Workflow Automation
Workflow automation across the tools you already use.
We set up workflow automation across the tools you already use. When a lead, a job, or a report is received in one tool, it is sent to the CRM, the inbox, or the Slack channel you already use. Any step that requires a person's approval does not run on its own.
Example
A walkthrough
Example only, so the video block can be checked. This is not a client film.
Problem
The phone system, the CRM, and the inbox do not share a record. A new lead stays in the tool that first received it.
What you get
01
Sent to the right place
A lead, a job, or a report is sent from the tool that received it to the CRM, the inbox, or the Slack channel you already use.
02
Approved by a person
Before anything is connected, you decide which steps must be approved by a person. Those steps do not run on their own.
03
Your existing tools
The phone system, the CRM, and the inbox write to the same record. You do not add another system to check.
An example
A call is added to the client record
After a call, the note, the time, and the next step are added to the client record you already keep. A person still approves any step that should not run on its own.
What you gain
Clear responsibility
You can see where an automated step ends and where a person takes over.
No new system to learn
The information is written into the tools you already use.
How it works
01
Agree what should move
We start with one working session on where a lead, a job, or a report should go, and which step must stay with a person.
02
Set up in your account
The automations are set up in your account, and you can export them.
03
A weekly review
If you want them maintained, we review once a week what ran automatically and what still needs a decision from you.
Common questions
What is sent automatically?
A lead, a job, or a report can be sent to the CRM, the inbox, or Slack.
What stays with a person?
Any step you have decided should not run automatically.
Clients
What they kept.
This example stays on the automation service page.