Automation

Automate your B2B sales,
from filter to action.

Define a segment of businesses with filters, pick an action — send a message, convert to leads, or start a follow-up workflow — and let Revio run it automatically, every day.

Start free Book a demo
Automation: New clients in Tirana
Trigger: Every day at 08:00TRIGGER
Filter: Technology · Tirana · 11–50 employeesFILTERS
1,284 businesses match
Action: Send email from the "Intro" templateACTION
Then: Convert to leads + assign to the teamACTION

How it works

Three steps.
Zero manual work.

Every automation follows the same simple logic: who to target, what to do and when. Build it once and it runs on its own.

1. Filter

Use the same filters as the directory — industry, city, size, status — to capture exactly the businesses you want.

2. Act

Send a message, convert the businesses into leads, or start a follow-up workflow. One automation, one clear action.

3. Run

Run it once manually, or set it to repeat every day or hour. Enable "backfill" to include existing businesses too.

Actions

What an automation
can do.

Three action types cover the whole flow — from first touch to a lead assigned to your team.

Send a message

Email, WhatsApp or SMS from a ready-made template. Pick the channel and let Revio send it to every matching business.

Convert to leads

Turn filtered businesses into CRM leads and assign them automatically — to a specific user, via round-robin or automatically.

Start a follow-up workflow

Drop matching businesses into a follow-up workflow, at the stage you choose, for multi-step sequences that run in the background.

Targeting & schedule

See who it reaches,
before you run it.

A live count of the businesses that match your filters, plus a schedule that runs the automation on its own — every day or every hour.

Filters
Technology Tirana 11–50 employees Active
1,284
businesses match right now
Repeats every day
Backfill for existing businesses
Active

Leave the repetitive work
to Revio.

Build your first automation in minutes — filter, act, run. Start free.