Service

Business Workflow Automation Services

Reduce repetitive manual work between forms, sheets, inboxes and teams, with human review where it matters.

Animated illustration of a connected workflow with light packets travelling between steps
Illustration, not a client system
Illustration of leads flowing through a funnel into an organised CRM-ready list
Illustration
Quick answer

Business workflow automation connects the tools you already use so routine steps happen automatically: lead forms into spreadsheets or a CRM, enquiries sorted and routed, follow-ups scheduled and reports summarised.

Potential workflows

Connect the tools you already use.

Examples of what can be built. An integration is described as available only after it has been implemented and tested for your project.

Lead intake

01Website lead form
02Google Sheets
03CRM

Inquiry triage

01Incoming inquiry
02AI classification
03Team notification

Email assist

01Email inquiry
02Suggested response
03Human review

Follow-up

01Lead capture
02Follow-up reminder

Content approval

01Social media content
02Approval
03Scheduling

Routing

01Customer inquiry
02Categorization
03Appropriate team

Reporting

01Weekly business data
02Automated summary
Make.com · potentialClaude · potentialGoogle Sheets · potentialGmail · potentialWebhooks · potentialCRM platforms · potentialSocial media scheduling tools · potentialAI APIs · potential
FAQ

Frequently asked questions

Which business tasks can be automated?

Typical examples are routing website lead forms into Google Sheets or a CRM, classifying incoming enquiries, drafting reply suggestions for review, scheduling follow-up reminders and producing weekly summaries.

Do I need Make.com or specific tools?

Make.com is one option I work with, alongside Google Sheets, Gmail, webhooks and CRM platforms. The right tools depend on what you already use. Integrations are only described as available once implemented and tested for your project.

Is my business data safe in an automated workflow?

Data handling is reviewed during the build and test stage so only necessary information is passed between tools. No guarantees are made without reviewing your specific setup.

Which task should we automate first?

Tell me about your business and we’ll map the right workflow together. No obligation.

Automate My Workflow