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Sample buildAutomation demo

Renewal reminders, without the copy-pasting

The real version saved a Malaysian insurance brokerage 61 hours per 1,000 renewals. This replay uses made-up clients, and nothing is sent.

Step 1

Delete

Before, every reminder was done by hand, one at a time.

  1. Open last year's email and copy itDeleted
  2. Change the name, amount and expiryAutomated
  3. Find the right forms and attach themAutomated
  4. Send it, then start the next oneAutomated
  5. Remember who already got oneSimplified

Step 2

Simplify

One renewals sheet, one row per client, one email template.

Renewals sheet

ClientEmailExpiresCoverPremiumFormsStatus
Klinik Pergigian Seri Amanaina@seri-aman.example2 Nov 2026Professional indemnityRM 1,8502
Kedai Kopi Ah Sengtan@ahseng.example5 Nov 2026FireRM 6201Sent 15 Oct
Farmasi Nur Sihatnurul@nursihat.example9 Nov 2026Professional indemnityRM 1,2402
Pusat Tuisyen Cemerlangliyana@cemerlang.example12 Nov 2026Public liabilityRM 4801
Bengkel Motor Jaya14 Nov 2026Fire and theftRM 9501
Butik Hanahana@butikhana.example18 Nov 2026Fire and burglaryRM 7101Sent 15 Oct
Katering Mak Longrohani@maklong.example21 Nov 2026Product liabilityRM 5602
Studio Lensawong@studiolensa.example27 Nov 2026EquipmentRM 8901

Add yourself as a client

It stays in your browser. Nothing is sent.

Step 3

Automate, with rules only

Press run. The rules work down the sheet, row by row.

  1. Pick rows with an email and no status
  2. Fill in the template
  3. Attach that client's forms
  4. Send it from Gmail
  5. Mark the row SENT
  6. Wait 2 minutes, then the next row
Sent
0
Skipped
0
For a person
0
Copy-pasting avoided
0 min

The real one waits 2 minutes between emails so Gmail does not flag it. The replay skips the wait, but the times in the sheet follow the real pace.

Email being written

Press run to watch the first reminder being written.

Time saved uses the real result: 61 hours per 1,000 renewals, about 3.7 minutes per reminder.