Workflow Automation
Stop your team doing work a system should handle
We build automations that replace repetitive manual steps: enquiry routing, follow-ups, approvals, handoffs between tools. Your team stops copying data and starts doing actual work.
The problem
Manual processes that should have been automated years ago
Most businesses we see have the same pattern: work comes in, someone manually routes it, things get stuck, follow-ups fall through the cracks, and status updates live in someone's head or a chat thread.
What we do
Automations that handle the steps your team shouldn't be doing by hand
We connect your existing tools and build reliable automations that handle the repetitive parts of your workflow. We don't rip out what you have. We make it work properly.
Typical use cases
Where this applies
Service business booking flow
Customer submits a booking request → confirmation sent → job created → team notified → prep checklist triggered. No one retypes anything.
Sales enquiry routing
Form submitted → lead categorised → assigned to the right person → follow-up scheduled → status tracked through to close or rejection.
Approval and sign-off chains
Request submitted → routed to approver → approved or flagged → next step triggered automatically. No more chasing people on Slack.
Recurring operational tasks
Weekly reports generated, reminders sent, data synced, status summaries compiled. All on schedule, without someone doing it manually.
Common patterns
Workflow patterns we build repeatedly
Enquiry → Assign → Follow-up → Close
- Inbound form or email parsed
- Categorised and assigned to right person
- Follow-up reminders on schedule
- Status tracked through to resolution
Request → Approval → Handoff → Completion
- Request submitted via form or portal
- Routed to approver automatically
- On approval, next team notified
- Job created and tracked end-to-end
Booking → Confirmation → Prep → Delivery
- Customer books online
- Confirmation sent, calendar updated
- Prep checklist triggered for staff
- Reminder sent day before
Weekly task → Reminder → Summary → Archive
- Recurring tasks generated automatically
- Assigned with deadline reminders
- Weekly summary compiled and sent
- Completed items logged and archived
In practice
What a workflow automation looks like in practice
A typical build connects your existing tools (forms, email, CRM, calendar, spreadsheets) into a single reliable flow. Work comes in, gets routed, and moves through stages without anyone pushing it along manually.
Getting started
How projects usually start
Most workflow automation projects start with a discovery call where you walk us through the process that's causing problems. We'll map it out, identify what should be automated, and scope a fixed first project. Typical first builds take 2–4 weeks.
Discovery call
Scope & quote
Build & deliver
Typical first engagement
- One workflow or process, scoped tightly
- 2 to 4 weeks from kickoff to live
- Fixed scope, clear deliverables
- Built around your current tools
- Delivered with handover and documentation
Common tools we work with
FAQ
Common questions
Got a process that runs on memory and email?
Walk us through it. We'll tell you what can be automated, what should stay manual, and what a first project would look like.
Discuss your workflow