Workflow Automations
Most pipelines fail at the handoff. Leads arrive from multiple channels, details get lost, and appointments slip. Midra’s Lead → Calendar → CRM Automation captures every lead, qualifies it based on your business rules, books meetings, and syncs everything to your CRM with zero manual steps.
Every lead captured. Every meeting booked. Every detail recorded—automatically.
Centralizes all leads from forms, ads, chat, phone, email, WhatsApp
Qualifies leads using your business logic
Books or reschedules meetings in your calendar
Pushes contact data and meeting info into your CRM instantly
Sends confirmations and reminders
Eliminates double-bookings and lost opportunities
Fully configurable rules, conditions, and routing
Powered by secure, auditable Midra custom workflows
Web forms, chat agents, phone agents, WhatsApp/SMS agents, landing pages, Meta/Google forms, Typeform, and custom sources.
You define the criteria—service type, budget, location, urgency, team availability—and Midra applies it instantly.
Yes. It can route to different calendars, departments, or team members based on rules you set.
The automation handles reschedules, updates the CRM, and adjusts reminders.
Yes. Everything is logged, editable, and visible in your CRM or portal.
Fully. Each location can have its own routing, calendars, and qualification rules.
Let's talk about how Lead Automation Agents can help your business.
Intake and onboarding often slow everything down. Missing documents, inconsistent data, manual reminders, and constant back-and-forth drain your team. Midra’s Intake & Onboarding Automation turns every step into a clean, repeatable process. Data collection, document handling, approvals, and notifications flow automatically across your tools.
“Every onboarding step completed the same way—every time.”
Collects structured intake data
Sends onboarding forms, instructions, or documents automatically
Creates CRM/contact records instantly
Triggers internal tasks or approvals
Sends client/patient reminders and next steps
Handles multi-stage onboarding sequences
Reduces admin errors and processing delays
Powered by secure, configurable Midra custom workflows
Client info, service needs, medical details, legal case details, financial profiles, documents, signatures—whatever your workflow requires.
Yes. We build step-based sequences with automated triggers, checks, and reminders.
Yes. It plugs into your CRM, calendar, email, document system, or practice software.
Yes, and uploads can automatically be routed to the correct folders or systems.
Absolutely. Task routing is part of the onboarding logic.
Everything is editable—steps, conditions, routing, messaging, and timing.
Let's talk about how canIntake & Onboarding Automation can help your business.
Documents are often where operations slow down—manual creation, copy-pasting details, missing signatures, outdated templates. Midra’s Document Automation generates proposals, forms, agreements, and reports using real-time data from your systems and delivers them to clients or teams instantly.
“Documents that build themselves—with zero manual work.”
Generates documents from CRM or intake data
Supports PDF, DOCX, HTML, and email formats
Sends documents automatically for review or signature
Routes completed files to the right folders or systems
Ensures version control and consistent formatting
Handles multi-document processes (e.g., onboarding bundles)
Reduces admin time and eliminates copy-paste errors
Powered by Midra’s secure, configurable custom workflows
PDF, DOCX, HTML, emails, and multi-document bundles.
Yes. Any field or variable can be inserted into templates.
Yes—DocuSign, SignRequest, Dropbox Sign, and others.
Yes. We set up automatic routing rules based on type, client, service, or stage.
Yes. Templates are fully editable and version-controlled.
Workflows can be designed to ensure mandatory fields, approvals, and signatures.
Let's talk about how can Document Automation can help your business.
Missed appointments, late payments, silent leads, and “forgotten” tasks cost teams time and revenue. Midra’s Reminder & Follow-Up Engine automates every touchpoint—appointment confirmations, rescheduling flows, renewals, payments, treatment plans, case updates, onboarding steps, and anything your operation relies on.
“If it needs to be remembered, Midra remembers it for you.”
Automated reminders through WhatsApp, SMS, email, or voice
Dynamic logic based on status changes or outcomes
Reduces no-shows and missed deadlines
Supports one-time, recurring, or multi-stage sequences
Routes failed reminders to staff with full context
Custom timing for every flow: same-day, next-day, multiweek
Clean audit trails inside your systems
Powered by Midra’s secure custom workflow engine
Appointments, rescheduling flows, payments, renewals, tasks, onboarding steps, treatment plans, and case updates.
WhatsApp, SMS, email, and voice—based on your preferences.
Yes. Fully. You can define exact timing or build dynamic schedules based on status.
Absolutely. Cancellations, new bookings, document uploads, or CRM status changes can trigger new sequences.
The system alerts staff or triggers fallback actions depending on your rules.
Yes. Everything is logged and can be pushed into your CRM or portal.
Let's talk about how can Reminder & Follow-Up Engine can help your business.
Most operations break down between stages: intake → service → updates → completion. Midra’s Lifecycle Management Automation tracks every client, patient, or case across every stage. Each transition triggers tasks, reminders, documents, and updates automatically—ensuring consistent, predictable execution.
“A complete map of your lifecycle—fully automated and always up to date.”
Multi-stage lifecycle definition customized to your business
Stage-based automations: tasks, emails, reminders, documents
Automatic routing to internal teams
Real-time updates to clients or patients
Centralized status visibility in your portal
Eliminates handoff errors between departments
Supports multi-location and multi-service logic
Powered by configurable, secure Midra custom workflows
Client journeys, patient treatment plans, legal case stages, property sale/rent stages, financial advisory cycles, and custom pipelines.
As many as your operation needs—simple or highly granular.
Tasks, reminders, document generation, routing, role-based notifications, status updates, calendar events, or escalations.
Yes. Midra can send WhatsApp/SMS/email updates automatically based on stage changes.
Yes. Stages can be synced into your CRM or displayed in your Midra portal.
The system flags inconsistencies, triggers corrective actions, or alerts the right team.
