Process mapping
We document how work currently flows between people and systems, then identify the steps that are repetitive, error-prone or slow.
AI & Automation · Automation
Business and marketing automation that gives your team time back
Business automation is the use of software to run repetitive tasks, such as data entry, follow-ups and reporting, without anyone doing them by hand. We design and build workflows that connect your tools and run reliably in the background, using Zapier, Make, n8n or custom code depending on what the job requires. Every workflow is documented and monitored, so it keeps working long after handover.
What's included
Automation
Marketing automation
Lead routing, nurture sequences, segmentation, lifecycle emails and campaign triggers built across your CRM and email platform.
Operations workflows
Automated onboarding, approvals, document generation, finance handoffs and internal notifications. Routine admin runs without anyone needing to remember it.
No-code and low-code builds
Workflows built in Zapier, Make or n8n, with the platform chosen for reliability, maintainability and the volume of tasks involved.
Custom API integrations
Where off-the-shelf connectors fall short, we write custom code to connect systems properly. Built to handle edge cases that no-code tools cannot.
Monitoring and documentation
Error alerts, logging and clear documentation for every workflow. Issues are caught early and your team knows exactly how everything works.
What you can expect.
- Repetitive admin removed from your team's week
- Faster, more consistent follow-up on every lead
- Fewer errors from manual data entry between systems
- Documented workflows that are easy to maintain and extend
How we run it
- Step 01
Map
We interview the people doing the work and map each process end to end, including the exceptions and workarounds.
- Step 02
Prioritise
Opportunities are ranked by time saved, error reduction and complexity, so the first builds deliver value quickly.
- Step 03
Build
Workflows are built, tested with real data and run in parallel with existing processes before switching over.
- Step 04
Monitor
Live workflows are monitored for errors and volume, with regular reviews to refine logic and add new automations.
Automation FAQs
Any task that is frequent, rule-based and moves information between systems is a strong candidate. Common examples are lead routing, CRM updates, invoice and document generation, onboarding checklists, report building and follow-up emails. Tasks that rely on judgement can often be partly automated, with AI preparing a draft and a person approving it before anything is sent.
Zapier is easiest to start with, Make handles complex branching more visually, and n8n suits teams wanting self-hosting and high volumes. The right choice depends on the apps you use, how many tasks run each month, who will maintain the workflows and where your data must be stored. For edge cases none of them handle well, we write custom code.
AI adds a step that can read and interpret unstructured information inside an automated workflow. It can classify incoming enquiries, pull details out of emails and PDFs, summarise documents or draft responses for someone to review. Combining fixed rules with AI lets workflows handle tasks that previously needed a person to read every message.
A well-built workflow alerts you straight away instead of failing silently. Breaks usually happen when a connected app changes its API or receives unexpected data, so we build in error handling, retries and notifications. Clear documentation means anyone on your team, or ours, can find the cause and fix it quickly.
Usually not, for workflows built in Zapier or Make. With documentation and a handover session, a trained team member can adjust triggers, fields and messages themselves. Custom-coded integrations may need a developer for larger changes, and we can provide that support on an ongoing basis or hand it over to your own technical team.
Ready when you are
Let's start from zero.
Tell us where you are and where you want to be. We will come back within one working day with next steps.