Let routine work move when a business event happens

Build automations from Mister James events, conditions, and actions. The process runs inside the same system that holds the contact, deal, or document it changes.

✓ Free demo version • Modular setup • No credit card required

Automation platform illustration showing connected business modules around a central workflow hub

Easy to use. Powerful for business automation by design.

Business events

Conditions

Timed controls

CRM and document actions

Trigger

Start from an event the platform already understands

Start a process from a new contact, deal-stage change, form submission, website visit, appointment, activity, or supported order document. Manual triggers stay available for work that should begin on demand.

Decision

Let the process respond to the record in front of it

Add contact conditions with yes and no paths, or control timing with waits, weekdays, and months. The automation can follow different branches without moving data to an external workflow service.

Action

Carry out the next step where the work belongs

Assign segments, products, activities or permissions, update contact source and campaign fields, create feed notes, send email or notifications, move and create deals, or prepare supported draft documents.

Available tools

Keep the builder aligned with the modules in use

Actions appear when the required Mister James module is active and the user has edit permission. The available automation surface therefore follows the organisation's chosen operating system.

Actions panel with options such as Assign Segment, Assign Product, Capture Activity, Create Feed Note, and email settings.

One modular business operating system

The operating system can react from within its own context

Automations connect the modules an organisation has selected. A focused setup can handle one repeat process, while a wider Mister James platform can coordinate customer, sales, and order events without a separate automation island.

Try it yourself.

Get 30 days of Mister James and experience the platform with no commitment. Explore the features, see how it fits your business and discover a smarter way to work. Start your free trial today.

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