Repeated work, handled automatically and watched.
We map the manual steps that eat your team’s time, then build, test and monitor the workflows that replace them. Anything that sends a message, spends money or changes a record can wait for an approval you choose.
You keep the accounts. Every workflow has a plain-English run sheet and a log, so you can see what ran and what it did.
- Starts with
- A workflow review and your first workflows, from $3,500 for up to three
- Timeline
- Set in your written proposal
- Monitoring
- Optional, from $750 a month
- Tools
- Yours or ours, your choice. The accounts are in your name
- Control
- Approvals before anything is sent, paid or changed
- Led by
- A senior automation engineer
The case for automating repeated work
Every business has work that repeats: copying, chasing, checking, reporting. It rarely shows up as a line in the accounts, so it keeps growing. Automating the right parts gives skilled people their time back, and it only works if it is mapped, tested and watched.
Time comes back first
Repeated work takes skilled hours every week. Automation returns them to work that needs a person. We time your current process before we say what it could save.
Fewer dropped balls
A rule-based workflow does the same steps every time: the enquiry is logged, the reminder goes out, the handover happens. People stop depending on memory.
Quicker for your customers
Enquiries get logged and routed when they arrive, not when someone next checks the inbox. A person still writes the reply where it matters.
Growth without more repetition
When volume rises, the workflow absorbs it and people handle the exceptions. You add customers without adding the same task to someone’s week.
Is this you?
- Your team copies data from one tool into another.
- Customers wait while something is passed between people.
- Someone’s week is mostly chasing and reminding.
- Reports are built by hand every month.
- You pay for several tools that do not talk to each other.
Compared with the other ways
There are honest reasons to choose each. Here is how they trade off.
- Keep doing it by hand
- No set-up cost. The cost grows with volume and with staff turnover.
- Build it yourself in a no-code tool
- Cheap to start if you have the time. It can stall on testing, error alerts and who owns it once the business depends on it.
- Hire a freelancer
- Good for one flow. You may still have to manage testing, monitoring and documentation yourself.
- Our Workflow Automation
- Mapped, tested and monitored, with approval points and the accounts in your name. It costs more than doing it yourself and is not worth it for one small task.
From manual steps to workflows you can trust.
Automation goes wrong when the process is unclear or nobody is watching. We map first, add approvals where they matter and keep watching after switch-on.
Map the work as it happens
We watch how the work really flows, who touches it and where it waits.
- Step-by-step maps of your current process
- Where time, errors and handoffs are lost
- What to automate, what to simplify first and what stays with a person
- A ranked list with effort and risk for each
Design the workflow
We write down the triggers, the rules, the approvals and what happens when something fails.
- Triggers and rules in plain English
- Approval steps for anything sent, paid or changed
- What happens when data is missing or a system is down
- Your sign-off before we build
Build and connect
We build on your tools or ours and connect the systems you already use.
- Connections to forms, email, CRM, calendar, accounting and messaging
- Documents, quotes and reports produced automatically
- AI steps such as drafting or sorting, with a person reviewing
- Accounts and keys in your name
Test with real cases
Nothing goes live until it has handled real examples, including the awkward ones.
- Test runs on real examples before go-live
- Edge cases written down and tried
- A way back for each workflow
- A staged switch-on, one workflow at a time
Watch it run
A workflow that fails quietly costs more than the manual work it replaced, so each one reports when it breaks.
- Alerts when a workflow fails
- A log of every run
- A monthly check of volume and errors, with monitoring
- Fixes when a connected system changes
A handover you can use
Your team can run, change and explain each workflow without us.
- A run sheet for each workflow in plain English
- A short training for the people involved
- Accounts, keys and documentation in your name
- Changes quoted before we make them
Examples of the work we automate.
These are examples of the shape of the work. They are not client projects and they are not results.
Enquiry follow-up
An enquiry arrives by form and waits for someone to notice it.
- Before: enquiries wait for a reply
- Built: each one reaches the CRM, gets an acknowledgement and a task for the owner
- Check: time to the first reply
Quote to invoice
Accepted quotes are retyped into the invoicing system.
