Customer enquiries & sales follow-up
Organise new enquiries and remind the right person.
Business problem
New enquiries from websites, WhatsApp or email often sit in different places.
Automation outcome
Capture the details, assign an owner and remind the team to follow up.
Example
New enquiry→Organise details→Assign owner→Create customer record→Follow-up reminder
Can work with
CRMEmailWhatsAppGoogle Sheets
Discuss this task →Product data & listing
Clean supplier files and prepare product updates.
Business problem
Supplier Excel, PDFs and product files arrive in different formats.
Automation outcome
Standardise the data, check it, and prepare ERP or webstore updates.
Example
Supplier data→Clean→Match model→Check→Update ERP / webstore
Can work with
ExcelPDFOdooOpenCartShopify
Discuss this task →Prices & market data
Find prices that need review.
Business problem
Supplier prices, market references and internal costs are scattered.
Automation outcome
Organise price data and flag items that need follow-up or approval.
Example
Supplier price→Market price→Cost→Check rules→Flag issues
Can work with
CSVGoogle SheetsERPAssessed sources
Discuss this task →Inventory & supplier follow-up
Alert the team when stock or ETA needs attention.
Business problem
Stock, ETA and supplier data are scattered and follow-up relies on memory.
Automation outcome
Check stock and arrival data, then notify the right person when needed.
Example
Stock data→Check quantity→Check ETA→Find issue→Notify team
Can work with
ERPExcelEmailWhatsApp
Discuss this task →Reports & internal work
Stop rebuilding daily or weekly reports by hand.
Business problem
Reports require copying and checking data from different systems every time.
Automation outcome
Collect data, prepare reports and highlight items that need action.
Example
Systems→Collect data→Check→Prepare report→Send
Can work with
Google SheetsExcelEmailDatabase
Discuss this task →Social media & marketing work
Reduce repeated content prep and reporting.
Business problem
One campaign often needs several platform versions plus manual results reporting.
Automation outcome
Prepare content versions, schedule publishing and organise campaign reports.
Example
Content→Prepare versions→Schedule→Collect results→Report
Can work with
Content filesSheetsEmailSocial platforms
Discuss this task →New customer setup & follow-up
Create customer records, files and reminders.
Business problem
Customer details, documents, meetings and follow-up tasks are handled separately.
Automation outcome
Create records, send documents, set internal tasks and remind follow-up.
Example
New customer→Create record→Send files→Create tasks→Follow up
Can work with
CRMEmailGoogle DriveSheets
Discuss this task →Customer service & messages
Classify messages before assigning them.
Business problem
WhatsApp, email and website messages pile up and manual routing is slow.
Automation outcome
Classify messages, check priority and assign them to the right person.
Example
Message→Classify→Find customer→Set priority→Assign
Can work with
WhatsAppEmailCRMHelpdesk
Discuss this task →Invoices & payment follow-up
Prepare invoice details and payment reminders.
Business problem
Invoices, due dates, reminders and reconciliation data sit in different files.
Automation outcome
Prepare invoice data, check due dates, send reminders and organise reconciliation details.
Example
Order→Invoice data→Due date→Reminder→Reconciliation
Can work with
Accounting systemExcelEmailERP
Discuss this task →Connect existing systems
You do not always need to replace your current tools.
Business problem
Webstores, ERP, CRM, spreadsheets, WhatsApp and databases are often connected by manual work.
Automation outcome
Add automation between the tools your team already uses.
Example
Current tools→Read data→Check→Update or notify→Keep record
Can work with
OdooOpenCartShopifyWooCommerceGoogle SheetsMySQLPostgreSQLAPIs
Discuss this task →