Our services
Workflow automations
Hand repetitive admin to software: reminders, follow-ups, invoices and reports.
What it is
If you do the same task every day or every week, it can probably run on its own. Workflow automation connects the tools you already use, such as forms, spreadsheets, email and WhatsApp, so information moves automatically and nothing slips through the cracks.
Typical examples are appointment reminders, review requests after a visit, follow-ups for new enquiries and instant alerts to you or your team. Unlike an AI assistant, these automations follow clear rules that you agree in advance: when this happens, do that.
In plain English: Software that handles repetitive admin for you: reminders, follow-ups, notifications and reports.
What’s included
- Appointment reminders and review requests
- Follow-ups for new enquiries
- Form responses sent to a spreadsheet or CRM
- Instant notifications to you and your team
- Invoice and payment reminders
- Connections between the apps you already use
How it works
How we deliver it, step by step.
Map the task
We walk through the task as you do it today and find the steps that can be automated.
Build the automation
We connect your tools and build the rules, with a manual fallback for anything unusual.
Test with real examples
We run it with your real data, so you can see exactly what it does.
Hand over and monitor
We show you how it works, and check that it runs properly in the first weeks.
Before we start
What we need from you, and what to know.
What we need from you
- A description of the task as you do it today
- Access to the tools involved, such as your spreadsheet, calendar or email
- Who should be notified, and when
- Examples of the messages you want sent
Good to know
- Subscriptions to the apps involved stay with you. We connect them, we do not replace them.
- Automations depend on the apps they connect. If an app changes how it works, the automation may need an update, which we can look after for you.
- Some tasks need a person’s judgement and should not be automated. We tell you honestly which is which.
- Automatic messages are still subject to the rules, such as getting consent before sending marketing messages.
Common questions
Questions about Workflow automations.
Workflow automations follow fixed rules, such as sending a reminder 24 hours before an appointment. The AI assistant holds a conversation with customers on WhatsApp. Many businesses use both.
No. We work with tools you already use, such as Google Sheets, email and WhatsApp, and tell you if anything extra is needed.
Automations are built with checks, so problems are flagged rather than hidden, and with a manual fallback for unusual cases.
Ready to take your business to the next level?
Let’s build something great together. Chat with us on WhatsApp or get in touch for a free, no-obligation chat.