Sales & Invoicing
Quotes, orders & invoices
Inventory
Track stock in real time
CRM Suite
Manage clients & leads
Menu Builder
Branded menus for your clients
Fulfillment
Delivery & shipping management
Accounting
Payments & financial tracking
Automations
Workflows that run your business
Budspot AI
AI employees for every role
Language
Workflows Built
Around You.
Build fully custom automations that mirror your exact business processes β no code, no consultants. Just your logic, automated.
Automations
8 active Β· 3 paused
Low Stock Alert
Inventory drops below threshold
Invoice Follow-up
Invoice unpaid after 7 days
New Client Welcome
New CRM contact created
Weekly Sales Report
Every Monday at 8:00 AM
Workflow Builder
Trigger
Inventory < 10
Condition
If SKU = Flower
Action
Notify Sales Rep
Action
Flag for Reorder
Hours Saved / Mo
80+
on average per team
Automations Run
12,480
β 34% this month
Core concepts
Two powerful building blocks
Every automation in Budspot is built from Actions and Processes β designed to mirror how your business actually operates.
Automate What Happens Next
Actions are the engine of your automations β the tasks that fire automatically when conditions are met. Connect your entire workflow without lifting a finger.
Send Notifications
Auto-send emails, SMS, or in-app alerts to clients, reps, or managers when events happen.
Update Records
Automatically update order status, inventory counts, CRM fields, or client data when triggers fire.
Trigger Integrations
Push data to METRC, Slack, your email provider, or any connected platform in real time.
Fully customized
No two businesses are the same. Your automations shouldn't be either.
Unlike generic automation tools, Budspot's automation engine is built around cannabis wholesale workflows. Every trigger, condition, and action is designed for the way your operation actually runs β whether you're a single-state distributor or a multi-location MSO.
Define your own rules, thresholds, and logic. Your automations reflect your business, your team structure, and your client relationships β not a generic template.
- Trigger on any entity: orders, inventory, clients, payments
- Set conditions based on your custom fields and values
- Chain unlimited steps with delays and branching
- Assign tasks to specific team members or roles
- Run once or on a recurring schedule you control
- Full run history and error logs for every automation
Your Custom Flow
TRIGGER
Sales order status β "Fulfilled"
CONDITION
If order total > $5,000
ACTION
Email invoice to client
WAIT
Delay 3 days
ACTION
Create follow-up task for rep
ACTION
Log event in CRM timeline
Running Β· Last triggered 4 min ago
Real-world examples
Automations your business will actually use
Pre-built templates to start from β or build yours from scratch.
Low Stock Alert
When inventory drops below threshold β notify sales rep + flag item for reorder + update CRM notes.
Invoice Follow-up
When invoice is unpaid after 7 days β send reminder email β after 14 days β assign task to account manager.
New Client Onboarding
When a new client is added β send welcome email β create onboarding task β assign to sales rep.
Order Status Update
When sales order moves to "Fulfilled" β notify client automatically β log delivery event in CRM.
Weekly Sales Report
Every Monday at 8am β compile previous week's orders β email summary to management team.
Compliance Check
When new product is added β verify license fields are complete β flag for review if missing.
Your business, on autopilot
Stop doing manually what a machine can do for you.
Set up your first automation in minutes β no code, no setup fees.
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