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Softdeck automation

The follow-up work that runs while you do the work.

Softdeck gives small businesses focused automations for the moments that happen after the job: asking for an honest review and following up on an overdue invoice.

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Hand-drawn illustration of a service business owner with connected review, scheduling, invoice, and completion workflow cards.
Completion → considerate follow-up

Available automations

Small, useful workflows with a clear owner.

Each automation has a defined trigger, a visible path, and rules your team can understand. Pick the moment where follow-up is costing you time.

Available now

Google Reviews Automation

Turn a completed job, stay, or customer interaction into a timely, honest invitation to review your business on Google.

Completion-triggered requests

Tenant-owned sender connections

Traceable sends and suppressions

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Available now

Payment Overdue Reminder

Give overdue Xero invoices a considerate, staged follow-up path—without losing the owner’s view of what needs attention.

Day 1 email → Day 5 SMS

Day 10 escalation → Day 15 owner alert

Tenant-controlled templates and data

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Designed for trust

Your data stays in your workspace.

Softdeck keeps each tenant’s workflows, templates, sender connections, and activity in its own workspace. Integrations are explicit, credentials are supplied by the tenant, and every automation has a clear audit trail.

Tenant-local by default

Your team controls the connections and the rules.

Clear customer communication

Templates, suppression, and escalation behavior stay visible.

Built around real events

Automations begin when your work reaches a defined state.

A calmer way to keep the loop moving.

Choose the automation that fits your next follow-up.

Talk to us about automation