Automation flowsMost popular
Lead-to-CRM automation
Every form, ad and chat lead lands in your CRM automatically, with an instant alert.
- Delivery
- 4 working days
- Revisions
- 2 revision rounds
$190
Automation flows
Live KPI dashboard
A live dashboard of your key numbers from sales, marketing and finance tools.
About this package
See your whole business at a glance. We connect your tools to a live Looker Studio dashboard with the KPIs you actually use to make decisions.
Refreshes automatically — no more manual reports.
What's included
- Up to 5 data sources
- 10–15 KPI charts
- Date and channel filters
- Shareable link
- Training session
Not included
- Paid connector fees
- Data warehouse setup
How it works
- 1
Kickoff
A short call or written brief to confirm goals, content and deadlines.
- 2
Plan & approve
You approve a written scope before any work starts.
- 3
Build
We agree the KPIs, connect the sources and design the dashboard layout with you.
- 4
Review & handover
We run the flow with real data for a few days, fix edge cases and record a walkthrough video.
Questions about this package
What we'll need from you
- Access to data sources
- List of KPIs
- Who needs access
Automation flows
“They mapped our whole lead process on one call and automated it within a week. Nothing falls through the cracks anymore.”
Related
More automation flows packages
Automation flows
Invoice reminder automation
Polite, automatic payment reminders before and after invoices are due.
- Delivery
- 4 working days
- Revisions
- 2 revision rounds
$180
Automation flows
Weekly report automation
Your key numbers from sales, ads and analytics, emailed every Monday morning.
- Delivery
- 5 working days
- Revisions
- 2 revision rounds
$220
Automation flows
Welcome email sequence setup
A 5-email welcome sequence that turns new subscribers into customers.
- Delivery
- 5 working days
- Revisions
- 2 revision rounds
$240
Automation flows
Order fulfilment automation
New orders flow to your warehouse, courier and customer updates without manual work.
- Delivery
- 5 working days
- Revisions
- 2 revision rounds
$290
Automation flows
Inventory sync automation
Keep stock levels in sync between your store, marketplace and spreadsheet.
- Delivery
- 6 working days
- Revisions
- 2 revision rounds
$320
Automation flowsQuick win
Google Sheets automation
Automate a repetitive spreadsheet task: imports, cleanup, formulas or emails.
- Delivery
- 3 working days
- Revisions
- 2 revision rounds
$150
Automation flows
Social media posting automation
Plan posts in a sheet or Notion and have them published to every platform on schedule.
- Delivery
- 4 working days
- Revisions
- 2 revision rounds
$210
Automation flows
Client onboarding automation
When a deal is won: contract, invoice, welcome email, folders and kickoff booked — automatically.
- Delivery
- 5 working days
- Revisions
- 2 revision rounds
$280
Automation flows
WhatsApp notification automation
Automatic WhatsApp messages for bookings, orders, payments and reminders.
- Delivery
- 5 working days
- Revisions
- 2 revision rounds
$250
Automation flows
Document generation automation
Generate quotes, contracts or certificates from a template with one click or a form.
- Delivery
- 5 working days
- Revisions
- 2 revision rounds
$230
Automation flows
Email parsing automation
Extract data from incoming emails and attachments into a sheet or your CRM.
- Delivery
- 4 working days
- Revisions
- 2 revision rounds
$200
Automation flows
Booking follow-up automation
Reminders before bookings, follow-ups after, and review requests — all automatic.
- Delivery
- 3 working days
- Revisions
- 2 revision rounds
$170
Automation flows
Slack & Teams alert automation
Get the right alerts in the right channel: new sales, big leads, failed payments.
- Delivery
- 2 working days
- Revisions
- 1 revision round
$130
Automation flows
Form approval workflow
Requests submitted by form go to the right approver and everyone is notified of the result.
- Delivery
- 4 working days
- Revisions
- 2 revision rounds
$210
Automation flows
CRM cleanup & enrichment
Merge duplicates, fix formatting and enrich contacts with company data.
- Delivery
- 5 working days
- Revisions
- 1 revision round
$260
Automation flows
Review request automation
Ask happy customers for reviews at the right moment after delivery.
- Delivery
- 3 working days
- Revisions
- 2 revision rounds
$140
Automation flows
Employee onboarding automation
Accounts, equipment requests, documents and first-week tasks set up automatically for new hires.
- Delivery
- 5 working days
- Revisions
- 2 revision rounds
$270
Automation flows
AI content repurposing automation
Turn each blog post or video into social posts, a newsletter and snippets automatically.
- Delivery
- 5 working days
- Revisions
- 2 revision rounds
$250
Automation flows
Payment reconciliation automation
Match payments from Stripe, PayPal or bank feeds to invoices and orders automatically.
- Delivery
- 6 working days
- Revisions
- 2 revision rounds
$300
Automation flows
Automation audit & fix
We review your existing Zaps or scenarios, fix failures and cut your task usage.
- Delivery
- 3 working days
- Revisions
- 1 revision round
$160
Automation flows
Self-hosted n8n setup
Your own n8n automation server — unlimited workflows, no per-task fees.
- Delivery
- 3 working days
- Revisions
- 1 revision round
$220
Automation flows
Abandoned cart email flow
A 3-email abandoned cart sequence in Klaviyo or your store's email tool.
- Delivery
- 4 working days
- Revisions
- 2 revision rounds
$180
Automation flows
Automation discovery session
A 60-minute session to find the repetitive work worth automating — with a costed plan.
- Delivery
- 2 working days
- Revisions
- No revision rounds
$90