Creating an automation
Steps
- 1Open "Automation" and click "New automation".
- 2Schedule: pick the start and end dates.
- 3Daily lead limit: the maximum number of leads generated each day.
- 4Run time and time zone: choose when it triggers each day, using your target country's time zone.
- 5Lead parameters: business target, country, region/district and minimum rating — same as a one-off search.
- 6Integrations: optionally add a Google Sheet URL or enable Odoo CRM delivery.
- 7Review total days, daily leads and total leads in the cost summary.
- 8Press "Start automation".
How credits are charged
When the automation starts, credits are reserved for the full plan (days × daily limit). They are consumed as each day runs.
If a day returns fewer records than targeted, only the generated leads are charged and the remainder returns to your balance.
Automation statuses
- Scheduled: the start date has not arrived yet.
- Active: running daily at the set time.
- Completed: reached the end date with all planned leads generated.
- Expired: the end date has passed.
- Cancelled: you stopped it manually.
Cancelling and refunds
Steps
- 1Find the automation in the list.
- 2Click "Cancel".
- 3The confirmation shows how many leads remain unbuilt and how many credits will be refunded.
- 4Confirm — the refund lands in your balance immediately.
Reviewing generated leads
Each automation has a "Generated leads" section where you can browse records, export them to Excel or CSV, or push them to your connected Google Sheet with "Sync to Sheet".
Designing a good plan
- Set a daily limit your team can actually call (e.g. 20-50 leads/day).
- Schedule the run slightly before your team starts work so the list is ready.
- Create separate automations per city instead of one giant sweep.
- Always set the time zone of the target country.