Business Automation
Take repetitive work off your team's plate
We connect the tools you already use and automate the routine steps between them, so people spend their time on work that needs a person.
Problems we solve
Does any of this sound familiar?
New leads are copied by hand from one tool to another
Follow-ups depend on someone remembering to send them
Weekly reports are built manually from several sources
Customer data is spread across spreadsheets, inboxes and apps
Incoming messages need to be read and sorted by a person
Approvals and handovers get stuck in chat threads
Onboarding steps are repeated one customer at a time
The tools you pay for do not talk to each other
What we build
Five places automation usually helps
Lead and enquiry handling
Capture enquiries in one place, acknowledge them quickly and make sure someone is reminded to reply.
Customer communication
Send the right message at the right step, such as confirmations, reminders and onboarding emails.
Internal workflows and approvals
Move tasks between people with clear owners, so nothing waits on a forgotten message.
Reporting and data syncing
Pull numbers from your tools on a schedule and combine them into one regular summary.
AI-assisted tasks
Use AI to draft, summarise or sort routine content, with a person reviewing before anything important goes out.
How it works
Six steps, one workflow at a time
Understand the process
We learn how the work happens today, who does it and where time is lost.
Map and prioritise
We list the steps and choose the one that is worth fixing first.
Design the workflow
We agree what triggers it, what happens next and where a person stays involved.
Build and connect
We set it up using the tools you already have wherever that works.
Test with real cases
We run real examples through it and fix what breaks before it goes live.
Hand over and review
We document how it works and check back after it has been running for a while.
Example workflows
What this can look like
These are illustrative examples to show the idea. They are not client case studies, and yours would be designed around how your team works.
Handling a new enquiry
- Step 1A form is submitted
- Step 2The details are saved in one place
- Step 3The person gets an acknowledgement
- Step 4A team member is notified
- Step 5A reminder appears if nobody has replied after two days
A weekly summary report
- Step 1Numbers are pulled from your tools on a schedule
- Step 2They are combined into one summary
- Step 3Gaps or odd figures are flagged for a person to check
- Step 4The summary is sent to the team every Monday
Onboarding a new customer
- Step 1A customer signs up
- Step 2A welcome message is sent
- Step 3A setup checklist is shared
- Step 4A reminder is sent if a step is still open
- Step 5A person steps in if the customer looks stuck
Start here
Tell us what to automate
A few lines is enough. Describe the task, who does it now and how often it happens. We will reply with whether automation is a good fit and what a first step could be.
Prefer to write your own email? Use hello@grownownow.com.