Enquiries to your CRM
Move approved form submissions into the right system, apply agreed routing rules and notify the responsible person.
- Field mapping and validation
- Duplicate and failure handling
- Clear ownership of the next step
AI & WORKFLOW AUTOMATION
Connect your tools. Give your team time back.
Automate the repeatable work between enquiries, CRM records and internal tasks with n8n, Make and AI. Keep human review where judgement matters, and give each workflow a clear owner.
WHAT WE CAN HELP WITH
Less copying. Fewer handoffs. A connected workflow.
Start with the tasks your team repeats every day. We map the steps, connect compatible tools and test the exceptions before handover.
Routine operations
Connect repeatable tasks across the services your team already uses.
- Task creation and status updates
- Internal notifications and summaries
- Scheduled reporting workflows
AI with human review
Use AI for a defined task with approved inputs and a review point before sensitive or customer-facing actions.
- Drafts and text classification
- Review queues and escalation
- Documented inputs and limitations
A CLEAR START
Show us the process before choosing the tool.
Describe what starts the task, what the team does next and what a successful result looks like. A simple rules-based workflow may be all you need.
What we agree before work starts
- Trigger, data fields, systems and permission requirements
- What can run automatically and what needs approval
- Third-party subscriptions and expected usage costs
- Testing, failure alerts, documentation and maintenance
HOW WE WORK
From a clear brief to a useful handover.
01
Map
Document the current workflow, exceptions and the result you want.
02
Build & test
Connect the approved tools and test normal, duplicate and failed inputs.
03
Train & improve
Explain the controls, hand over documentation and agree how issues will be handled.
Automation depends on third-party APIs, permissions and plan limits. We agree access, data handling, ongoing costs and support responsibilities before implementation.
The same team. The right way to work together.
Work directly with us for your own business, or bring us into your agency’s delivery process. We also provide these services to businesses in Bangladesh.
LET’S WORK TOGETHER
Turn a recurring task into a working system.
Show us the process, the tools involved and where time is lost. We will identify what to automate and where people should stay involved.