02 · Workflow Automation

Remove repetitive work.Keep your business moving.

We connect your tools and automate the processes that consume time, create handoff gaps, and keep your team from higher-value work.

Discuss your project

Capabilities

Lead GenerationBooking SystemsCRM AutomationAI WorkflowsReporting Automationn8nMakeCustom Integrations

What we automate

Business automation services, built around your day.

From finding your next customer to managing their booking, we build connected systems that take care of the steps in between.

CRM & Sales Follow-Up Automation

Capture enquiries from your website and campaigns, assign an owner, update deal stages, and trigger timely follow-ups so your team knows who needs attention.

Lead routing · Pipeline updates · Follow-up reminders

Customer Onboarding Automation

Turn a new customer into a ready-to-start project with welcome emails, intake forms, document collection, and tasks assigned to the right people.

Intake forms · Document collection · Project setup

Invoicing & Payment Workflows

Connect quotes, invoices, payment confirmations, and overdue reminders. Keep your finance tools and customer records in sync without re-entering the same details.

Invoice creation · Payment updates · Reminders

AI Workflows & Customer Support

Organise incoming requests, summarise conversations, and draft replies using your business knowledge. Route sensitive or complex cases to a person for review.

Request triage · AI summaries · Human review

Reporting & Data Automation

Bring data from your business tools into scheduled reports and dashboards. Send useful updates and alerts when a number needs attention.

Scheduled reports · Data sync · Performance alerts

Internal Operations & Approvals

Move requests, approvals, and recurring tasks between teams with clear ownership. Give staff visibility into what is waiting, approved, or ready for the next step.

Approval flows · Task assignment · Status notifications

n8n, Make & Custom API Integrations

Connect the tools you already use with n8n, Make, webhooks, and custom APIs. Build in error alerts and recovery steps so failed runs can be spotted and resolved.

n8n · Make · Webhooks · Custom APIs

Have a workflow in mind?

If your team keeps repeating the same steps, let’s look at how they could work together.

Let’s map it out

What this solves

Less chasing.
More moving forward.

Give your team time back, keep handoffs clear, and make space for the work that needs a person.

Fewer tasks on repeat.

Let routine updates, reminders, and data entry happen automatically so your team can focus on customers and higher-value work.

Handoffs that keep moving.

Keep your tools and people in sync, with clear ownership and timely notifications whenever the next step is ready.

Support for human judgment.

Use AI to sort requests, summarise information, and prepare drafts, with your team in control of the decisions that matter.

How we work

From manual steps
to a working system.

Start with the bottleneck.
Build, test, and improve the workflow around it.

  1. 01

    Discover

    Map the current workflow, people, tools, and exceptions. Find where time gets lost.

    Your priorities, mapped out
  2. 02

    Design

    Define the triggers, rules, and human checkpoints before building the connections.

    A practical automation blueprint
  3. 03

    Build

    Connect your tools, test real scenarios, and document how the workflow runs.

    A tested, connected workflow
  4. 04

    Improve

    Monitor failures, review time saved, and refine the system as your business changes.

    Ongoing visibility and refinement

Start with clarity

Tell us what you need to measure, improve, or automate.

Contact us