Solutions · Workflow automation
Connect the tools you already pay for
Lead routing, payment reminders, order updates and weekly reports, built with retries, alerts and documentation so the system keeps running when nobody is watching.
What is included
- A walk-through of your most frequent handoffs to pick the right first flows
- Builds in n8n, Make, Zapier or small custom services, in your own accounts
- Error handling, retries and an alert to a person when something cannot run
- A run log so you can see what happened to every lead, order or invoice
- Training and documentation so your team can change it later
See it run
Watch the team run it
Each tab is a flow we set up often. Follow the steps, or press Replay to watch again.
Lead to CRM
LiveWhich handoff should run itself?
Sales team
Form submitted
From your website
Contact created
No copy-paste into the CRM
Team notified
The right person, instantly
Welcome email sent
So nobody waits
Step 1 of 4Form submitted: From your website.
Progress0 of 4 steps
Every lead lands in the CRM and gets a reply.
A flow we set up often