Start with a repeatable task
Common candidates include enquiry routing, internal notifications, appointment reminders and status updates. We document triggers, exceptions, ownership and what should happen when an integration is unavailable.
WhatsApp with permission
Business messaging must respect customer expectations and platform rules. We plan opt-in, message purpose, approved templates where applicable, escalation to a person and a way for recipients to stop messages.
Reliability and visibility
The design should log outcomes, report failures and avoid duplicate actions. Access to customer data is limited to what the workflow needs, and sensitive information is not sent through an unsuitable channel.
Scope and support
The estimate depends on tools, workflow branches, APIs and ongoing monitoring. We document dependencies and recurring third-party charges before work begins.
Common questions
What is worth automating?
Common candidates are enquiry routing, internal notifications, appointment reminders and status updates. We document triggers, exceptions, ownership and what should happen when an integration is unavailable.
Can you message customers on WhatsApp?
Business messaging must respect customer expectations and platform rules. We plan opt-in, message purpose, approved templates where applicable, escalation to a person, and a way for recipients to stop messages.
How much does automation cost?
The estimate depends on the tools involved, workflow branches, APIs and ongoing monitoring. We document dependencies and recurring third-party charges before work begins.
Read our business automation and whatsapp automation guides →