ECOMMERCE + MARKETING AUTOMATION

Less repetitive work.
More room to run your business.

Connect the everyday tasks between your store, forms, and business tools—with scoped workflows built around how you actually work.

Illustrative content calendar, reporting dashboard, and connected workflow concepts; no client results or metrics.

An event happens

The right information moves

Your team gets the next step

Practical workflow automation for supported apps and integrations

MAKE THE EVERYDAY WORK BETTER

Practical support.
A clearer way forward.

Fewer copy-and-paste tasks

Move agreed information between supported tools without repeating the same manual steps.

Clearer handoffs

Route enquiries or order information to the right place, with the fields your team needs.

A workflow you understand

Know the trigger, actions, limits, and what to do when something needs attention.

CHOOSE YOUR STARTING POINT

The right scope.
Before the work begins.

Choose the closest starting point. We review your needs and confirm pricing before work starts.

ONE BUSINESS PROCESS

Workflow Review

Request a quote

  • Map one existing manual process
  • Review tools, access, and available integration options
  • Identify a practical automation opportunity
  • Define the trigger, actions, and field requirements
  • Recommend scope and platform costs

Planning and review only. No production automation deployment included.

1 WORKFLOW • UP TO 3 ACTIONS

Single Workflow Setup

Request a quote

  • One agreed trigger and up to 3 actions
  • Up to 2 supported business apps
  • Standard connector configuration and field mapping
  • Basic filters and duplicate-handling where supported
  • Agreed test cases and handover

Supported standard integrations only. Custom APIs, high-volume processing, and paid platform fees are separate.

UP TO 3 WORKFLOWS • 9 ACTIONS TOTAL

Connected Workflows + Care

Request a quote

  • Up to 3 agreed triggers and 9 actions in total
  • Up to 3 supported business apps
  • Relevant field mapping, filters, and routing
  • Basic error notification where supported
  • Testing and workflow handover
  • One month of care for delivered workflows

Custom applications, complex API development, advanced recovery systems, and platform subscriptions are separate.

App compatibility, permissions, usage limits, and subscription costs are checked before quoting. Email flow strategy and campaign management belong to our Klaviyo service. We do not promise every app can connect or that all manual work disappears.

A clear and practical process.

1

Understand

We agree the goal, tools, access, deliverables, and price.

2

Create & check

We prepare the agreed work and test it against the project scope.

3

Hand over

You review the work and receive guidance. Any continued care is defined in your package.

A few things to know.

Examples include routing a website enquiry to a supported CRM or sheet, notifying a team of a new order, or syncing agreed fields between supported tools. We inspect the actual tools and permissions before confirming feasibility.

A description of the current process, the apps involved, sample fields using non-sensitive test data, and appropriate access invitations. You approve the actions and any platform costs before production deployment.

A workflow has one agreed trigger and its defined steps. An action is a configured task such as creating a record or sending an internal notification. We count the intended steps before quoting; complex loops and branches may need a custom scope.

No. App plans, automation-platform usage, hosting, messaging charges, and paid API access are separate. We identify likely requirements and limits before implementation.

No. We agree which systems, data, and actions are involved. Any outbound messaging or order-changing behavior must be explicitly approved and tested before launch. We do not activate unspecified actions.

The premium includes one month of checks and fixes for the delivered workflows within their agreed actions and apps. New workflows, vendor API changes requiring a rebuild, new subscriptions, and ongoing 24/7 monitoring are separate.

Let’s take one repetitive task
off your plate.

Tell us what you do manually, which tools you use, and what a better handoff would look like.

Share your website or business links and what you need help with. Please leave out passwords and sensitive customer data.

A laptop and green plant on a warm oak workspace.
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