Workflow Automation Agent
A new enquiry arrives by form, gets typed into the CRM, becomes a task, triggers an email and ends up in a spreadsheet. The Workflow Automation Agent does those repetitive steps for you, reliably and in the right order.
We map one clear workflow with you, automate the repetitive parts and set up alerts if anything fails, so your team can trust it and stop double-handling.
Information is entered once and moves where it needs to go.
Tasks and messages are created every time, not just when someone remembers.
If a step cannot complete, your team is told straight away.
The real problem
Most businesses use several tools that do not talk to each other. People fill the gaps by retyping details, forwarding emails and keeping reminders in their heads.
That is slow and error-prone. A misspelt email address or a forgotten task can cost a customer or a job.
The Workflow Automation Agent fills the gaps between your tools, so your team does not have to.
What it handles
Start with one workflow that saves real time, then add more as you see the benefit.
We document how the work currently moves and agree which steps to automate.
New tasks are created with the right details, owner and due date.
Details move between forms, email, CRM, spreadsheets and task tools.
Approved confirmations and updates are sent at the right step.
Your team is notified when a step fails so nothing silently stops.
A record of what ran and when, so you can check the work.
How it works
Simple, tested automation instead of a fragile tangle of rules.
We agree the trigger, steps, owners and exceptions.
The agent is connected to the systems involved.
The workflow is checked with your examples before going live.
It runs automatically, with alerts and a log for anything unusual.
Where it helps
The best first workflow is frequent, repetitive and clearly defined.
Form submission to CRM record, task, confirmation email and team alert.
AI Workers for business growth →Completed job to invoice request, review request and follow-up reminder.
AI Workers for electricians →Booking details to calendar, checklist, reminder and staff notification.
AI Workers for equipment hire →You stay in control
Clear rules, tested steps and people in charge of exceptions.
The agent only does the steps you have approved. Unusual cases, missing information or failed connections are passed to a person rather than guessed.
Works well together
Pair workflow automation with workers that fill forms, create documents and record meetings and jobs.
Workflow Automation Agent FAQ
Still unsure whether it suits your business? Ask us and we will give you a straight answer.
It is an AI Worker that automates repetitive steps between your business tools, such as moving enquiry details into a CRM, creating tasks and sending approved messages.
Many common forms, email, CRM, spreadsheet and task tools. We confirm what is possible with your systems during setup.
One simple workflow is included. More complex or additional workflows can be added and quoted.
Your team receives an alert with the details, so the issue can be fixed and nothing is silently missed.
No. We map the process with you in plain English and set it up for you.
The Workflow Automation Agent is $29 a month after a 7-day free trial, and we set it up for you. Simple workflow included.
Get started
Try the Workflow Automation Agent free for 7 days with one workflow that saves your team time.