What we automate
- Start here
Leads. A form or a message comes in; it lands in your CRM, the right person is told, and the follow-up goes out without anyone remembering to send it.
We start with one. Usually with the one automation that removes the most annoying manual step. Once it's running, the next one is obvious. For a wider project, Discovery & Scope maps the workflows first.
- Form in
- CRM + alert
- Follow-up
- Next
Notifications. Orders, payments, bookings and deadlines reach the right people on WhatsApp, email or Slack.
- Order paid
- Next
Reporting. The weekly numbers assemble themselves from your store, your accounts and your sheets.
- Store + Accounts + Sheet
- Monday report
- Next
Documents. Quotes, invoices and confirmations generated from the data you already have.
- Data
- Quote
- Sent
- Next
Orders and inventory. Store, warehouse and accounting kept in step.
- Store
- Warehouse
- Accounts
Connect your tools
We work with what you have: your CRM, store, accounting, email, WhatsApp, calendars and spreadsheets. Where an off-the-shelf connector fits, we use it. Where it doesn't, we build the connection.
AI, set up where it fits
AI is useful for specific jobs: drafting replies, sorting enquiries, summarising long threads, pulling data out of documents. We set it up inside the tools your team already uses, with a person checking what matters and clear rules about what the AI may and may not do.
Lead
Lead“Do you build booking systems?”Order
Order“Can I change my order?”Drafted reply“Yes, until it ships. Which item would you like to change?”ApproveSupport
Support“The form isn't sending.”
Questions
Your tools, your data and WhatsApp.
Which tools can you connect?
Most common business tools, and anything with an API or an export. Tell us what you use and we'll confirm.
Read the guide: Lead follow-up automation: what to connect, in what order
Do we need to change our tools?
Usually not. We connect what you have. If a tool is the real problem, we'll say so.
Read the guide: n8n, Zapier or Make: which fits your workflow, and when to have it built
Is our data safe with AI?
We agree what data goes where before anything is set up, keep your documents in accounts you control, and choose setups where your data isn't used to train public models.
Can you automate WhatsApp?
Yes, through WhatsApp's business tools, for notifications and follow-ups. We don't run marketing broadcasts.
Read the guide: WhatsApp automation for a small business: the official routes and the rules
What does it cost?
It depends on what you need. Tell us about the project and we'll send a written quote with the scope, timeline and what's included.
Tell us the manual step you'd most like to never do again.
We reply within 24 hours.