Business workflow automations
Connect your forms, CRM, email, and tools so leads and data move automatically instead of through copy and paste.
Get an automation auditTypical automations we set up
- Send new leads from your website to your CRM, inbox, and task tools.
- Route enquiries based on topic, budget, or region.
- Trigger follow-up sequences after a call, form submission, or purchase.
- Sync data across systems so your team always has the latest information.
How we approach automations
We map what needs to happen when someone fills out a form, calls, or starts a chat, then design simple automations to support that flow. We use proven automation platforms and AI behind the scenes so your systems talk to each other without you having to worry about integrations.
Form
CRM
Dashboard
Connected systems that work together automatically
VECTOR for automations
Good automations start with clarity, not tools. VECTOR keeps us focused on what needs to happen for your business, then chooses the tech to match.
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Strategy & Alignment
We talk through your current process: who does what manually, where information gets stuck, and what “done” looks like.
"Clarity before complexity."
Deliverables
- Process Map
- Tech Stack Audit
- Automation Strategy
Envision
Design & Prototyping
We sketch simple “when this happens, do this” flows—no jargon. You’ll see how leads, tasks, and notifications should move through your systems.
"Visualizing the flow before building it."
Deliverables
- Flow Diagrams
- Logic Definition
- Tool Selection
Craft
Development & Build
We build the automations using proven platforms and AI where it helps (for example, summarising messages or tagging conversations).
"Building robust, error-free workflows."
Deliverables
- Zapier/Make Scenarios
- API Integrations
- AI Prompt Engineering
Tie-in
Integrations & Automation
We connect the automations to your website, CRM, inbox, and other tools so they run reliably in the background.
"Seamless connection across your stack."
Deliverables
- End-to-End Testing
- Error Handling Setup
- Team Training
Optimize
Performance & Monitoring
We monitor logs, look for failure points, and adjust rules to reduce noise and avoid robot-like responses.
"Reliability you can trust."
Deliverables
- Error Log Monitoring
- Performance Tuning
- Rule Refinement
Refine
Growth & Iteration
As your team uses the automations, we refine triggers, filters, and messages so they feel natural and keep saving time.
"Evolving with your business needs."
Deliverables
- Quarterly Review
- Process Updates
- Scaling Strategy
Typical investment ranges
Every project is unique, but these ranges give you an idea of what to expect for a high-quality build.
Workflow Audit
Deep dive into your current processes to find bottlenecks and opportunities.
- Process mapping
- Tool recommendations
- ROI estimation
Standard Automation
Connect your core tools to save hours of manual work every week.
- 2-3 connected apps
- Error handling
- Documentation
Complex System
End-to-end business logic automation for scaling teams.
- Multi-step workflows
- Custom API integration
- Dashboard reporting
Automation FAQ
Do I need to know tools like Zapier or Make?
What systems can you connect?
Will automations replace my team?
What happens if an automation fails?
Is my data secure?
Still have questions? Contact our team directly.