New: DeskOS MCP puts your live occupancy, revenue and renewals inside Claude, ChatGPT and Cursor
DeskOS
Automation

The recurring work should not depend on who remembers

Payment reminders that report whether they landed, renewals and notices on schedule, onboarding that runs itself, campaigns on live data, and webhooks into whatever else you run.

Channels
Email and WhatsApp
Delivery
Recorded per attempt
Triggers
Your own events
Out
Webhooks, n8n, Zapier
Automations, Nova CoworkingLast 24 hours
RunsDelivery confirmed
Payment reminder, 3 days before due46 sent · 46 delivered · 2 paidComplete
Notice period ending in 30 days4 accounts · owners notifiedComplete
Welcome sequence, 6 new membersApp login + wifi + house rulesComplete
Overdue escalation, day 71 WhatsApp failed · number invalidAttention
Lead gone quiet, 5 days3 leads reassigned to ownerQueued
RuleInvoice overdue
When an invoice passes due
Day 0, polite reminder
Day 3, second notice
Day 7, owner alerted
Day 14, escalate
EmailWhatsAppWebhookPaused
The daily problem

The reminders stopped going out and nobody noticed for a month

Half the recurring work in a flex space is somebody's memory: chase the invoice, flag the renewal, send the welcome email, update the sheet. When that person is on leave, the work does not happen, and you find out through the bank balance.

What DeskOS does about it6 capabilities
01Reminders

Payment reminders that tell you if they arrived

Before due, on due and after due, on email and WhatsApp, with the result of each attempt recorded per channel. A message that failed to deliver shows up as a failure rather than as a customer who did not pay.Chasing that never silently stops

02Lifecycle

Renewals, notices and expiries handled on schedule

Terms approaching expiry, notices given, agreements coming up for escalation and seats about to release are surfaced as work with a date on it, and the routine parts happen without anyone starting them.Nothing expires by surprise

03Onboarding

The first week runs itself

A new member gets the welcome message, house rules, wifi, app login and door credential in the order and on the channels you configured, per centre. Every member gets the same start regardless of who is on shift.Consistent onboarding, zero effort

04Outreach

Campaigns to members and leads, with the rules respected

Build an email or WhatsApp campaign with real merge fields from member data, honour unsubscribes and one-click list headers, and see who opened and who replied. Marketing stops living in a separate tool with stale lists.Lists that are never out of date

05Rules

If this happens, do that

Build rules over your own events: a lead goes cold, an invoice is a week late, a service request breaches its due time, occupancy at a centre drops below a threshold. Each fires a notification, a task or a webhook.Exceptions find you, not the reverse

06Integrations

Webhooks and workflow tools you already use

Push events out to n8n, Zapier or your own service, and pull leads in from aggregators and your website. For teams that want more, we deploy and run a private automation stack per client.Fits the stack you have

Delivery is verified, not assumed

Automations record the actual channel result, and a job that stops running raises an internal alert rather than failing quietly for a month.

You stay in control

Every automation can be paused, previewed and tested on one record before you point it at the whole customer base.

Everything is logged

Each automated message and action is on the customer timeline, so your team can see what the system already said before they call.

Because it is one system

Automation is only as good as the data it triggers on

A workflow tool bolted onto five disconnected systems automates the copying between them. Here the trigger is the business event itself.

Billing

Reminders fire off real invoice state, and stop the moment the payment is actually recorded.

Memberships

Renewals, notices, escalations and expiries come from the agreement, not from a calendar entry.

Leads

Ageing deals, missed follow ups and quiet prospects surface as work with an owner attached.

Helpdesk

A request past its due time escalates to the right person instead of waiting for a complaint.

FAQ

Questions operators actually ask

How is this different from the AI agents?

Automations are deterministic. You define the trigger and the action and it runs exactly that way every time, which is what you want for invoices and renewals. Agents handle conversation and judgement. Most operators use both, with automation on money and lifecycle and agents on sales and support.

Can we send on WhatsApp as well as email?

Yes. Channels are chosen per automation, and the result of each channel is recorded separately so you can see which one actually reached the customer.

What stops an automation from failing silently?

Scheduled jobs are monitored, and one that has not run when it should raises an internal alert. Delivery results are stored per attempt, so a failed send is visible on the record rather than assumed to have worked.

Can we push events into our own tools?

Yes. Webhooks carry events like a new lead, a signed agreement or a paid invoice into n8n, Zapier or your own endpoint, and leads can be pushed in from your website or an aggregator.

Do we need a developer to set this up?

No for the standard automations, which are configuration. If you want a bespoke workflow across several systems, we run that as a service and build it for you.

See it on your own floor plan

Bring one floor and last month of invoices. We will set it up live and you can decide from there.