For Small Business

Built for businesses that do more with less.

You wear every hat. Adaptive automates the repetitive work so you can focus on growth — no enterprise budget or IT team required.

Use cases built for you

Hand-picked automations and workflows for small business.

Customer Support Automation

Automate email responses to customer support inquiries from Gmail efficiently.

Customer Support
GmailSlack

Lead Qualification and Management

Automatically screen incoming leads from email and web forms, score them based on criteria, and route qualified prospects to your CRM. The system can analyze email responses and update lead status in real-time.

SMB
Gmail

Expense Tracking

Automatically categorize and track expenses from your Plaid-connected bank accounts.

Finance
PlaidGmailGoogle Drive

New Customer Alerts

Get an instant Slack notification every time a new customer signs up via email. Simple ops automation for staying on top of signups.

Customer Support
GmailSlack

Invoice and Receipt Collection from Email

Automatically scan Gmail for invoices and receipts, download PDF attachments, extract vendor names, amounts, dates, and categories. Organizes files by month and prepares for bookkeeping.

Finance
Gmail

Sales Pipeline Management

Track deals through your sales process with automated follow-ups, stage progression alerts, and revenue forecasting. Integrates with your CRM to update deal status and notify team members.

Ops
Gmail

Social Media Posting and Engagement

Schedule and publish posts across Twitter and other platforms. Monitor mentions, track engagement metrics, and automatically respond to common inquiries or comments.

Marketing
Twitter

Daily Executive Briefings

Generate automated morning reports combining calendar events, urgent emails, task priorities, and market trends. Delivered via email or Slack at a scheduled time each weekday.

Productivity
GmailGoogle CalendarSlack

Daily Sales Summary & Revenue Dashboard

Pull Square sales data every evening, break it down by item and category, and generate a revenue dashboard in Google Sheets with a daily email summary to the owner.

SMB
SquareGoogle SheetsGmail

Low Inventory Alerts with Restock Reminders

Monitor Square inventory levels on a schedule, alert in Slack when any item drops below a threshold, and auto-draft restock order emails to suppliers.

SMB
SquareSlackGmail

Customer Thank-You & Repeat Visit Automation

Send automated thank-you emails to first-time Square customers and trigger loyalty offers after repeat visits — all from purchase data, no manual tracking.

SMB
SquareGmail

Square-to-Bank Payment Reconciliation

Match Square transactions against Plaid bank deposits automatically, flag fee discrepancies, and generate a clean reconciliation report in Google Sheets.

Finance
SquarePlaidGoogle Sheets

Peak Hours Staffing Alerts

Analyze Square sales data by hour and day of week, identify peak traffic patterns, and send weekly Slack staffing recommendations with Google Calendar blocks for busy shifts.

SMB
SquareSlackGoogle Calendar

Slow Day Social Media Promotions

When daily Square sales fall below a target by early afternoon, auto-generate and post a flash promotion on Twitter to drive foot traffic and same-day revenue.

Marketing
SquareTwitter

How it works

1

Describe what you need

Tell Adaptive in plain English — e.g. "When a new lead emails us, score them and add to our CRM."

2

Connect your tools

Link Gmail, Slack, Google Sheets, or other apps you already use. No coding required.

3

Let Adaptive build it

Your automation or dashboard goes live in minutes. Change or extend it anytime by asking.

Run your business with one AI assistant.

Describe what you need in plain English. Adaptive builds it in minutes — no code, no consultants, no waiting.

Build your first automation

Frequently asked questions

Common questions about AI automation for small business.

With Adaptive, you describe the task in plain English — like "auto-reply to shipping questions" or "score incoming leads" — and the system builds and runs the automation for you. No developers, no enterprise software, no consultants.

Adaptive is purpose-built for small teams. Unlike Zapier or Make, you don't need to wire together triggers and actions manually. You just describe what you need and Adaptive creates the entire workflow, connects your tools, and runs it 24/7.

Yes. Adaptive connects directly to your Gmail inbox, categorizes incoming emails with AI, auto-replies to routine questions, and escalates complex issues to Slack. No ticketing platform required.

Adaptive connects to your bank accounts through Plaid, categorizes every transaction with AI, and generates weekly expense reports to Google Drive. You describe your categories in plain English and it handles the rest.

Adaptive offers a free tier and scales with usage, so you only pay for what you use. There are no enterprise minimums, no setup fees, and no need to hire technical staff to get started.