Workflows Your controlSocial mediaMarketingEmailHow they're builtAppsRules
StaffBox workflows

The work, step by step.

Every workflow starts on its own, does the busywork in the apps you connect, and stops for your OK before anything goes out.

HookSomething happens
FlowThe steps run
You approveIn your daily brief
Goes outSent or posted
LoopLearns, repeats

Only the apps you connectOnly the permissions you setChange or remove them any time

You're in control

It only works where you let it.

StaffBox can only use the apps you connect, and only with the permissions you choose. Change them or switch an app off any time, and it stops straight away.

  • Only the apps you grant. Nothing else is touched. If an app isn't connected, StaffBox can't see it.
  • Only the permissions you set. Read, draft or send, app by app. Most start at draft only.
  • Change it any time. Turn a permission down or remove an app in one tap, from your settings.
  • Every action is logged. See what it looked at and what it did, with the time.
Connected appsSample settings
G
GmailReads new email, writes drafts
I
InstagramPosts only after your OK
S
SquareBooking reminders from your template
Q
QuickBooksReads bills, never pays
D
Google DriveOne folder only: StaffBox Inbox
B
Bank accountNot connected · no access
Tap to try it. Changes apply straight away.
Social media workflow

From a photo on your phone to a full week of posts.

Six stages, one approval. You send real photos and clips. We plan, design, edit and schedule them, and you tap OK once a week.

01

Plan

On the 1st, a month of themes and dates is planned from your offers, last month's results and Toronto events.

NotionAirtableGoogle Sheets
02

Creative

Ideas and captions written in your voice. Your real photos are relit, retouched and cropped for each platform.

Google DriveiCloud PhotosPhoto enhance
03

Production

Reels and short clips cut from your footage, with captions, music and your logo added.

CanvaCreatomateCapCut
04

Templates

Your brand kit set up once: colours, fonts and layouts that every post follows, so it always looks like you.

Canva Brand KitBrand bible
05

You approve

One preview of the whole week on your phone. Tap OK, or change anything. Nothing posts until you do.

Daily briefPreview link
06

Schedule and post

Posts go out at the right times on every channel, and a weekly report feeds next month's plan.

PostizBufferMeta Business Suite

A typical week.

Three posts and a Reel, one Google post, and one approval. If you're busy, pre-approved evergreen posts keep the week from going quiet.

Mon
Week draftedPosts, Reel, captions
"Anything new?"Text asking for photos
Tue
Feed postInstagram · Facebook
Wed
Your OKOne tap, by 5 PM
Thu
ReelInstagram · TikTok
Fri
Google postOffer or event
Sat
Feed postInstagram · Facebook
Sun
Weekly reportReach, clicks, calls
Your OKPosts on scheduleRuns on its own

Runs on its own

  • Planning the month and drafting the week
  • Resizing for every platform
  • Posting at the scheduled times
  • Pulling the weekly numbers
  • Flagging a channel that stops connecting

Always waits for you

  • Every post and caption, before it's scheduled
  • Replies to comments and reviews
  • Anything about prices, offers or health claims
  • New templates and brand changes
  • Spending on ads
Marketing workflows

Keep showing up, without the weekly scramble.

Small, steady jobs that bring customers back: Google posts, reviews, offers and a monthly report on what worked.

Google Business posts

Every week

One offer or event post a week on your Google profile, with a button to call or book.

1This week's offer or event is picked
2Post written with dates and a button
3You approve it with the week's posts
4Posted, then calls and clicks tracked
Google Business ProfilePostizBuffer

Reviews

After every visit or job

Every customer gets one friendly request. New reviews get a reply drafted the same day.

1Job done or visit endsFrom your booking app
2One review request, two days later
3New review comes in, reply drafted
4You approve every replyUnhappy reviews always come to you
Google reviewsSquareCalendly

One offer, every channel

When you have something new

Tell us once about a new listing, menu or promotion. It becomes a post, a Google offer, an email and website copy.

1You send the factsA voice note or a photo is fine
2Fact sheet checked, nothing added
3Copy made for each channel
4You approve the whole pack
InstagramGoogleEmailYour website

Monthly results

First Monday of the month

One page on what worked: reach, clicks, calls, bookings and reviews. It sets next month's plan.

1Numbers pulled from every channel
2Best and worst posts picked out
3Next month's plan suggested
4You agree the plan in your brief
Meta insightsGoogle AnalyticsGoogle Sheets
Email workflows

An inbox that sorts itself and has replies ready.

Every email is labelled when it lands. Replies are drafted in your own inbox, and you press Send.

