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 dataWhen
If
- Deadline is within 14 days
- and A document is still missing
Then
- 1.Email the client a list of what's missing
- 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 | What it replaces |
|---|---|
| Reminders before a license, policy or certificate runs outReplaces: Someone checking dates by hand | Someone checking dates by hand |
| Follow-ups on proposals that haven't had a replyReplaces: A note to check back next week | A note to check back next week |
| Reorder alerts when stock runs lowReplaces: Someone walking the shelves with a clipboard | Someone walking the shelves with a clipboard |
How a build works
Step 1: Free workflow review
Day 0
Step 2: One-page outline
Within 24 hours
Step 3: 10 business days of building
Days 1–10
Step 4: Demo
Day 10
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