{"product_id":"ai-automation-pro-plan","title":"AI Automation — Pro Plan","description":"\u003cp\u003eConnect your existing business tools and automate several repetitive processes with a coordinated AI-powered workflow system built around the way your business operates.\u003c\/p\u003e\u003cp\u003eThe Pro Plan is designed for growing businesses that want to automate more than one task and have integrations, notifications, AI processing, and business applications working together more efficiently.\u003c\/p\u003e\u003ch3\u003eWhat's Included\u003c\/h3\u003e\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eBusiness Process Review\u003c\/strong\u003e — Up to three selected processes are reviewed and organized into a clear automation plan before implementation begins.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eUp to 3 Automation Workflows\u003c\/strong\u003e — Build up to three defined workflows covering different repetitive processes or connected parts of a larger business process.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eUp to 15 Total Workflow Steps\u003c\/strong\u003e — Configure triggers, actions, conditions, data handling, and other workflow steps across the included workflows.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eUp to 4 Connected Business Tools\u003c\/strong\u003e — Connect compatible applications such as CRM software, Gmail, Google Sheets, Airtable, documents, Slack, Shopify, forms, Notion, project-management platforms, or other supported tools.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eUp to 2 AI-Powered Processes\u003c\/strong\u003e — Use AI for tasks such as summarization, categorization, data extraction, drafting, information routing, or other suitable processing.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eConditional Workflow Logic\u003c\/strong\u003e — Create workflows that can take different paths depending on selected business data, customer information, form responses, record status, or other agreed conditions.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eAutomated Data Processing\u003c\/strong\u003e — Clean, organize, transform, categorize, or otherwise process selected information before sending it to the next connected system.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eCRM Automation\u003c\/strong\u003e — Where included, automatically create or update selected customer, lead, or sales records.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eEmail Automation\u003c\/strong\u003e — Trigger selected internal or customer emails when agreed workflow conditions occur.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eInternal Notifications\u003c\/strong\u003e — Notify responsible team members through compatible channels when important events require attention.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eTask Creation \u0026amp; Assignment\u003c\/strong\u003e — Automatically create or assign tasks when workflow conditions are met.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eForm \u0026amp; Lead Processing\u003c\/strong\u003e — Parse information collected through forms, enquiries, applications, or lead sources and send data to the appropriate destination.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eCalendar or Scheduling Automation\u003c\/strong\u003e — Connect selected calendar or scheduling actions with other included workflow steps.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eData Synchronization\u003c\/strong\u003e — Keep selected information more consistent between included connected systems by transferring or updating approved fields.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eBasic API or Webhook Connection\u003c\/strong\u003e — Where necessary, one compatible API or webhook connection can be included where standard application connectors are not sufficient.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eError Notifications\u003c\/strong\u003e — Alert the responsible person when important automation steps fail or require attention.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eComplete Workflow Testing\u003c\/strong\u003e — Test included triggers, conditions, AI processing, connections, data transfers, and workflow outcomes before launch.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eAutomation Handover Guide\u003c\/strong\u003e — Receive a simple overview explaining workflows, connected tools, major triggers, actions, and important operating rules.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003e2 Revision Rounds\u003c\/strong\u003e — Two reasonable revision rounds are included for adjustments within the originally agreed project scope.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003e14-Day Post-Launch Support\u003c\/strong\u003e — Receive setup-related support and minor corrections during the first 14 days after launch.