Simple Workflow Automation
One trigger, one controlled sequence, done properly.
- Category
- Automation
- Typical timeline
- 4-6 weeks
- Support included
- 30 days
What it is
A single clearly defined automation that begins with a trigger and completes a controlled sequence across two or three of the tools you already use.
Best used when
Repetitive administrative work with stable rules, modest volume and one clear owner.
What it looks like in practice
Send website enquiries into a CRM, assign an owner and notify the team
Create appointment, invoice or quotation reminders automatically
Record form submissions, organise files or prepare a weekly report
What it connects to
Website forms, email, Google Sheets, Airtable, CRM, calendar, cloud storage, Slack, Teams or ClickUp.
What you get at handover
Testing, handover documentation, one training session and 30 days of defect support. New features are quoted separately.
What it looks like built
One enquiry, moving through the system.
This is the shape of most automations we build. Yours will differ in the details — but the approval gate is always there.
Channels
Agents
Your decision
Systems
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