Visual workflows that run your marketing for you
Drag nodes onto a canvas, connect them, and watch your automations come alive. Every review request, follow-up text, and task assignment flows through a tree your whole team can see and understand.
Build automations you can actually see
Most automation tools hide your logic behind menus and dropdowns. You set something up, forget how it works, and pray it's still running three months later.
SurfBloom workflows are visual trees. You drag a trigger onto a canvas — a new contact, an incoming review, a missed call. Then you connect it to what should happen next: send a text, generate a message with AI, create a task, wait three days, check if they responded. Every step is a node. Every connection is a line you can follow with your eyes.
Your front desk manager can look at a workflow tree and understand exactly what happens when a new client walks in. That's the point.
Infinite combinations.
Every workflow is assembled from the same building blocks — a library of nodes across four categories that snap together however your business needs them to.
Triggers
Triggers listen for the moments that matter. A contact is created, a review comes in, an SMS lands, a survey gets completed, a call is missed after hours. Your workflows fire exactly when they should — not on a schedule, but the instant something happens.
Actions
Actions are what happens next. Send a text. Fire off an email. Create a task on your kanban board. Respond to a review. Post to Slack. Push a notification to social media. Log a note on the contact. Cover every channel your business touches.
Logic
Logic controls the flow. If a customer left a 5-star review, go left — thank them. If they left a 2-star, go right — trigger damage control. Wait three days. Loop through contacts. Decision-making power that used to require a developer.
Artificial Intelligence
AI ties it all together. One node, four providers, three modes. Generate content, analyze incoming data, or summarize long text — all inside the same workflow, all using your brand voice, all running without you lifting a finger.
Watch it run in real time.
When a workflow fires, every node executes in sequence. Each node lights up as it runs on the canvas, and the full execution history is logged so you can trace exactly what happened to every contact, every time.
AutomateNo-Show Recovery
Turn missed appointments into re-booked revenue before you even realize they didn't walk through the door.
AI built into every workflow — your choice of provider
The AI node is the most powerful piece on the canvas. Drop it into any workflow and tell it what to do: write a personalized review request, analyze a call transcript, summarize feedback from a survey, or draft a follow-up message in your brand's voice.
Then pick which AI runs it. Claude, GPT, Gemini, or Grok — each available from a single dropdown. Different providers are better at different things. Switch between them anytime without rebuilding your workflow. The node even shows the provider's icon on the canvas so you always know what's powering each step.
Every message the AI writes uses your business name, your tone, your services, and your unique selling points. It doesn't sound like a robot. It sounds like you on your best day.
AI Processing Node
ID: nd_8x92mA
Start in minutes, not weeks
You don't have to start from a blank canvas. SurfBloom ships with ten templates built for the exact automations local businesses need. Pick a template, customize the messages, activate it, and it's live.
The Review Machine alone handles the entire lifecycle: new contact comes in, AI writes a personalized review request, sends it via SMS, waits five days, checks if they left a review, thanks them if they did, nudges them if they didn't. That workflow replaces what used to take your team thirty minutes per patient.
Every template is fully editable. Add nodes, remove steps, change the timing, swap the AI provider. They're starting points, not limitations.
The Review Machine
Automated lifecycle: ask, follow-up, and thank you.
Damage Control
Catch negative feedback before it goes public.
Appointment Reminder
Reduce no-shows with smart AI confirmations.
No-Show Recovery
Automatically re-engage missed appointments.
Welcome Sequence
Onboard new clients with your brand's voice.
Referral Request
Turn happy clients into your best marketers.