Process automation that gives your team hours back every week
Lead routing, follow-ups, invoices, reports and approvals automated across WhatsApp, your CRM, email and spreadsheets, without changing the tools you already use.
About our process automation service
Every business has work that follows the same steps every time: copying leads into a CRM, sending follow-up messages, preparing weekly reports, raising invoices. These jobs are slow, easy to forget and a common source of errors. They are also the easiest to automate.
We map the process with the people who do it, then automate it with tools such as Zapier, Make, n8n, Zoho or custom scripts. Every workflow is documented, monitored and owned by you, and we measure the time saved.
What's included
Process mapping
Each step, decision and handoff documented with your team.
Lead routing and follow-up
Leads assigned instantly with WhatsApp, email and task reminders.
Document automation
Quotes, invoices, contracts and certificates generated from templates.
Reports on autopilot
Daily and weekly reports compiled and sent automatically.
Approvals and notifications
Approval flows and alerts across email, WhatsApp and Slack.
Monitoring and support
Error alerts, logs and fixes when a connected tool changes.
How it works
We start small, prove the value on one process, then extend. Your data stays in your accounts throughout.
Map the process
We sit with the people who do the work and document every step, tool and handoff.
Design the solution
We choose the simplest reliable approach, from no-code automation to custom AI, and agree success measures.
Build and test
We build on staging with your real data, test edge cases and train your team.
Run and improve
We monitor results, fix issues and add the next process once the first one is paying off.
Is this right for you?
A good fit if
- Your team repeats the same steps many times a week
- Leads or tasks get missed between tools
- You want to grow without hiring for admin work
Probably not the right fit if
- Your process changes every week and is not settled yet
- You only have one or two occasional manual tasks
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Process Automation: common questions
Something else on your mind? Ask us directly or message us on WhatsApp.
Which automation tools do you use?
Zapier, Make, n8n, Zoho Flow, Google Apps Script and custom code, chosen for reliability and running cost.
Will we need to change our software?
Usually not. We connect the tools you already use and only suggest changes where they clearly help.
What if an automation breaks?
We set up error alerts and logs, and our support plan covers fixes when connected tools change.
How do we measure the benefit?
We record how long the process takes before automation and track time and error rates afterwards.
Get a free process review
Tell us where your team loses time. We'll map the process and send a written plan showing what to automate first and what it would save.
- Repetitive work and data gaps identified
- Tools and integrations recommended
- Estimated hours saved per month
Prefer to talk now? Message us on WhatsApp
Request your free audit
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