The work between your systems, done without anyone pushing it.
Single tasks or whole multi-step processes — intake, routing, recall, review requests, follow-up — running on rules you define, in the tools you already use.
What it does
A lot of the work in a clinic, a studio or a spa is not difficult. It is moving information from one place to another, sending the follow-up that was promised, updating a record, notifying the right person. None of it needs judgement. All of it needs to happen every time, and it does not.
Automation covers single tasks: a reminder sent, a record updated, a review request fired after a visit. Workflow automation connects those into whole processes — a new enquiry that gets qualified, booked, reminded, followed up after the appointment and logged, without a coordinator touching it. We build to your rules and set explicit points where a human steps in.
How it works
- Trigger — a form, a call, a booking, a status change or a schedule.
- Rules applied — your criteria: service type, urgency, source, practitioner.
- Actions run — update, notify, assign, send, schedule.
- Person alerted — anything flagged stops the flow and reaches a human.
- Logged — every step recorded where your team can see it.
What it handles, and where it stops
Automation is for rules, not judgement. Anything requiring a decision is escalated by design.
Neo handles
- Lead intake and routing from every source into one place
- No-show follow-up and recall campaigns
- Email and SMS sequences
- Review requests after a visit
- Duplicated data entry between systems
- Internal notifications and handoffs
Routed to your team
- Approvals, exceptions and anything requiring judgement
- Edge cases that do not match a rule
- Anything flagged urgent — the flow stops and a person is alerted
- Clinical decisions of any kind
Where it fits
Health & Fitness
Trial-to-member sequences, lapsed member re-engagement and class reminders running on schedule.
Medical Clinics
Recall campaigns, no-show follow-up and new-patient onboarding without manual chasing.
Spas & Aesthetics
Consultation-to-treatment follow-up, aftercare messages and rebooking prompts at the right interval.
Works alongside
Runs on top of CRM & Platform Integrations, and is usually triggered by voice or chat agents.
Book a strategy call
Twenty minutes. We map where your enquiries are going today and tell you plainly whether this is worth building.