OlioIQ

The work between your systems, done without anyone pushing it

Single tasks or whole multi-step processes — intake, triage, dispatch, follow-up, reporting — running on rules you define, in the tools you already use.

Book a discovery callSee how it works

What it does

A lot of the work in a service business isn’t hard. It’s moving information from one place to another, sending the follow-up that was promised, updating the record, notifying the right person. None of it needs judgement. All of it needs to happen every time, and it doesn’t.

Automation covers single tasks: a follow-up sent, a record updated, a notification fired. Workflow automation connects those tasks into whole processes — a maintenance request that gets triaged, routed to a vendor, confirmed to the tenant, and reported to the owner without a coordinator touching it. We build to your rules and your systems, and we set explicit points where a human steps in.

How it works

  • TriggerA form, a call, a status change, a schedule
  • Rules appliedYour criteria — urgency, source, type, territory
  • Actions runUpdate, notify, assign, send
  • Logged and visibleEvery step recorded where your team can see it

What it handles, what it doesn’t

Handles

  • Lead intake and routing from portals, forms, and calls into one place
  • Maintenance request triage and vendor dispatch
  • Follow-up sequences and reminders
  • Quote follow-up
  • Owner and client status updates
  • Duplicated data entry between systems
  • Internal handoffs and notifications

Routes to your team

  • Decisions — approvals, exceptions, anything requiring judgement
  • Edge cases that don’t match a rule
  • Anything flagged as high urgency, which stops the flow and alerts a person

Where it fits

Works alongside CRM and Platform Integrations, AI Voice Agents, and Appointment Booking Systems.

Book a discovery call

Thirty minutes. We’ll map where your inquiries are going and tell you plainly whether this is worth building.

Book a discovery call