Custom workflow automation, built around how you work
Every business runs its own way. We map your workflow and automate it — connecting your CRM, email, calendars, forms, documents and messaging, with AI where it adds judgement, like drafting, classifying or summarising.
- 1RSVP on the websiteA student registers for a webinar
- 2Saved to the CRMContact created or updated in HubSpot
- 3Welcome emailSent the moment they sign up
- 4WhatsApp inviteRouted by country, India or US
- 5Reminders & follow-upsBefore and after every event
Where it makes the biggest difference
Lead capture & nurturing
From form fill to CRM record, follow-ups and a booked meeting.
Event & webinar journeys
Registrations, invites and reminders across email and WhatsApp.
CRM & data sync
Contacts, deals and records kept consistent across tools.
Document & report generation
Personalised PDFs and reports produced from your data.
Content creation & publishing
Posts written, designed and scheduled across social channels.
Internal tools & approvals
The right person notified, with context, at the right moment.
How we take it from idea to live
Audit the process
Every manual step, tool and handoff mapped end to end.
Design the workflow
Triggers, branches, error handling and where AI helps.
Build & test
On n8n, Zapier, Make or custom code — tested with real data.
Hand over & monitor
Documentation, execution monitoring and a clear owner.
Built with
We choose the platforms for your requirements. These are the ones we use most for this work.
- n8n
- Zapier
- Make
- HubSpot
- Python
- Google Sheets
Related work
- 1RSVP on the website
- 2Saved to the CRM
- 3Welcome email
- 4WhatsApp invite
- 5Reminders & follow-ups
Courtyardly
Every webinar sign-up followed up automatically across CRM, email and WhatsApp
Read case study
Career Pathway
Personalised career plans generated and delivered automatically after checkout
Read case studyn8n, Zapier or custom code?
We choose based on volume, cost and data needs — no-code tools for speed, self-hosted n8n or custom code when scale or data control matters.
Will it work with our CRM?
We’ve integrated HubSpot, Zoho and spreadsheet-based CRMs, and connect other tools through their APIs.
Who maintains it after launch?
You get documentation and a walkthrough, or we look after it for you on a care plan.
Have a process that should run itself?
Book a 30-minute discovery call. We’ll look at the workflow with you and tell you honestly what AI can and can’t do for it.