Automation.
The repetitive work after a request runs on its own.
When.
- The same data is typed into three programs.
- Reminders and confirmations get forgotten.
- Invoices and records eat the evening.
Waitlist booking
Live demo
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Scope.
- Calendar and bookings
- Reminders and confirmations
- E-invoices and records
- CRM updates
- Reports
- Links to existing software
Deliverables.
- Process map and automation plan
- Working workflows and integrations
- Error and delay notifications
- Admin panel and reports
- Documentation and maintenance plan
Questions.
Do we have to change the software we use?
Not unless it is necessary. The automation connects to the calendar, CRM, accounting and messaging tools you use; your team keeps working with the screens it knows.
What happens if a step fails?
The person responsible is notified; the panel shows which record stopped at which step, and the flow continues from there.
Does outgoing work run without approval?
That is up to you. Steps such as an email or message to a customer, or an order to a supplier, get an approval step.