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Service package

Business Workflow Automation

One painful manual process, automated end to end.

We map one recurring process — lead routing, quote follow-ups, invoice reminders, onboarding — and automate it with AI where it adds value and with plain rules where it doesn't.

Best for: Teams spending hours a week copying data between tools.

What's included

  • Process map of the current and automated workflow
  • One automated workflow (up to ~10 steps, up to 3 connected apps)
  • AI step for classification, extraction or drafting where useful
  • Error alerts and a simple run log
  • Recorded walkthrough

What you'll need

  • Admin access to the connected tools
  • One process owner for a 45-minute workshop

Integrations

  • n8n / Make / Zapier
  • Google Workspace
  • Microsoft 365
  • Xero
  • HubSpot
  • Slack

Not included

  • Tools without an API
  • Data migration projects

How it works

  1. 01Pay securely
  2. 02Process workshop
  3. 03Build + test with real data
  4. 04Handover

Optional upgrades: Additional workflows · Monitoring plan · Custom dashboard

Learn more about this service

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