Automation

Business Process Automation

The manual steps you repeat every week — copying a lead into a spreadsheet, sending the same follow-up, chasing an invoice — handed to a workflow that does not forget.

From $299 · fixed scope, fixed price · see pricing tiers →

Automation goes wrong when it is bolted onto a process nobody has examined. So the first thing we do is map what actually happens today, including the informal steps that live in your head. Often that alone removes work. What is left over is what gets automated — with failure alerts, because a silent broken workflow is worse than no workflow.

What’s Included

01

Workflow mapping

Your current process written down end to end, including the steps that only exist as habit.

02

Tool integration

Your form, inbox, CRM, calendar, spreadsheet, and payment tools connected so data moves without copy-paste.

03

Lead routing

New enquiries captured, logged, acknowledged, and assigned the moment they arrive.

04

Scheduled work

Recurring reports, reminders, and follow-ups that fire on time without anyone remembering.

05

Failure alerts

Every workflow monitored, so a break notifies you instead of going quietly unnoticed.

06

Documentation

A written record of what runs, when, and what to do when something needs changing.

Process

01
AUDIT

Audit

We watch the real process and time it, so the saving is measured rather than claimed.

02
DESIGN

Design

The target workflow agreed before anything is connected, including what happens when a step fails.

03
BUILD

Build

Automations built and tested against real cases, not just the happy path.

04
WATCH

Handover

Monitoring switched on, documentation delivered, and a review once it has run in anger.

What It Costs

Questions

Which tools can you connect?

Anything with an API or webhook, which is most modern software. We work across Zapier, Make, n8n, and custom webhooks, and pick per job rather than forcing everything through one platform.

What if a workflow breaks?

Every automation is built with error handling and monitoring, so a failure alerts you rather than silently dropping work. On a Workflow plan we resolve it; on a one-off build the documentation tells you where to look.

Is this worth it for a small team?

Usually more so, because there is nobody spare to absorb the admin. The audit measures how long the current process actually takes, so you can judge the payback before committing.

Do I need to change the tools I use?

Rarely. We connect what you already run. If a tool genuinely cannot integrate we will say so and give you the options rather than quietly migrating you.

More questions? Read the full FAQ →

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