9
Automatic actions
Active in this starting system
Blueprint preview
A prospective resident inquires about a specific available rental unit at Harbourstone Property Management. This is a demo; payments, bookings, and messages are simulated.
One connected customer journey
AuraFormsguidestheexperiencebeforesubmit,keepseveryanswerorganized,thencontinueswiththerightfollow-upaftersubmission.
Guides
Captures the answers and customer context
Adapts
Changes the path based on saved rules
Continues
Runs the configured follow-up after submit
9
Automatic actions
Active in this starting system
3
Delivery channels
Email · Text message · Workspace priority
9
Messages and internal actions
6 customer messages · 2 team alerts · 1 workspace action
Nothing hidden behind “automation”
This is the system's starting automation. After activation, adjust the triggers, timing, recipients, and message copy to fit how your business actually works.
Property Address — details for First Name
AuraForms automation
Delivered automaticallyto Email Address
Hi First Name, Thanks for asking about Property Address (Monthly Rent/month, available Available Date). Property Highlights #if What would be most helpful right now? = "See available showing times"...
Why this matters
The customer gets a consistent answer without someone writing and sending it manually.
AuraForms
Automated customer follow-up
Why this matters
The next step reaches the customer on their phone while the request is still fresh.
New property interest: Property Address — First Name Last Name
AuraForms automation
Delivered automaticallyto The configured team email
First Name Last Name · Mobile Number · Email Address Property: Property Address Desired move-in: Desired Move-In Date Occupants: Number of Occupants...
Why this matters
The right person receives the submission context and can respond without checking the dashboard all day.
Why this matters
Important submissions are separated from routine responses so the team knows where to focus first.
Your showing request for Property Address
AuraForms automation
Delivered automaticallyto Email Address
Hi First Name, Your requested time is being confirmed by Property Manager Name. Showing Booking Instructions Address: Property Address
Why this matters
The customer gets a consistent answer without someone writing and sending it manually.
Reminder: your showing at Property Address
AuraForms automation
Delivered automaticallyto Email Address
Hi First Name, this is a reminder about your showing at Property Address today. Reply if anything has changed.
Why this matters
The customer gets a consistent answer without someone writing and sending it manually.
Similar properties for First Name
AuraForms automation
Delivered automaticallyto Email Address
Hi First Name, Property Manager Name will send a short list of similar available properties matching your requirements shortly.
Why this matters
The customer gets a consistent answer without someone writing and sending it manually.
Direct contact requested: First Name Last Name
AuraForms automation
Delivered automaticallyto The configured team email
First Name Last Name asked to speak with Property Manager Name directly about Property Address. Preferred contact: Preferred way for Danielle to follow up?...
Why this matters
The right person receives the submission context and can respond without checking the dashboard all day.
How did Property Address feel, First Name?
AuraForms automation
Delivered automaticallyto Email Address
Hi First Name, now that you've had a chance to see Property Address, we would love a quick pulse on how it felt.
Why this matters
The customer gets a consistent answer without someone writing and sending it manually.
The result
AuraForms watches, decides, sends, and remembers—so the business can respond consistently without adding another manual process.
The system behind first contact
Aura doesn't stop when the conversation ends. It organizes what the customer shared, routes the request, completes the next step, and keeps follow-up moving, so your team can act with context.
Customer-facing
Aura answers questions, gathers the right context, and guides the customer through the next step.
Backend workflow
Submission captured
Answers and contact details become one organized record.
Best path selected
Intent and answers determine the right next step.
Booking step completed
The appointment request and customer context stay connected.
Customer questions answered
Business knowledge helps customers understand the offer and next step.
Follow-up email queued
The customer receives the right message at the right time.
Make this blueprint your own: keep what works, change any step, or add more in your workspace. Live messages, bookings, payments, and integrations remain disabled in this public demo.