Approach
We automate repeated tasks that save time or prevent missed follow-ups. A person stays involved when a response needs judgment, affects a relationship or carries risk.
How we work
We separate repeated tasks from decisions that need human review.
We define triggers, messages, assignments, and exceptions.
We test what happens in real cases before expanding the automation.
How this connects to your business
An automation can classify an inquiry, send an alert, assign a task or save data. We define what it will do and when a person needs to step in, especially in sensitive conversations.
What to define
We bring information from the website, WhatsApp, email and forms together with CRM records, tickets and tasks. Each request has a status, an owner and an action still to take.
- Which request comes in, through which channel, and with what priority.
- Who responds, what data they need, and when they should escalate.
- Which tasks we can automate and which decisions the team needs to keep.
Expected outcome
The team can check what happened to each request and continue another team's work with less manual data entry.
Tools for the project
We choose them to suit the task, the access you have and the data you need to keep.
- Make
- n8n
- Zapier
- Manychat
- OpenAI
- Resend