EXAMPLE TASK
Route incoming leads
Send form submissions to the right CRM record and owner. Check for missing details and duplicates using agreed rules.
SERVICES
Workflow Automation & Integrations
Workflow automation for marketing teams: connect your CRM, forms and marketing tools, automate lead routing, campaign handoffs and repeat admin, with AI where the task calls for it.
A new lead arrives, someone copies it into the CRM, checks the details and notifies a colleague. We work through these handoffs with your team and connect the tools involved, so routine steps do not depend on someone remembering them.
EXAMPLE TASK
Turn a brief into a task
Create a project task from an approved campaign request, including the brief, assets and person responsible.
EXAMPLE TASK
Keep records in sync
Move agreed fields between marketing tools so colleagues do not have to update the same information in several places.
EXAMPLE TASK
Prepare the next step
Summarise an enquiry or draft a follow-up with AI, then send it to the responsible colleague for review.
EXAMPLE WORKFLOW
A lead arrives. The next step is clear.
A website enquiry reaches the CRM, is checked against existing records and is assigned to an owner. An AI summary can help that person understand the request before following up.
An example workflow; the exact steps depend on your process and tools.
01
Map the handoff
Follow one task from start to finish, including exceptions and who handles them.
02
Agree the rules
Define what should happen automatically, where AI helps and where approval is needed.
03
Connect and test
Build the agreed connections and test normal cases, duplicates and missing information.
04
Hand it over
Show the team how to use the workflow, see its status and handle a failed step.
WHAT YOU RECEIVE
A working flow, with clear ownership.
The agreed workflow, connections between your tools and documentation of the rules and exceptions. We include a walkthrough with the people responsible for running it.
We need sample records, access to the relevant systems and someone who can confirm the business rules. We check what your current tools allow before agreeing the build.
- That is the starting point. We check the connections and access each tool supports. If a limitation affects the workflow, we explain it before agreeing the scope.