

  • Email reminders
  • Status changes
  • Scheduled runs
  • Tool-to-tool sync
  • Error alerts
  • Run history

Example builds

Examples of what we could build for you. Not client projects.

Example build
Reminders before a license, policy or certificate runs outReplaces: Someone checking dates by hand
Follow-ups on proposals that haven't had a replyReplaces: A note to check back next week
Reorder alerts when stock runs lowReplaces: Someone walking the shelves with a clipboard

How a build works

  1. Step 1: Free workflow review

    Day 0

  2. Step 2: One-page outline

    Within 24 hours

  3. Step 3: 10 business days of building

    Days 1–10

  4. Step 4: Demo

    Day 10

  5. Step 5: Handover

    After you accept

Connects with the tools you already use

  • Google SheetsSpreadsheets
  • Microsoft ExcelSpreadsheets
  • GmailEmail
  • OutlookEmail and calendar
  • Slack®Team chat
  • QuickBooks®Accounting
  • XeroAccounting
  • SalesforceCRM
  • Procore®Construction management
  • AirtableDatabases
  • NotionDocs and wikis
  • DropboxFile storage
  • ClaudeAI models (Anthropic)
  • OpenAIAI models

Product names are trademarks of their owners. Paralleon is independent and not affiliated with them. Trademarks

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