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AUTOMATIONS & INTEGRATIONS / FOR YOUR CLIENTS & YOUR TEAM

Connect the tools your team already uses, so leads, onboarding, reports, and reminders keep moving with fewer manual handoffs.

Explore products Try an example
ONE EXAMPLELead handoff

Choose what you need.

Find the problem that sounds familiar. Start with the features that will make a difference.

Lead follow-up

Give each enquiry a clear next step

SOUND FAMILIAR?

New enquiries wait in an inbox until someone remembers to follow up.

WHAT YOU GET
  • CRM capture
  • Owner assignment
  • Follow-up sequences

Client onboarding

Turn a signed project into a ready team

SOUND FAMILIAR?

Every new project starts with the same folders, emails, and setup tasks.

WHAT YOU GET
  • Welcome emails
  • Project setup
  • Information requests

Automated reporting

Prepare recurring reports from connected tools

SOUND FAMILIAR?

The team rebuilds the same report every week.

WHAT YOU GET
  • Connected data sources
  • Scheduled reports
  • Failure alerts

Invoice reminders

Follow up when payment is due

SOUND FAMILIAR?

Overdue invoices only get chased when someone checks the spreadsheet.

WHAT YOU GET
  • Due-date checks
  • Reminder schedules
  • Escalation rules

Data syncing

Keep selected records aligned across tools

SOUND FAMILIAR?

The same information gets copied between tools and falls out of date.

WHAT YOU GET
  • Field mapping
  • Record updates
  • Error alerts
TRY A SMALL PART OF THE PRODUCT

TRY A LEAD HANDOFF.

Run a sample enquiry, fix a missing email, and retry. See the exception handling at work. Nothing leaves this demo.

ENQUIRY → VALIDATION → TEAM HANDOFF
THE INCOMING EVENT

A new project enquiry.

Project
Client website
Contact
hello@example.com
Destination
Agency project queue
FOLLOW THE HANDOFF
01
Receive the enquiryWAITING
02
Check the required fieldsWAITING
03
Add to the project queueWAITING
RUN LOG / 0 ATTEMPTS

Ready when you are. No real enquiry will be sent.

A clear plan.
A working product.

We agree the first release, test it with your team, and hand over the keys.

How we work
01

A mapped workflow

Agree the trigger, rules, and connected tools. Use an existing platform or build the connections the workflow needs.

02

A plan when something goes wrong

Test missing data and failed connections. Include logs, alerts, and a clear route for cases needing a person.

03

A workflow you can run

Get account access, workflow documentation, and guidance on monitoring and recovery, with agreed ongoing support.

A couple of useful answers.

Can you work with the tools we already use?

Yes, where access and integrations support the workflow. We review your current setup before recommending configuration, extensions, or custom connections.

What happens if something fails?

We define logs, alerts, appropriate retries, and a person responsible for unresolved cases. The scope includes the failure paths that need handling.

LESS COPYING. MORE MOMENTUM.

Tell us what your team keeps copying, chasing, or checking. We’ll map the steps worth connecting.

LET’S TALK