Automation

AI Automation & Workflow Automation

Practical Make.com and AI workflows that remove repetitive work, connect your tools and keep customers from slipping through the cracks.

Automate My Business

What we automate

  • Make.com automation and AI workflow automation
  • Business process automation and API integrations
  • CRM and lead automation
  • Data and content automation
  • AI-assisted workflows
  • Notifications and business reporting workflows
  • Automated data collection and document workflows

Also available: automated content systems, such as research-to-publish blog pipelines.

Example: lead handling

  1. Lead arrives
  2. AI qualifies the lead
  3. Lead added to CRM
  4. Sales notification sent
  5. Follow-up triggered
  6. Result recorded

WhatsApp Business Automation

  • WhatsApp Business API integrations
  • Lead capture and lead qualification
  • Notifications and customer follow-ups
  • WhatsApp-to-Google Sheets and WhatsApp-to-CRM workflows
  • AI-assisted WhatsApp workflows

WhatsApp automation and integrations where supported by Meta's APIs and account configuration. Available features depend on Meta account type, permissions and current API capabilities.

Automate My Customer Messaging

Example: customer message

  1. Customer sends a WhatsApp message
  2. Message enters the workflow
  3. AI identifies intent
  4. Relevant action is triggered
  5. Lead or customer is recorded
  6. Human handoff when necessary

Instagram API & Social Automation

  • Instagram API integrations
  • Lead management and lead routing
  • Instagram-to-CRM and Instagram-to-Google Sheets workflows
  • Comment and DM-related workflows where officially supported
  • Social media lead capture and AI-assisted workflows

Instagram integrations and automation where supported by Meta's APIs. Available features depend on Meta account type, permissions and current API capabilities.

Example: social lead

  1. Lead comes in via Instagram
  2. Details captured through supported APIs
  3. Routed to the right owner
  4. Added to Sheet or CRM
  5. Follow-up recorded

CRM integrations

Keep leads, conversations and follow-ups in one system, updated automatically from forms, WhatsApp, Instagram and email.

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