Automations

Set the rule once. Loopit does the follow-up.

Pickup texts, payment chasers and service tasks go out on time, without anyone remembering to send them.

How it works

Three parts to every automation

Each one is a straight line, so there are no flowcharts to build.

  1. 01

    When

    Pick the event that starts it, like a failed payment or a booking going active.

    Payment failed
    Trigger
  2. 02

    Only if

    Narrow it down by state, category, package, location, failure reason or who manages it.

    Insufficient funds
    Matched
  3. 03

    Then

    Send an email or text, notify staff, assign a task or send a TruPass request.

    SMS to customer
    Sent
Examples

A few to start with

Follow-ups operators hand to Loopit. Use them as they are or change the details.

When

A payment fails

Only if

The reason is insufficient funds

Then

Text the customer and notify accounts

When

A booking becomes active

Only if

It's for a set package or location

Then

Text the customer pickup instructions

When

A service reminder is created

Only if

The vehicle is in a set category

Then

Assign a task to the workshop team

Build it in chat

Describe it. Loopit sets it up.

Tell AI Chat what should happen in plain English. Loopit lays out the trigger and actions, and nothing is created until you confirm.

Visibility

See what ran, and why

Your workspace dashboard shows runs, success rate and hours saved, with a full record behind every run and every change.

FAQ

Questions about Automations

Do I need to build flowcharts?
+

No. Each automation is a straight line: when this happens, only if this is true, then do this.

What can an automation do?
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Send an email or SMS, notify staff or teams, assign a task or send a TruPass request. Automations inform and assign. They don't edit your records.

Can I set one up from AI Chat?
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Yes. Describe what you want and Loopit sets it out for you to check. It's created once you confirm.

How do I know an automation worked?
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Every run is in the run history, and the dashboard shows runs, success rate and hours saved for your workspace.

Hand the follow-ups to Loopit

Get set up with your fleet, rates and contracts, or talk to our team about how Loopit fits your rentals, subscriptions and leases.