Business Workflow Automation
Automate the repetitive. Focus on the important.
From order management and invoice chasing to CRM updates and email follow-ups, we build custom AI workflows that handle your most time-consuming tasks automatically. Perfect for growing businesses ready to scale without the growing pains.
What You Get
WhatsApp and email order management on autopilot
Automated invoice chasing and payment reminders
CRM updates and lead routing without lifting a finger
Staff task automation and reporting
Custom workflow design for your specific business
Use Cases
▸Auto-chase unpaid invoices with escalating reminders
▸Sync contacts and data between CRM, email, and accounting tools
▸Route new leads to the right team member instantly
▸Generate weekly KPI reports from multiple tools
▸Automate order confirmations and delivery updates
▸Build approval workflows for quotes and contracts
▸Track project milestones and notify stakeholders
▸Auto-assign tasks based on team capacity
▸Send automated follow-ups for stalled deals
▸Create SOPs and documentation from your processes
How We Deliver
1
Process Audit
We map your current workflows, identify bottlenecks, and prioritise by time saved and revenue impact.
2
Design & Build
We architect the automation with error handling and monitoring, and test thoroughly before launch.
3
Launch & Train
Go live with full documentation and team training. We make sure your team actually uses it.
4
Optimise
Monthly reviews to improve performance and add new workflows as your business grows.
Timeline: Up and running in 1–3 weeks
Tools We Use
ZapierMaken8nHubSpotXeroGoogle WorkspaceSlackNotion
Frequently Asked Questions
Ready to get started?
Book a call or start with a free AI audit.