We map one workflow, then build the automation that runs it.

A missed call, a reminder, or an intake note. Phantom builds that one automation and keeps it running, with your team in control of approvals and exceptions.

For home services, clinics, law firms, and property teams.

See what we can automate

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Three workflows we can automate.

Clinics

Appointment requests, reminders, and cancellations

We tie booking requests, reminders, and cancellations to the scheduling record your clinic already uses.

Staff still handle clinical questions, exceptions, and any visit the software should not book.

Start with your scheduling system and the reminders you want to improve.

Professional services

Intake prepared for your team

We collect the facts from the call or the form and route them to the person who owns the next step.

That person still decides conflicts, representation, clinical answers, and anything the script did not cover.

AI intake or an answering service: how to compare

Map, build, maintain.

Step 1

Map the workflow

Follow it from start to finish: the tools, the owner, the handoff, and what happens when something is missing.

Step 2

Build the automation

Connect your tools using supported integrations, with clear approval steps for decisions your team needs to make.

Step 3

Maintain it

When the tool or the process changes, we update the map and the automation.