Lead follow-up automation that routes enquiries, updates your CRM and prepares timely replies. Keep owners, reminders, bookings and stop rules in sync.
Capture a website enquiry and check whether the person is already in the CRM.
Business document automation for proposals and onboarding packs. Turn approved data into template-based drafts, then review and organize the finished files.
Prepare a proposal draft from an approved customer record and pricing inputs.
Reporting automation services for Excel, Google Sheets, CRM and business data. Collect figures, check totals and deliver reviewed reports on a schedule.
Combine approved campaign exports into a weekly performance summary.
Test the whole journey with representative examples, then put the agreed workflow into use. Your team should know what runs, where the result goes and what to do when something needs attention.
Test normal inputs, missing information and failed connections.
Confirm the output, timing, access and exception handling.
Hand over the workflow, operating notes and agreed support arrangements.
Once the first task is working, use real runs to decide what should improve next. Expand the useful parts of the workflow without making the process harder to understand.
Compare manual effort, completion time and exceptions.
Adjust rules and templates as your process changes.
Agree new connections, revisions and support before expanding the scope.
OperationsRequests routed to the right teamMove requests between forms, sheets, and the right team.Fewer handoffs and a clear record of the next action.
AgenciesA brief becomes a projectTurn client briefs into tasks, drafts, and status updates.More delivery time without adding admin work.
E-commerceProduct content ready in batchesPrepare product content, resize assets, and update listings.An organized catalogue batch, with the checks your team needs.
SalesFollow-up with a clear next stepQualify leads, draft replies, and keep the CRM updated.Faster follow-up with replies based on the actual enquiry.
Customer supportTickets find the right ownerSort tickets, prepare answers, and escalate exceptions.Quicker first replies and a route to a person when needed.
RecruitmentApplication admin in orderOrganize applications, schedule updates, and prepare summaries.A cleaner candidate experience with less copy and paste.
CreatorsOne brief, an organized batchCreate image and video variations from one approved brief.More output while keeping the original style.
Real estateEnquiries with follow-up attachedCapture enquiries, enrich details, and schedule follow-ups.Keep the lead, channel and next action in one place.
Finance operationsInvoices collected and checkedCollect invoices, flag missing data, and prepare reports.Cleaner records with a separate route for unusual cases.
MarketingThe weekly report prepares itselfGather campaign data and create weekly summaries.One consistent view instead of manual report assembly.
Clinic administrationLess appointment paperworkRoute enquiries, reminders, and non-clinical paperwork.Less admin while sensitive decisions stay with the responsible person.
OperationsRequests routed to the right teamMove requests between forms, sheets, and the right team.Fewer handoffs and a clear record of the next action.
AgenciesA brief becomes a projectTurn client briefs into tasks, drafts, and status updates.More delivery time without adding admin work.
E-commerceProduct content ready in batchesPrepare product content, resize assets, and update listings.An organized catalogue batch, with the checks your team needs.
SalesFollow-up with a clear next stepQualify leads, draft replies, and keep the CRM updated.Faster follow-up with replies based on the actual enquiry.
Customer supportTickets find the right ownerSort tickets, prepare answers, and escalate exceptions.Quicker first replies and a route to a person when needed.
RecruitmentApplication admin in orderOrganize applications, schedule updates, and prepare summaries.A cleaner candidate experience with less copy and paste.
CreatorsOne brief, an organized batchCreate image and video variations from one approved brief.More output while keeping the original style.
Real estateEnquiries with follow-up attachedCapture enquiries, enrich details, and schedule follow-ups.Keep the lead, channel and next action in one place.
Finance operationsInvoices collected and checkedCollect invoices, flag missing data, and prepare reports.Cleaner records with a separate route for unusual cases.
MarketingThe weekly report prepares itselfGather campaign data and create weekly summaries.One consistent view instead of manual report assembly.
Clinic administrationLess appointment paperworkRoute enquiries, reminders, and non-clinical paperwork.Less admin while sensitive decisions stay with the responsible person.
LogisticsOrder exceptions get noticedWatch order updates and flag delays or missing details.Exceptions reach the right person sooner.
EducationResources and reminders organizedPrepare resources, organize submissions, and send reminders.More time for teaching and feedback.
Legal operationsDocuments ready for reviewClassify documents and prepare review checklists.Routine preparation takes fewer manual steps; legal decisions remain with the professional.
HospitalityBooking updates reach the teamCombine booking, housekeeping, and guest updates.Teams see the next action without chasing messages.
Property managementMaintenance with clear ownershipRoute maintenance requests and update residents.Clear ownership from request to resolution.
People teamsNew starters get a clear welcomeRun onboarding checklists, document requests, and reminders.A consistent welcome for each new hire.
