12
Automatic actions
Active in this starting system
Interactive blueprint demo
Property Management Review, Recovery & Referral Concierge
A resident receives a personalized follow-up after a completed maintenance resolution. Everything here uses sample data.
Cobalt StudioLive preview
Visual voice preview
Hi {{Customer First Name}}, thank you again
Thank you for trusting Harbourstone Property Management with {{Service Provided}} at {{Property or Unit}}. {{Personal Thank-You Note}}
This blueprint can be switched to voice mode after activation. The public demo is visual only.
Submissions stay private
Payments and automations are off
Bookings and messages are simulated
One connected customer journey
From first answer to next action.
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
2
Delivery channels
Email · Workspace priority
12
Messages and internal actions
3 customer messages · 8 team alerts · 1 workspace action
Nothing hidden behind “automation”
See your business automation, step by step.
This is the system's starting automation. After activation, adjust the triggers, timing, recipients, and message copy to fit how your business actually works.
01Customer email
Email the customer: Thank you for your feedback, Customer First Name
- Trigger
- Personal thank-you: When Customer Email is provided
- Timing
- Immediately after submission
- Destination
- Customer Email
Customer emailEmail
Thank you for your feedback, Customer First Name
A
AuraForms automation
Delivered automaticallyto Customer Email
Hi Customer First Name, Thank you for sharing how the experience felt with Service Provided at Property or Unit. Your feedback: What Stood Out Most? {{...
Why this matters
The customer gets a consistent answer without someone writing and sending it manually.
02Team email
Alert the team: Feedback for review: Customer First Name Customer Last Name
- Trigger
- When What Could Have Been Better? is provided
- Timing
- Immediately after submission
- Destination
- The configured team email
Team notification emailEmail
Feedback for review: Customer First Name Customer Last Name
A
AuraForms automation
Delivered automaticallyto The configured team email
Customer First Name Customer Last Name (Customer Type) — Service Provided at Property or Unit Rating: Overall Experience Rating What stood out:...
Why this matters
The right person receives the submission context and can respond without checking the dashboard all day.
03Team email
Alert the team: Contact requested: Customer First Name Customer Last Name
- Trigger
- When Is there anything you would like us to contact you about? is Yes, please contact me
- Timing
- Immediately after submission
- Destination
- The configured team email
Team notification emailEmail
Contact requested: Customer First Name Customer Last Name
A
AuraForms automation
Delivered automaticallyto The configured team email
Customer First Name Customer Last Name requested personal contact. Service: Service Provided Rating: Overall Experience Rating What stood out: {{What S...
Why this matters
The right person receives the submission context and can respond without checking the dashboard all day.
04Priority routing
Mark the submission as high priority
- Trigger
- Contact-request alert: When Is there anything you would like us to contact you about? is Yes, please contact me; or One-star recovery alert: When Overall Experience Rating is 1
- Plus 1 more configured condition
- Timing
- As soon as the submission arrives
- Destination
- The submissions workspace
Why this matters
Important submissions are separated from routine responses so the team knows where to focus first.
05Team email
Alert the team: 1-star feedback: Customer First Name Customer Last Name
- Trigger
- When Overall Experience Rating is 1
- Timing
- Immediately after submission
- Destination
- The configured team email
Team notification emailEmail
1-star feedback: Customer First Name Customer Last Name
A
AuraForms automation
Delivered automaticallyto The configured team email
Low rating recorded. Review and consider personal recovery outreach.
Why this matters
The right person receives the submission context and can respond without checking the dashboard all day.
06Team email
Alert the team: 2-star feedback: Customer First Name Customer Last Name
- Trigger
- When Overall Experience Rating is 2
- Timing
- Immediately after submission
- Destination
- The configured team email
Team notification emailEmail
2-star feedback: Customer First Name Customer Last Name
A
AuraForms automation
Delivered automaticallyto The configured team email
Low rating recorded. Review and consider personal recovery outreach.
Why this matters
The right person receives the submission context and can respond without checking the dashboard all day.
