Workflows
Scout reads the last 7 days of runs. A broad ask reports the most urgent problem it finds.
- A step opting people out
- A step that failed
- A step that rarely gets a reply
- Invalid numbers
- People asking for a human
Scout
Tell it what to watch. It reports back.
Scout reads the last 7 days of workflow runs and phone calls. You name the check in English. It repeats the watch back before saving, then puts an approval or a suggestion on the home screen. In the same chat you can ask about spend, leads, and cost per lead. A comparison or a stretch of time also gets a chart from those rows.
Live demo
Watches, questions, charts. Same sample shop.
Switch the demo. Confirm a watch, ask a question, or open a chart. Northside Plumbing and every number are a sample, not a live account.
Scout
Northside Plumbing · sample, not a live account
Start a watch
These are the examples in the product. Scout repeats the schedule back before it saves.
Weekday mornings, a clock time, or “when …”.
Home is clear
Run a watch. The finding lands here as an approval, a suggestion, or a call to review.
Questions
Ask in English. It cites the rows.
The box says “Ask about spend, leads, campaigns…”. An organization thread starts with four questions: worst cost per lead, portfolio spend and leads over 90 days, where to focus this week, and lead sources. A business thread starts with four others: improving campaigns, spend and leads over 90 days, which campaigns are pulling their weight, and what changed this month.
While it looks, the thread says “Sniffing through data”, then “Surveyed N sources” with the tool names. It may cite the last 30 days already on screen: spend, leads, and blended CPL for an organization, or leads, calls, and appointments for one business. Anything past that snapshot has to come from a tool in the thread. It does not invent spend, leads, clicks, or CPL.
Connected channels on that strip are Google Ads, Yelp Ads, Yelp leads, LSA, Thumbtack, and Voice. The sample shows Google Ads, Yelp leads, and Voice.
Charts
A chart after the lookup. Not before.
When the question compares businesses, channels, or campaigns, or asks about a stretch of time, Scout charts rows it already has. Line, bar, area, or pie. The caption is “Based on” plus the tool, such as “Based on Portfolio overview”. If the rows do not match, the thread says “Couldn't draw that chart from the data returned.”
“Which businesses have the worst cost per lead?” uses the highest and lowest CPL lists. Each line is the business, its CPL, spend, and leads. A business with no spend or no leads is left off. The list stops at five. If none qualify, the line is “none with spend and leads.”
Portfolio overview is one row per day of spend and leads. Source performance is lead volume, phone capture, and appointments by source. It does not compute cost per lead. Thumbtack can have leads and no ad spend, so it has no CPL.
Campaign comparison ranks campaigns by qualified actions per dollar and includes cost per lead. Scout does not change budgets. A next step is a card. Nothing applies until you open it in the product.
The demo’s second row is labeled Sample business so the ranking has a high and a low. Northside Plumbing is the same fictional shop as the watches.
Three steps. Then it waits.
- 01
Name the watch
Weekday mornings, a clock time, or “notify me when …”. The examples in the product are the four buttons in the demo.
- 02
Confirm before it saves
Scout shows the schedule and who receives it. Save it, run it now, or leave it. Nothing is stored until you confirm.
- 03
Approve, open, or dismiss
A step removal asks you to read the change first. A phone problem opens the newest call. Dismiss drops it from the list.
What it watches
The last 7 days. One finding.
A broad ask such as workflow improvements reports the most urgent problem in that week, not a list of everything. The runs come from the workflow builder.
Phone calls
Phone checks use the same week of calls. Opening one takes you to the newest call.
- Calls that end early
- Failed transfers
- A phone tool that failed
- Wrong or inconsistent information
- A booking claimed without the booking tool
Schedule
When it runs. Where it lands.
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Weekday mornings
“Every morning” is this schedule. It does not run Saturday or Sunday.
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Every week
One check each week.
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Every day
Name the time. “Every day at 8am” runs at 8:00 Pacific.
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Once
“Tomorrow morning” is 8:00 Pacific the next day.
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When a line is crossed
“Notify me when …” waits for that condition instead of a clock.
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In the product, or by email
Email goes out with the finding and a link back. With an organization domain, the from address is support@that domain. Otherwise it is [email protected].
FAQ
Seven days. Then you decide.
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What does Scout read?
The last 7 days of workflow runs and phone calls. A broad ask reports the most urgent problem in that week, not a list of everything.
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Does a watch save before you confirm it?
No. Scout shows the schedule and who receives it. Save it, run it now, or leave it. Nothing is stored until you confirm.
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Where do findings show up?
Approvals, suggestions, and calls to review land on the home screen. A step removal asks you to read the change first. A phone problem opens the newest call. Dismiss drops it from the list.
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What address does the email come from?
Email goes out with the finding and a link back. With an organization domain set, the from address is support@that domain. Otherwise it is [email protected].
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