Does the SimplyBook.me agent actually execute tasks?

Yes. Unlike a copilot that just suggests text, this agent performs the work across your connected apps, such as updating records or sending emails.

How does this differ from SimplyBook.me native features?

SimplyBook.me handles the booking itself. DoMyWork handles the cross-app work that happens before and after, like syncing to your CRM or drafting custom follow-ups.

Is this better than Zapier for SimplyBook.me?

Zapier requires you to build rigid step-by-step logic. DoMyWork uses natural language to understand your goal and executes the entire process across 1,500+ apps.

Can I monitor what the agent does in SimplyBook.me?

Yes. You can set the agent to run on autopilot for specific events, and you can review all completed actions in your activity log at any time.

Is my SimplyBook.me booking data safe?

Yes. We use enterprise-grade security to ensure your data stays private and is only accessed to perform the tasks you have authorised.

Can the agent connect SimplyBook.me to multiple apps?

Yes. The agent can pull data from SimplyBook.me and simultaneously update your CRM, send Slack alerts, and save files to Google Drive in a single instruction.

AI Agent for SimplyBook.me

Manage client bookings, update your CRM, and handle follow-ups automatically. DoMyWork AI agents work with SimplyBook.me and 1,500+ apps to ensure every meeting leads to a result.

Find all bookings from last week and add them to my CRM

Draft a follow-up email for clients who booked a consultation

Identify no-shows from yesterday and update their status

Create a summary report of this month's bookings in Sheets

Send a Slack message to the team for every new booking

Check for double bookings and flag them for review

Agent for

SimplyBook.me

A Product by

Trusted by

42,000+ businesses worldwide

Certified

💬 Chat with agent

Turn every booking into a resolved client relationship

Update CRM records, send personalised follow-ups, flag no-shows, and organise your schedule.

42 bookings added to HubSpot

Catch up on every booking from last week that needs a follow-up

"Check last week's bookings in SimplyBook.me, see who hasn't been contacted, and draft a follow-up email in Gmail for each one. Post the list to Slack when done."

Send Message

Flag all no-shows from the last three days

"Find no-shows in SimplyBook.me from the last three days and update their status in my CRM."

Send Message

Generate a revenue report for the last month

"Sum up the revenue from all completed bookings in SimplyBook.me and create a summary in Google Sheets."

Send Message

Find clients who haven't booked in over 90 days

"Search SimplyBook.me for clients with no activity in 90 days and draft a re-engagement email."

Send Message

Identify popular services for the upcoming month

"Analyse booking frequency by service in SimplyBook.me and list the top three for my marketing team."

Send Message

Got a different task in mind? Describe it

Send Message

Clean up duplicate bookings in the calendar

"Scan SimplyBook.me for overlapping bookings and flag them in a spreadsheet for my review."

Send Message

Update client contact info across all platforms

"Take the latest client details from SimplyBook.me and update my CRM and email list."

Send Message

Archive completed booking data to long-term storage

"Move all booking records older than six months from SimplyBook.me to my archive folder in Google Drive."

Send Message

Sync service availability with my team's project board

"Check SimplyBook.me for new service hours and update the team's availability on Trello."

Send Message

Audit cancelled bookings for refund processing

"List all cancellations from the past week in SimplyBook.me and prepare a summary for the finance team."

Send Message

Got a different task in mind? Describe it

Send Message

Send personalised thank you notes to new clients

"Find new bookings from today in SimplyBook.me and send a thank you note via Gmail."

Send Message

Escalate urgent client requests to the support team

"Check booking notes in SimplyBook.me for urgent keywords and create a ticket in Zendesk."

Send Message

Gather feedback from completed appointments

"Identify completed bookings from yesterday and send a feedback survey via Typeform."

Send Message

Review client history before upcoming sessions

"Pull the booking history from SimplyBook.me for all clients scheduled for tomorrow and email a summary to me."

Send Message

Check for special requests in booking notes

"Scan SimplyBook.me booking notes for special requirements and alert the relevant staff in Slack."

Send Message

Got a different task in mind? Describe it

Send Message

Prepare session materials for upcoming bookings

"Look at my SimplyBook.me schedule for tomorrow and pull relevant files from Google Drive."

Send Message

Update session notes in the CRM after a call

"Find the booking for my last session in SimplyBook.me and add my notes to the CRM record."

Send Message

Reschedule conflicts based on client priority

"Identify double bookings in SimplyBook.me and email the lower priority client to reschedule."

