Workflow Automation

Automations
that quietly do the work.

Every enquiry answered in minutes, every quiet deal nudged, every job handed to the right person with context attached. Built once, inside your CRM, on your rules.

Platform automations break when the platform updates and stop where the marketplace ends. Ours run on n8n and plain logic you can read — triggered by your CRM, your forms, your inbox and your calendar.

Map My Automations
TriggerNew enquiry submits your website form
Instant replyPersonalised email + SMS with a booking link, in 60 seconds
RouteContact and deal created, assigned by postcode or product
Follow upNo reply in 48h? Nudge sent, task raised, manager alerted at day 5

What we automate.

Anything your team does twice. These are the usual starting points.

⚡

Speed to lead

Instant, personalised replies to every enquiry — email and SMS — with a booking link. 24/7, including the ones that come in at 9pm.

⇉

Routing & assignment

Leads and jobs assigned by territory, product, capacity or round-robin. The right person, with the context, every time.

↻

Follow-up sequences

Quotes that go quiet get nudged. Proposals opened three times get a call task. Lost deals get a check-in in 90 days.

▤

Quotes & documents

Quotes, proposals, agreements and job sheets generated from the record — branded, numbered, sent and tracked without retyping.

⊕

Handover & onboarding

Deal won → job created, portal invite sent, kick-off booked, invoice raised in Xero. One click, or none.

◔

Reporting & alerts

Monday pipeline summary in your inbox. Deal-rot warnings. Overdue tasks escalated. The numbers come to you.

Most teams spend their best hours on the admin between the work.
That's the part we remove.

How much of your pipeline runs itself today?

Find Out — Free Scoping Call

How it's built.

n8n + your CRM

Logic you can read, on infrastructure you own.

We build automations on n8n — an open workflow engine that runs in your own cloud account — connected directly to your CRM's database and to the tools you already use. No black boxes, no per-task pricing, no "Zap limit reached" on a Friday.

  • Runs in your account, not ours
  • Every workflow documented and versioned
  • Failure alerts so nothing silently stops
Deal moved to "Won"CRM trigger
↓
Create job + schedule kick-offCRM · Calendar
↓
Raise invoiceXero
↓
Invite client to portalEmail
↓
Notify delivery teamSMS · Slack
Designed with you

We map it on a whiteboard before we build it.

Every automation starts as a drawn flow you approve: trigger, conditions, actions, what happens when it fails. Then we build it, test it against real data, and switch it on one at a time — so your team notices the work disappearing, not the chaos arriving.

Automations · 12 active+ New
New enquiry → instant replyran 48× this week
Quote quiet 48h → nudgeran 9×
Won → job + Xero invoiceran 5×
Monday pipeline summarynext Mon 07:00

Illustrative.

Automation Questions

›Do we need a custom CRM to get automations?

No. If you're staying on HubSpot, Pipedrive or another platform for now, we can build the automation layer around it with n8n and connect it to Xero, SMS, your forms and more. Many clients start here and build the CRM later.

›What happens when an automation fails?

You and we get an alert with the record and the step that failed. Workflows are built to retry safely and never duplicate a contact, invoice or message.

›Can we change the rules ourselves?

Simple settings — delays, templates, who gets assigned — live in your CRM where your team can edit them. Structural changes we make for you under support.

›Which tools can you connect?

Anything with an API or email: Xero, MYOB, Google Workspace, Microsoft 365, Twilio/SMS, Slack, calendars, website forms, e-signature and most industry tools. See integrations.

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What would your team do with the admin hours back?

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