9
Automatic actions
Active in this starting system
Interactive blueprint demo
Property Owner Management Consultation Concierge
A property owner with a growing portfolio inquires about full-service management with Harbourstone. Everything here uses sample data.
Cobalt StudioLive preview
Visual voice preview
Let Harbourstone Property Management manage your property with less on your plate
Tell Danielle Morgan about your property so the first conversation is useful, not exploratory.
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,keepspaymentconnectedtothecustomercontext,thencontinueswiththerightfollow-upaftersubmission.
Guides
Captures the answers and customer context
Converts
Completes the configured payment or deposit
Continues
Runs the configured follow-up after submit
2
Delivery channels
Email · Workspace priority
9
Messages and internal actions
7 customer messages · 1 team alert · 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: Thanks, Owner First Name — Business Name received your request
- Trigger
- Personalized owner confirmation: When Email Address is provided
- Timing
- Immediately after submission
- Destination
- Email Address
Customer emailEmail
Thanks, Owner First Name — Business Name received your request
A
AuraForms automation
Delivered automaticallyto Email Address
Hi Owner First Name, Thank you for sharing details about Property Address. Property Manager Name is reviewing what you sent and will follow up based on you...
Why this matters
The customer gets a consistent answer without someone writing and sending it manually.
02Team email
Alert the team: Owner inquiry: Owner First Name Owner Last Name — Property Address
- Trigger
- When Email Address is provided
- Timing
- Immediately after submission
- Destination
- The configured team email
Team notification emailEmail
Owner inquiry: Owner First Name Owner Last Name — Property Address
A
AuraForms automation
Delivered automaticallyto The configured team email
Owner First Name Owner Last Name · Mobile Number · Email Address Property: Property Address (Property Type) Properties: {{Number of Properties}...
Why this matters
The right person receives the submission context and can respond without checking the dashboard all day.
03Priority routing
Mark the submission as high priority
- Trigger
- Immediate-need alert: When Current management arrangement is Self-managed; or Portfolio-opportunity alert: When Number of Properties is greater than 1
- 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.
04Customer email
Email the customer: Your consultation request is confirmed
- Trigger
- Consultation confirmation: When What would you like next? is Book my consultation now
- Timing
- Immediately after submission
- Destination
- Email Address
Customer emailEmail
Your consultation request is confirmed
A
AuraForms automation
Delivered automaticallyto Email Address
Hi Owner First Name, Property Manager Name will confirm your requested time shortly.
Why this matters
The customer gets a consistent answer without someone writing and sending it manually.
05Customer email
Email the customer: Reminder: your consultation with Property Manager Name
- Trigger
- Reminder on the day of the phone consultation: When Preferred consultation method is Phone call; or Reminder on the day of the video consultation: When Preferred consultation method is Video call
- Timing
- On Choose a consultation time
- Destination
- Email Address
Customer emailEmail
Reminder: your consultation with Property Manager Name
A
AuraForms automation
Delivered automaticallyto Email Address
Hi Owner First Name, this is a reminder about your consultation with Property Manager Name today. Reply if anything has changed.
Why this matters
The customer gets a consistent answer without someone writing and sending it manually.
06Customer email
Email the customer: Reminder: your on-site assessment today
- Trigger
- Reminder on the day of the on-site assessment: When Preferred consultation method is On-site property assessment
- Timing
- On Choose an on-site assessment time
- Destination
- Email Address
Customer emailEmail
Reminder: your on-site assessment today
A
AuraForms automation
Delivered automaticallyto Email Address
Hi Owner First Name, this is a reminder that Property Manager Name is visiting Property Address today for your on-site assessment. Reply if anything has ch...
Why this matters
The customer gets a consistent answer without someone writing and sending it manually.
07Customer email
Email the customer: Your on-site assessment at Property Address
- Trigger
- Paid-assessment confirmation: When Preferred consultation method is On-site property assessment
- Timing
- Immediately after submission
- Destination
- Email Address
Customer emailEmail
Your on-site assessment at Property Address
A
AuraForms automation
Delivered automaticallyto Email Address
Hi Owner First Name, your on-site assessment deposit has been recorded. Onsite Assessment Terms
Why this matters
The customer gets a consistent answer without someone writing and sending it manually.
08Customer email
Email the customer: Following up on Property Address
- Trigger
- Delayed follow-up when no booking occurs: When What would you like next? is Send me information first
- Timing
- 3 days after submission
- Destination
- Email Address
Customer emailEmail
Following up on Property Address
A
AuraForms automation
Delivered automaticallyto Email Address
Hi Owner First Name, just checking in. Property Manager Name is happy to answer questions or schedule a consultation whenever it's useful.
Why this matters
The customer gets a consistent answer without someone writing and sending it manually.
09Customer email
Email the customer: Information about Business Name
- Trigger
- Helpful research-stage response: When What would you like next? is Still researching, no booking yet
- Timing
- Immediately after submission
- Destination
- Email Address
Customer emailEmail
Information about Business Name
A
AuraForms automation
Delivered automaticallyto Email Address
Hi Owner First Name, here is an overview of how Business Name supports property owners. Reach out any time you're ready to talk.
Why this matters
The customer gets a consistent answer without someone writing and sending it manually.
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 Owner Management Consultation Concierge
Intake17Routing9PaymentBookingEmail 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
Booking step completed
The appointment request and customer context stay connected.
04
Payment recorded
Payment status stays attached to the submission.
05
Customer questions answered
Business knowledge helps customers understand the offer and next step.
06
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.