Send Message

Create a summary of client goals from booking forms

"Extract goal statements from SimplyBook.me booking forms and add them to my client tracker."

Send Message

Send pre-session reminders to clients

"Find all bookings for the next 48 hours in SimplyBook.me and send a reminder email."

Send Message

Got a different task in mind? Describe it

Send Message

How Does a SimplyBook.me AI Agent Work

Connect Your Apps

Type Your Task

Agent Executes & Reports Back

See it in action

Try SimplyBook.me AI Agent

🛸 Autopilot

Act on every booking the moment it arrives — with agents on autopilot

The agents work across your apps 24/7.

They catch new bookings, update your CRM, and trigger follow-ups before you even open your calendar.

Setting up an autopilot is too easy

New booking is created in SimplyBook.me

Describe...

1. Update CRM records instantly for every new client

WhenNew booking is created in SimplyBook.me

Then

Check if the client exists in HubSpot, update their contact info, and log the new booking details.

Put on Autopilot

2. Send an immediate confirmation to new clients

WhenNew booking is created in SimplyBook.me

Then

Read the booking service and send a tailored confirmation email via Gmail.

Put on Autopilot

3. Alert the team in Slack for high-value sessions

WhenNew booking is created in SimplyBook.me

Then

If the service is a high-ticket item, post the client name and service to the sales Slack channel.

Put on Autopilot

4. Log daily booking revenue to a spreadsheet

WhenEvery day at 06:00 PM

Then

Summarise all bookings from SimplyBook.me for the day and add a row to my revenue tracker.

Put on Autopilot

5. Flag potential conflicts in the schedule

WhenNew booking is created in SimplyBook.me

Then

Compare the new booking time against existing entries and notify me if there is a conflict.

Put on Autopilot

1. Standardise client data across all tools

WhenNew booking is created in SimplyBook.me

Then

Format the client name and phone number from SimplyBook.me and sync it to my database.

Put on Autopilot

2. Send weekly booking summaries to management

WhenEvery Monday at 09:00 AM

Then

Compile the last week's bookings from SimplyBook.me and email a summary to the manager.

Put on Autopilot

3. Create tasks for service preparation

WhenNew booking is created in SimplyBook.me

Then

Based on the service type, create a checklist task in Trello for the staff member.

Put on Autopilot

4. Notify finance of cancellations

WhenBooking is cancelled in SimplyBook.me

Then

Email the finance team with the booking ID and client name for refund processing.

Put on Autopilot

5. Audit booking forms for missing details

WhenNew booking is created in SimplyBook.me

Then

Check if the booking form has all required fields; if not, email the client to request info.

Put on Autopilot

1. Send feedback requests after sessions

WhenBooking is completed in SimplyBook.me

Then

Wait two hours after the booking ends and send a feedback request via Typeform.

Put on Autopilot

2. Assign new clients to success managers

WhenNew booking is created in SimplyBook.me

Then

Assign the client to a success manager in my CRM based on their service category.

Put on Autopilot

3. Send pre-session preparation guides

WhenNew booking is created in SimplyBook.me

Then

Check the service type and send the relevant preparation guide from Google Drive.

Put on Autopilot

4. Flag unhappy clients after a no-show

WhenBooking is marked as no-show in SimplyBook.me

Then

Notify the success team in Slack to reach out and resolve the issue.

Put on Autopilot

5. Update client loyalty status

WhenBooking is completed in SimplyBook.me

Then

Check the total number of bookings for this client and update their loyalty tier in the CRM.

Put on Autopilot

1. Sync session times to my personal calendar

WhenNew booking is created in SimplyBook.me

Then

Add the booking details to my Google Calendar with a 15-minute buffer.

Put on Autopilot

2. Prepare session notes template

WhenNew booking is created in SimplyBook.me

Then

Create a new document from my session notes template in Google Drive.

Put on Autopilot

3. Send reminders 24 hours before sessions

WhenEvery day at 09:00 AM

Then

Find all bookings for tomorrow in SimplyBook.me and send a reminder email.

Put on Autopilot

4. Log session hours for billing

WhenBooking is completed in SimplyBook.me

Then

Add the session duration to my billing spreadsheet in Google Sheets.

Put on Autopilot

5. Send post-session follow-up materials

WhenBooking is completed in SimplyBook.me

Then

Email the client the session recordings or documents from Google Drive.

Put on Autopilot

Build your own autopilot

Set the trigger. Describe the action. Done.

