Business Automation
Enter it once. Let the workflow carry it forward.
Illustration: a website form becomes a CRM lead and a calendar meeting, and the owner receives the context.
The tools work. You do the work between them.
A lead arrives by form. Someone copies it into the CRM, creates a task, updates the calendar and sends a message. I connect those steps into one workflow, with routing rules, reminders and alerts when a step stops. Your team gets the information where and when they need to act.
Example workflows
Lead intake and routing
- A lead arrives from a form, a call or a messaging channel
- It is checked against existing records and created or updated in the CRM
- It is routed to the right person by area, product or availability
- The lead gets an acknowledgement and the owner gets the context
Reminders and scheduling
- A meeting or deadline is set in the CRM or calendar
- Reminders go to the customer and the team at agreed times
- A change or cancellation updates every connected record
- Anything unconfirmed is flagged to a person
Data movement and reporting
- Records are kept in sync between the CRM, spreadsheets and other systems
- Daily or weekly summaries are assembled from the connected data
- Exceptions and failed steps are surfaced instead of buried
- The right people are notified in the channel they actually read
What an engagement can include
- Workflow discovery: mapping how the work happens today
- Automation scenarios in Make or custom code, whichever fits
- Webhooks and API connections between your systems
- Validation with real cases before anything goes live
- Error alerts when a step fails, sent to a person who can act
- Ongoing visibility: logs and a simple status view
- Documentation of what runs, when and why
Connected tools
Make, Fireberry, Airtable, Google Calendar, Google Sheets, Webhooks and custom APIs
Tool names identify compatible tools and do not imply endorsement.