Technology & Automation
Business Automation Services
Automation that solves a real bottleneck you already have — not automation for its own sake. We map your process, build the flow, and maintain it.
Manual processes are your most expensive overhead
Every hour spent copying data between tools, chasing approvals, or building reports by hand is an hour not spent growing the business. Modern automation tools — Make, n8n, Zapier, and direct API integrations — mean the same workflows that used to eat 10–20 hours a week can run unattended, reliably, without error. The ROI on a well-built automation isn't weeks — it's often days.
What we typically build
Real scenarios — not abstract capabilities.
Lead qualification & CRM routing
New leads from your website, ads, or outbound campaigns are automatically scored, tagged, and routed to the right rep in HubSpot or Salesforce — with instant Slack notifications and zero manual triage.
Client onboarding automation
From signed contract to fully onboarded client — task creation in your PM tool, welcome email sequences, Slack channel setup, and document delivery, all triggered automatically without anyone touching it.
Invoice processing & approval chain
Invoices submitted by email or form are parsed, matched to purchase orders, routed for approval via Slack, and auto-posted to your accounting tool once confirmed.
Cross-platform inventory & order sync
Orders, stock levels, and fulfilment status stay in sync across Shopify, your warehouse tool, and your reporting dashboard — without anyone touching a spreadsheet.
What's included
Workflow mapping & audit
We document your actual current process before building anything — identifying where manual work is happening, where errors occur, and where automation will have the highest impact.
Tool-to-tool integrations
Connect your CRM, inbox, project management, billing, and reporting stack so data moves automatically without copy-pasting or manual exports.
Lead & outreach automation
Automated qualification, scoring, CRM routing, and follow-up sequences — with human approval checkpoints where the decision genuinely matters.
Approval & reporting workflows
Removing repetitive approval cycles and manual report-building from your team's week, so managers get the information they need without asking for it.
Notification & alerting systems
The right people receive the right alerts at the right moment — when a deal closes, a task is overdue, a form is submitted, or a threshold is crossed.
Maintenance & iteration
Automations break when tools update their APIs. Ongoing support is included, plus monthly check-ins to build new automations as your operations evolve.
Works with your stack
We integrate with the tools your team already uses — no ripping and replacing.
HubSpot
CRM
Salesforce
CRM
Slack
Communication
Notion
Workspace
Airtable
Database
Shopify
E-commerce
Google Workspace
Productivity
Stripe
Payments
Is this the right fit?
Right for you if…
- ✓Operations managers who own processes that are largely manual today
- ✓Founders spending evenings on tasks that should run themselves
- ✓Sales teams with inconsistent follow-up because leads fall through the gaps
- ✓Service businesses with manual onboarding and reporting cycles eating team time
- ✓Teams running 5+ tools with no real integration between them
Probably not a fit if…
- ✗Businesses with fewer than 3 people where manual work is still manageable
- ✗Companies not yet using any digital tools to manage their operations
- ✗Teams looking for a one-time setup with no ongoing support or iteration
How we deliver Business Automation
The same order, every engagement — because the sequence matters.
- 01
Discovery & mapping
We document your current processes in detail — what's manual, what's partially automated, and where the real bottlenecks sit. Nothing is assumed.
- 02
Automation roadmap
Prioritise by time saved, error reduction, and business impact. You see exactly what we'll build and why before any work starts.
- 03
Build & test
Automations built in Make, n8n, or Zapier with full error handling, logging, and edge case coverage — not fragile happy-path-only flows.
- 04
Handover & training
You see exactly how every automation works and can monitor it yourself. Nothing is a black box — full documentation included.
- 05
Iteration retainer
Monthly check-ins, fixes when connected tools change their APIs, and new automations as your operations grow.
Tools we use to deliver this
Best-in-class tools, applied by practitioners who know what the data actually means.
Make (formerly Integromat)
Primary visual automation builder for most business workflows — powerful, reliable, and debuggable.
n8n
Self-hosted open-source option for workflows that require data privacy or complex branching logic.
Zapier
Entry-level integrations for simpler, high-volume connections where speed of setup matters.
Python / Node.js
For custom API integrations, data transformation, or workflows that no-code tools can't handle.
Airtable
Often used as the operational database layer connecting multiple automations.
Google Apps Script
For automating within Google Workspace — Sheets, Gmail, Calendar, and Drive.
Why 365Digital
We've automated our own operations first
- →We use Make, n8n, and custom scripts to run our own agency operations — so we build from practitioner experience, not documentation.
- →Every automation includes error handling, logging, and monitoring — not just a happy-path flow that breaks silently when something upstream changes.
- →We document everything. You receive a full process map and walkthrough so your team understands every automation we build.
- →We don't over-automate. Some decisions need a human — we build approval checkpoints where they actually belong.
- →Retainer clients get ongoing support, so when a connected tool updates its API and breaks a flow, we fix it — not you.
Results from this kind of work
Sample layout — real results pending
[SCREENSHOT: Business Automation case study — before/after metric]
[SCREENSHOT: Business Automation dashboard or workflow]
How we price this service
Every automation engagement starts with understanding your actual process — not a template. We scope the work, prioritise by business impact, then build and maintain it on a monthly retainer.
Starting from USD $299 / month
Common questions
Do we need to have existing tools or software in place already?
+
No — we can build automation around your current process even if it's mostly manual today. If specific tools would unlock more value, we'll recommend the minimum setup needed before we start.
How long does a typical automation project take to deliver?
+
Most initial automations are live within 2–3 weeks of scoping. Complex multi-step flows or those involving custom API work may take 4–6 weeks. We give you a firm timeline before any work begins.
What happens when a connected tool updates and breaks the automation?
+
Tools update their APIs regularly, which can break automations built on top of them. Retainer clients are covered — we monitor and fix issues as they arise without billing you separately.
Can you automate processes that involve human decisions or approvals?
+
Yes — good automation doesn't remove humans, it removes the manual effort around them. We build approval checkpoints into workflows so the right person gets notified and can act with one click.
Do you build automations we can eventually maintain ourselves?
+
Yes. We document every automation clearly and do a full handover walkthrough. Simpler flows in Zapier or Make are straightforward for non-technical teams to manage — we design with that in mind.
What's the difference between Make, n8n, and Zapier — which is right for us?
+
Zapier is the easiest to use and best for simple integrations. Make handles more complex branching logic and is more cost-efficient at scale. n8n is self-hosted and open-source — best when data privacy or full control matters. We recommend based on your actual workflow, not a preferred tool.
Related services
Ready to see where you actually stand?
A free audit covers your current SEO health and where AI automation could realistically save you time — no generic sales pitch.