Peak Automations / B2B services

The first call went well.The next step doesn't wait for your memory.

For service firms a lot depends on what happens after the call. Peak Automations reacts to the outcome in Peak Booking or a won deal, creates tasks and drafts emails that only go out after your approval.

Your goal for the next step

Put the goal into words. Add perspectives and timing right below.

Local draft · no product activation

See service examples

Two sample flows · emails only with approval.

Call held. Next step set.

One first call / one next step

01Trigger02Steps03Control

Example / B2B services

Call, task, approval.

Trigger: Outcome set in Peak Booking or deal won.
Steps: Create task, AI draft, Gmail send, start workflow.
Control: Gmail sending waits for your approval in the Inbox.

Example with fictional data · not the product interface

For consultancies and service firmsFirst call → Deal won → Client start

Your first automation

What follows your first call?

Set the outcome, the owner and the approval. The preview shows the next steps and stores nothing.

Local working example · nothing is saved or sent. Please don't enter personal data.

Peak Automations / Start noteLOCAL DRAFT

02 / Your start noteLocal preview

Three answers. No forgotten follow-up.

Draft · not yet put together

Outcome: Still open
Người phụ trách: Still open
Approval: Still open

Your input appears here right away. With “View the start note” you check the three details locally.

Two moments in the client path

What happens after the call?

Pick the moment. The example shows follow-up steps and where your approval is needed.

Intro call booked in Peak Booking

The outcome “fit” is set on the meeting.

The action: Peak creates the task “prepare offer”, drafts a thank-you email with an AI step and puts it to you for approval before Gmail sends it.
The intent: The next step is set; the email only goes out with your okay.

Working example / After the first call

Example: call → offer

When: Booking outcome “fit”
Then: Task + AI draft of the email
Approval: Gmail send waits in the Inbox

Editorial structure sketch · not a customer reference

The example shows the structure. In Peak Automations you describe what happens after your first call.

To the next step

Is this for you?

What works today. What doesn't yet.

A service firm that
follows up cleanly after every call.

This is where the example helps.

First calls run through Peak Booking, deals in Peak CRM.
You want emails drafted but approve them yourself.
The client start follows a fixed workflow.

Local previewPeak Automations

Nothing runs

What Peak Automations doesn't do today.

Peak does not chase anyone on its own; every email to third parties waits for an approval.
Triggers on inactivity or thresholds are planned, not available today.
Revenue or ROI attribution per automation is planned, not available today.

From the example to a real automation

Build your next step.

Connect Gmail in the integrations, describe the next step after the call and test it. The approval for each email arrives in your Inbox.

Start with Peak Automations

Peak Automations / Your next step

No call without a next step.

Start with the call outcome that occurs most often.

See service examples

Local working example

For service firms with a recurring client start.

Gmail sending waits for your approval in the Inbox.

Frequently asked questions

Are these real customer cases?

No. They are examples built from triggers and actions that exist today. We only show customer cases with evidence.

Does an automation start running right away?

No. You test it with an example first and then activate it yourself. Nothing runs before that.

Does Peak email my clients without approval?

No. In these examples the Gmail step waits for your approval before anything is sent.