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Workflow Automation

If you're doing it
manually, we can
automate it.

We map your existing processes, identify every repetitive task, and connect your tools so they work together automatically freeing your team to focus on work that actually requires human thinking.

What We Automate

The workflows eating
your team's time

These are the most common automations we build but every engagement starts with understanding your specific processes.

📥

Lead Follow-Up

New enquiry arrives → CRM updated → personalised follow-up email sent → task assigned to sales rep. Zero manual steps.

📋

Client Onboarding

Contract signed → welcome email sent → folder created → intake form triggered → team notified. All in under 60 seconds.

💳

Invoicing & Payments

Project milestone reached → invoice auto-generated → sent to client → payment tracked → accounts updated. No chasing required.

📅

Appointment Reminders

Booking confirmed → reminder sent 48h before → 1h before → no-show follow-up triggered. Reduce no-shows by up to 80%.

📊

Reporting & Insights

Weekly KPI reports auto-generated and emailed to leadership. Always up to date, zero manual compilation.

🔔

Internal Notifications

When something important happens new deal, payment received, deadline approaching the right person is notified instantly via Slack, email, or SMS.

Our Approach

We don't just connect tools.
We redesign how work flows.

Most automation consultants pick a tool and force your process into it. We start with your process and build around it using the best combination of tools for your stack.

Process Mapping & Audit

We document every step of your current workflows where time is lost, where errors creep in, and where automation can create the biggest impact.

Tool Stack Integration

We connect the tools you already use: Gmail, Slack, WhatsApp, Notion, Google Sheets, QuickBooks, Stripe, Calendly, and hundreds more.

AI-Enhanced Decision Logic

Where simple triggers aren't enough, we add AI decision layers classifying, routing, and responding based on context, not just conditions.

Testing & Monitoring

Every workflow is stress-tested before go-live. We monitor for failures and maintain your automations so they keep running smoothly.

Example: New Lead Workflow
1
Trigger: Form submitted
Website contact form → Zapier
2
CRM contact created
Lead added to pipeline with tags
3
Personalised email sent
Booking link + intro in under 5 min
Team notified via Slack
Hot lead flagged zero manual work
Starts with a Free Audit

See what we'd automate first

In your discovery call we'll map your top 3 workflows and show you where automation would save the most time immediately.

Book Free Workflow Audit
Related Insights

Further reading on workflow automation

Workflow Automation

The 5 workflows every growing business should automate first

These 5 workflows deliver the highest ROI and the fastest results. Start here.

5 min readRead →
AI Automation

Why most businesses fail at automation and the 3 things that make it work

It's not the tools that fail — it's the approach. Here's what actually makes automation stick.

8 min readRead →

How many hours a week
is your team doing this manually?

Book a free workflow audit. We'll identify your top automation opportunities and give you a concrete plan no commitment required.