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
LESS EXPLAINING. MORE SHOWING.
Try a small working example.
Choose a workflow and change the sample input. See the useful output—and the checks that prevent an unwanted action.
These are working browser demonstrations of the rules, not customer case studies or live integrations.
WORKING DEMOSample data only
Try the workflow.
Change the input. Run the example. See what happens.
01 / YOUR SAMPLE INPUT
Run the example twice to test duplicate handling, or choose another status to see when it stops.
Your result appears here when you run the example.
This demo runs locally in your browser. Nothing is sent or saved to a business account. A commissioned workflow connects your agreed applications after testing and approval.
CDM SETUP FEE
Setup: individually quoted
Configuration, agreed testing, instructions and handover. You approve the scope and fee before work starts.
YOUR CHOICE
Support: optional, quoted separately
Choose an agreed maintenance allowance or manage the workflow using your handover notes.
PAID TO YOUR SUPPLIERS
Software and usage: separate
Subscriptions and usage charges belong to your own accounts. These are not CDM’s setup or support fee.
See the running-cost allowance ↓HOW WE WORK TOGETHER
A useful workflow starts with your rules.
We start with one repeated task in the applications you already use. You approve how it works before it goes live.
Follow the steps, at your pace.
Illustrations explain the process. They are not a live activity feed.Map the task you repeat.
Walk me through a real example. I check the data, access and application compatibility, then identify a sensible starting point.
One clearly defined workflow- Human decision
Build around agreed checks.
We agree fields, wording, recipients and stop rules. I build the connection in your accounts and make exceptions visible.
A workflow with clear boundaries - Human decision
Test it together, then hand over.
We check sample runs, missing data and connection failures. After your approval, you get instructions and a manual recovery route.
A tested process you can understand
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.
BEFORE CONNECTING YOUR APPS
Write down the rules first.
Agree what starts the workflow, who owns the record and when a person needs to review an exception.
Read the enquiry follow-up planning guideA useful website. A connected process.
Your website, forms and internal workflow need to work together.