Features · Automations

The follow-ups send themselves.

The pickup SMS, the thank-you email, the quote that needs a nudge after a quiet week. None of it is hard, and all of it is easy to forget on a busy Saturday. An automation is one sentence: when this happens, do that. After that it happens every time, whether anybody remembered or not.

Plain language, no scripting Every run is logged
Ready for pickupActive
When
A repair's status becomes Ready for pickup
Any repair · any store
then
Do
Send the pickup SMS to the customer
Template with your address and opening hours
23 runs this monthLast: today 10:42 · repair R-30920 typed by hand
How it works

One sentence: when this happens, do that.

Every automation is a trigger and an action, written in plain language inside Gem Logic. No scripting, no consultant, and no third step where somebody has to remember.

WhenSomething happens

A repair, sale, quote, memo or creation changes status. A sale is fully paid. A status sits stale for a week. A customer's birthday or wedding anniversary comes around.

DoSomething useful

Send an email from a template or an SMS through Twilio. Generate the invoice, repair form or certificate PDF. Change a status, print the receipt, or put a notification in front of a teammate.

Every timeNobody has to remember

The rule does not get busy on a Saturday and it does not go on holiday. The fortieth pickup SMS of the month goes out exactly like the first one did.

The rules

A handful of rules covers most of your follow-ups.

Most shops start with three or four. Each one is a line in a list with a switch, a count of how often it ran, and a log of every run. Switch one off and it goes quiet; it does not delete anything.

Automations4 activeRuns counted for July 2026
When
Repair becomes Ready for pickup
Do
SMS the customer with address and opening hours
23this month
When
Sale is fully paid
Do
Email the invoice PDF · thank-you task in 1 week
31this month
When
Quote untouched for 7 days
Do
Send the follow-up email before it expires
6this month
When
Creation moves to Stone setting
Do
Notify the goldsmith · progress email to the customer
4this month
When
Memo return 1 day overdue
Do
Remind the supplier by email
0switched off
Every run leaves a record

When a customer says they never got the pickup message, you do not have to guess. The log shows the rule fired at 10:42 for repair R-3092, with the message that went out, and the same message sits on the customer's timeline.

Templates carry the details

The SMS does not say Dear Customer. Templates pull in the name, the repair number and the amount due, so the message reads like somebody at the counter wrote it, because somebody at the counter wrote the template.

Dates, not events

Some follow-ups belong to a date, not to an event.

A birthday is not triggered by anything the customer does. Neither is the week after a purchase, or the year after a wedding band. These rules watch the calendar and fire on the day, using the dates already on your contacts and sales.

This week, from the date rules
4 rules watching the calendar
Tuesday
Birthday email with a small discount
Marta Feld · birthday on her contact record
Wednesday
Thank-you email, one week after the purchase
Sale S-4471 · completed last Wednesday
Thursday
Wedding anniversary note
Jan and Elke Devos · three years
Friday
One-year reminder: free cleaning and inspection
Sale S-3120 · one year ago
None of these dates was typed into a marketing tool. They come from the contact records and the sales themselves.
The one-year reminder is the quiet one

A free cleaning a year after the sale brings the customer back through the door, which is where jewelry gets bought. Almost no shop sends it by hand, because a year ago is a long time to remember.

Personal, not a campaign

Each message goes to one person on their day, from your address, with their name. It reads like the shop remembered, because in every way that matters, the shop did.

The number to know

How many follow-ups went out with nobody pressing send?

This is a quiet month for a small shop. Every one of these is a moment where a customer heard from you at exactly the right time, and none of them cost anybody at the counter a minute.

Automation runs · July 2026
64follow-ups sent themselves
SMSEmailPDF and print
23pickup messages for finished repairs
31invoices and thank-yous after paid sales
10birthdays, anniversaries and nudged quotes
Nobody pressed send. Nobody forgot either, which used to be the choice.

Which follow-up would you stop remembering first?

Book a demo and bring the one that slips most often, the pickup SMS or the quote nudge or the one-year reminder. We will build that rule while you watch, and it will still be running a year from now.

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