Process mapping
We draw the process as it runs today, spot the hand-offs that slow it down and agree the version worth automating.
WFLcustom workflow automation
Custom workflow automation shaped around how you already work.
Custom workflow automation takes the processes only your business has, like approvals, customer onboarding, job handovers and follow-ups, and runs the repetitive steps for you. We map how the work flows today, keep people in charge of the decisions that matter, and connect the tools you already use instead of selling you new ones.
- people approve what matters
- works with your existing tools
- audit trail on every step
- a customer form creates one record in the CRM
- jobs above a threshold wait for a manager's sign-off
- approved jobs get a contract, an invoice draft and a welcome email
approval rules you setaudit trail per stepexample workflow
definition
What is custom workflow automation?
Custom workflow automation means designing automations around your own business process, rather than squeezing your process into a ready-made template. It connects the forms, CRM, documents, chat and accounts tools you already use, runs the repetitive steps (copying data, chasing, reminding, creating tasks) and pauses for a person wherever a decision, a signature or a judgement call is needed.
- Typical jobs
- Approvals, onboarding, lead handling, handovers and reminders
- People
- Stay in charge of approvals, exceptions and anything client-facing
- Tools
- Built on n8n, Make, Zapier, Power Automate or code: whichever suits the job
- Ownership
- Workflows and accounts are yours, with written notes
sound familiar?
Processes that run on reminders.
Tap the ones that sound like your week. They become the shortlist for your first workflow.
Tap anything that sounds familiar.
Bring these to a free 20-minute call →what's included
Custom workflow automation, mapped before it's built.
We automate the process you have, after agreeing what it should be. That's where most of the time savings come from.
Approval workflows
Requests routed to the right person with the details they need, approved from email or chat, and reminders when they stall.
Onboarding and handovers
New customers and jobs move from sales to delivery with documents, tasks and welcome emails sent at the right moment.
Lead management
Enquiries captured, recorded and assigned, with follow-up reminders so none go cold.
Multi-platform integration
Your CRM, forms, documents, chat and accounts connected, so information is entered once.
Testing and ongoing support
Each workflow is tested with real-life edge cases, documented, and supported by our friendly, UK-based team.
designed, not bolted on
Automating the mess, or fixing the flow?
Automating a confused process just makes the confusion faster. Here's the difference a mapping step makes.
process clarity: copied as-is
Starting pointAutomate whatever is being done todayMap the process, remove dead steps, then automate
DecisionsEither fully manual or fully automaticAutomatic for routine cases, a person for exceptions
ToolsA new platform you have to learnYour existing tools connected, new ones only if needed
VisibilityNo idea where a request isEvery step logged, with status your team can see
Edge casesBreak the workflow the first time they happenPlanned for, with a fallback to a person
how it works
From reminders and spreadsheets to a workflow that runs itself.
Four steps, starting with a free 20-minute call and a quote within 24 hours.
- 01
Understand your business
We walk through the process with the people who do it and note where work waits, gets re-typed or goes missing.
→ current process map - 02
Agree the new flow
We agree what stays human, what gets automated and which tools carry each step.
→ workflow blueprint - 03
Design and implement
We build the workflow, connect your tools and test it with real-life examples, including the awkward ones.
→ tested workflow - 04
Monitor and improve
We watch it in daily use, fix friction your team reports and tune it as the business changes.
→ live workflow + notes
tools we use
Tools we build workflows with.
We pick the tool that suits each job and the people who will look after it.
// automation platforms
n8nMakeZapierMicrosoft Power AutomateGoogle Apps Script
// where work happens
Google WorkspaceMicrosoft 365SlackMicrosoft TeamsWhatsApp
// business systems
HubSpotGoHighLevelXeroQuickBooksAirtable
// forms & documents
Website formsTypeformGoogle FormsPDF generationE-signature tools
what drives the cost
How much does workflow automation cost?
Four factors set the size of the job. Choose the options that fit and we'll quote it exactly.
keep exploring
Related services.
N8N
n8n automation
Self-hosted or cloud workflows for teams with many apps.
Explore → LGALead generation automation
Capture, qualify and follow up leads without the spreadsheet.
Explore → CRMCRM automation
Pipelines, tasks and reminders that keep themselves current.
Explore → BPAAI business process automation
AI steps for documents, emails and decisions, with people reviewing.
Explore →faq
Workflow automation questions.
Anything repetitive with a clear trigger: new enquiries, approvals, customer onboarding, job handovers, invoice reminders, document generation, status updates and internal requests. Decisions that need judgement can stay with a person, with the workflow preparing everything they need to decide quickly.
Usually not. We start with the tools you already pay for and connect them. If a step genuinely needs a new tool, such as an automation platform, we explain the cost and the alternatives before anything is bought.
We agree which steps need a human, like approvals, refunds, anything sent to a customer or anything unusual. The workflow pauses there, sends the right person what they need and only continues once they act. Every step is logged.
It will, and that's fine. Workflows are documented so changes are quick, and we can support them on an ongoing basis with no long lock-in contracts. Small changes are usually a short job rather than a rebuild.
A single, clear workflow is usually quick; a business-wide set is planned in phases. The biggest variable is how clear the process is today. You get a dated plan after the first call, before any build work starts.
Whichever suits the job and your team: n8n, Make, Zapier, Power Automate, Google Apps Script or custom code. We'll explain the trade-offs in running cost, flexibility and who can maintain it, and recommend one.
start with one process
Tell us the process that eats your week.
Send us your website and a line about the process. We'll book a free 20-minute call and send a quote within 24 hours.
quote within 24 hours · people stay in charge · no long lock-in contracts