- Before: the same details typed twice
- Built: an accepted quote creates a draft invoice for approval
- Check: time from acceptance to invoice
Client onboarding
Onboarding is a checklist that lives in one person’s head.
- Before: steps missed when that person is away
- Built: forms, a welcome email, folders and reminders created when a client signs
- Check: time from signing to kick-off
Weekly report
The weekly numbers are copied from three tools by hand.
- Before: hours of copying every Monday
- Built: a report assembled and sent for review each Monday
- Check: hours spent each week
How a workflow project runs.
Each stage needs your approval before the next one starts.
Workflow review
We map the work with you and rank what to automate first.
Design and approve
You approve the rules, the approval steps and the scope before we build.
Build and test
We build each workflow and test it on real examples.
Switch on and watch
We switch on one workflow at a time, then watch the logs and fix what breaks.
Every engagement ends with a Delivery Record.
It is the proof that comes with the work: what we agreed, what we delivered, how it was checked, what you own and what we recommend next. You sign it off, or tell us what is missing.
You get it when the workflows go live.
In this service it covers
- Each workflow, the test runs on real examples and what they showed.
- The accounts, keys and documentation, in your name.
- Where monitoring is in your scope, the monthly check of volume and errors.
What a typical engagement costs.
These are the prices and terms from this page, set out as one sheet. Your own scope is agreed in a written proposal before any work starts.
Workflow Automation
- First workflows
- From $3,500, up to three workflows
- More workflows
- Quoted by scope
- Monitoring
- Optional, from $750 a month
- Platform fees
- Paid by you, in your name
- Ownership
- You own the accounts, workflows and documentation
- Run sheets
- Plain-English sheet and log for every workflow
- Approval
- Workflows wait for your approvalNothing goes live until you approve it.
Example summary. Prices are in US dollars plus any taxes that apply. Your written proposal fixes the final price.
What is and is not included.
Here is where the service starts and where it stops.
What is covered
- A workflow review that maps and ranks your manual work
- Design with plain-English rules and approval steps
- Up to three built, tested and documented workflows in the first project
- Connections between the systems you already use
- Run sheets and a short training for your team
- Alerts and a log for every workflow
- Optional monitoring from $750 a month
What is not included
- Platform and subscription fees, which you pay
- Any promise of hours saved before we have measured your current process
- Replacing a person’s judgement in a decision that needs one
- Building a custom application, which is Custom Software Development
- Sending messages or spending money without an approval step you chose
Common questions
What can be automated?
Repeated, rule-based work: enquiry handling, quotes, invoices, onboarding, reminders, reports and approvals. Where a step needs judgement, we keep a person in it.
Which tools do you use?
Yours where they fit, ours where they do not. You choose, and the accounts are in your name.
What stops it sending something wrong?
Approval steps. Anything that sends a message, spends money or changes a record can wait for a person. We agree those steps with you before we build.
How will I know how much time it saves?
We measure your current process first, then compare after switch-on. We do not promise hours saved before we have done that.
What if a connected system changes?
Alerts tell us when a workflow fails. With monitoring, we fix it. Without it, we quote the fix.
Do you use AI in workflows?
Where it helps, for drafting or sorting, with a person reviewing the result. AI Consultancy can help you decide where it is safe to use.
Tell us what you need.
Tell us which process you want automated and which tools it runs through. A website address helps but is optional. We reply from a person and agree the scope in a written proposal before any work starts.
Services that work with this one.
Each service can be bought on its own. These connect to it, so the work fits together.
- Custom SoftwareWe need a tool that does not exist yet.
- AI ConsultancyWe are not sure where AI fits in our business.
- Website DevelopmentOur website is slow, dated or does not bring in enquiries.
- B2B OutreachWe want to reach the right companies with messages worth reading.
- Paid AdsWe want ads that bring qualified calls.
Losing hours to repeated work?
Tell us which tasks repeat, which systems they touch and who does them today. We will reply with a scoped proposal.