Workflow Automation
Too many businesses waste hours every week on simple tasks that could be automated. We help you design and build workflows that handle the admin, the follow ups, the data entry, and the processes that slow you down. You get more time, faster delivery, and a system that works the same every time.
What Workflow Automation Includes
1. Process Mapping
We start by reviewing how your business currently runs.
This includes:
• Lead capture
• Client onboarding
• File management
• Email sequences
• Data entry
• CRM usage
• Internal handoffs
• Repetitive admin tasks
The goal
Find the bottlenecks and high impact places to automate.
2. Automation Design
Once we understand your business, we build workflows that handle tasks automatically, such as:
• Auto sending emails
• Moving leads through funnels
• Updating CRM records
• Assigning tasks to your team
• Organising files
• Following up enquiries
• Tracking orders
• Generating reports
• Collecting and cleaning data
• Connecting multiple apps together
Everything is built around the tools you already use.
3. System Build & Integration
We connect your tools using:
• Zapier
• Make
• n8n
• API connections
• Custom scripts
• AI tools for decision making & data processing
You get a clean system that runs consistently without you chasing it.
4. Testing & Optimisation
We run your workflows through real tests, check each step, and make sure the automation behaves exactly the way your business needs.
5. Ongoing Support
For businesses that want us to maintain, expand, and optimise their workflows, we offer monthly support so your systems keep improving over time.
Who This Is For
Perfect for businesses that:
• Repeat the same tasks daily
• Rely on manual admin
• Have slow client onboarding
• Struggle with follow ups
• Use multiple apps that don’t connect
• Want to scale without hiring more staff
• Need consistency in service delivery
If your business has processes, we can automate them.
Examples of What We Can Automate
• Lead qualification
• Bookings & scheduling
• CRM updates
• Email sequences
• Document generation
• Invoicing triggers
• Quote creation
• Customer support replies
• File sorting
• Team handoff workflows
• Reminder systems
• Reporting dashboards
This list is just the start.
Why It Works
Workflow automation removes the friction points that slow businesses down.
Instead of tasks being forgotten, delayed, or inconsistent, your systems run automatically in the background — the same way every time.
Less manual work
More consistency
Better client experience
More time for growth
Who This Is For?
Workflow automation is ideal for any business that repeats the same tasks every day, relies heavily on manual admin, struggles with client follow ups, uses multiple tools that don’t talk to each other, or wants to scale without hiring more staff. If your business has processes, forms, handoffs, onboarding steps, or anything that needs to be done consistently, automation can save time, reduce mistakes, and free you up to focus on the work that actually grows the business.
Ready To Automate Your Workflows?
Workflow automation usually requires a deep assessment of your processes, tools, and business goals. If you’re interested in automating your operations, you’ll be routed to an AI Deep Dive so we can map everything properly before we build your system.