Aero Workflow

Your AI assistant for Aero Workflow. 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. Ask in plain words and it does the Aero Workflow steps for you.

Projects & Business 37 actions 1 trigger

7-day free trial on every plan.

No setup per taskConnect Aero Workflow once and it’s ready for every request.
You choose what it may doPick the actions it can use when you connect.
Disconnect anytimeIt stops right away. Nothing in the app is deleted.

Things you can ask in Aero Workflow

Type it, text it or say it on a call. It picks the right Aero Workflow steps and shows you what it did.

Actions

37

You never pick an action. Say what you need and it chooses the right one. Here is everything it can do in Aero Workflow.

Create and addNew records and entries, from a plain-words ask.
Add a company or leadAdd a standalone contactCreate and assign a taskCreate a task from a templateCreate a task from library templateBook an appointment
Find and readLook anything up without opening Aero Workflow.
Check the Aero connectionList all companiesSearch companies by nameGet one company's detailsList contact peopleGet one contact's details
Update and organizeKeep things current as they change.
Set up recurring workReassign recurring work in bulk
More actionsEverything else it can do in Aero Workflow.
Recurring work from library template
Showing the main actions in each group.

Triggers

1

When something happens in Aero Workflow, an AI agent can start on its own. Pick an event, and say what should happen next.

Then An AI agent starts and runs the steps you describe.

It only does what you allow.

Choose which Aero Workflow actions it may use, and how often it checks with you. Looking things up just runs.

  • Turn off what you don’t need, when you connect or anytime after.
  • Disconnect in one click. Nothing in your Aero Workflow is deleted.

Aero Workflow questions

Try Praxivara for free, open Integrations, pick Aero Workflow and follow the steps to connect your account. You can change or remove it anytime.

Hand off the Aero Workflow busywork.

Try it free for 7 days and connect Aero Workflow in a click.