Automation
Invoice automation for a B2B software vendor in London
Automated repetitive workflows across CRM, email and finance tools for a B2B software vendor.
22 hours saved every week
Automation that gives your team hours back every week
We connect your apps and automate repetitive work: lead routing, invoicing, reporting, onboarding and data entry. Fewer errors, faster responses, lower costs.
At a glance
20+hours saved per team each week
300+workflows automated
90%fewer data entry errors
Overview
Manual work is the most expensive work you do
Copying data between spreadsheets, sending the same emails, chasing invoices and building weekly reports quietly eat a large share of every team’s time.
Automation connects the tools you already use, such as your CRM, email, forms, accounting and messaging apps, so information flows instantly and correctly.
With AI steps added, automations can also read emails, classify requests, summarise documents and draft replies, handling work that once needed a person.
This service works best alongside our Custom Chatbot Development & Integration and AI Integration for Websites services. For a deeper introduction, read our guide: 12 business processes to automate.
What's included
- Process mapping and automation audit
- Zapier, Make and n8n workflow builds
- Custom Python and API automations
- AI steps: classify, extract, summarise, draft
- CRM and sales pipeline automation
- Invoicing, payments and finance workflows
- Automated reports and notifications
- Documentation, monitoring and error alerts
hours saved per team each week
0
+
workflows automated
0
+
fewer data entry errors
0
%
Features
What you get with our automation service
Everything below is delivered by specialists who focus on automation every day.
Lead automation
Capture, enrich, score and route leads to the right person instantly.
Finance flows
Invoices, reminders and reconciliations without manual entry.
AI-powered steps
Emails and documents read, sorted and actioned automatically.
Reporting
Daily and weekly reports compiled and delivered on schedule.
Onboarding
Contracts, accounts and welcome sequences triggered by one action.
Reliable
Error handling, retries and alerts so nothing silently breaks.
Our process
Our Automation process
A clear, repeatable process with a checkpoint at every stage, so you always know what is happening and why.
1
Map
Document the current process and measure the time it takes.
2
Design
Plan the automated workflow and the tools involved.
3
Build
Create, test and document every automation.
4
Monitor
Track runs, errors and hours saved each month.
Automation tools and platforms we use
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Portfolio
Automation projects we have delivered
Browse 50 recent automation projects. Click any project to see the details.
Showing 12 of 50 projects
Automation
Automation
Weekly report automation for a travel agency in Doha
Automated repetitive workflows across CRM, email and finance tools for a travel agency.
Lead response time cut by 76%
Automation
Lead routing automation for a private school network in London
Automated repetitive workflows across CRM, email and finance tools for a private school network.
Lead response time cut by 46%
Automation
Ecommerce order sync for a digital marketing consultancy in Manchester
Automated repetitive workflows across CRM, email and finance tools for a digital marketing consultancy.
39 hours saved every week
Automation
Weekly report automation for a digital marketing consultancy in Riyadh
Automated repetitive workflows across CRM, email and finance tools for a digital marketing consultancy.
Lead response time cut by 54%
Automation
Invoice automation for a travel agency in Lahore
Automated repetitive workflows across CRM, email and finance tools for a travel agency.
Data entry errors down 32%
Automation
Weekly report automation for a real estate developer in New York
Automated repetitive workflows across CRM, email and finance tools for a real estate developer.
Data entry errors down 63%
Automation
Ecommerce order sync for a fashion ecommerce brand in Manchester
Automated repetitive workflows across CRM, email and finance tools for a fashion ecommerce brand.
42 hours saved every week
Automation
Social media scheduler for an insurance broker in Faisalabad
Automated repetitive workflows across CRM, email and finance tools for an insurance broker.
8 hours saved every week
Automation
HR onboarding automation for a real estate developer in London
Automated repetitive workflows across CRM, email and finance tools for a real estate developer.
Data entry errors down 66%
Automation
AI email triage for an NGO in Islamabad
Automated repetitive workflows across CRM, email and finance tools for an NGO.
Lead response time cut by 25%
Automation
Client onboarding flow for a real estate developer in New York
Automated repetitive workflows across CRM, email and finance tools for a real estate developer.
Lead response time cut by 30%
FAQ
Automation questions, answered
Still have a question? Our team replies within one business day.
Which processes can be automated?
Anything repetitive and rule based: lead capture, follow-up emails, invoicing, reporting, data entry, onboarding, order processing, social posting and more.
Should I use Zapier, Make or n8n?
Zapier is simplest, Make is flexible and cost effective for complex flows, and n8n can be self-hosted for privacy and scale. We recommend based on your volume and budget.
Do I need to change my software?
Usually not. We connect the tools you already use through their APIs and integrations.
What happens if an automation fails?
We add error handling, retries and alerts so your team is notified immediately and nothing is lost.
How quickly will I see a return?
Many automations pay for themselves within weeks because they remove hours of manual work from day one.
From the blog
Related reading
Guides from our team that go deeper on this topic.
12 Business Processes You Should Automate in 2026 (Zapier, Make, n8n)
Twelve practical workflows you can automate today, how to choose between Zapier, Make and n8n, and how to calculate the time and money you…
Read article: 12 Business Processes You Should Automate in 2026 (Zapier, Make, n8n)
Custom AI Chatbots for Business: Benefits, Costs and How to Build One
What a custom AI chatbot can do for your business, how it differs from scripted bots, what it costs and the steps to build…
Read article: Custom AI Chatbots for Business: Benefits, Costs and How to Build One
Power BI vs Tableau vs Looker Studio: Which BI Tool Is Right for You?
An honest comparison of the three most popular BI tools on cost, ease of use, data connections, visualisation and sharing, with recommendations by business…
Read article: Power BI vs Tableau vs Looker Studio: Which BI Tool Is Right for You?Related services
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