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    Automations & routines

    Automations, in plain words.

    Describe what should happen and when. “Send a Slack message on a new order.” “Email me a sales report every Wednesday at 8am.” Sollo runs it — on a trigger or on a schedule — with no flowchart to draw.

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    Runs on the data and tools you already have. Say the rule; Sollo does it, as far as you allow.

    Setting up an automationJust now
    Send a Slack message to #sales whenever a new order comes in.
    Done — every new order posts to #sales with the customer, items and total. Want it to tag the account owner too?
    Trigger: new orderPosts to #salesLive
    Also send me a summary of delayed work on Wednesdays and Fridays at 9am.
    Scheduled. Twice a week at 9am you'll get everything that's slipped, grouped by owner — nothing to check by hand.
    Describe the rule…
    The glue-code tax

    The busywork between your tools is a job nobody has.

    Notify the team on a new order. Chase what's overdue. Send the weekly report. Small, repetitive, and exactly the kind of thing that falls through — or eats a Zapier bill and a diagram to maintain.

    • A workflow builderA canvas of nodes you tend like a bonsai.
    • Zapier / MakePer-task pricing for glue between apps.
    • Calendar remindersTo do by hand what should be automatic.
    • “Did anyone send the report?”The Monday-morning question.
    • Your memoryThe automation of last resort.

    Sollo runs the busywork from a sentence — on triggers and on schedules — over the data and tools you already connected.

    Get a demo
    Not a stack — one system

    A CRM that fills itself.

    Connect your inbox and the contacts are already there — clients, leads and referrers, with every past conversation attached. No import, no data entry, and it never goes stale.

    Contacts486 foundfrom your inbox
    MC
    Maya ChenClient · 14 threads
    JP
    James PowellReferrer · 3 intros
    SA
    Sara AdeyemiLead · met Thursday
    TN
    Tomás NerudaClient · 2 open deals
    Pulled from your inbox & calendar — kept current on its own

    Bookings that run themselves.

    Say the offer out loud. Sollo builds the page, the calendar sync and every follow-up — no back-and-forth.

    1Tue 21 Jul
    2Time
    3Confirm
    Review & confirm
    Currently scheduledChange
    Tue 21 Jul · 09:45–11:15
    Awith Aleks
    ServicesGTM Strategy Session · Online Consultation
    Duration1 h 30 min

    Never double-booked.

    Sollo checks every calendar you keep — work, personal, the shared team one — so a slot is only offered when you're genuinely free. No clashes, no manual blocking.

    March 20263 calendars synced
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    FreeBusy elsewhereNo double-booking

    Email that knows your clients.

    Campaigns pull straight from your CRM — no exports, no list that went stale the day you built it.

    New campaignDraftMCJPSATN+38
    Segment · Workshop attendees42 people
    SubjectFollowing up on last week's workshop
    Hi Maya,Thanks for coming to the workshop — here's the resource I promised, plus a link if you'd like to go deeper on your GTM rollout.Book a follow-up →
    Personalized for all 42Review drafts

    Whole workflows on autopilot.

    When it's earned your trust, hand over entire routines — not just tasks. You set exactly how far it goes.

    Autonomy3 workflows
    New enquiriesSollo replies on its own
    Follow-upsSollo drafts, you send
    InvoicesYou handle it

    Reach it from Claude or ChatGPT.

    Sollo speaks MCP — so your CRM, bookings and clients are one message away inside Claude, ChatGPT, or wherever you already work. No new tab, no copy-paste.

    AI assistantSollo connected
    Who haven't I followed up with this week?
    From your Sollo CRM — three clients are overdue:
    Maya Chen18 days
    James Powell12 days
    Sara Adeyemi9 days
    Draft a nudge for each →
    Works in Claude, ChatGPT & any MCP client — no new tab
    Not a stack — one system

    A CRM that fills itself.

    Connect your inbox and the contacts are already there — clients, leads and referrers, with every past conversation attached. No import, no data entry, and it never goes stale.

    Contacts486 foundfrom your inbox
    MC
    Maya ChenClient · 14 threads
    JP
    James PowellReferrer · 3 intros
    SA
    Sara AdeyemiLead · met Thursday
    TN
    Tomás NerudaClient · 2 open deals
    Pulled from your inbox & calendar — kept current on its own
    Triggers and schedules

    Say when. Say what. It runs.

    Two kinds of quiet work, one plain-language way to set them: things that happen on an event, and things that happen on a clock.

    • On a trigger“When a new order comes in,” “when a form is submitted,” “when a deal is won” — Sollo acts the moment it happens.
    • On a schedule“Every Wednesday at 8am,” “the first of the month” — reports, digests and check-ins arrive on time, on their own.
    • Across your toolsPost to Slack, send an email, update a record, draft a message — over the accounts and data already in your Sollo.
    • As far as you allowEach automation has an autonomy dial: draft for your approval, or run end to end. You decide per rule.
    Your data is your own

    Your contacts are not our product.

    The relationships in your inbox took years to build. Sollo works on top of them — never takes them.

    • It stays in your workspaceYour contacts and history live in your own workspace — never pooled, shared or sold.
    • We never train AI on your dataYour emails and contacts never train models — ours or anyone else's.
    • You set the boundariesEvery workflow has an autonomy dial. Sollo acts as far as you allow — the rest comes to you first.
    • Yours to export or deleteNo lock-in. Export everything any time, or delete it for good.
    Fair questions

    The honest answers, on automations.

    • Do I have to build a flowchart?

      No. Describe the rule in a sentence — the trigger or the schedule, and what should happen — and Sollo sets it up. You adjust it by asking.

    • What's the difference between an automation and a routine?

      An automation fires on an event (“a new order”); a routine runs on a schedule (“every Wednesday 8am”). Sollo does both, described the same plain way.

    • Which tools can it act on?

      The ones already connected to your Sollo — Slack, email, your records and contacts. It acts over your real data, not a copy.

    • Can it run without me approving each time?

      That's your call, per automation. Set it to draft for your approval, or to run end to end — the same autonomy dial the rest of Sollo uses.

    Ready when you are

    Say the rule. Sollo runs it.

    Describe what should happen and when — on a trigger or on a schedule — and Sollo handles the busywork between your tools, as far as you allow.

    Get a demo
    More ways to use Sollo
    • For consultantsA CRM that fills itself from your inbox.
    • For freelancersYour back office, minus the back office.
    • For small teamsOne shared client memory for the whole team.
    • Zero-input CRMThe CRM you never have to update.
    • Email marketingCampaigns that pull from your CRM, not a stale list.
    • Work managementTrackers, forms and boards, built from a sentence.
    • AI supportSupport that answers from your own docs.
    • Landing pagesLanding pages, built from a sentence — and hosted.
    Sollo
    AI business OS that sets itself up.
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