Lead intake to CRM
Forms, ads and inbox enquiries deduplicated, enriched, routed and assigned within seconds.
Workflow & Process Automation
Stop paying people to move data between tabs
We map the process you actually run, then rebuild it as a monitored automation across your existing stack, with error handling, audit trails and human approval where it matters.
Overview
Most operational drag is not one big problem; it is fifty small handoffs. A form arrives, someone retypes it into the CRM, someone else builds a document, a third person chases an approval. Each step is cheap and each one is a place for work to stall.
We build these processes as real automations, versioned, tested against edge cases, alerting when something fails instead of quietly dropping a record.
Key benefits
- Hours of manual re-entry removed every week
- Consistent process execution regardless of who is on shift
- Errors surfaced and retried instead of silently lost
- Full audit trail of every automated action
- Approval gates kept exactly where human judgement is needed
Use cases
Where this pays for itself
Quote to invoice
Approved quotes generate documents, contracts and invoices automatically, with the right approvals in sequence.
Onboarding runbooks
New client or new hire triggers accounts, folders, tasks and welcome sequences in the right order.
Reporting and reconciliation
Scheduled pulls across systems, matched and flagged for exceptions instead of eyeballed in spreadsheets.
How it works
From first call to live system
A predictable sequence, with something reviewable at the end of every stage.
- 1
Process mapping
We shadow the current process end to end, including the undocumented workarounds.
- 2
Prioritisation
Each step is scored on time saved versus build effort so we start where value is highest.
- 3
Build and test
Automation built with retries, error branches and edge-case tests against real historic data.
- 4
Parallel run
The automation runs alongside the manual process until outputs match.
- 5
Handover and monitoring
Documentation, alerting and a monthly review of failures and new opportunities.
Integrations
Works with the tools you already run
A sample of what this service commonly connects to. Whether or not it has an API, we'll tell you honestly what's possible.
n8nZapierMakeAirtableGoogle WorkspaceSlackXeroQuickBooksStripe
FAQ
Workflow Automation, common questions
Related
Other services
Ready to automate your business?
Book a 30-minute strategy call. We'll map your highest-value automation and tell you plainly whether it's worth building.
Book a Free Strategy Call
Or email us directly. We reply within one business day.