Automated Workflows for Small Business Operations
Automated workflows for small business handle client onboarding, invoice follow-ups, and daily operations so you focus on growing the business instead of running checklists.
Automation for Real Business Operations
Workflows built for how small businesses actually work.
Client Onboarding Automation
New client signs up and Trilo creates a project, assigns an account manager, sends a welcome message, and generates onboarding tasks. Your team starts delivering from day one.
Payment and Invoice Follow-Ups
Set up automatic reminders for overdue invoices and pending payments. AI drafts follow-up messages and schedules them so you get paid on time without awkward manual emails.
Operations Checklists on Autopilot
Daily opening procedures, weekly inventory checks, and monthly reporting all run on their own. Each checklist creates itself on schedule with the right assignees already attached.
Workflows Across Locations
Running more than one location? Create a workflow once and apply it to each branch. Standardize how every location handles orders, complaints, and daily tasks.
Why Business Owners Choose Trilo
Practical automation for practical people.
Built for Business Owners
Workflows designed for real business operations like client onboarding, invoicing, and daily procedures rather than abstract enterprise concepts.
Reclaim Your Evenings
Stop spending nights on admin tasks. Automated workflows handle the follow-ups, reminders, and checklists that used to eat into your personal time.
Scale Without Hiring
Automation lets your current team handle more clients and more work without adding headcount or burning out.
Questions from Business Owners
What small business owners ask about automation.
Client onboarding, invoice follow-ups, daily operations checklists, employee onboarding, content approval, vendor management, and order fulfillment workflows. Any repeating process with defined steps can be automated.
Yes. Trilo is built for business owners and operations managers, not developers. Set up workflows through a visual interface or describe what you need and AI builds it for you.
Yes. Automated workflows can draft and send follow-up messages, status updates, and reminders. AI writes the messages based on your tone and brand voice, and you can review before sending if you prefer.
Trilo uses per-workspace pricing, not per-seat. Whether you have 3 employees or 30, you pay the same amount. This makes it predictable as your business grows.
Related Features
Put your business operations on autopilot
Client onboarding, invoicing, and daily checklists that run themselves. Per-workspace pricing.