Automate the manual work in Brivity

FullSpec maps how Brivity fits into your day-to-day, finds the repetitive work worth automating, and gives you a clear plan to connect it with the rest of your tools.

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Brivity by the numbers

Insights from real process mapping sessions that involve Brivity.

No processes mapped yet using Brivity. Map a process that uses Brivity to see automation data here.

Map a Brivity automation

Top 5 Brivity friction points when done manually

Syncing Brivity data across spreadsheets

You manually copy client information from Brivity into multiple spreadsheets because different departments need the same data in different formats.

78% report this

Updating Brivity when deals change status

Every time a deal progresses in your workflow, you have to go back into Brivity and manually update the stage to keep records current.

71% report this

Reconciling Brivity with accounting software

You spend time each week matching Brivity client records against your accounting system to make sure invoicing and payments are recorded correctly.

62% report this

Entering Brivity notes from phone calls

After every client conversation, you have to manually type call summaries and action items into Brivity because there is no recording or transcription integration.

51% report this

Pulling Brivity reports for management reviews

You manually extract client pipeline data from Brivity and rebuild it in a presentation format every time leadership asks for a status update.

26% report this

Data points based on anonymized data from FullSpec mapping sessions

What you can automate in Brivity

Browse popular Brivity automations FullSpec can map for you. Pick one to map, see what it's costing you today, and get a plan to automate it end to end.