Features / Automations
The follow-up happens. Every time.
Levitate turns the dates and moments already in your data into emails, texts and handwritten cards that send on their own. Tell it who should go where in plain language, and let AI write each person their own message.
Birthdays, anniversaries and follow-ups go out on time, whether or not anyone remembers.
The moments that matter are already in your data.
Birthdays, anniversaries, a new opportunity, a form filled out on your website. Levitate turns each one into the right follow-up, automatically, so the moments you care about never slip through the cracks.
An email, a text and a card in the mail, in the right order.
Build one sequence that reaches people the way they'll actually notice: an email first, a quick text a few days later, a handwritten card for the moments that deserve one. Set it up once and it runs for every client.
Tell it who should go where. In plain English.
Route people by describing them. Instead of building filter rules, describe who belongs on each path: "contacts who've attended an event but haven't made a purchase." Levitate checks each person against everything it knows about them and sends them the right way. Use plain language on its own, or alongside the tags and filters you already use.
Write the instruction, not the email. Tell an AI email step what to say, and when the automation runs, Levitate writes each person their own email. Four hundred people get four hundred different emails, from one sentence of setup.
Follow-up that responds to what people do.
Opened your email? Downloaded the document? Levitate takes the next step based on what each person actually did. And when the reason for a sequence goes away, it stops, so nobody gets a message that no longer makes sense.
- Sent by a real person. Emails go out from your inbox, or the teammate who owns the relationship.
- Holiday-aware. Everyday sends pause on holidays. Birthday wishes still go out.
- See what's working. Opens, clicks and replies for every automation.
- Team controls. Admins decide who can build and edit automations.
- Test before you publish. Preview any path against a real contact first.
- Set up with you. Your Success Specialist helps you set up the ones that matter most for your business.
Automations pair well with:
Set it up once. Show up for every client, every time.
Book a demo and we'll build your first automation with you.“Clients no longer have to wonder what’s going on or wait for a callback to find out. They hear from us the moment their case moves forward. Because routine updates go out on their own, I spend more of my day on the legal work that actually moves cases toward resolution.”
Elizabeth Duty, Owner, Duty Law
Automations FAQs
Do automated emails come from me?
Yes. They send from your own inbox, or a teammate's, never from a marketing server.
Can AI write the emails?
Yes. Tell an AI email step what to say, and it writes a personal email for each person when it sends. Because those emails send automatically, be specific, and test on a small group first.
What if someone's situation changes?
Automations send people down different paths based on what they do, and stop when the reason for them goes away.
Will clients get messages on holidays?
Only the ones that should go out, like birthday wishes. Everything else waits.