Calculate agreed figures from structured records and send a scheduled summary with a link back to its source.
Agreed rules. Visible exceptions. A person in control.
At the agreed time, the workflow counts complete enquiry records and prepares a summary. Missing source data is flagged instead of silently counted as zero.
The agreed weekly or monthly reporting time arrives.
You agree definitions, cut-off dates and recipients, keep source records accurate and review exceptions. Business decisions remain yours. Changes to a calculation need review and testing.
Invalid or incomplete inputs produce a visible exception. A report period has one delivery reference to prevent duplicate sends. Totals use deterministic calculations, not AI estimates.
Use named, permissioned access rather than sending passwords in an enquiry.
Excel tables or Google Sheets, Microsoft Lists or a compatible CRM, with Outlook or Gmail. Sources must offer suitable structured access.
Examples are subject to compatibility, subscription and access checks. A connection is confirmed during scoping.
Start with the applications you already use. Review the setup cost, running costs and handover together before you decide to go ahead.
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.
Paid data/API access or larger usage allowances may be required. Reporting from invoices or accounting platforms needs separate assessment.
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.
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.
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.
Your website, forms and internal workflow need to work together.