Workflow Automation
Reclaim 10+ hours a week from boring admin
Stop drowning in admin. We build custom workflow automations using Zapier, Make.com, or n8n that connect your CRM, email, calendar, and forms — so the boring work happens automatically while you focus on customers.
How Workflow Automation Works
The average UK service business owner spends 8–12 hours a week on repetitive admin: copying form submissions into the CRM, sending follow-up emails to quote requests, asking for Google reviews after a job, chasing unpaid invoices, generating job sheets, posting to social media. Every one of these tasks is automatable — and most of them only need to be set up once to run forever.
We specialise in Zapier (easiest, fastest), Make.com (most powerful for complex multi-step flows), and n8n (self-hosted, unlimited operations, lowest long-term cost). We assess your stack, map your current manual processes, and build automations that match how you actually work. Then we maintain and refine them as your business grows.
Typical automations we build for service businesses include: instant lead routing from website forms to the right team member's WhatsApp, automated review request sequences after job completion, no-show appointment recovery flows, monthly client report generation, social media posting from a single content sheet, automated follow-up sequences for unconverted quotes, and end-to-end job-completion-to-invoice workflows. Most clients save 8–15 hours per week within the first month.
What You Get with Workflow Automation
Instant lead routing the moment a form is submitted
Website form, Google Ads form, or Facebook lead — automatically pushed to your CRM, WhatsApp, or email within seconds. No more leads sitting in inboxes for hours.
Automated Google review requests after every job
Workflow triggers when a job is marked complete: SMS goes to the customer 2 hours later asking for a Google review with a direct link. Review volume typically doubles within 90 days.
Smart follow-up sequences for unconverted quotes
Quote not accepted in 48 hours? Auto-send a friendly follow-up. Still no answer at 7 days? Send a final 'last chance' email. Conversion rates on stale quotes typically jump 20–40%.
End-of-day reporting without lifting a finger
Daily summary of jobs completed, revenue, new leads, and pending quotes — automatically emailed to you each evening. No spreadsheets, no manual work.
Social media posts from a single content sheet
Add content to one Google Sheet, automation posts to Facebook, Instagram, LinkedIn, and Google Business Profile on the schedule you set. One input, multi-channel output.
Custom integrations with any tool — even legacy CRMs
If it has an API or webhooks, we can connect it. We've integrated everything from cutting-edge platforms to 15-year-old legacy CRMs that 'don't talk to anything'.
Common Use Cases
- →Lead routing from website / ads to CRM
- →Automated review request sequences
- →Quote follow-up automation
- →Invoice and payment chasing
- →Job completion → review → upsell flows
- →Social media auto-posting
- →Daily/weekly reporting digests
- →Calendar sync between tools
We Work With
Tools and platforms we integrate with for workflow automation:
Don't see your tool? We integrate with anything that has an API.
How We Get Your Workflow Automation Live
Free Audit
30-min call. We understand your goals, current systems, and the highest-ROI opportunity.
Build & Train
We build, train, and integrate. You review and approve before anything goes live.
Go Live
Launch with monitoring. We watch every interaction in the first week and refine quickly.
Optimise
Monthly reviews to refine prompts, add new use cases, and scale up what's working.
Ready to Get Started with Workflow Automation?
Book a free 30-minute audit. We'll show you exactly how workflow automation would work for your specific business — and what it would deliver in month one.
Book Your Free AI AuditWorkflow Automation FAQ
Should I use Zapier, Make, or n8n?
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Should I use Zapier, Make, or n8n?
+Zapier: easiest, best for simple workflows, charges per task. Make.com: more powerful, better for multi-step or branching logic, cheaper at scale. n8n: self-hosted, unlimited operations, lowest long-term cost but requires technical hosting. We recommend the right tool based on your actual workflow complexity and budget — not based on what we already know how to use.
What if Zapier breaks an automation?
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What if Zapier breaks an automation?
+We build error handling and monitoring into every workflow, with email/SMS alerts when something fails. We also include 30 days of post-launch support to fix anything that breaks. After that, we offer monthly retainers for ongoing maintenance starting at £150/month.
Will it work with my existing CRM?
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Will it work with my existing CRM?
+Almost certainly. Zapier alone integrates with 6,000+ apps, and Make/n8n cover most of the rest. If your CRM has any API or webhook support, we can connect it. Even legacy CRMs without APIs can usually be automated using email parsing or screen scraping.
How much does workflow automation cost?
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How much does workflow automation cost?
+Simple automations (1-3 steps): £200–£500 each. Complex multi-step workflows: £500–£2,000. Most clients start with a 'top 5 automations' package at £1,500–£3,500 covering their highest-impact processes. Monthly tool costs (Zapier/Make subscriptions) typically £30–£100/month.
Do I need to be technical to use it?
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Do I need to be technical to use it?
+No. Once we build the automations, they run silently in the background. You only see the results — leads in your inbox, reviews on Google, reports in your email. We provide documentation and training so anyone on your team can manage them.
Can you build private/internal automations too?
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Can you build private/internal automations too?
+Yes — internal workflows (Slack notifications, team task assignment, internal reports, employee onboarding) are some of our favourite projects. Often these save more time than customer-facing automations because they touch every person in the business.
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