BUSINESS AUTOMATION
Let the systems
do the repeating.
Move information between tools without asking your team to copy the same details all day. Start with a workflow that happens often and has clear rules.
WHERE IT FITS
Business automation
for your next step.
For lead capture and routing, customer follow-ups, reporting, appointment reminders and repeated administration across existing tools.
WHAT THE WORK COVERS
A useful scope.
Clear deliverables.
- 01
A map of one workflow, including the trigger, required data and decision points.
- 02
Connection of up to 3 agreed tools at the starting scope.
- 03
Testing of the expected path, exceptions and the agreed error-handling behaviour.
- 04
A handover explaining ownership, provider charges and what to do if a step fails.
BEFORE WE BEGIN
A few things
to have ready.
Choose a repeated task and show its current steps. Bring sample data without unnecessary personal details, the tool names, access permissions and the person responsible for exceptions.
THE BOUNDARIES
Know what
is included.
Subscriptions, WhatsApp messages, API usage and extra workflows are additional. Changes to provider APIs, permissions or business rules may need ongoing maintenance.
Review our Terms & Conditions, Delivery Policy and Refund and Cancellation Policy alongside your accepted Scope.
A COMMON QUESTION
Can an automation keep a person in the loop?
Yes. Approvals, exception queues and manual review can be built into the agreed flow. Tasks affecting payments, sensitive data or important business decisions should have controls matched to their risk.