1. Select when agent is executed

App

SimplyBook.me

When

Select

2. Describe the task to agent

Put on Autopilot

Playbooks

Turn any repetitive process into a
click-to-complete workflow.

Collect inputs through forms, run AI agents on the spot — all on one page.

New Lead Qualification Playbook

FormCollect data with form

1. Enter Booking Info

Enter Booking Info

Fill fields below 👇

Booking ID *

AI AgentExecute agent from playbook

2. Qualify Lead

Agent

Analyse booking {{Booking ID}} and score the lead.

Complete in a clickSend data to 1500+ apps

3. Add to CRM

Create ContactinHubSpot

4. Notify Sales

Send MessageinSlack

New Lead Qualification Playbook

Qualify new bookings and add them to the sales pipeline.

Clone This Playbook

Revenue Reconciliation Playbook

Reconcile monthly booking revenue.

Clone This Playbook

Client Re-engagement Playbook

Reach out to inactive clients.

Clone This Playbook

Service Performance Playbook

Analyse service popularity.

Clone This Playbook

Refund Processing Playbook

Process refunds for cancellations.

Clone This Playbook

Booking Audit Playbook

Check for scheduling errors.

Clone This Playbook

Data Migration Playbook

Move old booking data.

Clone This Playbook

Team Availability Playbook

Sync team hours.

Clone This Playbook

Client Database Cleanup Playbook

Remove duplicates.

Clone This Playbook

Booking Form Update Playbook

Update form fields.

Clone This Playbook

Feedback Loop Playbook

Gather client feedback.

Clone This Playbook

Client Onboarding Playbook

Welcome new clients.

Clone This Playbook

Urgent Issue Playbook

Escalate support issues.

Clone This Playbook

Loyalty Reward Playbook

Reward loyal clients.

Clone This Playbook

No-Show Recovery Playbook

Recover no-show clients.

Clone This Playbook

Session Prep Playbook

Prepare for sessions.

Clone This Playbook

Note Sync Playbook

Sync session notes.

Clone This Playbook

Reschedule Playbook

Handle schedule conflicts.

Clone This Playbook

Goal Tracking Playbook

Log client goals.

Clone This Playbook

Pre-Session Reminder Playbook

Send reminders.

Clone This Playbook

1500+ App Integrations

Connect SimplyBook.me + Your Favourite Apps With AI Agents

Google Sheets

Webhook / API Integration

Freshworks CRM (Freshsales Suite)

SafetyCulture (iAuditor)

Click Funnels

TikTok Lead Generation

Salesforce Marketing Cloud

RSS

Builderall Mailingboss

Facebook Custom Audiences

Wix

FastField Mobile Forms

Thrive Themes (Thrive Automator)

Instagram for business

Microsoft Dynamics 365 CRM

Google Search Console

QuickEmailVerification

Adobe Commerce (Magento)

Ora

CompanyCam (In Review)

Quentn

Vonage SMS API

Katana Cloud Manufacturing

CalendarHero (Zoom.ai)

Microsoft Dynamics 365 Business Central

Alchemer (SurveyGizmo)

Brilliant Directories

Accredible Credential

Box

You Need A Budget (YNAB)

Cisco Webex (Meetings)

GREEN-API (In Review)

Agolix (Assessment Generator)

The Conversion Engine

WhatsApp V3 by OnlineLiveSupport

LinkupAPI for LinkedIn

Autobound

SignWell

PDF Export by PDFCrowd

PropertyRadar

Clio Grow

Cloudflare R2

Facebook Ads Management And Insights

Lob

Forminit.com (Getform.io)

Vooplayer - ( Spotlightr )

Instabot: Chatbot Platform

The Course Creator's Kit

Really Simple Systems CRM

SMS Online Live Support

SolarWinds Service Desk

Eko

Manifestly Checklists

Tango Card (Under Review)

Unsplash (Under Review)

Sempico Solutions SMS

WhatsApp Blast, APIs & CRM by WAToolsonline

Planyo Online Booking

PagePixels Screenshots

NioLeads

Xoal

PostGrid Print and Mail

Crypto Valley Journal

Projekly – Project Management, CRM, HR & Invo

Google Photos(Under Review)

8x8

Email List Validation

BPC

Moz

WhatsApp Notifications and Alerts by SyncMate

Automate any manual work with AI Agents

One-off tasks in one message

Chat

When

New booking is created in SimplyBook.me

Then

Recurring Work on autopilot

Autopilot

Client Onboarding

Enter booking ID

Check CRM status

Send welcome email

Repetitive Processes in 1 click

Playbooks

Why DoMyWork

Most Tools Call Themselves Agents.
Few Actually Are.