07Team email
Alert the team: Mixed feedback: Customer First Name Customer Last Name
- Trigger
- When Overall Experience Rating is 3
- Timing
- Immediately after submission
- Destination
- The configured team email
Team notification emailEmail
Mixed feedback: Customer First Name Customer Last Name
A
AuraForms automation
Delivered automaticallyto The configured team email
Mixed rating recorded. Review written feedback for improvement opportunities.
Why this matters
The right person receives the submission context and can respond without checking the dashboard all day.
08Customer email
Email the customer: The review link you requested
- Trigger
- Neutral Google-review instructions: When Would you also like to share your experience publicly on Google? is Yes, show me the Google review link
- Timing
- Immediately after submission
- Destination
- Customer Email
Customer emailEmail
The review link you requested
A
AuraForms automation
Delivered automaticallyto Customer Email
Hi Customer First Name, here is the Google review link: Open Google Reviews . You choose what to paste and publish.
Why this matters
The customer gets a consistent answer without someone writing and sending it manually.
09Customer email
Email the customer: The review link you requested
- Trigger
- One consented reminder: When Would one respectful reminder with the link be helpful? is Yes, send one reminder
- Timing
- 2 days after submission
- Destination
- Customer Email
Customer emailEmail
The review link you requested
A
AuraForms automation
Delivered automaticallyto Customer Email
Hi Customer First Name, here is the one reminder you requested. Your feedback was: What Stood Out Most? Open Google Reviews You choose what to paste and publish.
Why this matters
The customer gets a consistent answer without someone writing and sending it manually.
10Team email
Alert the team: Referral interest: Customer First Name Customer Last Name
- Trigger
- When Would you feel comfortable introducing someone who may need property management help? is Yes, help me make an introduction
- Timing
- Immediately after submission
- Destination
- The configured team email
Team notification emailEmail
Referral interest: Customer First Name Customer Last Name
A
AuraForms automation
Delivered automaticallyto The configured team email
Customer First Name Customer Last Name is open to referring someone. Note: Optional Referral Name or Note
Why this matters
The right person receives the submission context and can respond without checking the dashboard all day.
11Team email
Alert the team: Future interest: Customer First Name Customer Last Name
- Trigger
- When Interested in updates about additional properties or services? is Yes, keep me in the loop
- Timing
- Immediately after submission
- Destination
- The configured team email
Team notification emailEmail
Future interest: Customer First Name Customer Last Name
A
AuraForms automation
Delivered automaticallyto The configured team email
Customer First Name Customer Last Name would like updates about additional properties or services.
Why this matters
The right person receives the submission context and can respond without checking the dashboard all day.
12Team email
Alert the team: Feedback summary: Customer First Name Customer Last Name
- Trigger
- When Overall Experience Rating is provided
- Timing
- Immediately after submission
- Destination
- The configured team email
Team notification emailEmail
Feedback summary: Customer First Name Customer Last Name
A
AuraForms automation
Delivered automaticallyto The configured team email
Rating: Overall Experience Rating. Customer type: Customer Type. Service: Service Provided.
Why this matters
The right person receives the submission context and can respond without checking the dashboard all day.
Watching for submissions
Reading every answer
Choosing the response
Writing the message
Remembering the follow-up
Watching for submissions
Reading every answer
Choosing the response
Writing the message
Remembering the follow-up
The result
The follow-up runs. Your team stays human.
AuraForms watches, decides, sends, and remembers—so the business can respond consistently without adding another manual process.
The system behind first contact
Every first contact keeps moving.
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.
Property Management Review, Recovery & Referral Concierge
Intake14Routing12Email Follow-upKnowledge Assistant
Customer-facing
First contact experience
Aura answers questions, gathers the right context, and guides the customer through the next step.
First contact complete
Backend workflow
Aura turns first contact into action
01
Submission captured
Answers and contact details become one organized record.
02
Best path selected
Intent and answers determine the right next step.
03
Customer questions answered
Business knowledge helps customers understand the offer and next step.
04
Follow-up email queued
The customer receives the right message at the right time.
Activate a customer-owned copy to customize every step. Live messages, bookings, payments, and integrations remain disabled in this public demo.