Automated Workflows
Workflows that move data between your systems without anyone retyping it.
Get in touchAn enquiry arrives by email. Someone copies it into the CRM, messages sales, and adds a row to a spreadsheet. Ten minutes each time, twenty times a week.
I build workflows that do this work for you. When something happens in one system, the right things happen in the others.
How it works
- We map the steps your team repeats by hand.
- I automate the steps a machine can do and leave the judgement calls with your team (or use AI to automate that too).
- When a workflow fails, you get an alert. Nothing fails silently.
Examples
- Website leads land in your CRM within a minute and sales gets notified.
- Invoices arriving by email are filed and entered into your accounting software.
- New starters get their accounts and calendar invites before day one.
- Campaign results post to your team’s channel every Monday morning.
What you get
- Data entered once instead of three times.
- Steps that never get skipped or forgotten.
- Your team’s time spent on judgement calls, not copy and paste.