Business Automation

Less manual work. Fewer enquiries that fall through the cracks.

Automation connects the tools the business already uses, moves information between them and runs actions automatically. The goal is to save time, reduce mistakes and make sure enquiries, customers and tasks aren’t forgotten. It supports you, and doesn’t replace judgment, relationships or selling.

  1. Enquiry
  2. Classification
  3. Immediate response
  4. Follow-up
  5. CRM update
  6. Measurement

From overload to an organized process

Which processes can be automated?

The solution starts from the result you want in the business, and only then picks the right connections and technology.

01CAPTURE / ROUTE

Enquiries and sales

  • Capturing enquiries from forms and ads
  • Routing the enquiry to the right salesperson
  • An instant alert on a new enquiry
  • Automatic tracking of the enquiry’s status
  • Follow-up reminders
  • Scheduling meetings and appointments
  • WhatsApp workflows
Read the guide to small-business automation
02CUSTOMER / STATE

CRM and customer management

  • Setting up a CRM
  • Organising contacts
  • Managing the sales stages
  • Automatic status updates
  • Tasks and reminders
  • Onboarding a new customer
  • Automated email sequences
03OPERATIONS

Internal operations

  • Automating repetitive tasks
  • Moving information between systems
  • Generating documents
  • Approval flows
  • Team notifications
  • Invoices and payments
  • Managing data and files
04MARKETING / REPORT

Marketing and reporting

  • Collecting data from campaigns
  • Automated reports
  • Updating dashboards
  • Tracking where enquiries come from
  • Scheduling and sending reports
  • Content and social-media workflows
05INTELLIGENCE / CONNECT

AI and connected systems

  • Chatbots
  • AI agents
  • Connecting systems through APIs
  • Webhooks
  • Connecting tools that don’t talk to each other
  • Custom code when it’s needed
06QA / RELIABILITY

Testing and reliability

  • Automated site tests
  • Testing forms and flows
  • Testing the path the customer takes
  • Spotting broken pages or actions
  • Re-testing important flows
  • Monitoring for issues

A process you can understand and maintain

How to build automation the right way

  1. 01

    Map the process

    I map out how the work happens today and where time is lost.

  2. 02

    Plan the solution

    We choose the actions, systems and data that need to connect.

  3. 03

    Build and connect

    I build the flow and connect the relevant tools.

  4. 04

    Testing

    We test the normal cases, the failures and the edge cases.

  5. 05

    Documentation and handover

    I explain clearly how it works and what to do if something gets stuck.

  6. 06

    Maintenance and improvement

    Adjustments, monitoring and changes as needed.

First, check if it’s worth it

Not every process needs automation

Good automation solves a real problem. Before we start, we check how long the process takes, how often it repeats, what could go wrong, and whether automating it will save the business more than it costs.

Got a process that keeps repeating?

Let’s check whether it’s worth automating