Business Automation

Repetitive work, handled automatically.

Define your processes once — notifications, CRM updates, follow-up sequences — and let Nexagent execute them automatically on every relevant event.

Example workflows

Appointments

Trigger: Appointment request submitted

Action: SMS notification sent to front desk → staff review prompt opened

CRM

Trigger: New customer identified on call

Action: CRM record created with caller info, call summary, and timestamps

Safety

Trigger: Urgent concern raised

Action: Clinic-approved urgent-call instructions used; staff follow-up depends on coverage

Appointments

Trigger: Cancellation request received

Action: Cancellation flagged for staff review and confirmation

Follow-up

Trigger: Callback requested

Action: Callback task created in staff queue with caller details

After Hours

Trigger: After-hours call received

Action: Voicemail captured and transcribed — email sent to manager

Built for real clinic and business workflows

Nexagent's automation layer connects your AI receptionist to your existing tools — no manual glue code, no duplicate entry.

Define once, run forever

Build a workflow once and it executes automatically — no repeat setup, no manual triggers.

Smart notifications

Route the right information to the right people via SMS, email, or in-app — at exactly the right moment.

CRM integration

Create and update customer records automatically based on call outcomes, without manual data entry.

Structured logging

Every automated action is logged with timestamps, trigger details, and outcomes — fully auditable.

New patient onboarding

When a first-time caller is identified, kickstart your onboarding sequence automatically.

High reliability

99%+ success rate across thousands of automation runs — monitored and retried on failure.

Powered by n8n workflows

Nexagent's automation layer is built on n8n — a battle-tested, enterprise-grade workflow engine. Your automations run reliably, are fully auditable, and can be extended as your business grows.

Stop doing things manually.

Book a demo and see how Nexagent automation fits your existing workflows.

Book a Demo