Automation & AI Services
Workflow Automation
Our Workflow Automation service is built to deliver clear outcomes — more visibility, more leads, more revenue.
Why Workflow Automation?
Internal workflow automation: onboarding, finance, ops, HR and project management. Remove the manual handoffs that slow your team down and introduce errors at scale.
What's included in Workflow Automation
- ✓Process audit: where time is leaking
- ✓Tool stack assessment and integration mapping
- ✓Automation builds on Zapier, Make, n8n or custom
- ✓Approval, routing and notification workflows
- ✓Documentation and runbooks
- ✓Monthly reliability monitoring
Our Workflow Automation process
- 01
Audit
Baseline workflow automation performance and surface the highest-leverage opportunities.
- 02
Strategy
Build a workflow automation roadmap tied to revenue, not vanity metrics.
- 03
Execute
Senior specialists ship workflow automation work in weekly sprints with full transparency.
- 04
Optimise
Weekly performance reviews, double down on winners, kill what doesn't perform.
Why Workflow Automation
Why Workflow Automation matters for your growth
Every manual handoff is a place where work slows, errors compound and people leave. A well-designed automation library can give a 20-person team the output of 40 — without losing the people.
- ✓Process audit: where time is leaking
- ✓Tool stack assessment and integration mapping
- ✓Automation builds on Zapier, Make, n8n or custom
- ✓Approval, routing and notification workflows
How we run Workflow Automation
A clear playbook — from kickoff to compounding results
Every Workflow Automation engagement follows the same four-phase rhythm so you know what's happening this week, what's shipping next, and how it ladders to revenue.
- ✓Discovery audit and baseline measurement in week one
- ✓Strategy, tracking and quick-win launches by week four
- ✓Full execution with weekly performance reviews
- ✓Continuous optimisation — scale what wins, kill what doesn't
Our methodology
How we run Workflow Automation
- 01
Scope
Define the exact workflow automation outcomes, KPIs and success metrics.
- 02
Setup
Build the foundational workflow automation infrastructure (tracking, accounts, briefs).
- 03
Launch
Ship the first workflow automation sprint — measurable in week one.
- 04
Compound
Weekly optimisation cycles to push CAC down and outcomes up.
Benchmarks
Workflow Automation benchmarks
Client outcomes
Results from our Workflow Automation clients
Real reviews from businesses running our workflow automation service.
"Our cost per qualified lead from workflow automation is half what it was with our previous agency."
"The most disciplined workflow automation program we've run — every test is documented and every learning is shared."
"Workflow Automation done with adult supervision — no chasing trends, just compounding results."
"Best workflow automation program I've signed off on in 15 years of marketing. The reporting alone is worth it."
01Which automation tools do you use?
Zapier (most common), Make / Integromat, n8n (self-hosted), Workato (enterprise), custom Node / Python where required.
02Can you build custom integrations?
Yes — when no-code platforms don't cover the use case, we ship custom integrations on Node, Python or serverless. With monitoring and tests.
03How do you prevent automations from breaking?
Monitoring + alerting on every workflow, plus quarterly health audits. Retainers cover same-business-day fixes; project work ships with documented runbooks.
04What workflows are best to automate first?
High-volume, low-judgement, multi-tool workflows: onboarding, invoice processing, lead routing, ticket triage, reporting automation. We start where the ROI is fastest.
05What reporting comes with Workflow Automation?
A live dashboard, weekly Slack/Loom update, and a written monthly review covering performance, learnings, and the plan for the next 30 days.
06What KPIs do you track for Workflow Automation?
Cost per lead, close rate, pipeline velocity and ROAS — connected back to your CRM so workflow automation is measured on revenue, not surface metrics.
07How much does Workflow Automation cost?
Workflow Automation typically runs $1k–$8k per month depending on scope, market and goals. We send a fixed-fee proposal after a free 30-minute scoping call.
08Can you take over an existing Workflow Automation program?
Yes — we audit the current setup, keep what's working, fix what isn't, and rebuild reporting so you finally trust the numbers.
Start your Workflow Automation free trial
14 days of senior workflow automation delivery, no card required. We'll outline exactly how we'd approach it for your business.