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SERVICE 03

Stop copying and pasting between tools.

If someone on your team moves information from one app to another by hand, that task can almost always be automated. We connect your tools so the work happens on its own and errors stop creeping in.

Get your free prototypeSee what we build

WHAT WE BUILD

What we build

What you getHours back every week, and fewer mistakes.

Works with

  • Zapier
  • Make
  • n8n
  • New-lead routing from forms, ads and calls into your CRM
  • Automatic quotes, invoices, confirmations and reminders
  • Hand-offs between teams and tools, with alerts when something needs a person
  • Reporting that updates itself

WHAT IS INCLUDED

What is included in Workflow Automation

  • 01

    Lead routing

    New enquiries from forms, ads and calls land in your CRM and reach the right person, with no one copying details across.

  • 02

    Automatic documents

    Quotes, invoices, confirmations and reminders are created and sent when the trigger happens, using your wording and your details.

  • 03

    Hand-offs between teams

    When a job moves from sales to delivery, the details travel with it and the next person is told straight away.

  • 04

    Alerts when it matters

    When something needs a person, such as a stalled lead or a failed payment, the right person gets a clear message.

  • 05

    Self-updating reports

    The numbers you check each week update on their own, so nobody spends Monday morning building a spreadsheet.

  • 06

    Error checks

    We build in checks and alerts, so if a connection breaks we hear about it and fix it before you notice.

HOW IT WORKS

How Workflow Automation works with us

  1. Step 1: Free prototype

    We pick one slow, manual task in your business and build a working automation for it.

  2. Step 2: Walkthrough call

    We show it running live and agree which other tasks are worth automating next.

  3. Step 3: Build and launch

    We build, test and connect the automations, and take them live within 14 days.

  4. Step 4: Run and improve

    A specialist monitors every automation, fixes breaks and adds new ones as your business changes.

QUESTIONS

Common questions.

Which tools do you use?

Mainly Zapier, Make and n8n. We choose the one that fits the job, your existing tools and what it will cost you to run.

How do I know what to automate?

Start with tasks that someone repeats every day or week, and tasks where mistakes happen. We help you list them and rank them.

What if one of my tools changes or stops working?

We monitor the connections, so a break triggers an alert. Your specialist fixes it, and updates the automation if the tool has changed.

Will my team lose control?

No. People stay in charge of decisions. Automation does the repetitive work and tells them when they are needed.

MORE FROM 313MENT

Other services that work alongside this one.

THE FREE PROTOTYPE

Your free prototype is one message away.

A working version of your system, built around your business before you spend a cent.

Message us to start

NO COST · NO COMMITMENT