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Workflow Automation

STAGE 04 · AUTOMATE THE REPETITION

Connect your tools.
Stop doing the busywork.

We connect your apps — CRM, email, spreadsheets, WhatsApp — so information moves between them automatically and the manual copy-paste work disappears.

Book a free automation audit See pricing

MAKE · ODOO · GMAIL · GOOGLE SHEETS · WHATSAPP

Quote request → invoiceRUNNING
01Enquiry arrivesWhatsApp message received
02Record createdContact and job written to Odoo
03Quote generatedBranded PDF built from your pricing
04Sent & loggedEmailed to the customer, filed against the job
05Follow-up scheduledReminder set for 3 days if no reply

The problems we fix

The work isn't hard.
It's just endless.

Copying a number from one screen to another isn't difficult. Doing it forty times a day, forever, is what costs you.

You re-type the same data into 3 tools

The same order entered into the CRM, the spreadsheet and the accounting system — by hand, every time.

Things slip through the cracks

A follow-up nobody sent, a quote nobody chased. Not because anyone failed — because nothing was watching.

Your team is stuck on repetitive tasks

People you hired to think are spending their week moving data between screens.

Your tools don't talk to each other

Every system holds part of the truth and none of them agree, so someone reconciles it manually.

What we build for you

Six pieces, built to hold up.

Process mapping

We chart what actually happens before automating it — including the steps nobody documented.

App & system integration

Your CRM, inbox, sheets, WhatsApp and ERP connected so data moves once and stays consistent.

Triggers & automated actions

When this happens, do that — reliably, at 3am, without anyone remembering to.

Data sync across apps

One change updates everywhere, so the numbers stop disagreeing between systems.

Alerts & error handling

When something breaks you hear about it immediately, with the record it failed on.

Monitoring & reporting

What ran, what it saved, and where the next bottleneck is — visible rather than assumed.

What we automate most

Three places it pays back fastest.

Most clients start with one of these, because the time they eat is easy to measure and the fix is quick to prove.

Quotes, contracts and invoices — generated in seconds

We turn your data into finished, on-brand documents automatically — so your team stops rebuilding the same files by hand, and nothing goes out with a typo.

Branded templatesEvery document identical, on-brand, every time.
Auto-fill from your dataPulled from the CRM or ERP, not retyped.
Quotes & estimatesPriced from your own rules, ready to send.
Contracts & agreementsGenerated with the right terms filled in.
Confirmations & invoicesIssued on the trigger, filed against the job.
Instant PDF deliveryEmailed the moment it's generated.

Your inbox, sorted and answered for you

AI reads, labels and prioritises every incoming email — and drafts the replies — so you act on what matters and skip the rest. Nothing sends without you.

Smart sorting & labelingEvery message filed where it belongs on arrival.
Priority detectionThe ones that actually need you, surfaced first.
Auto-drafted repliesWritten in your voice, waiting for your approval.
Spam & noise filteringThe rest cleared out before you see it.
Routing to the right personSent onward without you forwarding it.
Daily inbox summaryWhat came in and what needs you, once a day.

The handoffs between departments

The steps where work waits for someone to notice it — sales to operations, operations to finance — connected so nothing sits in a queue nobody is watching.

Sales to operationsA won deal becomes a scheduled job automatically.
Operations to financeCompleted work triggers the invoice, same day.
Follow-up schedulingReminders set on the record, not on a person.
Approval routingSent to whoever must sign off, then moved on.
Status notificationsThe customer told without anyone drafting it.
Recurring reportsBuilt and sent on schedule, every week.

How it works

From audit to automation in four steps

Most first automations are live within two weeks.

STEP 01

Free automation audit

We look at where the repeat work actually is and what it costs in hours. If nothing is worth automating yet, we'll tell you.

STEP 02

Design the flow

We map the process as it really runs — including the exceptions — and agree what the automation should do when something is unusual.

STEP 03

Build & connect

Built on the tools you already use, connected and tested against real records rather than sample data.

STEP 04

Monitor & improve

It's watched after launch. When a flow fails it alerts, and we tune it as the process changes.

Pricing

Build once, save every day

You pay once to build each automation and a little to keep it running — and most pay for themselves in saved hours within the first month.

Essential

For a first automation

FROM

$500

+ $100/mo maintenance

  • 1–2 workflows
  • Monitoring & alerts
  • Email support
Book an audit

Most chosen

Growth

For automating across the business

FROM

$1,200

+ $250/mo maintenance

  • Up to 5 connected workflows
  • Error handling & dashboard
  • Monthly optimisation
  • WhatsApp support
Book an audit

Scale

For complex, multi-app operations

SCOPED

Custom

Agreed with the scope

  • Unlimited workflows
  • Complex multi-system logic
  • Dedicated support
Talk to us

Why us

Automation that actually holds up

We map before we build

Automating a broken process just makes the mess arrive faster. We chart it first, and sometimes the answer is to fix the process instead.

Built on tools you already use

No rip-and-replace. We connect what you have rather than selling you a new platform to learn.

It fails loudly, not silently

Every flow has error handling. A broken automation that nobody notices is worse than no automation at all.

Proven in our own operations

We run these flows across our own companies before recommending them to anyone else.

What comes next

Automation needs something solid underneath.

STAGE 03 · BEFORE

Odoo ERP & Configuration

Flows need one system to write into. Automating across five disconnected tools multiplies the mess.

Learn more →
STAGE 02 · BEFORE

AI Agents

Agents capture the enquiry. Automation moves it through everything that happens next.

Learn more →
STAGE 05 · AFTER

Business Intelligence

Once flows run themselves, the data they produce is finally clean enough to decide from.

Learn more →

Ready to let your apps do the busywork?

Book a free automation audit. We'll find where the repeat work is and what it's costing you in hours — and tell you honestly if it's not worth automating yet.

Book a free automation audit Email us instead

30 MINUTES · NO PITCH DECK · NO OBLIGATION