Every deal followed up.
Without the admin.

Take a ready-made automation or describe your own routine in a sentence. It researches leads, drafts recaps and CRM updates, and flags deals that went quiet, then leaves the result for you, so nothing reaches a customer without your OK.

Example instruction: Pre-qualify each new lead from our website contact form: research the company, score it against our ideal customer profile, and leave a draft reply for the promising ones. ## Scoring | Signal | Points | |---|---| | 50–500 employees | +2 | | Uses a competitor | +2 | | Student or job seeker | Skip | ## Draft reply - Mention one thing specific to their company. - Offer two meeting times from my calendar. - Never send it — leave it in my drafts.

In your own words.
Built for real work.

One sentence is enough to begin. The same document grows into a full procedure when the job needs it.

  • Plain language

    Write it the way you would brief a colleague. No flowcharts, no code.

  • Rules, tables and exceptions

    Add limits, scoring tables and edge cases as they come up, right in the same document.

  • Judgment, not just steps

    Say what good looks like and when to ask you. It follows the intent, not a rigid path.

Browse advanced workflows

Your files. Your tools.
No new system.

AUTOMATE.md is just another file in your folder. Nothing to migrate, nothing to replace.

  • Starts on its own

    A new email, a schedule, a changed folder or an edited file starts it. No one has to remember.

  • Your apps, connected

    Email, calendars, drives and team apps. Connect only what the job needs.

  • Next to the work

    It sits beside the invoices, CVs and sheets it works on, and reads them like you would.

You stay in charge.
At every step.

It does the legwork. You decide what reaches a customer.

  • Nothing reaches a customer unasked

    Replies and follow-ups wait in your drafts until you send them, or until you pre-approve them.

  • Undo what you don't want

    Every step is recorded, and a file it changed can be put back.

  • Only the CRM and inbox you allow

    Each automation reaches only the apps and folders you connect for it.

Ready-made for sales teams. Pick one and run it.

Each one is a plain-language document. Use it as it is, or change the timing, the rules and the tools to match your team.

Lead pre-qualification

Pre-qualify each new lead from our website contact form: research the company, score it against our ideal customer profile, and leave a draft reply for the promising ones.

Each new lead

Gong CRM update draft

When a customer call ends, draft the CRM update with next step, owner, and close date, then post it for me to approve.

When a recorded call finishes in Gong

Close date sweep

Every Friday at 11am, compare close dates against last activity, then email each rep only the deals that went quiet.

Every Friday at 11:00am

Prep question draft

One hour before a discovery call, read the account notes and past call summaries, then post four questions worth asking.

One hour before a discovery call

Missing email backfill

Every weekday at 7am, pull the leads missing an email, look up verified replacements, and email me a short list to confirm before anything is written back.

Every weekday at 7:00am

Support escalation flag

When a renewal account opens a priority ticket, post the account owner, the ticket summary, and the days left on the contract.

When a renewal account opens a priority Zendesk ticket

Every stage of the work. Every recurring job.

The recurring work sales teams do every week, grouped the way it happens.

  1. 01

    Prospecting

    Finding the right accounts and a reason to reach out. It breaks when lists go stale and research eats the morning.

  2. 02

    Qualification

    Deciding which leads deserve a rep's time. It breaks when two reps score the same lead differently, or a lead sits unowned.

  3. 03

    Discovery

    Preparing for calls and keeping what was said. It breaks when notes stay in someone's head and the CRM stays empty.

  4. 04

    Pipeline

    Keeping open deals honest. It breaks when a deal goes quiet and nobody notices until the forecast call.

  5. 05

    Negotiation

    Quotes, approvals and the buyer's questions. It breaks when versions multiply and approvals sit in a reply thread.

  6. 06

    Expansion

    Renewals and growth in existing accounts. It breaks when the warning signs live in support tickets nobody in sales reads.

Compared with what you use today.

Your CRM's workflow rules

Updating fields and assigning records the same way every time.

They can't read a call, research a company or write a follow-up that sounds like you.

Flowchart automation tools

Moving data between apps at high volume.

Every exception becomes another branch someone has to build and maintain.

AI chat assistants

Drafting a reply when you ask for one.

Nothing happens until you come back and ask again, and the routine lives in a chat.

AUTOMATE.md

Your routine, written in plain words. It runs on its own, follows your rules, handles the exceptions a flowchart can't, and asks you when it matters. The file stays yours, whichever AI model runs it.

Around the tools you already run.

Connect only what a job needs. Your inbox, calendar, files and the systems below stay where they are, with nothing to migrate.

Everyday
GmailOutlookGoogle CalendarSlackMicrosoft TeamsGoogle DriveGoogle SheetsExcel
CRM
SalesforceHubSpotMicrosoft Dynamics 365 SalesPipedriveZoho CRMSugarCRM
Conversation intelligence
GongFireflies.aiAttentionRepliQ
Sales coaching
BoostUp
Email coaching
Lavender
Forecasting
ClariFactors.ai
Sales intelligence
ZoomInfo
Data enrichment
Apollo.ioClayLusha
Intent
6senseCommon Room
Data
LinkedIn Sales Navigator
Sequencing
OutreachSalesloftInstantly
Proposals
Loopio
CPQ
Salesforce CPQ
Payments
Stripe
Commerce
Shopify
Support
Zendesk
Voice
Aircall

What sales teams ask before handing anything over.

Will it email my customers on its own?
Only if you tell it to. The sales automations here leave replies and follow-ups in your drafts or post them for you to check. You choose which steps wait for your OK, and nothing runs until you switch it on.
Do we have to change our CRM or how reps work?
No. It works around what you already use: inbox, calendar, CRM and spreadsheets. Reps keep working where they work; the automation does the legwork and hands them the result.
Is this another AI sales agent?
No. It never talks to buyers on its own. It does the research, the drafting and the checking around your conversations, the way a good assistant would, and leaves every judgment call to a person.
Where does our customer data go?
The app runs on your computer, and each automation reaches only the apps and folders you connect for it. A cloud AI model receives what the job needs; choose a local model to keep that processing on your machine.
Where does it run?
On your Mac or Windows computer, in the background. It keeps working after you close its window, and only reaches the folders and apps you connect for each automation.
How does it connect to our CRM and other tools?
Through each app's own connection where it offers one, signed in once by you, or by using the app in a browser the way you would. Each automation gets only the connections you give it, and the tools a page names are examples you can swap for your own.
Does it run when my computer is asleep?
It keeps your computer awake while a job runs and just before a scheduled one. While the computer is closed or off, nothing runs; when it wakes, it checks the inbox, calendar and other sources it watches for anything that arrived meanwhile.
How does my team use it?
Each person who runs automations installs the app. Keep a project in a shared folder, such as Google Drive or a network drive, and teammates can open it and follow every run, while one person owns it and runs it.
Do I need anyone technical to set it up?
No. Download the app, add an automation in plain words, and connect only what that job needs. Nothing runs until you switch it on.

Start with one job.
Make it your own.

macOS — coming soon
  1. 1

    Get the app

    It runs on your computer, next to your files.

  2. 2

    Add the automation

    Paste the instructions into the app, or save them as a file next to your work.

  3. 3

    Try it, then turn it on

    Run it once and check the result. It only runs on its own once you switch it on.

macOS — coming soon