Proposed workflow examples. Tools and integrations are selected after reviewing your systems, permissions and requirements; no live integration is implied.
01
Lead Capture
Enquiries across channels are duplicated or left without an owner.
Automated Process
Lead arrives from a supported form, email or WhatsApp channel → Collect contact and consent details → Validate and deduplicate records → Review → Controlled output
Tools & Integrations — proposed
Forms · Supported WhatsApp / email connectors · CRM · n8n or Make.com
Expected Outcome
Fewer overlooked enquiries and more consistent lead ownership.
Human Review & Controls
Respect consent and data access rules; staff review duplicates, assignment exceptions and outbound messages.
View Workflow
01Lead arrives from a supported form, email or WhatsApp channel
02Collect contact and consent details
03Validate and deduplicate records
04Create or update CRM lead
05Assign owner using approved rules
06Notify owner and schedule follow-up
07Escalate failed imports or unassigned leads
02
Routine Enquiries
Teams repeatedly answer common questions while complex enquiries wait.
Automated Process
Enquiry received → Classify request → Retrieve approved information → Review → Controlled output
Tools & Integrations — proposed
Approved knowledge base · AI retrieval where suitable · Email / supported messaging · Power Automate or n8n
Expected Outcome
More consistent routine responses and clearer human escalation.
Human Review & Controls
Answers must use approved information; uncertain, confidential or commitment-making responses go to a human.
View Workflow
01Enquiry received
02Classify request
03Retrieve approved information
04Draft or send permitted routine response
05Escalate uncertain or sensitive questions
06Record conversation and ownership
07Notify a human of unresolved enquiries
03
Predictive Insights
Sales patterns are difficult to spot in disconnected historical records.
Automated Process
Analysis refresh requested → Import available sales and customer data → Check completeness and permissions → Review → Controlled output
Tools & Integrations — proposed
CRM exports or supported connectors · Excel · Power BI · Suitable analytics tools
Expected Outcome
Better visibility of trends and planning opportunities; predictions remain estimates.
Human Review & Controls
Staff assess data quality, bias and assumptions; no guaranteed outcomes or automatic commercial commitments.
View Workflow
01Analysis refresh requested
02Import available sales and customer data
03Check completeness and permissions
04Analyse trends and draft forecast estimates
05Highlight opportunities and limitations
06Sales leader reviews assumptions
07Share approved insights and flag unreliable data
04
Sales Dashboard
Lead, conversion and follow-up figures are assembled manually in separate reports.
Automated Process
Scheduled refresh begins → Collect lead and sales records → Validate definitions and totals → Review → Controlled output
Tools & Integrations — proposed
Supported CRM integrations · Power BI · Excel or Google Sheets · Make.com or Power Automate
Expected Outcome
A clearer shared view of pipeline and sales performance.
Human Review & Controls
Metric owners approve definitions and investigate anomalies; role-based access protects customer and revenue data.
View Workflow
01Scheduled refresh begins
02Collect lead and sales records
03Validate definitions and totals
04Calculate conversion and follow-up metrics
05Refresh dashboard
06Sales owner reviews anomalies
07Publish permitted views and notify owners of failures
Ready to Connect Your Business Workflows?
Let's review your processes, systems and controls to identify where practical automation can make a meaningful difference.
