Paid orders become invoices
“When a customer pays for a Shopify order over $50, find their contact in Salesforce, create the QuickBooks invoice with sales tax added, and post the order number and total in Slack.”
For consultants and freelancers
Complete client jobs in hours, not weeks.
When a client posts an automation job, paste it into AnnE. She builds it with the client's apps, shows it working on sample data, and the client approves it before anything runs.
How a client job goes
From the job post to a job that runs
- 1
Paste the job post
The client's job post or email, as written. AnnE turns it into a plan in plain words and asks only what she cannot know.
- 2
Show it working
AnnE completes the job on realistic sample data, so the client sees the result before sharing a single password.
- 3
The client connects their apps
Each sign-in belongs to that client's job alone. You never handle their passwords, and neither does AnnE.
- 4
The client says yes
Then it runs, on a schedule or when something happens in an app, with every run on record.
Why consultants use AnnE
More client jobs, fewer late nights
Each client kept apart
Every client's jobs, sign-ins and history stay in their own job.
Approvals built in
Anything that sends, pays or deletes can wait for the client's yes.
Changes in a sentence
When the client asks for a tweak, tell AnnE what to change.
The same result every time
An approved job runs exactly as approved, so a fixed price stays fixed.
Jobs clients ask for
Each one is a sentence to AnnE
New buyers in your CRM
“When someone places their first Shopify order, add them to HubSpot as a contact with what they bought.”
Opted-in buyers on your list
“Every evening, add today's Shopify customers who agreed to marketing to our Mailchimp audience.”
Questions consultants ask
Do I need to write code?
No. Describe the job in plain words and AnnE builds it. If you want to adjust a value, the formulas read like Excel.
Can I bring jobs I already run in another automation tool?
Yes. Describe what the job does today and AnnE rebuilds it with the same apps.
Who holds the client's passwords?
The client connects their own apps. Each sign-in belongs to that one job and is never shown to you or to AnnE.
Can the client approve before anything runs?
Yes. Nothing runs without a yes, and anything that sends, pays or deletes can wait for a person every time.
What does it cost?
Start free. When a job goes live, choose the plan that fits it; mapping, filtering and cleanup never use credits.