Capability	DoMyWork AI agent + execution	Claude Code Agentic dev CLI	Anthropic Cowork Desktop file agent	Zapier / Make / n8n Rule-based automation	ChatGPT + Copilot General AI assistants
	Getting Started
Instant To Start, No Setup			App Install Needed	Flows Must Be Built First
No Pre-Mapping Needed				Every Field Must Be Mapped
No Technical Skills Needed		Terminal, Scripts, Infra		Gets Complex Fast
	Reach & Execution
Built-In App Connections	1500+ Apps	Manual Config	Via Connectors Only	Each Needs Its Own Flow	Own Ecosystem Only
Web Research & Scraping	Built-In, No Extra Setup				Not Automation-Grade
	Intelligence
Reasons Through Edge Cases					Reasons, Rarely Acts
Scheduled Tasks					Limited Support
Single Prompt, Multi-App				Each App Pair Needs Own Flow	Conversation-Scoped Only

Agent for

SimplyBook.me

A Product by

Trusted by

42,000+ businesses worldwide

Certified

FAQ

Questions
About SimplyBook.me AI Agent

It is an autonomous agent that connects to SimplyBook.me and your other tools to perform tasks like booking management, CRM updates, and client follow-ups without manual input.

Give It a Task.
Watch It Get Done.

Type in your task. The agent accesses your apps, reasons through the data, executes across your stack, and comes back with results.

👇 Tell the AI agent what to do

Run My Agent Free

AI Agent for SimplyBook.me

Turn every booking into a resolved client relationship

Catch up on every booking from last week that needs a follow-up

Flag all no-shows from the last three days

Generate a revenue report for the last month

Find clients who haven't booked in over 90 days

Identify popular services for the upcoming month

Got a different task in mind? Describe it

Clean up duplicate bookings in the calendar

Update client contact info across all platforms

Archive completed booking data to long-term storage

Sync service availability with my team's project board

Audit cancelled bookings for refund processing

Got a different task in mind? Describe it

Send personalised thank you notes to new clients

Escalate urgent client requests to the support team

Gather feedback from completed appointments

Review client history before upcoming sessions

Check for special requests in booking notes

Got a different task in mind? Describe it

Prepare session materials for upcoming bookings

Update session notes in the CRM after a call

Reschedule conflicts based on client priority

Create a summary of client goals from booking forms

Send pre-session reminders to clients

Got a different task in mind? Describe it

How Does a SimplyBook.me AI Agent Work

Act on every booking the moment it arrives — with agents on autopilot

1. Update CRM records instantly for every new client

2. Send an immediate confirmation to new clients

3. Alert the team in Slack for high-value sessions

4. Log daily booking revenue to a spreadsheet

5. Flag potential conflicts in the schedule

1. Standardise client data across all tools

2. Send weekly booking summaries to management

3. Create tasks for service preparation

4. Notify finance of cancellations

5. Audit booking forms for missing details

1. Send feedback requests after sessions

2. Assign new clients to success managers

3. Send pre-session preparation guides

4. Flag unhappy clients after a no-show

5. Update client loyalty status

1. Sync session times to my personal calendar

2. Prepare session notes template

3. Send reminders 24 hours before sessions

4. Log session hours for billing

5. Send post-session follow-up materials

Playbooks

Turn any repetitive process into a click-to-complete workflow.

What are playbooks?

New Lead Qualification Playbook

Revenue Reconciliation Playbook

Client Re-engagement Playbook

Service Performance Playbook

Refund Processing Playbook

Booking Audit Playbook

Data Migration Playbook

Team Availability Playbook

Client Database Cleanup Playbook

Booking Form Update Playbook

Feedback Loop Playbook

Client Onboarding Playbook

Urgent Issue Playbook

Loyalty Reward Playbook

No-Show Recovery Playbook

Session Prep Playbook

Note Sync Playbook

Reschedule Playbook

Goal Tracking Playbook

Pre-Session Reminder Playbook

Connect SimplyBook.me + Your Favourite Apps With AI Agents

Automate any manual work with AI Agents

One-off tasks in one message

Recurring Work on autopilot

Repetitive Processes in 1 click

Most Tools Call Themselves Agents. Few Actually Are.

Questions About SimplyBook.me AI Agent

Turn any repetitive process into a
click-to-complete workflow.

Most Tools Call Themselves Agents.
Few Actually Are.

Questions
About SimplyBook.me AI Agent