01
Enquiry capture & replies
Enquiries scattered across inboxes?
Keep the details together and let the customer know their enquiry arrived.
- New website enquiry
- Details recorded in your tracker
- “Thanks — your enquiry is with us.”
BUSINESS AUTOMATION & SYSTEMS
Practical automations for your everyday business admin.
Capture enquiries, follow up quotes, onboard customers, track documents and prepare regular reports.
Five ways to take admin off your list.
Setup is quoted for your workflow. Supplier subscriptions are separate and maintenance is optional. See costs and ownership.
02
Quote follow-up reminders
Sent quotes getting forgotten?
Give your team a timely reminder to review open quotes and decide the next step.
Quote Q-1042Open
Staff reminder · Friday, 9am
Review the quote before following upStops when accepted, declined, expired or closed.03
New customer setup
Repeating the same setup every time?
Turn an approved job into an organised folder, checklist and welcome message.
Accepted job · checks approved
- Project folder created
- Team checklist ready
- Approved welcome message sent
04
Document reminders
Constantly chasing missing paperwork?
See what is missing, received or due for renewal, with a person checking the documents.
- Signed formMissing
- Insurance copyReceived
- CertificateRenewal due
05
Weekly business reports
Copying figures into the same report?
Bring agreed figures into a regular summary, with source links and gaps flagged for review.
Your weekly summary
- New enquiries
- 12
- Open quotes
- 4
HOW WE WORK TOGETHER
Useful rules, with human judgement.
Walk through the task
Show me a real example and your existing applications. We check access, data quality and compatibility before choosing tools.
Agree the rules
You approve fields, templates, recipients, stop conditions and responsibilities. Setup includes sample-data testing and a manual recovery route.
Test and hand over
We check duplicates, missing information and connection failures. You get ownership, instructions and separately scoped maintenance options.
Some projects need a closer look
AI inbox assistants, autonomous chatbots, invoice/accounting integrations and bespoke connections need individual assessment. Their access, reliability and review requirements differ from these five starting workflows.
SETUP, RUNNING COSTS & OWNERSHIP
Know the cost. Keep control.
Start with the applications you already use. Review the setup cost, running costs and handover together before you decide to go ahead.
A quote built around your working day
Show me the task you want to improve. I’ll map the steps and quote for connecting your applications, checking the workflow and showing you how to use it. You can review the cost before committing.
The applications involved, the number of records and any data cleanup help determine the setup work.
Ownership and handover
Your written quote confirms what is included, responsibilities, exclusions and any applicable VAT. Your accounts belong to you, with subscriptions normally paid directly to suppliers.
You receive a workflow map, configuration notes, template copies and a walkthrough. Access is granted through your accounts, with the permissions needed for the job. We agree how CDM access is removed or retained at handover.
Running costs are separate
- Automation platform subscription and usage allowance
- Additional email accounts or software upgrades
- Paid CRM/API access, forms, electronic signatures, SMS, storage or document processing where required
- Optional CDM maintenance with agreed limits and response arrangements
- Future changes, extra workflows or increased usage
For planning, allow approximately £10–£30/month for a small Make-based workflow, excluding existing application subscriptions and CDM maintenance. This is an indicative allowance, not a supplier quote or a guaranteed ceiling. Check current Make plans, usage, currency, billing term and taxes before purchase.
Care after handover
Your team owns day-to-day status updates and reviews failed runs. Optional maintenance can cover agreed monitoring, connection checks and small changes; scope and limits are written into the proposal. Without maintenance, the handover explains how to pause, retry and recover manually. These five starting workflows do not require runtime AI. Any later AI processing needs a separate explanation of purpose, review and charges.
A useful website. A connected process.
Your website, forms and internal workflow need to work together.