Automation
The helpers that work in the background, and what they've done lately.
What's running for you
| Helper | Where | Status | Last ran | Added | What it does |
|---|---|---|---|---|---|
| Find new firms | Email Outreach | On | Never | — | Looks for small accounting firms across Quebec and adds new ones to your list. |
| Find their emails | Email Outreach | On | Never | — | Checks each firm's website for a contact email. |
| Write the emails | Email Outreach | On | Never | — | Drafts an email for each good-fit firm and puts it in your “Ready to send” list. |
| Sync Bark / sales | Bark | On | Never | — | Copies your Sales Center leads in so Bark spend and wins stay current. |
| Write LinkedIn messages | On | Never | — | Writes invite notes and first messages (English + French) for your approval. | |
| Watch for replies | Email Outreach | On | Never | — | Checks your inbox and marks firms as Replied when they answer. |
| Sync Google Ads | Google Ads | Soon | Never | — | Will pull Google Ads numbers daily once connected. |
| Sync Facebook Ads | Facebook Ads | Soon | Never | — | Will pull Facebook Ads numbers daily once connected. |
Recent activity
Nothing yet. Run a helper from Email Outreach → “Find more firms”.