Workflow Automation
We connect your tools and automate the busywork — invoices, CRM updates, reports and follow-ups that run themselves.
Good morning, Sarah
Automations
Hours saved this month
142.5h
+38%
24
Active
3.2k
Runs
99.8%
Success
Live activity
See all
New lead → CRM
2s ago
Invoice #1093 sent
4m ago
Slack: deal won
12m ago
Weekly report
1h ago
Overview
What Workflow Automation actually does
Workflow Automation turns repetitive processes into hands-free pipelines. We audit how work actually moves through your business, then automate the handoffs between your tools — from lead capture to invoicing to reporting.
You keep the tools you already use. We wire them together, add AI where it saves real time, and give you a dashboard showing every run, success and failure.
Tell us the manual process that eats your week. We map it, rebuild it as an automated pipeline across your existing tools, and monitor it so it keeps running without you.
Features
Process audit
We find the hours leaking out of your week and rank what to automate first.
Tool-to-tool pipelines
CRM, email, spreadsheets, billing and storage — connected with no copy-paste.
AI decision steps
Summaries, classifications and draft replies built into the flow where they help.
Monitoring & alerts
Every run logged. You get alerted the moment something needs attention.
Pricing
Starter
$750 one-off
One automated workflow across up to 3 tools, with monitoring and documentation.
Operations
$1,800 + $99/mo
Up to 5 workflows, monthly optimisation, error handling and a live run dashboard.
Custom
Quoted
Company-wide automation programs with legacy systems and compliance needs.
All prices in USD (US Dollar), inclusive of VAT where applicable. Recurring plans renew automatically until cancelled.
Policies for this product
Delivery, refunds & cancellation
Delivery
Digital delivery. Audit delivered within 1 week of kickoff; first workflow live within 2–4 weeks depending on complexity.
Refunds
Full refund before implementation begins. After work has begun, we refund the portion of scoped work not delivered.
Cancellations
Monitoring plans can be cancelled any time in writing; coverage runs to the end of the paid month.
Support
Email us with the workflow name. First response within 1–2 business days; incidents prioritised.
Exceptions
No refunds for change of mind after full delivery, or for services already rendered. We may decline requests that abuse this policy.
Last updated
October 2026



