Automations

Ready-made process automation scenarios for B2B companies: reporting, document flow, order handling and payment reminders.

• Automatic Campaign Report AutomationMarketing campaign performance reports assembled from Google Ads, email and social data automatically. No more manual dashboard screenshots.
• Automatic Client Onboarding AutomationFrom contract signed to fully onboarded without manual coordination. Welcome emails, document collection, account setup and kickoff scheduling - automated.
• Automatic Client Reports AutomationMonthly or weekly reports generated and sent to clients automatically. Branded, data-driven and professional - without manual preparation.
• Automatic Contract Generation AutomationContracts generated from CRM deal data, sent for e-signature and archived automatically. Faster close, zero manual document preparation.
• Automatic Data Pipeline AutomationAutomated data collection, transformation and loading from multiple sources into your analytics layer. Always-current data without engineering overhead.
• Automatic Document Archiving AutomationDocuments automatically organized, named and archived based on type, client and date. Find anything in seconds. Compliance-ready audit trail.
• Automatic Email Sequences AutomationBehavior-triggered email sequences for lead nurturing, post-purchase, onboarding or win-back. Right message at the right time, automatically.
• Automatic Employee Onboarding AutomationNew hire onboarding from day 1: IT access provisioning, document collection, welcome sequences, manager alerts. Consistent experience without HR overhead.
• Automatic Feedback Collection AutomationPost-delivery, post-onboarding and recurring NPS surveys sent automatically. Responses aggregated, analyzed and escalated when needed.
• Automatic Financial Report AutomationFinancial reports generated from ERP and accounting data automatically. Revenue, costs, margins and cash flow - current, accurate and ready when needed.
• Automatic Follow-up Sequences AutomationSales follow-up sequences triggered by meetings, demos or email opens. Consistent contact without relying on rep discipline. Every lead followed up, every time.
• Automatic Inventory Updates AutomationInventory levels automatically updated across all sales channels after every transaction. No overselling, no manual reconciliation.
• Automatic Invoicing from CRM AutomationInvoices generated automatically when a deal is closed in CRM. Sent to the client, recorded in accounting, payment tracked - zero manual steps.
• Automatic Lead Routing AutomationLeads automatically assigned to the right rep based on territory, company size, industry or product interest. No manual assignment, instant response.
• Automatic Lead Scoring AutomationLeads automatically scored based on behavior, firmographic data and engagement signals. Sales team focuses on highest-probability leads.
• Automatic Payment Reminders AutomationAutomated overdue invoice reminders at 3, 7 and 14 days. Personalized, professional sequences that collect faster without embarrassing manual follow-ups.
• Automatic Proposal Sending AutomationProposals generated from CRM data and sent automatically after meetings. Personalized, professionally formatted, tracked for opens and responses.
• Automatic Sales Report AutomationDaily, weekly and monthly sales reports generated automatically from CRM data. Sent to the right people on schedule without manual compilation.
• Automatic Slack Notifications AutomationBusiness events from CRM, ERP and other tools delivered to Slack channels automatically. Right information to the right team channel instantly.
• Automatic Social Media Publishing AutomationApproved content published to LinkedIn, Facebook and other platforms on schedule. Multi-channel distribution without manual posting.
• Automatic Task Creation AutomationTasks created automatically from CRM events, emails, form submissions and calendar events. Nothing falls through the cracks between systems.
• Automatic Ticket Categorization AutomationSupport tickets automatically categorized by topic, urgency and customer tier. Routed to the right team instantly, reducing first response time.
• Automatic VAT Number Verification AutomationAutomatic NIP/VAT number verification against government registers during client onboarding or invoicing. Compliance without manual checks.
• Automatic Weekly Report AutomationWeekly business summary generated and distributed automatically every Monday. KPIs, highlights and alerts - without any human preparation time.
• CRM-ERP Sync AutomationBidirectional automatic sync between CRM and ERP. No manual data entry between systems. Real-time customer and order data across your entire stack.

Your industry not on the list? The process is the same in all of them: we map the work, pick the three automations with the highest return and build them.Book a free consultation