Aero Workflow

aeroworkflow.com
Help desk AI Productivity CRM Business management

Aero Workflow is built for accounting practices and other client-services teams that need reliable onboarding and organization. It automates the “what happens next” moments—turning incoming client/account details into structured records like contacts, tasks, appointments, and vault entries—so work doesn’t stall between systems. With a focus on keeping operations tidy and responsive, Aero Workflow helps teams reduce missed steps and maintain consistent follow-through for every new client.

When new client/account details show up, Aero Workflow helps transform that raw information into the operational records your team needs immediately. With Get BOB, BOBs can watch for new company creation, find or create the matching company record, and then populate your day-to-day execution layer—creating contacts, tasks, and appointments with the right structure—so onboarding and follow-ups happen consistently.

BOBs can also ensure secure recordkeeping by generating vault entries for each client, and they can draft/send onboarding emails using Aero’s email creation capability. This unlocks use cases like automated client onboarding, smoother handoffs between intake and delivery, fewer missed follow-ups, and cleaner CRM/practice operations without manual copy-paste.

What can BOBs do with Aero Workflow?

Perform actions

  • Create Appointment
  • Create Company
  • Create Contact
  • Create Email Aero
  • Create Task
  • Create Vault Entry
  • Find Company
  • List Aero Type Options
  • List Assigned To Options
  • List Contact Options
  • List Hat Options
  • List Project Options

Listen to real-time events

  • New Company Created Event