Software teamsProduct signals become follow-upConnect product events, support signals, and customer follow-up.Give a small team a shared view of the next customer action.
ResearchFindings with sources attachedCollect permitted sources, structure findings, and summarize updates.Repeatable research with traceable sources.
ProcurementRequests ready for a decisionCompare requests, chase missing fields, and prepare approvals.Purchasing decisions arrive with the right context.
NonprofitsRecurring admin taken care ofOrganize enquiries, donor updates, and recurring reports.More time goes to the mission, not spreadsheets.
LogisticsOrder exceptions get noticedWatch order updates and flag delays or missing details.Exceptions reach the right person sooner.
EducationResources and reminders organizedPrepare resources, organize submissions, and send reminders.More time for teaching and feedback.
Legal operationsDocuments ready for reviewClassify documents and prepare review checklists.Routine preparation takes fewer manual steps; legal decisions remain with the professional.
HospitalityBooking updates reach the teamCombine booking, housekeeping, and guest updates.Teams see the next action without chasing messages.
Property managementMaintenance with clear ownershipRoute maintenance requests and update residents.Clear ownership from request to resolution.
People teamsNew starters get a clear welcomeRun onboarding checklists, document requests, and reminders.A consistent welcome for each new hire.
Software teamsProduct signals become follow-upConnect product events, support signals, and customer follow-up.Give a small team a shared view of the next customer action.
ResearchFindings with sources attachedCollect permitted sources, structure findings, and summarize updates.Repeatable research with traceable sources.
ProcurementRequests ready for a decisionCompare requests, chase missing fields, and prepare approvals.Purchasing decisions arrive with the right context.
NonprofitsRecurring admin taken care ofOrganize enquiries, donor updates, and recurring reports.More time goes to the mission, not spreadsheets.
Guides and practical workflows
Make your next step clear.
Useful examples, checklists and tools for planning your automation.
Show us the task. We identify the trigger, tools, inputs and the result you need.
2
A custom quote
You receive the scope, price and expected running costs before you approve anything.
3
7 days of free service
Seven days of service are included with your paid project.
Setup, support and any app usage costs are explained in your quote.
FAQ
Quick questions.
What you need to know before we start.
Still deciding?
Send one sentence about the task. We reply with a clear first recommendation.Ask us directly
What is Automations For Business?
We help businesses turn repetitive work into reliable automations. Tell us what you do today and what you want to happen instead. We plan the workflow, connect the right tools, test it, and explain how your team can use it.
How is this different from using Zapier or Make?
Zapier and Make are tools for building automations. Our service covers the hands-on work around them: understanding your process, choosing tools, building connections, testing exceptions, and handing over a working solution. We can also work with your existing setup when it fits your needs.
Do I need to know how to code?
No. A short description, a screen recording, or an example of your current work is enough to start. We handle the technical setup in your agreed project and explain the important choices in plain language.
What can I automate with the tools I already use?
Customer replies, lead follow-ups, spreadsheet updates, content preparation, documents, reports, and approval steps are useful starting points. You can usually keep your current tools. We check the available connections and choose one clear, repeatable task to tackle first.
How do pricing, credits, and usage fees work?
Start with a free conversation, then receive a custom quote for the build and support. We explain any app subscriptions or usage charges alongside the project price.
Does every plan include the same features?
Your plan is built around your workflow. The proposal sets out the connections, features, testing, handover, revisions, and support included. Start with what solves the immediate problem, then add more when it makes sense for your team.
Why can running an automation cost less than building it?
Building involves planning the steps, connecting systems, and testing what happens when something goes wrong. Later runs reuse that setup. Running costs still depend on app subscriptions, AI usage, hosting, and maintenance, so we help you compare the ongoing cost with the work it could save.
Does it work on every website?
Not every website supports the same connections. We check the site, your account permissions, and the task first. Where a direct integration is unavailable, permitted browser automation may be an option. We confirm what is practical before you commit to a build.
Is my business data private?
We use your information to deliver and support the work you request, and we do not sell personal information. We discuss the access your workflow needs and which connected providers will process its data. Share only what the task requires; our Privacy Policy explains how information is handled.
Can I review messages and results before they are sent?
Yes. We can add a review step so you can approve, edit, or stop important messages and changes. Customer conversations can also be handed to a person when they need judgment. You decide which steps can run automatically and which need your approval.
How does the 7-day free service period work?
Your paid project includes seven days of service. Your quote confirms the included work, start date and support.
Can I cancel or change my plan?
Contact us to discuss a change or stop future renewals. Cancellation follows the billing period and conditions you agreed to. Completed work and a period already started are not automatically refunded; we review any project-specific arrangements with you before making changes.
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Send a short WhatsApp message about the task. We'll help you find the simplest useful starting point.
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