Workflow Automation
Wiring up specific manual workflows — intake, routing, follow-ups, reporting — using the tools you already pay for.
What this is
A focused build that takes a specific manual workflow — lead intake, allocation, follow-ups, weekly reporting — and turns it into an automated process that runs in the background.
Who it is for
Businesses with one or two clearly defined manual workflows that are eating real time every week. If the workflow isn’t clearly defined yet, a Premium AI Blueprint is usually the better first step.
What we can help with
- Connecting forms, inboxes, CRMs, calendars, sheets and chat tools
- Automating intake, routing and allocation
- Automating follow-ups and reminders
- Generating reports automatically and sending them to the right people
What you get
A live automated workflow built around the tools you already pay for, with documentation, monitoring and a hand-over so your team can use it without us in the room.
Typical starting point
From £1,000. Smaller, single-workflow projects start at the lower end. Multi-workflow builds with more integrations and stakeholders go up from there.
What happens next
Most automation projects roll out in 2–4 weeks. We start with the highest-impact piece and ship in small parts so you see progress every week.
See how this kind of work plays out in practice in the YBM case study.
Outcomes
- A specific manual workflow turned into an automated process
- Hours per week back from copy-paste, chasing and re-entry
- A reliable, monitored process the team doesn't have to babysit
Deliverables
- A live automated workflow connected to your existing tools
- Documentation and hand-over so your team can use it without us
- Light monitoring so we'll spot it if something breaks
Not for
- Workflows that aren't yet clearly defined (start with a Blueprint)
- One-off manual tasks that genuinely only happen once
From a client
“A completely individual system for our lead allocation — and we're very, very pleased with it.”
Related services
Dashboards & Portals
Live operational visibility for the people who need it — internal dashboards, broker portals, referrer views, client-facing status pages.
From £3,000
AI Agents & Assistants
Role-based AI helpers that handle a defined operational job — triage, drafting, summarising, classifying — so your team doesn't have to.
From £4,000
Premium AI Blueprint
A paid diagnostic and implementation plan. We map your processes, identify the workflows worth automating, and hand back a clear, costed blueprint.
From £500
Ready to talk it through?
Book a free AI strategy session. Plain English, no pressure, no obligation.