Keep a practice's work moving — and let your assistant set up the client, raise the tasks and tell you what is due before anyone has to ask
Aero Workflow actions
Ask in plain language — Praxivara picks the right Aero Workflow action, runs it, and confirms anything sensitive first.
Confirms your Aero Workflow connection is working before anything else is tried.
Lists every company in your Aero Workflow account with its name and id.
Finds companies by name so you can pick the right one.
Shows one company's full record, including its address, phone, billing rates and main contact.
Adds a new company or sales lead, optionally with its first contact person.
Lists every contact person on file with their name and id.
Shows one contact's full details, including every email address they hold.
Adds a contact person who is not tied to any company.
Lists the people on your team so work can be assigned to the right one.
Lists the kinds of work your firm has set up in Aero Workflow.
Lists the roles that a piece of work can be tagged with.
Lists your projects with both their short name and their full path name.
Lists your tasks, one page at a time.
Creates a task and assigns it to a member of your team.
Creates a task from one of your firm's own saved templates.
Creates a task from a shared library template.
Lists scheduled appointments, one page at a time.
Books an appointment on a team member's schedule.
Lists email items on file, including their recipients and message text.
Creates an email item with recipients and a message, which may reach the client.
Lists miscellaneous work items that are not tasks, emails or appointments.
Creates a miscellaneous work item that is not a task, email or appointment.
Adds a checklist step to a piece of work that already exists.
Records time worked against a piece of work, with the rate to bill it at.
Reads back a single time entry to confirm it was recorded correctly.
Shows a recurring work template's full setup and its checklist steps.
Lists the individual work items a recurring template has already produced.
Lists the checklist steps defined on a recurring work template.
Sets up repeating work from one of your firm's own templates.
Sets up repeating work from a shared library template.
Moves many recurring work templates to a different team member or group at once.
Replaces a recurring template's checklist with the steps from another template.
Generates the next batch of work items from a recurring template.
Generates a set number of upcoming work items from a recurring template.
Generates work items from a recurring template across a date range.
Lists the billing entities set up in your Aero Workflow account.
Shows one billing entity's full record.
Aero Workflow triggers
Events in Aero Workflow that can start an automation on their own — no clicks required once you set it up.
Fires when a client company is created in Aero Workflow.
What you can ask in plain English
No menus, no automation builder to learn. Type it like you'd ask a capable assistant — Praxivara figures out the Aero Workflow steps and shows you exactly what it did.
Related integrations
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