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Typeform AI

28 workflows. Jobs Maito handles with Typeform, from Slack or email. Typeform works through a skill: your steps, with a login or API key kept in the Vault.

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$149/month per workspace · Unlimited people · AI usage billed by your provider

All Typeform workflows.

28 workflows

Start here Score and route inbound leads New sign-ups and form fills get researched and sent to the right rep, or to nurture. Sales · When something happens Works with HubSpot, Salesforce.
Start here Check the job address is in our area Every enquiry gets a clear in-area or out-of-area answer from your zone table, not a guess. Sales · When something happens Works with HubSpot, Salesforce, Airtable, Microsoft 365.
Start here Ask customers only for missing job details Maito checks each request against your checklist and asks only for what's missing. Sales · When something happens Works with Gmail, Microsoft 365, HubSpot, Salesforce.
Decide if a job needs a site visit A short brief on each visit request shows whether a remote estimate is enough. Sales · When you ask Works with Google Calendar, Microsoft 365, Gmail.
Ask why a quote was lost Each lost quote gets one polite question, and the reasons are sorted into price, timing and capacity. Sales · On a schedule Works with HubSpot, Salesforce, Gmail, Microsoft 365.
Chase missing paperwork before appointments Clients get a reminder about missing documents days before their appointment, and you get the list. Operations · On a schedule Works with Gmail, Microsoft 365, Box.
Route accessibility requests to the right person Access and transport requests reach the person who can arrange them, with details kept private. Operations · When something happens Works with Linear, Asana.
Make sure each rental is ready before check-in When one guest leaves and another arrives, track the cleaning, escalate if it's late, and list what's at risk. Operations · On a schedule Works with Calendly, Cal.com, Google Calendar, Microsoft 365.
Check returned gear before re-renting it Every return is checked against what went out, and nothing shows as available until someone has looked at it. Operations · When something happens Works with Airtable, Gmail, Microsoft 365.
Price every change before work starts A customer's change request becomes a priced change order, so extra work never starts on a text message. Operations · When you ask Works with Slack, Email.
Draft the daily site report At day's end Maito assembles the site report from the day's notes, deliveries and time punches. You correct it and sign. Operations · On a schedule Works with Box.
Turn walkthrough notes into a punch list Walkthrough notes become tasks by room and trade, and an item only closes when the inspector accepts it. Operations · When you ask Works with Linear, Asana, Box.
Open a corrective-action record for a defect A defect report is linked to the lot and order, the investigation is assigned, and nothing is closed until quality decides. Operations · When something happens Works with Airtable, Microsoft 365.
Prepare for a new client consultation Before an initial consultation, Maito collects the facts, drafts a sourced timeline and sends conflict review to the lawyer. Legal · When something happens Works with Gmail, Microsoft 365, Notion, Confluence.
Chase hiring managers for interview feedback Maito chases overdue interview feedback and shows which decisions are slipping, without ranking candidates. Customer success · On a schedule Works with Gmail, Microsoft 365.
Collect references with the candidate's permission Maito requests references only after consent, tracks replies and flags details that don't match. Operations · When something happens Works with Gmail, Microsoft 365.
Confirm candidate details before a submission Maito asks a candidate to confirm current details before submission and updates only what they confirm. Operations · When something happens Works with Gmail, Microsoft 365.
Set up a new hire's first week Maito builds the new hire's checklist, sends the forms and tells you what is at risk. People and HR · When something happens Works with Linear, Asana, Gmail, Microsoft 365.
Chase missing weekly timesheets Maito finds missing and doubtful timesheets before payroll, and asks each person to fix their own. People and HR · On a schedule Works with Slack, Email.
Match returned parcels to refunds Maito reconciles each returned parcel with the inspection and refund, and updates stock once. Operations · When something happens Works with Gmail, Microsoft 365.
Route purchase requests to the right approver Maito turns a purchase request into a structured one, routes it by amount, and checks it against the job budget. Finance · When something happens Works with QuickBooks, Xero, Gmail, Microsoft 365.
Write the shortage claim at the dock Maito turns a receiving form into a supplier claim with quantities, photos and the deadline. Operations · When something happens Works with Gmail, Microsoft 365, Box.
Release invoices once deliveries are signed Maito matches signed delivery slips to orders and prepares invoices, holding any with shortages for review. Finance · When something happens Works with QuickBooks, Xero, Gmail, Microsoft 365.
Prefill forms from documents for review Names, dates and addresses get filled in from the documents you already have, so staff only check and fix. Operations · When you ask Works with Box.
Lock final catering counts before the event Final guest counts, allergies and delivery details get confirmed in one sheet a week before each event. Operations · On a schedule Works with Google Calendar, Microsoft 365, Gmail.
Verify dental coverage before appointments Every upcoming patient shows as verified or not, with the date and source, so the front desk works from a list. Operations · On a schedule Works with Gmail, Microsoft 365.
Collect lesson reports after every session Each finished lesson gets attendance and a short report from the tutor, and the missing ones are chased. Operations · When something happens Works with Google Calendar, Microsoft 365, Gmail.
Track laundromat machine complaints to a refund Each failed-machine report gets the machine, time and payment, so repeat faults and refunds are easy to see. Customer support · When something happens Works with Airtable, Microsoft 365.

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