Pool & Spa Service Wellness Report and Upsell Email Generator
After every service visit, your technicians have everything needed to generate a personalized customer email, but nobody has time to write them. This workflow connects to ServiceTitan via MCP, pulls service history and equipment data, runs an upsell analysis, routes high-value recommendations to a manager for review, and sends a polished wellness report with a clear call to action, all automatically.
Process
Pull service data via MCP
The LLM prompt step connects to ServiceTitan via MCP to retrieve customer history, equipment type and age, and the latest service report.
Run upsell analysis
AirOps analyzes the service data to identify whether any equipment replacements, chemical treatments, or upgrades should be recommended based on the visit findings.
Manager review for high-value items
If the upsell recommendation exceeds the value threshold (e.g., $1,000), the workflow routes the output to a manager for review and approval before any email is generated.
Generate the wellness report email
Based on the upsell check result, AirOps generates a personalized email: a service recap, relevant recommendations, a blog resource link, and a call to action for the next service.
Send the finalized email
The approved email goes to the customer. High-value upsell items are handled in a separate email from the standard wellness report to keep messaging focused.
Key benefits
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