Enquiry to first response
Assign an enquiry using agreed rules, create a follow-up task and send an exception to a person when information is missing.
BUSINESS AUTOMATION
Business process automation
If your team keeps copying information, chasing handovers or setting the same reminders, show us the process. We’ll check what your current software can do and build the automation that fits.
Describe a task you want to improveAn example of a lead follow-up
Here’s one way to assign a new enquiry, acknowledge it and remind the right person to follow up.
- TRIGGER
A new lead comes in
A website form creates or updates the CRM record.
- ASSIGN
Give it an owner
Assign the right user by region, service or an agreed rotation.
- EMAIL
Send a reply automatically
Email the client an agreed acknowledgement and next steps.
- FOLLOW UP
Create a follow-up task
Assign it to the lead owner, due in 3 days.
DUE IN 3 DAYS
Checks before the next stepMissing details go to a review queue. We also check the lead’s status and repeated submissions so people don’t receive the same message twice.
- Deal marked won
- Send the handover
- Create onboarding tasks
- No activity for an agreed period
- Remind the owner
- Create a review task
Illustrations of work we can build, not live client workflows. Timing, permissions, email rules and available actions are checked against your software plan before work starts.
WHAT WE CAN FIX
Processes we can help you automate
Sales to delivery
Turn an agreed deal stage into a clear handover with the right details, owner and next task.
Keeping records in step
Update agreed information across a supported connection, with a clear source of truth and a way to spot a failed update.
Useful reminders and checks
Flag overdue tasks, missing fields or a record that needs review. Keep the person responsible visible.
Build in checks and leave a record
Test a new lead, a repeat submission and a record with missing information. Agree a review queue for exceptions, keep change notes and save relevant exports or settings before bulk edits where supported.
EXAMPLE IMPROVEMENT
A won deal becomes a clear delivery handover
When the deal reaches the agreed stage, create a delivery task with its owner and required details. If a key field is missing, flag it for review rather than creating an incomplete handover.
HOW THE WORK IS APPROACHED
How we carry out the work
Understand the task
What starts it? Who owns it? Which details are needed? What happens when something is missing?
Simplify before building
Remove an unnecessary step where possible, then check what your current software already offers.
Connect only what is needed
Use native features first when they fit. Consider a supported connection when it fills a real gap, with any new cost agreed first.
Test the ordinary and awkward cases
Check realistic examples, missing information and repeated events. Document what happens when the process needs a person.
ONGOING IMPROVEMENT
Planning further improvements
The ongoing plan gives you a place to put small ideas as they come up. Review the list, choose what matters and use the monthly allowance for agreed improvements as well as fixes.
Large integrations, new systems and changes spanning several business processes need a separate project. Software subscriptions and usage fees are paid separately.
See the monthly support plansCOMMON QUESTIONS
Questions about this service
Does every automation need AI?
No. An ordinary rule is often easier to test and maintain. AI is considered when the task needs it and the output can be checked appropriately.
Will we need more software?
Maybe, but the first check is what you already have. Any new subscription, connector or usage cost is explained and approved before it is introduced.
Can you tell us how much time it will save?
Agree a useful measure before the change, such as manual steps or time spent on a handover. Actual results depend on the process; the service does not promise a fixed saving.
Tell us what you need help with
A few details are enough to check the fit and explain where to start. The scope and cost are agreed before paid work.
Describe a task you want to improve