ChatGPT
AI subscription / APIDrafting replies, summarising enquiries, classifying leads and answering questions from your own FAQ.
Cost: Free and paid app plans; API use is billed separately by usage.
AI business workflow automation
AI Workflow Automation for Growing Businesses
We find the repetitive steps in your sales and operations and automate them — connecting your CRM, email, WhatsApp, Google Workspace and business apps, and adding AI where it genuinely saves time.
What's included
- CRM automation
- Email automation
- WhatsApp notifications
- Customer follow-up
- Appointment reminders
- Data entry automation
- Document processing
- Business reporting
- Third-party application integration
Who it's for
Is this right for your business?
- Teams copying data between forms, sheets, CRMs and accounting tools by hand
- Businesses whose follow-ups and reminders depend on someone remembering
- Owners who want regular reports without building them every week
Benefits
- Fewer manual steps and fewer copy-paste errors
- Faster, more consistent follow-up with every customer
- Reports that build themselves from the data you already have
Example use cases
- New lead → CRM record → WhatsApp alert to the sales owner
- Invoices and documents read by AI and entered into a sheet or ERP
- Weekly enquiry and conversion summary emailed to the owner
How we work
From first conversation to running system
- Process mappingWe document how work flows today, where time is lost and which steps are rule-based.
- PrioritiseWe pick the automations with the clearest benefit and lowest risk to build first.
- BuildWorkflows are built in n8n, Make or custom code, with AI steps for reading, summarising or classifying.
- Test & documentWe test with real scenarios, add error alerts and document how each automation works.
- Support & extendWe monitor runs, fix issues and add the next automations as your processes evolve.
What we'll need from you
- Access to the tools involved (CRM, email, Sheets, WhatsApp, accounting or ERP)
- A process owner who can explain the current workflow and approve changes
- Sample documents or data for testing (with personal data removed where possible)
About costs
Automation platforms and AI APIs have their own plans or usage charges. Where it makes sense, we can self-host n8n to reduce running costs. All third-party costs are listed separately.
We don't promise specific numbers of leads, sales or savings. Results depend on your market, offer and follow-up — we measure everything so you can see what is working.
AI tools & no-code automation
Practical AI with tools that already exist
You don't need to train your own AI model. Here is how common tools fit together — and what each one costs to run.
Example workflow
Meta lead form→Automation platform→AI qualification→Google Sheets / CRM→WhatsApp notification→Sales team
Claude
AI subscription / APIReading long documents, following detailed qualification instructions and writing structured summaries.
Cost: Free and paid app plans; API use is billed separately by usage.
n8n
No-code platformWorkflow automation connecting forms, AI, CRMs, sheets and messaging. Can be self-hosted.
Cost: Self-hosted community edition is free to run on your own server (hosting costs apply); cloud plans are paid.
Make
No-code platformVisual automation scenarios between hundreds of apps, well suited to marketing and sales workflows.
Cost: Limited free plan; paid plans priced by the number of operations.
Google Sheets
Business appA simple, shared lead register or reporting source that automations can read and write.
Cost: Free with a Google account; Google Workspace is paid.
WhatsApp Business Platform
Messaging platformAutomated WhatsApp conversations, notifications and AI assistants through the official Cloud API.
Cost: Meta charges per message or conversation depending on category and country; a provider may add its own fee.
Calendly
Business appSelf-service appointment booking that automations can trigger and track.
Cost: Free plan with limits; paid plans for teams and integrations.
CRM platforms
Business appZoho CRM, HubSpot, Pipedrive or a custom CRM to track every lead, stage and follow-up.
Cost: Varies by vendor — many have free tiers, with paid per-user plans for teams.
No-code platform
Builds the automation. Priced by plan or by the number of runs; some can be self-hosted.
AI subscription / API
App subscriptions are for people. Automations use the API, which is billed per use.
Messaging platform
WhatsApp Business Platform messages carry Meta's per-message or conversation charges.
Business app
Sheets, calendars and CRMs often have free tiers and paid plans as you add users.
Not every integration is free. Automation platforms, AI APIs, WhatsApp messaging and CRMs each have their own plans and usage charges, set by those providers and subject to change. We list them separately from our fees in every proposal.
Industries we serve
Built around how your industry gets customers
Every industry asks different questions before a customer is ready. We design assistants, campaigns and workflows around yours.
Dental Clinics
Implant, orthodontic and whitening enquiries answered, qualified and booked.
- Dental implant enquiries
- Teeth whitening enquiries
- Orthodontic and aligner consultations
- Appointment bookings
Gyms & Fitness Centres
Free trials, memberships and personal training enquiries followed up automatically.
- Membership enquiries
- Free trial registrations
- Personal training enquiries
- Membership renewals and follow-ups
Restaurants
Reservations, party bookings and catering enquiries captured with every detail.
- Table reservations
- Catering enquiries
- Party and event bookings
- Bulk food orders
Education Institutions
Course enquiries, counselling and demo classes handled through every admission season.
- Course enquiries
- Admission counselling
- Demo class registrations
- Student follow-ups
Real Estate
Property enquiries qualified by budget, location and timeline before your team calls.
- Property enquiries
- Budget qualification
- Location preferences
- Site visit scheduling
Other industries
Hospitals, diagnostic centres, car dealerships, interior designers, wedding planners, travel agencies, professional services and retail.
FAQ
Frequently asked questions
Should we use n8n, Make or custom code?
Make is quick to start and easy to maintain for simpler flows. n8n suits more complex logic and can be self-hosted. Custom code makes sense for high-volume or highly specific integrations. We recommend per workflow.
Can you automate our ERP or accounting software?
Where the software offers an API or import, yes. As the team behind Taskmate ERP and many custom integrations, we are comfortable working with business systems.
Is our data safe in automation tools?
We use official integrations, least-privilege access and server-side credentials, and avoid sending more data to AI models than a step needs. Self-hosting is available when data must stay on your own infrastructure.
What happens when an automation fails?
We add error handling and alerts so failures are noticed and retried, rather than silently losing data.
How quickly will we see time savings?
Simple automations such as lead routing or reminders often work within days of going live. We estimate the effort each automation replaces before building, so priorities are clear.
Works well with
Ready to Grow Your Business with AI?
Let's identify opportunities to generate more qualified enquiries, automate your customer communication and simplify your business operations.