The Automations appPart of DukeOS, the AI operating system for business: CRM, ERP and AI agents in one system. From $49 a month per business

Workflow automation for small businessWhen it happens, the next step is ready.

Name: DukeOS: Workflow automation for small business
Price: 49 USD

Automations follow a simple pattern: when something happens, if it matches, then do the steps. Approvals are on by default, so nothing goes out until someone has looked at it, unless you decide otherwise.

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Automation · Renewal reminder

WhenMembership is about to end, 7 days before

IfPlan is not “Day pass”

ThenSend email template “Renewal reminder”Approval on

Wait3 days

ThenCreate task “Call about renewal”Approval on

01Duke in Automations

Describe it once. Duke sets it up.

Tell Duke what should happen and when. It picks the trigger, the conditions and the steps, and shows you the automation before it's saved. When a job needs judgement, it suggests an agent instead.

Who decides

Waits for your approvalIt prepares it and shows a one-line preview. Nothing changes until you approve.
Just answersReading needs no approval, and it sees only what the person asking may see.

Meet Duke

01Waits for your approval

From a sentence to fixed steps.

New automations are saved as drafts. Switching one on is a second, separate yes.

Remind clients by email the day before their appointment.

Waiting for your approvalCreate automation Appointment reminder: 1 day before an appointment, send email template “Appointment reminder”ApproveNot now

02Waits for your approval

AI drafts inside a routine.

An AI draft step has Duke write the subject and text for each person. Those steps always wait for someone to approve.

Overdue follow-up · step 1 of 3

AI draft · waiting for your approvalSend “A quick reminder about INV-0131” to Kinsale BakeryApproveNot now

03Just answers

What's running, and what it did.

Ask which automations are on and how their runs went.

Which automations ran this week?

DukeRenewal reminder ran for 9 members; 2 emails are waiting for approval. Overdue follow-up ran for 3 invoices.

02In Automations

How it works.

What Automations does, part by part, on screens from our live demos.

When

Start from what happens in your business.

Triggers come from your apps: a new contact, a lead moving stage, a membership about to end, a missed class, an appointment coming up, an invoice going overdue, or a record on one of your own pages.

With Duke: say what should happen and it picks the trigger for you.

When · Appointment coming up

TriggerAppointment coming upWhen

How soon1 day beforeTiming

ConditionService contains “Colour”If

StepSend WhatsApp template “colour_prep”Then

Then

Steps that do real work.

A step can send an email or an approved WhatsApp template, create a task or update a record. An AI draft step has Duke write the subject and text for each person. Add delays in days or hours between steps.

Steps · Overdue invoice follow-up

1. AI draft: a polite reminderDuke writes itApproval

2. Wait3 days

3. Create task: call the customerFor the account ownerApproval

Safe to leave running

Every run on the record.

Automations run with the owner's permissions and every change is in the audit log. Each edit saves a new version, run history is kept, and they can't loop into each other. Imports never start automations.

Runs · Renewal reminder

Member	Started	Step	Status
Kiara Brooks	Today 09:00	Send email	Waiting for approval
Leo Hart	Yesterday	Create task	Done
Ama Boateng	Mon	Wait 3 days	Running

Ready-made

Start from a template, or ask Duke.

Each business type comes with ready-made automations, added switched off so you can read them first. Or describe what you want and Duke builds the automation for you to approve.

When a lead is won, create a welcome call task for whoever owns it.

Waiting for your approvalCreate automation Welcome call: when a lead is won, create task “Welcome call” for the lead's ownerApproveNot now

Read the Automations guide

03Works with

Apps that go with Automations

They share one set of customers, one timeline and one Duke.

05Start free

Build your wholebusiness, free.

Write to ussupport@dukeos.app

Free to build. Pay when you publish.

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