Inbox · sample
New leadPriya S. · Kitchen quoteHi, could you quote for a small kitchen reno in Leslieville?Replied in 1 min
BookingDana K. · Moving ThursdayIs there anything Friday morning instead?Draft ready
BillsSupplier invoice #4471Your invoice for October is attached.Filed for the books
Needs youMark T. · Not happy with the jobI'd like to talk about what happened on Tuesday.Flagged for you

Inbox sorting and replies

Every new email
1Email arrives and gets a labelLead, booking, bill, complaint, spam
2Sender looked up in your records
3Reply drafted in the same thread
4You read it and press Send
GmailOutlookGoogle WorkspaceHubSpot

Instant lead reply

Within a minute of a new enquiry
1Form, ad or website chat lead comes in
2Added to your contacts, duplicates removed
3Approved "thanks, here's what's next" email
4Anything about price or details waits for you
Website formsMeta lead adsHubSpotGmail

Booking reminders

Every booking
1Booking made or changed
2Confirmation from your approved template
3Reminders a day before and 2 hours before
4Cancelled slot offered to the waitlist
SquareCalendlyGoogle CalendarMindbody

Monthly newsletter

Once a month
1Drafted from the month's best posts and offer
2Built in your email tool, with your design
3Test copy to your inbox, you reply OK
4Sent only to people who agreed to hear from you
MailchimpMailerLiteBrevo
How they're built

Hooks start it. Flows do it. Loops keep it going.

Three simple parts sit behind every workflow. We build them for you, test them with you, and look after them.

Hook

What starts it.

A hook listens for something to happen in one of your apps, then starts the workflow straight away.

  • A new email or formGmail, Outlook, your website
  • A booking made or cancelledSquare, Calendly, Mindbody
  • A time on the calendarEvery Monday, the 1st of the month
  • A new photo in a shared folderGoogle Drive, iCloud
Flow

The steps it follows.

A flow is the written-down list of steps, in order, with the apps each one uses and the one place it stops for you.

  • Sort, look up, draftThe busywork, done in seconds
  • Approval stepWaits in your daily brief
  • Send, post or fileOnly after your OK, or from an approved template
  • Log every stepSo you can see exactly what happened
Loop

What keeps it going.

A loop repeats the workflow on its own and gets better each round, until the job is done.

  • Reminders until it's paid or confirmedThen it stops by itself
  • Last month's results shape next monthMore of what worked
  • Retries when an app is downAnd tells us if it keeps failing
  • Your edits teach itChange a draft, and the next one follows
Loop: the next run starts smarter HookNew email arrives SortLabel and look up DraftReply in your voice You approveOne tap in your brief Send and logRecorded for you Runs on its own Waits for you Loop HookNew email arrives SortLabel and look up DraftReply in your voice You approveOne tap in your brief Send and logRecorded for you

Example: the inbox workflow. Every StaffBox workflow has the same shape.

Approve once

Approve a template once. It repeats every time.

When you approve a reminder, a confirmation or a weekly post layout, that template runs the same way from then on. Anything outside it comes back to you.

Building

Picked, taught and tried. Your first workflow, in about five minutes.

Approved

Template signed off. Your words, your rules.

Connected

Hooked to your apps. We connect them on a short call.

Running

Repeats on its own. Pause or change it from your brief.

Works with

Built inside the apps you already use.

No new system to learn. Your accounts stay in your name. StaffBox works only in the apps you connect, with only the access you give each one.

Email and calendar

GmailOutlookGoogle WorkspaceMicrosoft 365Google Calendar

Social and listings

InstagramFacebookTikTokLinkedInYouTubeGoogle Business Profile

Design and video

CanvaCapCutCreatomateGoogle DriveiCloud Photos

Scheduling and posting

PostizBufferMeta Business SuiteLater

Email marketing

MailchimpMailerLiteBrevo

Bookings

SquareCalendlyMindbodyJanePushPress

Customers and leads

HubSpotFollow Up BossWebsite formsMeta lead ads

Automation and records

n8nZapierGoogle SheetsAirtableNotionSlack

Using something else? Most apps can be connected, but only if you choose to. We check yours on the setup call.

The rules

Every workflow follows the same four rules.

Nothing goes out without your OK.

Only templates you've approved, like reminders, send on their own.

Every step is written down.

Each workflow is documented, and every run is logged for you to see.

Only the access you give.

It works only in apps you connect, with permissions you set and can change or remove any time.

Consent comes first.

Emails and texts go only to people who agreed, as Canada's anti-spam law requires.

Build your first workflow today.

Pick one, teach it with a real example, and approve it. It takes about five minutes.

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