An enquiry arrives.
A new email starts the workflow. The sender and message are captured.
EmailFirst we understand your process and assess where automation could save time and money. Then you choose practical advice, a custom build, or both. The workflows below show some possibilities.
Choose an example. Follow each step.
These are possible workflows, not client results.
A new email starts the workflow. The sender and message are captured.
EmailThe request is classified and a reply is drafted using your approved information.
AI + business contextA CRM record is created or updated, and the right teammate is notified.
CRM + team chatCheck the draft, add a personal touch, and decide when to send it.
Human approvalA prospective customer shares their details and what they need.
Website formCheck for an existing contact before creating or updating their CRM record.
CRM lookupAssign the enquiry and send your teammate the details they need to follow up.
Team notificationCreate a follow-up reminder that is cancelled when the relevant contact status changes.
Task + status checkA scheduled workflow gathers the agreed records from your connected tools.
Scheduled triggerValidate required fields and flag missing or inconsistent information.
Rules + validationCalculate the agreed figures and prepare a readable summary for review.
Report + optional AIShare the report in your chosen channel with links back to the source.
Email or team chatYou work directly with me, Joshua. I bring 10+ years of software experience to the problem, from our first call to handover.
Meet your automation engineerWe discuss your process and tools in a free intro call. A scoped assessment can then explore time spent, recurring costs, and which improvements are worth pursuing.
You approve a scope and estimate after considering potential savings and running costs. I build around your process, test normal and unusual cases, and keep you involved.
I explain the setup and show you how to use it. Further fixes, improvements, and support are available when you need them.
Not sure what to automate? Let’s look at how you work, identify the costly manual steps, and decide what is worth improving.
Discuss your process Free intro call · Temporarily €80/hour, normally €100