\u003c\/li\u003e\n\u003c\/ul\u003e\u003ch3\u003eWhat Can You Automate?\u003c\/h3\u003e\u003cul\u003e\n\u003cli\u003eLead capture and CRM updates\u003c\/li\u003e\n\u003cli\u003eCustomer enquiry processing\u003c\/li\u003e\n\u003cli\u003eAI email or message handling\u003c\/li\u003e\n\u003cli\u003eInternal team notifications\u003c\/li\u003e\n\u003cli\u003eTask creation and assignment\u003c\/li\u003e\n\u003cli\u003eForm processing and data routing\u003c\/li\u003e\n\u003cli\u003eCalendar and scheduling workflows\u003c\/li\u003e\n\u003cli\u003eeCommerce order notifications\u003c\/li\u003e\n\u003cli\u003eSpreadsheet and database updates\u003c\/li\u003e\n\u003cli\u003eBasic reporting workflows\u003c\/li\u003e\n\u003cli\u003eDocument or text classification\u003c\/li\u003e\n\u003cli\u003eInformation transfer between business tools\u003c\/li\u003e\n\u003c\/ul\u003e\u003ch3\u003eHow AI Helps\u003c\/h3\u003e\u003cp\u003eAI can help the automation understand and process information that is harder to handle with simple fixed rules. For example, it can summarize a long enquiry, categorize a request, extract useful details, prepare a draft response, or route information before the next automated step runs.\u003c\/p\u003e\u003ch3\u003eBusiness Benefits\u003c\/h3\u003e\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eAutomate Several Repetitive Processes\u003c\/strong\u003e — Reduce manual work across multiple areas instead of solving only one isolated task.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eConnect Your Existing Software\u003c\/strong\u003e — Help applications your business already uses exchange information automatically.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eReduce Administrative Work\u003c\/strong\u003e — Automate repetitive data entry, notifications, task creation, routing, and routine updates.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eProcess Information More Efficiently\u003c\/strong\u003e — Use AI where useful to summarize, categorize, extract, or prepare information inside the workflow.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eImprove Workflow Consistency\u003c\/strong\u003e — Create clear automated processes that follow the same agreed rules whenever a trigger occurs.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eKeep Your Team Informed\u003c\/strong\u003e — Publish alerts, send notifications, and create tasks for team members when attention is required.\u003c\/li\u003e\n\u003c\/ul\u003e\u003ch3\u003eIdeal For\u003c\/h3\u003e\u003cul\u003e\n\u003cli\u003eGrowing businesses\u003c\/li\u003e\n\u003cli\u003eDigital agencies\u003c\/li\u003e\n\u003cli\u003eeCommerce companies\u003c\/li\u003e\n\u003cli\u003eProfessional service companies\u003c\/li\u003e\n\u003cli\u003eSaaS businesses\u003c\/li\u003e\n\u003cli\u003eOperations and administrative teams\u003c\/li\u003e\n\u003cli\u003eCompanies using several disconnected software tools\u003c\/li\u003e\n\u003cli\u003eBusinesses that already understand which processes they want to automate\u003c\/li\u003e\n\u003c\/ul\u003e\u003ch3\u003eWhy Choose the Pro Plan?\u003c\/h3\u003e\u003cp\u003eThe Pro Plan brings several business processes together with up to three workflows, 15 automation steps, four connected applications, two AI-powered processes, conditional triggers, CRM automation, notifications, data processing, testing, documentation, revisions, and post-launch support.\u003c\/p\u003e\u003ch3\u003ePlease Note\u003c\/h3\u003e\u003cp\u003eAutomation platform subscriptions, AI usage, APIs, CRM services, email or messaging platforms, premium connectors, databases, and other third-party software or usage fees are billed separately where required.\u003c\/p\u003e\u003ch3\u003eWhat's Included\u003c\/h3\u003e\n\u003cp\u003eFull setup, integration and testing handled by our team. You receive a dashboard to monitor performance from day one.\u003c\/p\u003e\n\u003ch3\u003eDelivery Timeline\u003c\/h3\u003e\n\u003cp\u003eYour delivery timeframe is confirmed after we review the project requirements. Smaller projects may be completed within a few business days, while larger or more complex projects may require additional time.\u003c\/p\u003e\n\u003ch3\u003eSupport\u003c\/h3\u003e\n\u003cp\u003eProject support is available throughout the delivery process for questions, progress updates, and delivery assistance.\u003c\/p\u003e","brand":"Cogni AI Agency","offers":[{"title":"Default Title","offer_id":67650930245996,"sku":null,"price":699.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/1020\/2991\/8572\/files\/Gemini_Generated_Image_7mu4rb7mu4rb7mu4.jpg?v=1791349557","url":"https:\/\/smartshiftaiagency.com\/products\/ai-automation-pro-plan","provider":"SmartShift AI Agency","version":"1.0","type":"link"}