01 Lead capture
- WhenA form, chat or ad lead arrives
- Then 01Capture it in one place
- Then 02Remove duplicates
- Then 03Score and route it to the right person
- YouDecide which leads get a call first
Illustrative flow
Workflows / CRM / Operations
Remove the repetition.
We map the manual steps slowing your team down, then connect your tools so leads, emails, updates and tasks move on their own.
- 01 Copy the enquiry into a spreadsheet ×34/wk
- 02 Read it, work out what they want ×34/wk
- 03 Look the company up ×21/wk
- 04 Retype it all into the CRM ×34/wk
- 05 Write the same reply again ×29/wk
- 06 Message sales: "new one in" ×34/wk
- 07 Chase it on Friday ×12/wk
One flowRuns on its own0 copy-paste
Manual steps per enquiry
07 00
Illustrative
(02)The workflow07 steps
One enquiry. Zero copy-paste.
Follow one quote request from the website form to a finished task. Nobody retypes anything. A person steps in once, to approve the price.
Example run Example run #0142
-
Step 1: Form submitted
Trigger t+00:00New enquiry
NameSam, office manager
Emailsam@example.com
Message“We need 40 branded mugs by the 14th. Can you quote?”
Send enquiry- event
- form.submitted
- source
- /contact
- fields
- 4 of 4
-
Step 2: AI reads the request
AI step t+00:04Parsed request
“We need 40 branded mugs by the 14th. Can you quote?”
- Intent Quote
- Qty 40
- Due 14th
- Priority High
- intent
- quote_request
- quantity
- 40
- deadline
- 14th · 9 days
-
Step 3: Lead enriched
Data t+00:09Lead record
Samsam@example.com 82/100 fit- Company
- Matched by domain
- Customer
- New
- Source
- Website form
- company
- matched by domain
- history
- new customer
- fit
- 82 / 100
-
Step 4: CRM updated
CRM t+00:12Deal · MUG-11
40 × branded mug
- New
- Quote
- Won
- Owner
- Sales team
- Due
- The 14th
- deal
- created
- product
- MUG-11 · tier B
- stage
- Quote
-
Step 5: Email prepared
Email t+00:31Draft reply
- To
- sam@example.com
- Subject
- Your quote: 40 branded mugs
Hi Sam, thanks for getting in touch. Your quote for 40 branded mugs, ready by the 14th, is attached.
quote-0142.pdf- template
- Quote · standard
- price
- tier B applied
- status
- draft
-
Step 6: Sales notified
Team chat t+02:48#sales
Quote ready: 40 branded mugs, due the 14th. Approve to send.
ApproveEdit
Approved by Sales
- channel
- #sales
- action
- approve quote
- approved
- by a person
-
Step 7: Task completed
Done t+03:02Quote sent
- Form to inbox in about 3 minutes
- Follow-up booked for day 3
- quote
- sent
- follow-up
- booked for day 3
- manual steps
- 0
The example run, step by step: a website form arrives; AI reads it as a high-priority quote request for 40 mugs due in nine days; the lead is matched and scored; a deal is created in the CRM; a quote email is drafted from a template; sales approve it in one click in team chat; the quote is sent and a follow-up is booked. About three minutes, no copy-paste.
(03)Before / after
Same work. None of the mess.
Most teams aren't slow. Their tools just don't talk to each other. Here is the same work, before and after it runs as one flow.
-
01
Connected
Replaces: Disconnected tools
Forms, inbox, CRM, calendar and chat pass work to each other.
-
02
Automated
Replaces: Repeated emails
Replies drafted from your own templates, sent once approved.
-
03
Tracked
Replaces: Lost leads
Every lead gets an owner, a stage and a next step.
-
04
Fast
Replaces: Manual copying
Data is entered once, at the source, and moves in seconds.
-
05
Scalable
Replaces: Spreadsheets
Ten enquiries a week or ten thousand: the same flow.
(04)What we automate08 recipes
Trigger in. Work done.
Every automation is a trigger and a set of actions. These are the ones businesses ask us for most. Pick one to watch it run.
02 CRM hygiene
- WhenEvery night, and whenever a record changes
- Then 01Merge duplicate contacts
- Then 02Fill missing company details
- Then 03Flag deals that have gone quiet
- YouReview anything flagged before it is deleted
Illustrative flow
03 Quotes
- WhenSomeone asks for a price
- Then 01Pull product and price tier
- Then 02Draft the quote from a template
- Then 03Send it for one-click approval
- YouApprove every price before it goes out
Illustrative flow
04 Support triage
- WhenA ticket or support email lands
- Then 01Read the intent and urgency
- Then 02Draft a reply from your help docs
- Then 03Route it to the right queue
- YouHandle anything sensitive or unusual
Illustrative flow
05 Onboarding
- WhenA deal is marked won
- Then 01Create accounts and folders
- Then 02Send the welcome sequence
- Then 03Book the kickoff call
- YouMeet the client. The system does the admin
Illustrative flow
06 Reporting
- WhenMonday, 8:00
- Then 01Pull numbers from ads, CRM and store
- Then 02Write a plain-English summary
- Then 03Post it to the team channel
- YouRead it, then decide what changes
Illustrative flow
07 Invoicing admin
- WhenA job is marked complete
- Then 01Create the invoice in your accounting tool
- Then 02Send it with the right terms
- Then 03Chase politely when overdue
- YouAgree exceptions and payment plans
Illustrative flow
08 Scheduling
- WhenSomeone asks for a time
- Then 01Offer open slots
- Then 02Book it and send the invite
- Then 03Remind, and reschedule on reply
- YouKeep control of your calendar rules
Illustrative flow
(05)How we build itHumans in the loop
Map. Connect. Automate. Monitor.
Automation should remove the decisions nobody needed to make, not the ones that matter. People stay in the loop wherever judgment does.
-
Map
We sit with the people doing the work and list every manual step, handoff and copy-paste.
Human gate You choose what is worth automating first.
-
Connect
We link the tools you already use: forms, inbox, CRM, calendar, accounting and team chat.
Human gate You approve access, one tool at a time.
-
Automate
We build the flows, with AI reading and drafting where fixed rules are not enough.
Human gate You sign off anything a customer will see.
-
Monitor
Every run is logged. Failures alert a person, and we keep refining as the business changes.
Human gate You see every run and can pause any flow.
Then again, as your business changes.
What stays human
- Pricing and exceptions
- Anything sensitive
- The first conversation
- The final say
(06)Start here
Still doing the work by hand?
Tell us the task your team repeats most. We'll show you what it looks like automated, and what should stay with a person.